Stamos Capital Partners, L.P.
Stamos Capital Partners, L.P. reported 140 holdings worth US$653M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Stamos Capital Partners, L.P. reported 140 holdings worth US$653M as of Jun 30, 2026. Largest: Merck & Company, Inc., Microsoft Corp. and Alphabet Inc (google) Class C. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 140
- Value as reported
- US$653M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Merck & Company, Inc. | 180K | US$23.1M | 3.5% |
| Microsoft Corp. | 45,971 | US$17.1M | 2.6% |
| Alphabet Inc (google) Class C | 46,870 | US$16.7M | 2.6% |
| Toyota Motor Corp. | 93,585 | US$15.8M | 2.4% |
| Exxon Mobil Corporation | 113K | US$15.5M | 2.4% |
| Unitedhealth Group Incorporated | 36,620 | US$15.2M | 2.3% |
| Chevron Corporation | 72,792 | US$12.1M | 1.8% |
| Jp Morgan Chase & Co. | 34,663 | US$11.3M | 1.7% |
| Amazon.com, Inc. | 47,509 | US$11.3M | 1.7% |
| Johnson & Johnson | 43,175 | US$11M | 1.7% |
| Visa Inc. | 29,351 | US$10.1M | 1.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 20,665 | US$9.87M | 1.5% |
| Bank Of America Corporation | 155K | US$8.85M | 1.4% |
| Novo Nordisk A/s Class B | 185K | US$8.85M | 1.4% |
| Walt Disney Company (the) | 82,186 | US$7.91M | 1.2% |
| Nextera Energy, Inc. | 88,811 | US$7.79M | 1.2% |
| At&t Inc. | 371K | US$7.69M | 1.2% |
| Union Pacific Corporation | 27,794 | US$7.56M | 1.2% |
| Apple Inc | 25,988 | US$7.52M | 1.2% |
| Bp Plc | 197K | US$7.29M | 1.1% |
| Blackrock, Inc. | 7,548 | US$7.26M | 1.1% |
| Pfizer, Inc. | 297K | US$7.16M | 1.1% |
| Salesforce, Inc. | 44,715 | US$7.01M | 1.1% |
| Procter & Gamble Company (the) | 47,511 | US$6.97M | 1.1% |
| Eli Lilly And Company | 5,449 | US$6.54M | 1.0% |
| Boeing Company (the) | 30,183 | US$6.53M | 1.0% |
| Shell Plc | 84,239 | US$6.53M | 1.0% |
| Verizon Communications Inc. | 152K | US$6.42M | 0.98% |
| Netflix, Inc. | 88,203 | US$6.3M | 0.97% |
| International Business Machines Corporation | 22,090 | US$6.21M | 0.95% |
| Canadian National Railway Company | 51,425 | US$6.13M | 0.94% |
| Asml Holding Nv | 3,061 | US$6.09M | 0.93% |
| Gsk Plc | 115K | US$6.01M | 0.92% |
| Blackstone Inc. | 50,628 | US$5.96M | 0.91% |
| Canadian Pacific Kansas City Limited | 67,652 | US$5.86M | 0.90% |
| The Cigna Group | 20,780 | US$5.73M | 0.88% |
| Cme Group Inc. | 25,832 | US$5.7M | 0.87% |
| Advanced Micro Devices Inc | 9,797 | US$5.69M | 0.87% |
| Cvs Health Corporation | 54,289 | US$5.62M | 0.86% |
| Brookfield Corporation | 131K | US$5.58M | 0.86% |
| Palo Alto Networks, Inc. | 15,669 | US$5.34M | 0.82% |
| Berkshire Hathaway Inc. | 10,447 | US$5.23M | 0.80% |
| Hdfc Bank Limited | 200K | US$5.16M | 0.79% |
| Sony Group Corporation | 256K | US$5.14M | 0.79% |
| Coca-cola Company (the) | 62,002 | US$5.04M | 0.77% |
| Nvidia Corporation | 24,528 | US$4.91M | 0.75% |
| Adobe Inc. | 22,985 | US$4.71M | 0.72% |
