Holdings
Stamos Capital Partners, L.P.
As of Jun 30, 2026, Stamos Capital Partners, L.P. reported 111 positions worth US$539M. Largest: Merck & Company, Inc., Microsoft Corp. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Merck & Company, Inc. | 180K | US$23.1M | +9,415 | Jun 30, 2026 |
| Microsoft Corp. | 45,971 | US$17.1M | +3,116 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 46,870 | US$16.7M | −8,602 | Jun 30, 2026 |
| Toyota Motor Corp. | 93,585 | US$15.8M | +40,985 | Jun 30, 2026 |
| Exxon Mobil Corporation | 113K | US$15.5M | +38,616 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 36,620 | US$15.2M | −17,977 | Jun 30, 2026 |
| Chevron Corporation | 72,792 | US$12.1M | +29,738 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 34,663 | US$11.3M | −1,293 | Jun 30, 2026 |
| Amazon.com, Inc. | 47,509 | US$11.3M | +132 | Jun 30, 2026 |
| Johnson & Johnson | 43,175 | US$11M | +1,516 | Jun 30, 2026 |