Stamos Capital Partners, L.P. Portfolio Holdings

Stamos Capital Partners, L.P.

  • $530 Million
  • Q2 2025

Stamos Capital Partners, L.P. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $530 Million distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $48.1M, Merck & Co., Inc. with a value of $18M, Exxon Mobil Corp with a value of $17.7M, Unitedhealth Group Inc with a value of $17.6M, and Chevron Corp with a value of $15.6M.

Examining the 13F form we can see an increase of $166M in the current position value, from $364M to 530M.

Stamos Capital Partners, L.P. is based out at Menlo Park, CA

Below you can find more details about Stamos Capital Partners, L.P. portfolio as well as his latest detailed transactions.

Portfolio value $530 Million
ETFs: $88.7 Million
Energy: $84.6 Million
Healthcare: $79.4 Million
Technology: $77.5 Million
Financial Services: $54.5 Million
Consumer Cyclical: $41.5 Million
Communication Services: $30.5 Million
Utilities: $28.1 Million
Other: $45.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.1 Million 9.06% of portfolio
484,432
Q2 2025 Reduced 26.43%
$203B
$18 Million 3.39% of portfolio
226,905
Q2 2025 Added 98.63%
$442B
$17.7 Million 3.34% of portfolio
164,172
Q2 2025 Added 134.81%
$245B
$17.6 Million 3.32% of portfolio
56,390
Q2 2025 Added 374.98%
$302B
$15.6 Million 2.95% of portfolio
109,055
Q2 2025 Added 119.78%
$104B
$14.3 Million 2.7% of portfolio
478,634
Q2 2025 Added 94.89%
$258B
$13.5 Million 2.55% of portfolio
192,334
Q2 2025 Added 69.29%
$1.21T
$13.2 Million 2.49% of portfolio
74,913
Q2 2025 Added 93.31%
$141B
$11 Million 2.08% of portfolio
159,154
Q2 2025 Added 82.59%
$452B
$9.94 Million 1.88% of portfolio
65,088
Q2 2025 Added 58.73%
$3.95T
$9.57 Million 1.8% of portfolio
19,234
Q2 2025 Added 42.92%
$1.27T
$9.07 Million 1.71% of portfolio
40,067
Q2 2025 Added 26.58%
$859B
$8.84 Million 1.67% of portfolio
30,505
Q2 2025 Added 65.66%
$138B
$8.49 Million 1.6% of portfolio
350,373
Q2 2025 Added 31.9%
$2.26T
$8.2 Million 1.55% of portfolio
37,393
Q2 2025 Added 60.23%
$381B
$7.52 Million 1.42% of portfolio
158,815
Q2 2025 Added 46.84%
$295B
$7.18 Million 1.35% of portfolio
8,955
Q2 2025 Added 27.64%
$3.69T
$7.05 Million 1.33% of portfolio
34,361
Q2 2025 Added 137.12%
$44.4B
$6.46 Million 1.22% of portfolio
595,174
Q2 2025 Added 25.66%
$139B
$6.45 Million 1.22% of portfolio
30,802
Q2 2025 Added 46.72%
$203B
$6.2 Million 1.17% of portfolio
214,309
Q2 2025 Added 41.37%
$112B
$5.78 Million 1.09% of portfolio
83,778
Q2 2025 Added 158.46%
$282B
$5.79 Million 1.09% of portfolio
40,811
Q2 2025 Added 12.84%
$122B
$5.3 Million 1.0% of portfolio
60,805
Q2 2025 Added 29.7%
$182B
$5.2 Million 0.98% of portfolio
120,099
Q2 2025 Added 21.0%
$55B
$4.89 Million 0.92% of portfolio
37,903
Q2 2025 Added 61.78%
$31.7B
$4.86 Million 0.92% of portfolio
43,965
Q2 2025 Added 69.91%
$14.5B
$4.83 Million 0.91% of portfolio
42,293
Q2 2025 Added 51.15%
$127B
$4.72 Million 0.89% of portfolio
17,114
Q2 2025 Reduced 10.45%
$123B
$4.72 Million 0.89% of portfolio
31,574
Q2 2025 Added 59.26%
$63.6B
$4.74 Million 0.89% of portfolio
45,555
Q2 2025 Added 29.31%
$46.7B
$4.5 Million 0.85% of portfolio
133,214
Q2 2025 Added 121.37%
$456B
$4.51 Million 0.85% of portfolio
28,555
Q2 2025 Added 13.77%
$157B
$4.33 Million 0.82% of portfolio
11,194
Q2 2025 Added 93.67%
$551B
$4.25 Million 0.8% of portfolio
11,980
Q2 2025 Added 60.96%
$608B
$4.2 Million 0.79% of portfolio
5,384
Q2 2025 Added 96.14%
$207B
$4.14 Million 0.78% of portfolio
33,393
Q2 2025 Added 26.19%
$80.9B
$4.11 Million 0.77% of portfolio
220,959
Q2 2025 Added 14.88%
$36.7B
$4.09 Million 0.77% of portfolio
33,343
Q2 2025 Reduced 5.57%
$111B
$4 Million 0.76% of portfolio
12,407
Q2 2025 Added 12.21%
$86B
$3.97 Million 0.75% of portfolio
57,514
Q2 2025 Added 13.09%
$232B
$3.87 Million 0.73% of portfolio
14,198
Q2 2025 Added 91.5%
$0
$3.8 Million 0.72% of portfolio
60,643
Q2 2025 Added 51.8%
$0
$3.77 Million 0.71% of portfolio
77,236
Q2 2025 Added 56.75%
$99.2B
$3.78 Million 0.71% of portfolio
13,731
Q2 2025 Added 22.72%
$0
$3.7 Million 0.7% of portfolio
29,427
Q2 2025 Added 91.57%
$259B
$3.66 Million 0.69% of portfolio
60,218
Q2 2025 Added 17.36%
$135B
$3.67 Million 0.69% of portfolio
15,951
Q2 2025 Added 55.94%
$95.8B
$3.64 Million 0.69% of portfolio
80,279
Q2 2025 Added 45.56%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $530 Million
  • Prior Value $364 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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