Stamos Capital Partners, L.P. Top Holdings and 13F Report (2025) About Stamos Capital Partners, L.P.Investment ActivityStamos Capital Partners, L.P. has $557.49 million in total holdings as of June 30, 2025.Stamos Capital Partners, L.P. owns shares of 138 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 32.17% of the portfolio was purchased this quarter.About 4.29% of the portfolio was sold this quarter.This quarter, Stamos Capital Partners, L.P. has purchased 140 new stocks and bought additional shares in 124 stocks.Stamos Capital Partners, L.P. sold shares of 12 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $48,055,654Merck & Co., Inc. $17,961,800Exxon Mobil $17,697,742UnitedHealth Group $17,591,988Chevron $15,615,585 Largest New Holdings this Quarter 464286772 - iShares MSCI South Korea ETF $1,807,564 Holding46429B598 - iShares MSCI India ETF $1,132,253 Holding Largest Purchases this Quarter UnitedHealth Group 44,518 shares (about $13.89M)Exxon Mobil 94,256 shares (about $10.16M)Merck & Co., Inc. 112,671 shares (about $8.92M)Chevron 59,436 shares (about $8.51M)BP 233,048 shares (about $6.98M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 173,991 shares (about $17.26M)Cameco 9,731 shares (about $722.33K)Broadcom 1,997 shares (about $550.47K)Dell Technologies 1,966 shares (about $241.03K)Vistra 1,239 shares (about $240.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStamos Capital Partners, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$48,055,654$17,259,907 ▼-26.4%484,4328.6%FinanceMRKMerck & Co., Inc.$17,961,800$8,919,036 ▲98.6%226,9053.2%MedicalXOMExxon Mobil$17,697,742$10,160,797 ▲134.8%164,1723.2%EnergyUNHUnitedHealth Group$17,591,988$13,888,280 ▲375.0%56,3903.2%MedicalCVXChevron$15,615,585$8,510,641 ▲119.8%109,0552.8%EnergyBPBP$14,325,516$6,975,127 ▲94.9%478,6342.6%EnergySHELShell$13,542,237$5,542,957 ▲69.3%192,3342.4%EnergyGOOGLAlphabet$13,201,918$6,372,653 ▲93.3%74,9132.4%Computer and TechnologyNEENextEra Energy$11,048,471$4,997,477 ▲82.6%159,1542.0%UtilitiesJNJJohnson & Johnson$9,942,192$3,678,678 ▲58.7%65,0881.8%MedicalMSFTMicrosoft$9,567,184$2,873,040 ▲42.9%19,2341.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$9,074,775$1,905,460 ▲26.6%40,0671.6%Computer and TechnologyJPMJPMorgan Chase & Co.$8,843,705$3,505,302 ▲65.7%30,5051.6%FinancePFEPfizer$8,493,042$2,054,219 ▲31.9%350,3731.5%MedicalAMZNAmazon.com$8,203,650$3,083,746 ▲60.2%37,3931.5%Retail/WholesaleBACBank of America$7,515,126$2,397,326 ▲46.8%158,8151.3%FinanceTMToyota Motor$7,253,180$3,502,046 ▲93.4%42,1061.3%Auto/Tires/TrucksASMLASML$7,176,447$1,553,895 ▲27.6%8,9551.3%Computer and TechnologyGSKGSK$7,142,093$1,559,539 ▲27.9%185,9921.3%MedicalAAPLApple$7,049,846$4,076,728 ▲137.1%34,3611.3%Computer and TechnologyFFord Motor$6,457,638$1,318,557 ▲25.7%595,1741.2%Auto/Tires/TrucksBABoeing$6,453,943$2,055,070 ▲46.7%30,8021.2%AerospaceTAT&T$6,202,102$1,814,943 ▲41.4%214,3091.1%Computer and TechnologyBLACKROCK INC$6,055,222$1,088,072 ▲21.9%5,7711.1%COMAMDAdvanced Micro Devices$5,791,081$659,126 ▲12.8%40,8111.0%Computer and TechnologyNVONovo Nordisk A/S$5,782,358$3,545,144 ▲158.5%83,7781.0%MedicalBNBrookfield$5,712,342$2,146,937 ▲60.2%92,3581.0%FinanceMDTMedtronic$5,300,372$1,213,581 ▲29.7%60,8051.0%MedicalVZVerizon Communications$5,196,684$901,877 ▲21.0%120,0990.9%Computer and TechnologyDHID.R. Horton$4,886,455$1,865,988 ▲61.8%37,9030.9%ConstructionLENLennar$4,862,969$2,000,935 ▲69.9%43,9650.9%ConstructionTOLToll Brothers$4,826,900$1,633,543 ▲51.2%42,2930.9%ConstructionCNICanadian National Railway$4,739,542$1,074,317 ▲29.3%45,5550.9%TransportationBXBlackstone$4,722,839$1,757,415 ▲59.3%31,5740.8%FinanceAVGOBroadcom$4,717,474$550,473 ▼-10.4%17,1140.8%Computer and TechnologyNVDANVIDIA$4,511,404$546,171 ▲13.8%28,5550.8%Computer and TechnologySLBSchlumberger$4,502,633$2,468,684 ▲121.4%133,2140.8%EnergyADBEAdobe$4,330,735$2,094,568 ▲93.7%11,1940.8%Computer and TechnologyVVisa$4,253,499$1,610,862 ▲61.0%11,9800.8%Business ServicesLLYEli Lilly and Company$4,196,990$2,057,180 ▲96.1%5,3840.8%MedicalDISWalt Disney$4,141,066$859,513 ▲26.2%33,3930.7%Consumer DiscretionaryBCSBarclays$4,107,628$532,120 ▲14.9%220,9590.7%FinanceDELLDell Technologies$4,087,852$241,032 ▼-5.6%33,3430.7%Computer and TechnologyCEGConstellation Energy$4,004,483$435,726 ▲12.2%12,4070.7%EnergyCVSCVS Health$3,967,316$459,338 ▲13.1%57,5140.7%MedicalCPCanadian Pacific Kansas City$3,872,577$1,271,570 ▲48.9%48,8530.7%TransportationCRMSalesforce$3,871,653$1,849,929 ▲91.5%14,1980.7%Computer and TechnologyMLPXGlobal X MLP & Energy Infrastructure ETF$3,799,890$1,296,623 ▲51.8%60,6430.7%ETFCMECME Group$3,784,538$700,626 ▲22.7%13,7310.7%FinanceAMLPAlerian MLP ETF$3,773,751$1,366,272 ▲56.8%77,2360.7%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$3,701,917$1,769,503 ▲91.6%29,4270.7%ETFUNPUnion Pacific$3,670,006$1,316,518 ▲55.9%15,9510.7%TransportationHSBCHSBC$3,660,652$541,456 ▲17.4%60,2180.7%FinanceENBEnbridge$3,638,244$1,138,710 ▲45.6%80,2790.7%EnergyVSTVistra$3,439,740$240,131 ▼-6.5%17,7480.6%UtilitiesXBISPDR S&P Biotech ETF$3,330,801$1,076,266 ▲47.7%40,1640.6%ETFHDHome Depot$3,209,200$2,356,395 ▲276.3%8,7530.6%Retail/WholesaleCCJCameco$3,083,811$722,332 ▼-19.0%41,5440.6%Basic MaterialsCSCOCisco Systems$3,064,306$236,308 ▲8.4%44,1670.5%Computer and TechnologyCATCaterpillar$3,033,861$451,876 ▲17.5%7,8150.5%IndustrialsIYRiShares U.S. Real