Stamos Capital Partners, L.P.

CIK 0001705399 • 6 13F filings • May 14, 2025 – Aug 13, 2026

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Filer information

Filed by: Stamos Capital Partners, L.P., Chief Compliance Officer
Address: 2498 Sand Hill Road, Menlo Park, CA, 94025
Phone: 929-946-5055
AUM: $622.3M

AUM over time

$652.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $639.7M140 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$668K	0.1%Prev: 0.3%	4,597 SH	Decreased-3,243 SH
ADOBE INC	COM	$5.8M	0.9%Prev: 0.6%	24,061 SH	Increased+18,281 SH
ADVANCED MICRO DEVICES INC	COM	$4.0M	0.6%Prev: 1.0%	19,610 SH	Increased-16,556 SH
ALEXANDRIA REAL ESTATE EQ IN	COM	$1.6M	0.3%Prev: 0.3%	34,904 SH	Increased+20,535 SH
ALPHABET INC	CAP STK CL A	$16.0M	2.5%Prev: 1.6%	55,472 SH	Increased+16,720 SH
ALPS ETF TR	ALERIAN MLP	$3.4M	0.5%Prev: 0.7%	64,137 SH	Increased+14,864 SH
AMAZON COM INC	COM	$9.9M	1.5%Prev: 1.2%	47,377 SH	Increased+24,040 SH
AMERICAN ELEC PWR CO INC	COM	$2.4M	0.4%Prev: 0.5%	18,109 SH	Increased+70 SH
AMGEN INC	COM	$679K	0.1%Prev: 0.3%	1,930 SH	Decreased-1,761 SH
APPLE INC	COM	$7.5M	1.2%Prev: 0.8%	29,441 SH	Increased+14,950 SH
ARCHER DANIELS MIDLAND CO	COM	$444K	0.1%Prev: 0.1%	6,115 SH	Decreased-4,383 SH
ASML HLDG NV	N Y REGISTRY SHS	$5.7M	0.9%	4,280 SH	New
AT&T INC	COM	$7.6M	1.2%Prev: 1.1%	261,134 SH	Increased+109,539 SH
AUTOMATIC DATA PROCESSING IN	COM	$3.4M	0.5%Prev: 0.3%	16,789 SH	Increased+13,503 SH
BANK AMERICA CORP	COM	$8.2M	1.3%Prev: 1.2%	167,913 SH	Increased+59,760 SH
BARCLAYS PLC	ADR	$3.1M	0.5%Prev: 0.8%	145,126 SH	Increased-47,209 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.0M	0.8%Prev: 0.2%	10,447 SH	Increased+8,946 SH
BHP BILLITON LIMITED	SPONSORED ADS	$437K	0.1%	6,011 SH	New
BLACKROCK INC	COM	$6.4M	1.0%Prev: 1.2%	6,630 SH	Increased+1,896 SH
BLACKSTONE INC	COM	$5.2M	0.8%Prev: 0.7%	45,069 SH	Increased+25,244 SH
BOEING CO	COM	$6.1M	0.9%Prev: 0.9%	30,460 SH	Increased+9,466 SH
BP PLC	SPONSORED ADR	$5.2M	0.8%Prev: 2.2%	110,421 SH	Decreased-135,165 SH
BROADCOM INC	COM	$4.8M	0.8%Prev: 0.8%	15,507 SH	Increased-3,604 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$305K	0.0%Prev: 0.1%	6,851 SH	Decreased-1,237 SH
BROOKFIELD CORP	CL A LTD VT SH	$5.0M	0.8%Prev: 0.8%	123,391 SH	Increased+65,745 SH
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$310K	0.0%Prev: 0.1%	7,849 SH	Increased+849 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$303K	0.0%Prev: 0.1%	7,606 SH	Increased-1,316 SH
BWX TECHNOLOGIES INC	COM	$456K	0.1%Prev: 0.1%	2,232 SH	Increased-1,824 SH
BXP INC	COM	$1.5M	0.2%Prev: 0.3%	28,008 SH	Increased+13,141 SH
CAMECO CORP	COM	$2.3M	0.4%Prev: 0.6%	21,276 SH	Increased-29,999 SH
CANADIAN NATL RY CO	COM	$6.3M	1.0%Prev: 0.9%	61,225 SH	Increased+25,996 SH