| Home Depot, Inc. (the) | 12,597 | US$4.44M | 0.68% |
| Automatic Data Processing, Inc. | 19,091 | US$4.28M | 0.66% |
| General Mills, Inc. | 122K | US$4.25M | 0.65% |
| Enbridge Inc. | 76,016 | US$4.12M | 0.63% |
| Broadcom Inc. | 10,758 | US$4.06M | 0.62% |
| Ford Mtr Co Del | 290K | US$4.03M | 0.62% |
| Servicenow, Inc. | 39,040 | US$3.88M | 0.59% |
| Uber Technologies, Inc. | 53,601 | US$3.87M | 0.59% |
| Mastercard Incorporated | 7,404 | US$3.8M | 0.58% |
| Constellation Energy Corporation | 15,226 | US$3.78M | 0.58% |
| Kinder Morgan, Inc. | 115K | US$3.68M | 0.56% |
| Barclays Plc | 135K | US$3.62M | 0.56% |
| Hsbc Holdings Plc | 37,215 | US$3.54M | 0.54% |
| Mondelez International, Inc. | 60,611 | US$3.51M | 0.54% |
| Ge Aerospace | 8,971 | US$3.35M | 0.51% |
| Caterpillar, Inc. | 3,098 | US$3.3M | 0.51% |
| Walmart Inc. | 28,647 | US$3.24M | 0.50% |
| Simon Property Group, Inc. | 14,332 | US$3.21M | 0.49% |
| Toll Brothers, Inc. | 19,135 | US$3.15M | 0.48% |
| D.r. Horton, Inc. | 18,745 | US$3.05M | 0.47% |
| Lennar Corporation | 33,512 | US$3.03M | 0.46% |
| Thermo Fisher Scientific Inc | 5,999 | US$3.01M | 0.46% |
| General Motors Company | 37,405 | US$2.88M | 0.44% |
| Dell Technologies Inc. | 6,213 | US$2.68M | 0.41% |
| Crowdstrike Holdings, Inc. | 3,488 | US$2.66M | 0.41% |
| Eqt Corporation | 47,999 | US$2.55M | 0.39% |
| Cisco Systems, Inc. | 21,699 | US$2.55M | 0.39% |
| Ge Vernova Inc. | 2,161 | US$2.54M | 0.39% |
| Cheniere Energy, Inc. | 10,572 | US$2.53M | 0.39% |
| Iqvia Holdings, Inc. | 12,851 | US$2.48M | 0.38% |
| Vistra Corp. | 15,311 | US$2.43M | 0.37% |
| American Electric Power Company, Inc. | 17,410 | US$2.38M | 0.37% |
| Dominion Energy, Inc. | 34,667 | US$2.37M | 0.36% |
| Deere & Company | 3,616 | US$2.29M | 0.35% |
| Southern Company (the) | 23,816 | US$2.28M | 0.35% |
| Cameco Corporation | 22,106 | US$2.25M | 0.35% |
| Duke Energy Corporation (holding Company) | 17,644 | US$2.23M | 0.34% |
| S&p Global Inc. | 5,167 | US$2.1M | 0.32% |
| Snowflake Inc. | 7,759 | US$1.97M | 0.30% |
| Bxp, Inc. | 27,306 | US$1.81M | 0.28% |
| Alexandria Real Estate Equities, Inc. | 33,229 | US$1.76M | 0.27% |
| Intuitive Surgical, Inc. | 4,068 | US$1.62M | 0.25% |
| Intercontinental Exchange Inc. | 12,985 | US$1.6M | 0.24% |
| Manulife Financial Corporation | 38,911 | US$1.58M | 0.24% |
| Moody's Corporation | 3,295 | US$1.49M | 0.23% |
| Eog Resources, Inc. | 10,393 | US$1.35M | 0.21% |
| Conocophillips | 12,556 | US$1.31M | 0.20% |
| Occidental Petroleum Corporation | 26,370 | US$1.28M | 0.20% |
| Costco Wholesale Corporation | 1,189 | US$1.11M | 0.17% |
| First Solar, Inc. | 4,311 | US$1.02M | 0.16% |
| Kroger Company (the) | 16,954 | US$941K | 0.14% |
| Gilead Sciences, Inc. | 6,763 | US$854K | 0.13% |
| Amgen Inc. | 2,118 | US$767K | 0.12% |
Every holding of Stamos Capital Partners, L.P.
Source
View original at SEC
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