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: $652.5M140 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$653K	0.1%Prev: 0.2%	4,032 SH	Decreased-4,624 SH
ADOBE INC	COM	$4.7M	0.7%Prev: 0.8%	22,985 SH	Increased+11,791 SH
ADVANCED MICRO DEVICES INC	COM	$5.7M	0.9%Prev: 1.0%	9,797 SH	Decreased-31,014 SH
ALEXANDRIA REAL ESTATE EQ IN	COM	$1.8M	0.3%Prev: 0.3%	33,229 SH	Decreased+8,395 SH
ALPHABET INC	CAP STK CL A	$16.7M	2.6%Prev: 2.4%	46,870 SH	Increased-28,043 SH
ALPS ETF TR	ALERIAN MLP	$3.3M	0.5%Prev: 0.7%	62,819 SH	Decreased-14,417 SH
AMAZON COM INC	COM	$11.3M	1.7%Prev: 1.5%	47,509 SH	Increased+10,116 SH
AMERICAN ELEC PWR CO INC	COM	$2.4M	0.4%Prev: 0.4%	17,410 SH	Increased-4,822 SH
AMGEN INC	COM	$767K	0.1%Prev: 0.2%	2,118 SH	Decreased-2,022 SH
APPLE INC	COM	$7.5M	1.2%Prev: 1.3%	25,988 SH	Increased-8,373 SH
ARCHER DANIELS MIDLAND CO	COM	$492K	0.1%Prev: 0.1%	6,434 SH	Decreased-8,275 SH
ASML HLDG NV	N Y REGISTRY SHS	$6.1M	0.9%	3,061 SH	New
AT&T INC	COM	$7.7M	1.2%Prev: 1.1%	371,489 SH	Increased+157,180 SH
AUTOMATIC DATA PROCESSING IN	COM	$4.3M	0.7%Prev: 0.2%	19,091 SH	Increased+15,484 SH
BANK OF AMER CORP	COM	$8.9M	1.4%	155,337 SH	New
BARCLAYS PLC	ADR	$3.6M	0.6%Prev: 0.7%	134,871 SH	Decreased-86,088 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.2M	0.8%Prev: 0.4%	10,447 SH	Increased+6,006 SH
BHP BILLITON LIMITED	SPONSORED ADS	$446K	0.1%	5,349 SH	New
BLACKROCK INC	COM	$7.3M	1.1%Prev: 1.1%	7,548 SH	Increased+1,777 SH
BLACKSTONE INC	COM	$6.0M	0.9%Prev: 0.8%	50,628 SH	Increased+19,054 SH
BOEING CO	COM	$6.5M	1.0%Prev: 1.2%	30,183 SH	Increased-619 SH
BP PLC	SPONSORED ADR	$7.3M	1.1%Prev: 2.6%	197,357 SH	Decreased-281,277 SH
BROADCOM INC	COM	$4.1M	0.6%Prev: 0.8%	10,758 SH	Decreased-6,356 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$518K	0.1%Prev: 0.1%	11,545 SH	Decreased-2,081 SH
BROOKFIELD CORP	CL A LTD VT SH	$5.6M	0.9%Prev: 1.0%	131,121 SH	Decreased+38,763 SH
BROOKFIELD INFRASTRUCTURE CO	COM SUB VTG A	$454K	0.1%Prev: 0.1%	11,787 SH	Decreased-252 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$477K	0.1%Prev: 0.1%	12,863 SH	Decreased-2,636 SH
BWX TECHNOLOGIES INC	COM	$390K	0.1%Prev: 0.1%	2,002 SH	Decreased-2,228 SH
BXP INC	COM	$1.8M	0.3%Prev: 0.2%	27,306 SH	Increased+8,004 SH
CAMECO CORP	COM	$2.3M	0.3%Prev: 0.6%	22,106 SH	Decreased-19,438 SH
CANADIAN NATL RY CO	COM	$6.1M	0.9%Prev: 0.9%	51,425 SH	Increased+5,870 SH
CANADIAN PACIFIC KANSAS CITY	COM	$5.9M	0.9%Prev: 0.7%	67,652 SH	Increased+18,799 SH
CATERPILLAR INC	COM	$3.3M	0.5%Prev: 0.5%	3,098 SH	Increased-4,717 SH
CHENIERE ENERGY INC	COM NEW	$2.5M	0.4%Prev: 0.3%	10,572 SH	Increased+3,642 SH
CHEVRON CORPORATION	COM	$12.1M	1.8%	72,792 SH	New