CANADIAN PACIFIC KANSAS CITY	COM	$5.9M	0.9%Prev: 0.6%	74,972 SH	Increased+42,160 SH
CARLYLE GROUP INC	COM	$212K	0.0%Prev: 0.1%	4,382 SH	Decreased-4,707 SH
CATERPILLAR INC	COM	$3.1M	0.5%Prev: 0.6%	4,402 SH	Increased-2,249 SH
CHENIERE ENERGY INC	COM NEW	$2.7M	0.4%Prev: 0.3%	9,430 SH	Increased+4,617 SH
CHEVRON CORPORATION	COM	$8.9M	1.4%	43,054 SH	New
CHUBB LTD SWITZ	COM	$1.4M	0.2%	4,234 SH	New
CISCO SYS INC	COM	$2.6M	0.4%Prev: 0.7%	33,795 SH	Increased-6,966 SH
CME GROUP INC	COM	$4.7M	0.7%Prev: 0.8%	15,763 SH	Increased+4,574 SH
COCA COLA CO	COM	$4.2M	0.7%Prev: 0.5%	55,329 SH	Increased+27,449 SH
CONOCOPHILLIPS	COM	$838K	0.1%Prev: 0.3%	6,347 SH	Decreased-4,625 SH
CONSTELLATION ENERGY CORP	COM	$2.7M	0.4%Prev: 0.6%	9,712 SH	Increased-1,345 SH
COSTCO WHOLESALE CORPORATION	COM	$920K	0.1%	923 SH	New
CROWDSTRIKE HLDGS INC	CL A	$2.9M	0.4%Prev: 0.2%	7,359 SH	Increased+5,265 SH
CVS HEALTH CORP	COM	$5.7M	0.9%Prev: 0.9%	78,722 SH	Increased+27,867 SH
D R HORTON INC	COM	$2.4M	0.4%Prev: 0.8%	17,783 SH	Decreased-5,646 SH
DEERE & CO	COM	$2.0M	0.3%Prev: 0.4%	3,605 SH	Increased+441 SH
DELL TECHNOLOGIES INC	CL C	$3.7M	0.6%Prev: 0.8%	22,604 SH	Increased-12,705 SH
DISNEY WALT CO	COM	$7.0M	1.1%Prev: 0.7%	72,922 SH	Increased+46,460 SH
DOMINION ENERGY INC	COM	$2.4M	0.4%Prev: 0.6%	39,338 SH	Increased+806 SH
DUKE ENERGY CORP NEW	COM NEW	$2.3M	0.4%Prev: 0.5%	17,644 SH	Increased+1,524 SH
EATON CORP PLC	SHS	$1.9M	0.3%Prev: 0.2%	5,342 SH	Increased+2,398 SH
ELI LILLY & CO	COM	$5.6M	0.9%Prev: 0.6%	6,129 SH	Increased+3,384 SH
ENBRIDGE INC	COM	$4.4M	0.7%Prev: 0.6%	80,905 SH	Increased+25,752 SH
EOG RES INC	COM	$817K	0.1%Prev: 0.3%	5,652 SH	Decreased-3,223 SH
EQT CORP	COM	$2.7M	0.4%Prev: 0.3%	41,896 SH	Increased+20,968 SH
EXXON MOBIL CORP	COM	$12.7M	2.0%Prev: 2.2%	74,583 SH	Increased+4,667 SH
FIRST SOLAR INC	COM	$1.3M	0.2%Prev: 0.3%	6,751 SH	Increased-1,196 SH
FORD MTR CO	COM	$4.6M	0.7%Prev: 1.2%	400,657 SH	Decreased-72,991 SH
FREEPORT MCMORAN INC	CL B	$450K	0.1%	7,663 SH	New
GE AEROSPACE	COM NEW	$2.2M	0.3%Prev: 0.3%	7,616 SH	Increased+2,617 SH
GE VERNOVA INC	COM	$2.1M	0.3%Prev: 0.3%	2,364 SH	Increased-924 SH
GENERAL MILLS INC	COM	$3.1M	0.5%	83,376 SH	New
GENERAL MTRS CO	COM	$2.1M	0.3%Prev: 0.3%	28,516 SH	Increased+915 SH
GILEAD SCIENCES INC	COM	$807K	0.1%Prev: 0.2%	5,788 SH	Decreased-1,836 SH
GLOBAL X FDS	FINTECH ETF	$2.0M	0.3%Prev: 0.3%	88,738 SH	Increased+52,480 SH
GLOBAL X FDS	GLB X MLP ENRG I	$3.4M	0.5%Prev: 0.7%	45,553 SH	Increased+5,603 SH
GLOBAL X FDS	GLOBAL X URANIUM	$756K	0.1%Prev: 0.3%	15,616 SH	Decreased-27,599 SH
GLOBAL X FDS	US INFR DEV ETF	$4.8M	0.7%Prev: 0.4%	94,151 SH	Increased+51,554 SH
GSK PLC	SPONSORED ADR	$5.4M	0.8%Prev: 1.5%	98,255 SH	Decreased-47,124 SH
HDFC BANK LTD	SPONSORED ADS	$3.4M	0.5%Prev: 0.4%	134,716 SH	Increased+113,660 SH
