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

RankStockSharesValue% 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

Top Buys

MSFT↑ Increased
$11K
TTENEW
$8K
CINEW
$5K
BLK↑ Increased
$5K
BRK/B↑ Increased
$4K

Top Sells

TTENCLOSED
$9K
LLY↓ Decreased
$5K
ASML↓ Decreased
$5K
MRK↓ Decreased
$3K
SLB↓ Decreased
$2K

New Positions (3)

$8K · 119K shares
$5K · 20K shares
$596 · 8K shares

Closed Positions (9)

$9K · 147K shares
$280 · 5K shares
$277 · 4K shares
$275 · 2K shares
$264 · 5K shares
$261 · 2K shares
$258 · 2K shares
$203 · 5K shares
$202 · 6K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services38$207K33.3%
Healthcare15$91K14.6%
Energy15$85K13.6%
Technology18$70K11.2%
Consumer Cyclical8$36K5.8%
Communication Services5$36K5.8%
Industrials10$33K5.3%
Utilities8$24K3.8%
Consumer Defensive8$20K3.3%
Unknown5$13K2.1%
Real Estate3$6K0.9%
Basic Materials3$2K0.3%