Estate ETF$2,805,476$1,096,204 ▲64.1%29,6030.5%ETFUSRTiShares Core U.S. REIT ETF$2,781,621$1,084,312 ▲63.9%49,1800.5%ETFKMIKinder Morgan$2,682,985$670,937 ▲33.3%91,2580.5%EnergyDDominion Energy$2,628,123$450,295 ▲20.7%46,4990.5%UtilitiesSPGSimon Property Group$2,619,102$1,057,479 ▲67.7%16,2920.5%FinanceFSLRFirst Solar$2,614,042$1,298,496 ▲98.7%15,7910.5%EnergyPAVEGlobal X U.S. Infrastructure Development ETF$2,441,744$585,367 ▲31.5%56,0290.4%ETFUBERUber Technologies$2,394,731$172,325 ▼-6.7%25,6670.4%Computer and TechnologySOSouthern$2,389,141$434,723 ▲22.2%26,0170.4%UtilitiesUBSUBS Group$2,383,092$839,548 ▲54.4%70,4640.4%FinanceHDBHDFC Bank$2,338,588$724,225 ▲44.9%30,5020.4%FinanceAEPAmerican Electric Power$2,306,792$435,066 ▲23.2%22,2320.4%UtilitiesDUKDuke Energy$2,292,150$389,990 ▲20.5%19,4250.4%UtilitiesSONYSony$2,226,945$891,293 ▲66.7%85,5530.4%Consumer DiscretionaryGDXVanEck Gold Miners ETF$2,209,999$497,485 ▲29.1%42,4510.4%ETFPANWPalo Alto Networks$2,185,964$723,812 ▲49.5%10,6820.4%Computer and TechnologyBRK.BBerkshire Hathaway$2,157,305$1,428,164 ▲195.9%4,4410.4%FinanceXLEEnergy Select Sector SPDR Fund$2,152,647$874,136 ▲68.4%25,3820.4%ETFDEDeere & Company$2,117,352$508,490 ▲31.6%4,1640.4%IndustrialsXLUUtilities Select Sector SPDR Fund$2,088,455$650,749 ▲45.3%25,5750.4%ETFEOGEOG Resources$2,060,163$998,624 ▲94.1%17,2240.4%EnergyCOPConocoPhillips$2,057,379$1,072,752 ▲109.0%22,9260.4%EnergyOXYOccidental Petroleum$2,048,282$1,075,708 ▲110.6%48,7570.4%EnergyGISGeneral Mills$2,017,119$282,624 ▲16.3%38,9330.4%Consumer StaplesPGProcter & Gamble$2,014,920$140,680 ▲7.5%12,6470.4%Consumer StaplesKOCocaCola$2,012,201$39,691 ▲2.0%28,4410.4%Consumer StaplesGEGE Aerospace$2,010,988$724,295 ▲56.3%7,8130.4%AerospaceMDLZMondelez International$1,991,301$1,146 ▼-0.1%29,5270.4%Consumer StaplesMAMastercard$1,935,321$498,441 ▲34.7%3,4440.3%Business ServicesGE VERNOVA INC$1,931,398$191,552 ▲11.0%3,6500.3%COMMFCManulife Financial$1,824,884$139,537 ▲8.3%57,0990.3%FinanceTMOThermo Fisher Scientific$1,812,812$749,290 ▲70.5%4,4710.3%MedicalEWYiShares MSCI South Korea ETF$1,807,564$1,807,564 ▲New Holding25,1820.3%ETFAREAlexandria Real Estate Equities$1,803,693$760,073 ▲72.8%24,8340.3%FinanceGMGeneral Motors$1,770,969$412,724 ▲30.4%35,9880.3%Auto/Tires/TrucksNFLXNetflix$1,759,617$116,504 ▼-6.2%1,3140.3%Consumer DiscretionarySNOWSnowflake$1,758,161$123,969 ▼-6.6%7,8570.3%Computer and TechnologyCHENIERE ENERGY INC$1,687,594$515,532 ▲44.0%6,9300.3%COM NEWETNEaton$1,683,565$632,586 ▲60.2%4,7160.3%IndustrialsXMESPDR S&P Metals & Mining ETF$1,646,957$344,234 ▲26.4%24,5010.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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