HOME DEPOT INC	COM	$3.4M	0.5%Prev: 0.2%	10,235 SH	Increased+7,909 SH
HP INC	COM	$837K	0.1%Prev: 0.3%	43,549 SH	Decreased+7,636 SH
HSBC HLDGS PLC	SPON ADR NEW	$3.2M	0.5%Prev: 0.8%	38,573 SH	Increased-12,738 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.4M	0.2%Prev: 0.2%	9,202 SH	Increased+5,715 SH
INTERNATIONAL BUSINESS MACHS	COM	$3.8M	0.6%Prev: 0.2%	15,805 SH	Increased+12,366 SH
INTUITIVE SURGICAL INC	COM NEW	$1.1M	0.2%Prev: 0.1%	2,312 SH	Increased+1,318 SH
INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$659K	0.1%Prev: 0.1%	9,854 SH	Increased+5,934 SH
IQVIA HLDGS INC	COM	$1.8M	0.3%Prev: 0.3%	10,452 SH	Increased+4,761 SH
ISHARES INC	MSCI GBL ETF NEW	$697K	0.1%Prev: 0.3%	12,319 SH	Decreased-15,086 SH
ISHARES INC	MSCI STH KOR ETF	$1.4M	0.2%	11,229 SH	New
ISHARES TR	CORE US AGGBD ET	$91.9M	14.4%Prev: 17.0%	926,085 SH	Increased+267,662 SH
ISHARES TR	CRE U S REIT ETF	$3.4M	0.5%Prev: 0.5%	57,453 SH	Increased+27,444 SH
ISHARES TR	GL TIMB FORE ETF	$469K	0.1%Prev: 0.1%	6,610 SH	Decreased+60 SH
ISHARES TR	MSCI INDIA ETF	$648K	0.1%	13,832 SH	New
ISHARES TR	U.S. REAL ES ETF	$3.6M	0.6%Prev: 0.5%	38,300 SH	Increased+20,264 SH
JOHNSON & JOHNSON	COM	$10.2M	1.6%Prev: 1.8%	41,659 SH	Increased+654 SH
JPMORGAN CHASE & CO	COM	$10.6M	1.7%	35,956 SH	New
KINDER MORGAN INC DEL	COM	$3.8M	0.6%Prev: 0.5%	114,303 SH	Increased+45,866 SH
KKR & CO INC	COM	$218K	0.0%Prev: 0.1%	2,357 SH	Decreased-1,046 SH
KROGER CO	COM	$922K	0.1%Prev: 0.2%	12,741 SH	Increased+259 SH
LENNAR CORP	CL A	$2.4M	0.4%Prev: 0.8%	27,838 SH	Decreased+1,963 SH
MANULIFE FINL CORP	COM	$1.6M	0.2%Prev: 0.4%	46,131 SH	Decreased-6,602 SH
MASTERCARD INCORPORATED	CL A	$3.4M	0.5%Prev: 0.4%	6,748 SH	Increased+4,191 SH
MEDTRONIC PLC	SHS	$4.6M	0.7%Prev: 1.1%	53,432 SH	Increased+6,549 SH
MERCK & CO INC	COM	$20.5M	3.2%Prev: 2.7%	170,384 SH	Increased+56,150 SH
MICROSOFT CORP	COM	$15.9M	2.5%Prev: 1.3%	42,855 SH	Increased+29,397 SH
MONDELEZ INTL INC	CL A	$3.2M	0.5%Prev: 0.5%	54,727 SH	Increased+25,183 SH
MOODYS CORP	COM	$1.4M	0.2%Prev: 0.2%	3,201 SH	Increased+1,908 SH
NETFLIX INC.	COM	$5.9M	0.9%	61,022 SH	New
NEXTERA ENERGY INC	COM	$8.4M	1.3%Prev: 1.6%	90,373 SH	Increased+3,208 SH
NOVO-NORDISK A S	ADR	$6.5M	1.0%Prev: 0.6%	177,423 SH	Increased+145,009 SH
NUCOR CORP	COM	$423K	0.1%Prev: 0.2%	2,501 SH	Decreased-2,590 SH
NVIDIA CORPORATION	COM	$4.9M	0.8%Prev: 0.7%	27,840 SH	Increased+2,742 SH
OCCIDENTAL PETE CORP	COM	$841K	0.1%Prev: 0.3%	12,942 SH	Decreased-10,209 SH
PALO ALTO NETWORKS INC	COM	$4.2M	0.7%Prev: 0.3%	26,204 SH	Increased+19,059 SH
PFIZER INC	COM	$7.7M	1.2%Prev: 1.8%	273,784 SH	Increased+8,156 SH
PROCTER & GAMBLE CO	COM	$5.1M	0.8%	35,451 SH	New
S&P GLOBAL INC	COM	$2.1M	0.3%Prev: 0.2%	4,949 SH	Increased+3,764 SH