CHUBB LIMITED	COM	$1.4M	0.2%Prev: 0.1%	4,090 SH	Increased+1,461 SH
CISCO SYS INC	COM	$2.5M	0.4%Prev: 0.5%	21,699 SH	Decreased-22,468 SH
CME GROUP INC	COM	$5.7M	0.9%Prev: 0.7%	25,832 SH	Increased+12,101 SH
COCA COLA CO	COM	$5.0M	0.8%Prev: 0.4%	62,002 SH	Increased+33,561 SH
CONOCOPHILLIPS	COM	$1.3M	0.2%Prev: 0.4%	12,556 SH	Decreased-10,370 SH
CONSTELLATION ENERGY CORP	COM	$3.8M	0.6%Prev: 0.7%	15,226 SH	Decreased+2,819 SH
COSTCO WHOLESALE CORPORATION	COM	$1.1M	0.2%	1,189 SH	New
CROWDSTRIKE HLDGS INC	CL A	$2.7M	0.4%Prev: 0.2%	3,488 SH	Increased+1,461 SH
CVS HEALTH CORP	COM	$5.6M	0.9%Prev: 0.7%	54,289 SH	Increased-3,225 SH
D R HORTON INC	COM	$3.1M	0.5%Prev: 0.9%	18,745 SH	Decreased-19,158 SH
DEERE & CO	COM	$2.3M	0.4%Prev: 0.4%	3,616 SH	Increased-548 SH
DELL TECHNOLOGIES INC	CL C	$2.7M	0.4%Prev: 0.7%	6,213 SH	Decreased-27,130 SH
DISNEY WALT CO	COM	$7.9M	1.2%Prev: 0.7%	82,186 SH	Increased+48,793 SH
DOMINION ENERGY INC	COM	$2.4M	0.4%Prev: 0.5%	34,667 SH	Decreased-11,832 SH
DUKE ENERGY CORP NEW	COM NEW	$2.2M	0.3%Prev: 0.4%	17,644 SH	Decreased-1,781 SH
EATON CORP PLC	SHS	$2.0M	0.3%Prev: 0.3%	4,613 SH	Increased-103 SH
ELI LILLY & CO	COM	$6.5M	1.0%Prev: 0.8%	5,449 SH	Increased+65 SH
ENBRIDGE INC	COM	$4.1M	0.6%Prev: 0.7%	76,016 SH	Increased-4,263 SH
EOG RES INC	COM	$1.3M	0.2%Prev: 0.4%	10,393 SH	Decreased-6,831 SH
EQT CORP	COM	$2.6M	0.4%Prev: 0.3%	47,999 SH	Increased+19,777 SH
EXXON MOBIL CORP	COM	$15.5M	2.4%Prev: 3.2%	113,199 SH	Decreased-50,973 SH
FIRST SOLAR INC	COM	$1.0M	0.2%Prev: 0.5%	4,311 SH	Decreased-11,480 SH
FORD MTR CO	COM	$4.0M	0.6%Prev: 1.2%	289,606 SH	Decreased-305,568 SH
FREEPORT MCMORAN INC	CL B	$438K	0.1%	6,965 SH	New
GE AEROSPACE	COM NEW	$3.4M	0.5%Prev: 0.4%	8,971 SH	Increased+1,158 SH
GE VERNOVA INC	COM	$2.5M	0.4%Prev: 0.3%	2,161 SH	Increased-1,489 SH
GENERAL MILLS INC	COM	$4.3M	0.7%	122,128 SH	New
GENERAL MTRS CO	COM	$2.9M	0.4%Prev: 0.3%	37,405 SH	Increased+1,417 SH
GILEAD SCIENCES INC	COM	$854K	0.1%Prev: 0.2%	6,763 SH	Increased-920 SH
GLOBAL X FDS	FINTECH ETF	$2.3M	0.4%Prev: 0.2%	93,220 SH	Increased+53,528 SH
GLOBAL X FDS	GLB X MLP ENRG I	$3.3M	0.5%Prev: 0.7%	45,113 SH	Decreased-15,530 SH
GLOBAL X FDS	GLOBAL X URANIUM	$610K	0.1%Prev: 0.3%	13,970 SH	Decreased-25,896 SH
GLOBAL X FDS	US INFR DEV ETF	$5.4M	0.8%Prev: 0.4%	91,892 SH	Increased+35,863 SH
GSK PLC	SPONSORED ADR	$6.0M	0.9%Prev: 1.3%	114,724 SH	Decreased-71,268 SH
HDFC BANK LTD	SPONSORED ADS	$5.2M	0.8%Prev: 0.4%	199,760 SH	Increased+169,258 SH
HOME DEPOT INC	COM	$4.4M	0.7%Prev: 0.6%	12,597 SH	Increased+3,844 SH
HP INC	COM	$599K	0.1%Prev: 0.2%	27,285 SH	Decreased-17,295 SH
HSBC HLDGS PLC	SPON ADR NEW	$3.5M	0.5%Prev: 0.7%	37,215 SH	Decreased-23,003 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.6M	0.2%Prev: 0.1%	12,985 SH	Increased+8,732 SH
