Stamos Capital Partners, L.P. Top Holdings and 13F Report (2026)

About Stamos Capital Partners, L.P.

Investment Activity

Stamos Capital Partners, L.P. has $639.67 million in total holdings as of March 31, 2026.
Stamos Capital Partners, L.P. owns shares of 142 different stocks, but just 63 companies or ETFs make up 80% of its holdings.
Approximately 12.39% of the portfolio was purchased this quarter.
About 12.56% of the portfolio was sold this quarter.
This quarter, Stamos Capital Partners, L.P. has purchased 136 new stocks and bought additional shares in 73 stocks.
Stamos Capital Partners, L.P. sold shares of 62 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

iShares Core U.S. Aggregate Bond ETF: $91,932,458
Merck & Co., Inc.: $20,495,491
Vanguard Tax-Exempt Bond ETF: $17,826,046
Alphabet: $15,951,528
Microsoft: $15,863,635

Largest New Holdings this Quarter

11276H106 - BROOKFIELD INFRASTRUCTURE CO: $310,192 Holding
113004105 - Brookfield Asset Management: $304,527 Holding
11285B108 - BROOKFIELD RENEWABLE CORP: $302,947 Holding
48251W104 - KKR & Co. Inc.: $218,023 Holding
14316J108 - Carlyle Group: $212,045 Holding

Largest Purchases this Quarter

Microsoft: 20,590 shares (about $7.62M)
UnitedHealth Group: 12,547 shares (about $3.40M)
International Business Machines: 13,993 shares (about $3.39M)
Salesforce: 16,069 shares (about $3.00M)
Visa: 9,333 shares (about $2.82M)

