Stamos Capital Partners, L.P.
CIK: 0001705399SEC EDGAR →
Portfolio Value
$622K
Holdings
136
As of
Q4 2025
New Positions
4
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 910,232 | $91K | 14.61% |
| 2 | MERCK & CO INC | 186,805 | $20K | 3.16% |
| 3 | VANGUARD MUN BD FDS | 367,792 | $18K | 2.97% |
| 4 | EXXON MOBIL CORP | 138,482 | $17K | 2.68% |
| 5 | ALPHABET INC | 51,349 | $16K | 2.58% |
| 6 | CHEVRON CORP NEW | 93,397 | $14K | 2.29% |
| 7 | UNITEDHEALTH GROUP INC | 42,050 | $14K | 2.23% |
| 8 | TOYOTA MOTOR CORP | 50,565 | $11K | 1.74% |
| 9 | MICROSOFT CORP | 22,265 | $11K | 1.73% |
| 10 | JOHNSON & JOHNSON | 46,102 | $10K | 1.53% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $207K | 33.3% |
| Healthcare | 15 | $91K | 14.6% |
| Energy | 15 | $85K | 13.6% |
| Technology | 18 | $70K | 11.2% |
| Consumer Cyclical | 8 | $36K | 5.8% |
| Communication Services | 5 | $36K | 5.8% |
| Industrials | 10 | $33K | 5.3% |
| Utilities | 8 | $24K | 3.8% |
| Consumer Defensive | 8 | $20K | 3.3% |
| Unknown | 5 | $13K | 2.1% |
| Real Estate | 3 | $6K | 0.9% |
| Basic Materials | 3 | $2K | 0.3% |