INTERNATIONAL BUSINESS MACHS	COM	$6.2M	1.0%Prev: 0.2%	22,090 SH	Increased+18,877 SH
INTUITIVE SURGICAL INC	COM NEW	$1.6M	0.2%Prev: 0.2%	4,068 SH	Increased+2,257 SH
INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$724K	0.1%Prev: 0.1%	10,485 SH	Increased+4,779 SH
IQVIA HLDGS INC	COM	$2.5M	0.4%Prev: 0.2%	12,851 SH	Increased+4,394 SH
ISHARES INC	MSCI GBL ETF NEW	$791K	0.1%Prev: 0.3%	13,605 SH	Decreased-27,618 SH
ISHARES INC	MSCI STH KOR ETF	$1.0M	0.2%Prev: 0.3%	5,110 SH	Decreased-20,072 SH
ISHARES TR	CORE US AGGBD ET	$21.4M	3.3%Prev: 8.6%	216,193 SH	Decreased-268,239 SH
ISHARES TR	CRE U S REIT ETF	$3.6M	0.5%Prev: 0.5%	53,836 SH	Increased+4,656 SH
ISHARES TR	GL TIMB FORE ETF	$527K	0.1%Prev: 0.1%	7,957 SH	Decreased-2,982 SH
ISHARES TR	MSCI INDIA ETF	$852K	0.1%Prev: 0.2%	17,252 SH	Decreased-3,083 SH
ISHARES TR	U.S. REAL ES ETF	$3.6M	0.5%Prev: 0.5%	34,953 SH	Increased+5,350 SH
JOHNSON & JOHNSON	COM	$11.0M	1.7%Prev: 1.8%	43,175 SH	Increased-21,913 SH
JPMORGAN CHASE & CO	COM	$11.3M	1.7%	34,663 SH	New
KINDER MORGAN INC DEL	COM	$3.7M	0.6%Prev: 0.5%	115,015 SH	Increased+23,757 SH
KKR & CO INC	COM	$513K	0.1%Prev: 0.1%	5,590 SH	Decreased-30 SH
KROGER CO	COM	$941K	0.1%Prev: 0.2%	16,954 SH	Decreased+3,350 SH
LENNAR CORP	CL A	$3.0M	0.5%Prev: 0.9%	33,512 SH	Decreased-10,453 SH
MANULIFE FINL CORP	COM	$1.6M	0.2%Prev: 0.3%	38,911 SH	Decreased-18,188 SH
MASTERCARD INCORPORATED	CL A	$3.8M	0.6%Prev: 0.3%	7,404 SH	Increased+3,960 SH
MEDTRONIC PLC	SHS	$5.8M	0.9%Prev: 1.0%	74,654 SH	Increased+13,849 SH
MERCK & CO INC	COM	$23.1M	3.5%Prev: 3.2%	179,799 SH	Increased-47,106 SH
MICROSOFT CORP	COM	$17.1M	2.6%Prev: 1.7%	45,971 SH	Increased+26,737 SH
MONDELEZ INTL INC	CL A	$3.5M	0.5%Prev: 0.4%	60,611 SH	Increased+31,084 SH
MOODYS CORP	COM	$1.5M	0.2%Prev: 0.2%	3,295 SH	Increased+1,620 SH
NETFLIX INC.	COM	$6.3M	1.0%	88,203 SH	New
NEXTERA ENERGY INC	COM	$7.8M	1.2%Prev: 2.0%	88,811 SH	Decreased-70,343 SH
NOVO-NORDISK A S	ADR	$8.9M	1.4%Prev: 1.0%	184,608 SH	Increased+100,830 SH
NUCOR CORP	COM	$418K	0.1%Prev: 0.2%	1,878 SH	Decreased-5,389 SH
NVIDIA CORPORATION	COM	$4.9M	0.8%Prev: 0.8%	24,528 SH	Increased-4,027 SH
OCCIDENTAL PETE CORP	COM	$1.3M	0.2%Prev: 0.4%	26,370 SH	Decreased-22,387 SH
PALO ALTO NETWORKS INC	COM	$5.3M	0.8%Prev: 0.4%	15,669 SH	Increased+4,987 SH
PFIZER INC	COM	$7.2M	1.1%Prev: 1.5%	297,285 SH	Decreased-53,088 SH
PROCTER & GAMBLE CO	COM	$7.0M	1.1%	47,511 SH	New
S&P GLOBAL INC	COM	$2.1M	0.3%Prev: 0.2%	5,167 SH	Increased+3,519 SH
SALESFORCE INC	COM	$7.0M	1.1%Prev: 0.7%	44,715 SH	Increased+30,517 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$1.0M	0.2%	19,630 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$1.7M	0.3%	38,031 SH	New