Largest Sales this Quarter

ExxonMobil: 63,899 shares (about $10.84M)
Chevron: 50,343 shares (about $10.42M)
TOTALENERGIES SE: 76,743 shares (about $6.98M)
BP: 145,009 shares (about $6.82M)
Shell: 65,384 shares (about $6.08M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AGG iShares Core U.S. Aggregate Bond ETF	$91,932,458	$1,573,727 â–²	1.7%	926,085	14.4%	Finance
MRK Merck & Co., Inc.	$20,495,491	$1,975,282 â–¼	-8.8%	170,384	3.2%	Medical
VTEB Vanguard Tax-Exempt Bond ETF	$17,826,046	$523,097 â–¼	-2.9%	357,307	2.8%	ETF
GOOGL Alphabet	$15,951,528	$1,185,610 â–²	8.0%	55,472	2.5%	Computer and Technology
MSFT Microsoft	$15,863,635	$7,621,800 â–²	92.5%	42,855	2.5%	Computer and Technology
UNH UnitedHealth Group	$14,773,402	$3,395,093 â–²	29.8%	54,597	2.3%	Medical
XOM ExxonMobil	$12,653,752	$10,841,105 â–¼	-46.1%	74,583	2.0%	Energy
TM Toyota Motor	$10,840,334	$419,393 â–²	4.0%	52,600	1.7%	Auto/Tires/Trucks
JPM JPMorgan Chase & Co.	$10,576,817	$2,504,184 â–²	31.0%	35,956	1.7%	Finance
JNJ Johnson & Johnson	$10,183,126	$1,086,047 â–¼	-9.6%	41,659	1.6%	Medical
AMZN Amazon.com	$9,867,208	$2,317,420 â–²	30.7%	47,377	1.5%	Retail/Wholesale
CVX Chevron	$8,907,873	$10,415,967 â–¼	-53.9%	43,054	1.4%	Energy
TSM Taiwan Semiconductor Manufacturing	$8,664,024	$908,748 â–²	11.7%	25,637	1.4%	Computer and Technology
NEE NextEra Energy	$8,393,844	$706,817 â–¼	-7.8%	90,373	1.3%	Utilities
BAC Bank of America	$8,185,759	$1,664,179 â–²	25.5%	167,913	1.3%	Finance
V Visa	$7,973,998	$2,820,806 â–²	54.7%	26,383	1.2%	Business Services
PFE Pfizer	$7,687,855	$1,194,130 â–¼	-13.4%	273,784	1.2%	Medical
T AT&T	$7,570,275	$828,766 â–¼	-9.9%	261,134	1.2%	Computer and Technology
AAPL Apple	$7,471,831	$325,613 â–²	4.6%	29,441	1.2%	Computer and Technology
UNP Union Pacific	$7,366,914	$57,986 â–¼	-0.8%	30,364	1.2%	Transportation
DIS Walt Disney	$7,028,222	$1,586,607 â–²	29.2%	72,922	1.1%	Consumer Discretionary
CRM Salesforce	$6,683,346	$2,999,600 â–²	81.4%	35,803	1.0%	Computer and Technology
NVO Novo Nordisk A/S	$6,520,295	$1,463,569 â–²	28.9%	177,423	1.0%	Medical
BLACKROCK INC	$6,376,137	$1,630,098 â–²	34.3%	6,630	1.0%	COM
CNI Canadian National Railway	$6,292,093	$103,284 â–²	1.7%	61,225	1.0%	Transportation
BA Boeing	$6,062,454	$613,410 â–²	11.3%	30,460	0.9%	Aerospace
CP Canadian Pacific Kansas City	$5,897,298	$182,413 â–¼	-3.0%	74,972	0.9%	Transportation
NFLX Netflix	$5,867,265	$1,893,674 â–²	47.7%	61,022	0.9%	Consumer Discretionary
ADBE Adobe	$5,848,748	$2,236,579 â–²	61.9%	24,061	0.9%	Computer and Technology
CVS CVS Health	$5,653,814	$780,971 â–²	16.0%	78,722	0.9%	Medical
ASML ASML	$5,653,152	$257,562 â–¼	-4.4%	4,280	0.9%	Computer and Technology
LLY Eli Lilly and Company	$5,637,270	$1,242,609 â–²	28.3%	6,129	0.9%	Medical
CI Cigna Group	$5,544,399	$316,899 â–²	6.1%	20,785	0.9%	Medical
VZ Verizon Communications	$5,512,261	$1,268,002 â–¼	-18.7%	109,806	0.9%	Computer and Technology
GSK GSK	$5,422,693	$1,210,206 â–¼	-18.2%	98,255	0.8%	Medical
BP BP	$5,189,787	$6,815,423 â–¼	-56.8%	110,421	0.8%	Energy
BX Blackstone	$5,182,484	$2,399,266 â–²	86.2%	45,069	0.8%	Finance
PG Procter & Gamble	$5,120,542	$284,113 â–²	5.9%	35,451	0.8%	Consumer Staples
BRK.B Berkshire Hathaway	$5,006,202	$1,252,149 â–²	33.4%	10,447	0.8%	Finance
BN Brookfield	$4,993,634	$1,762,833 â–²	54.6%	123,391	0.8%	Finance
NVDA NVIDIA	$4,855,296	$1,664,125 â–²	52.1%	27,840	0.8%	Computer and Technology
SONY Sony	$4,822,231	$2,160,894 â–²	81.2%	232,958	0.8%	Consumer Discretionary
AVGO Broadcom	$4,799,572	$2,189,474 â–²	83.9%	15,507	0.8%	Computer and Technology
PAVE Global X U.S. Infrastructure Development ETF	$4,783,812	$58,076 â–²	1.2%	94,151	0.7%	ETF
CME CME Group	$4,655,602	$497,369 â–¼	-9.7%	15,763	0.7%	Finance
MDT Medtronic	$4,629,883	$495,031 â–²	12.0%	53,432	0.7%	Medical
F Ford Motor	$4,623,582	$949,442 â–²	25.8%	400,657	0.7%	Auto/Tires/Trucks
ENB Enbridge	$4,380,197	$828,775 â–¼	-15.9%	80,905	0.7%	Energy
KO CocaCola	$4,207,770	$419,796 â–¼	-9.1%	55,329	0.7%	Consumer Staples
PANW Palo Alto Networks	$4,201,025	$1,837,267 â–²	77.7%	26,204	0.7%	Computer and Technology