SALESFORCE INC	COM	$6.7M	1.0%Prev: 0.5%	35,803 SH	Increased+28,389 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$780K	0.1%	12,735 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.8M	0.3%	39,982 SH	New
SERVICENOW INC	COM	$3.1M	0.5%	29,802 SH	New
SHELL PLC	SPON ADS	$3.9M	0.6%Prev: 2.2%	42,196 SH	Decreased-71,414 SH
SIMON PPTY GROUP INC NEW	COM	$2.7M	0.4%Prev: 0.4%	14,209 SH	Increased+4,495 SH
SLB LIMITED	COM STK	$1.2M	0.2%	23,501 SH	New
SNOWFLAKE INC	COM SHS	$1.6M	0.3%	10,667 SH	New
SONY GROUP CORP	SPONSORED ADR	$4.8M	0.8%Prev: 0.3%	232,958 SH	Increased+181,646 SH
SOUTHERN CO	COM	$2.3M	0.4%Prev: 0.5%	23,974 SH	Increased+2,691 SH
SPDR GOLD TR	GOLD SHS	$727K	0.1%Prev: 0.2%	1,689 SH	Decreased-1,389 SH
SPDR SERIES TRUST	STATE STREET SPD	$5.4M	0.8%	40,605 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$8.7M	1.4%	25,637 SH	New
THE CIGNA GROUP	COM	$5.5M	0.9%	20,785 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$2.2M	0.3%Prev: 0.3%	4,526 SH	Increased+1,903 SH
TOLL BROTHERS INC	COM	$2.4M	0.4%Prev: 0.8%	17,913 SH	Decreased-10,067 SH
TOTALENERGIES SE	ACT	$3.9M	0.6%	42,667 SH	New
TOYOTA MOTOR CORP	ADS	$10.8M	1.7%Prev: 1.0%	52,600 SH	Increased+30,824 SH
TPG INC	COM CL A	$204K	0.0%Prev: 0.1%	5,037 SH	Decreased-3,356 SH
UBER TECHNOLOGIES INC	COM	$3.6M	0.6%Prev: 0.5%	49,488 SH	Increased+21,974 SH
UBS GROUP AG	SHS	$2.7M	0.4%Prev: 0.4%	70,376 SH	Increased+24,736 SH
UNION PAC CORP	COM	$7.4M	1.2%Prev: 0.6%	30,364 SH	Increased+20,135 SH
UNITEDHEALTH GROUP INC	COM	$14.8M	2.3%Prev: 1.6%	54,597 SH	Increased+42,725 SH
VANECK ETF TRUST	AGRIBUSINESS ETF	$941K	0.1%Prev: 0.1%	11,138 SH	Increased+3,750 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.2M	0.2%Prev: 0.4%	13,043 SH	Decreased-19,852 SH
VANECK ETF TRUST	RARE EARTH AND S	$446K	0.1%	5,070 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$17.8M	2.8%	357,307 SH	New
VERIZON COMMUNICATIONS INC	COM	$5.5M	0.9%Prev: 1.2%	109,806 SH	Increased+10,550 SH
VISA INC	COM CL A	$8.0M	1.2%Prev: 0.7%	26,383 SH	Increased+18,940 SH
VISTRA CORP	COM	$1.9M	0.3%Prev: 0.6%	12,949 SH	Decreased-6,038 SH
WALMART INC	COM	$2.7M	0.4%Prev: 0.1%	22,032 SH	Increased+16,300 SH

Sold (vs prior filing)

ALIBABA GROUP HLDG LTD — $2.8M
APOLLO GLOBAL MGMT INC — $401K
ARES MANAGEMENT CORPORATION — $407K
ASML HOLDING N V — $4.6M
BHP GROUP LTD — $496K
CHEVRON CORP NEW — $8.3M
CHUBB LIMITED — $601K
COSTCO WHSL CORP NEW — $265K
ENPHASE ENERGY INC — $405K
FREEPORT-MCMORAN INC — $489K
GENERAL MLS INC — $2.0M
JPMORGAN CHASE & CO. — $4.5M
NETFLIX INC — $1.3M
PROCTER AND GAMBLE CO — $2.0M
SCHLUMBERGER LTD — $2.5M
SELECT SECTOR SPDR TR — $1.4M
SELECT SECTOR SPDR TR — $1.4M
SNOWFLAKE INC — $1.2M
SPDR SER TR — $2.2M
SPDR SER TR — $1.1M
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001172661-26-000656	$622.3M	View
Nov 13, 2025	Q3 2025	13F-HR	0001172661-25-004754	$530.1M	View
Aug 13, 2026	Q2 2026