SERVICENOW INC	COM	$3.9M	0.6%	39,040 SH	New
SHELL PLC	SPON ADS	$6.5M	1.0%Prev: 2.4%	84,239 SH	Decreased-108,095 SH
SIMON PPTY GROUP INC NEW	COM	$3.2M	0.5%Prev: 0.5%	14,332 SH	Increased-1,960 SH
SLB LIMITED	COM STK	$1.7M	0.3%	37,395 SH	New
SNOWFLAKE INC	COM SHS	$2.0M	0.3%	7,759 SH	New
SONY GROUP CORP	SPONSORED ADR	$5.1M	0.8%Prev: 0.4%	256,015 SH	Increased+170,462 SH
SOUTHERN CO	COM	$2.3M	0.3%Prev: 0.4%	23,816 SH	Decreased-2,201 SH
SPDR GOLD TR	GOLD SHS	$1.0M	0.2%Prev: 0.2%	2,763 SH	Decreased-1,543 SH
SPDR SERIES TRUST	SP O&G EXPL PRO	$1.8M	0.3%	11,809 SH	New
SPDR SERIES TRUST	ST STR SP BIOT	$4.1M	0.6%	26,084 SH	New
SPDR SERIES TRUST	ST STR SP METAL	$753K	0.1%	7,038 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$9.9M	1.5%	20,665 SH	New
THE CIGNA GROUP	COM	$5.7M	0.9%	20,780 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$3.0M	0.5%Prev: 0.3%	5,999 SH	Increased+1,528 SH
TOLL BROTHERS INC	COM	$3.2M	0.5%Prev: 0.9%	19,135 SH	Decreased-23,158 SH
TOTALENERGIES SE	ACT	$6.4M	1.0%	82,011 SH	New
TOYOTA MOTOR CORP	ADS	$15.8M	2.4%Prev: 1.3%	93,585 SH	Increased+51,479 SH
UBER TECHNOLOGIES INC	COM	$3.9M	0.6%Prev: 0.4%	53,601 SH	Increased+27,934 SH
UBS GROUP AG	SHS	$3.1M	0.5%Prev: 0.4%	62,364 SH	Increased-8,100 SH
UNION PAC CORP	COM	$7.6M	1.2%Prev: 0.7%	27,794 SH	Increased+11,843 SH
UNITEDHEALTH GROUP INC	COM	$15.2M	2.3%Prev: 3.2%	36,620 SH	Decreased-19,770 SH
VANECK ETF TRUST	AGRIBUSINESS ETF	$889K	0.1%Prev: 0.1%	11,229 SH	Increased+616 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.5M	0.2%Prev: 0.4%	19,849 SH	Decreased-22,602 SH
VANECK ETF TRUST	RARE EAR STR ETF	$500K	0.1%	5,647 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$32.7M	5.0%	647,007 SH	New
VERIZON COMMUNICATIONS INC	COM	$6.4M	1.0%Prev: 0.9%	151,672 SH	Increased+31,573 SH
VISA INC	COM CL A	$10.1M	1.5%Prev: 0.8%	29,351 SH	Increased+17,371 SH
VISTRA CORP	COM	$2.4M	0.4%Prev: 0.6%	15,311 SH	Decreased-2,437 SH
WALMART INC	COM	$3.2M	0.5%Prev: 0.1%	28,647 SH	Increased+21,562 SH

Sold (vs prior filing)

APOLLO GLOBAL MGMT INC — $745K
ARES MANAGEMENT CORPORATION — $748K
ASML HOLDING N V — $7.2M
BANK AMERICA CORP — $7.5M
BHP GROUP LTD — $802K
CARLYLE GROUP INC — $756K
CHEVRON CORP NEW — $15.6M
FREEPORT-MCMORAN INC — $782K
GENERAL MLS INC — $2.0M
JPMORGAN CHASE & CO. — $8.8M
NETFLIX INC — $1.8M
PROCTER AND GAMBLE CO — $2.0M
SCHLUMBERGER LTD — $4.5M
SELECT SECTOR SPDR TR — $2.2M
SELECT SECTOR SPDR TR — $2.1M
SNOWFLAKE INC — $1.8M
SPDR SERIES TRUST — $3.3M
SPDR SERIES TRUST — $1.6M
SPDR SERIES TRUST — $3.7M
TAIWAN SEMICONDUCTOR MFG LTD — $9.1M
… and 1 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