AMD Advanced Micro Devices	$3,989,262	$1,220,987 â–²	44.1%	19,610	0.6%	Computer and Technology
SHEL Shell	$3,924,228	$6,080,712 â–¼	-60.8%	42,196	0.6%	Energy
TOTALENERGIES SE	$3,881,844	$6,982,079 â–¼	-64.3%	42,667	0.6%	ACT
KMI Kinder Morgan	$3,832,580	$1,206,946 â–¼	-23.9%	114,303	0.6%	Energy
IBM International Business Machines	$3,830,974	$3,391,763 â–²	772.2%	15,805	0.6%	Computer and Technology
DELL Dell Technologies	$3,709,995	$158,878 â–²	4.5%	22,604	0.6%	Computer and Technology
IYR iShares U.S. Real Estate ETF	$3,621,648	$519,040 â–²	16.7%	38,300	0.6%	ETF
UBER Uber Technologies	$3,559,672	$564,147 â–²	18.8%	49,488	0.6%	Computer and Technology
ADP Automatic Data Processing	$3,411,189	$787,322 â–²	30.0%	16,789	0.5%	Computer and Technology
USRT iShares Core U.S. REIT ETF	$3,400,643	$198,938 â–²	6.2%	57,453	0.5%	ETF
AMLP Alerian MLP ETF	$3,376,172	$594,306 â–¼	-15.0%	64,137	0.5%	ETF
MA Mastercard	$3,371,706	$538,634 â–²	19.0%	6,748	0.5%	Business Services
MLPX Global X MLP & Energy Infrastructure ETF	$3,368,189	$963,216 â–¼	-22.2%	45,553	0.5%	ETF
HD Home Depot	$3,366,189	$63,147 â–²	1.9%	10,235	0.5%	Retail/Wholesale
HDB HDFC Bank	$3,351,734	$1,628,296 â–²	94.5%	134,716	0.5%	Finance
XBI SPDR S&P Biotech ETF	$3,221,478	$69,230 â–²	2.2%	25,221	0.5%	ETF
HSBC HSBC	$3,181,887	$95,523 â–²	3.1%	38,573	0.5%	Finance
MDLZ Mondelez International	$3,154,464		0.0%	54,727	0.5%	Consumer Staples
CAT Caterpillar	$3,118,641	$947,211 â–¼	-23.3%	4,402	0.5%	Industrials
NOW ServiceNow	$3,115,799	$1,788,014 â–²	134.7%	29,802	0.5%	Computer and Technology
GIS General Mills	$3,103,255	$713,582 â–²	29.9%	83,376	0.5%	Consumer Staples
BCS Barclays	$3,070,866	$1,032,925 â–²	50.7%	145,126	0.5%	Finance
CRWD CrowdStrike	$2,873,027	$1,909,886 â–²	198.3%	7,359	0.4%	Computer and Technology
UBS UBS Group	$2,749,590	$925,842 â–²	50.8%	70,376	0.4%	Finance
WALMART INC	$2,738,137	$355,192 â–¼	-11.5%	22,032	0.4%	COM
CEG Constellation Energy	$2,712,076	$712,088 â–²	35.6%	9,712	0.4%	Energy
CHENIERE ENERGY INC	$2,675,857	$1,713,627 â–¼	-39.0%	9,430	0.4%	COM NEW
EQT EQT	$2,666,261	$809,437 â–¼	-23.3%	41,896	0.4%	Energy
SPG Simon Property Group	$2,650,405	$155,193 â–¼	-5.5%	14,209	0.4%	Finance
CSCO Cisco Systems	$2,622,154	$151,766 â–¼	-5.5%	33,795	0.4%	Computer and Technology
TOL Toll Brothers	$2,444,587	$69,327 â–¼	-2.8%	17,913	0.4%	Construction
DHI D.R. Horton	$2,440,183	$60,377 â–²	2.5%	17,783	0.4%	Construction
D Dominion Energy	$2,431,875	$19,597 â–¼	-0.8%	39,338	0.4%	Utilities
LEN Lennar	$2,417,452	$311,061 â–²	14.8%	27,838	0.4%	Construction
AEP American Electric Power	$2,373,728	$278,938 â–¼	-10.5%	18,109	0.4%	Utilities
SO Southern	$2,313,970	$276,530 â–¼	-10.7%	23,974	0.4%	Utilities
CCJ Cameco	$2,310,786	$948,274 â–¼	-29.1%	21,276	0.4%	Basic Materials
DUK Duke Energy	$2,310,305	$303,781 â–¼	-11.6%	17,644	0.4%	Utilities
TMO Thermo Fisher Scientific	$2,224,665	$459,089 â–²	26.0%	4,526	0.3%	Medical
GE GE Aerospace	$2,161,192	$187,856 â–²	9.5%	7,616	0.3%	Aerospace
GM General Motors	$2,124,442	$235,420 â–²	12.5%	28,516	0.3%	Auto/Tires/Trucks
SPGI S&P Global	$2,105,008	$740,517 â–²	54.3%	4,949	0.3%	Finance
GE VERNOVA INC	$2,063,536	$478,349 â–¼	-18.8%	2,364	0.3%	COM
FINX Global X FinTech ETF	$2,049,848	$535,204 â–²	35.3%	88,738	0.3%	Manufacturing
DE Deere & Company	$2,030,696	$1,273,621 â–¼	-38.5%	3,605	0.3%	Industrials
VST Vistra	$1,946,623	$167,017 â–²	9.4%	12,949	0.3%	Utilities
ETN Eaton	$1,910,673	$127,331 â–¼	-6.2%	5,342	0.3%	Industrials
XLU Utilities Select Sector SPDR Fund	$1,834,774	$16,062 â–²	0.9%	39,982	0.3%	ETF
IQV IQVIA	$1,782,484	$509,573 â–²	40.0%	10,452	0.3%	Medical
ARE Alexandria Real Estate Equities	$1,620,244	$165,812 â–²	11.4%	34,904	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Stamos Capital Partners, L.P. Top Holdings and 13F Report (2026)

About Stamos Capital Partners, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Stamos Capital Partners, L.P. Top Holdings and 13F Report (2026)

About Stamos Capital Partners, L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStamos Capital Partners, L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools