Stamos Capital Partners, L.P. Purchases in Q2 2025

Stamos Capital Partners, L.P.

  • $530 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
19.2K
+ 63.88%
$50.37 - $57.97 $966K - $1.11M
49.2K $2.78M
GE
General Electric CO

Industrials
2.81K
+ 56.29%
$166.81 - $257.39 $469K - $724K
7.81K $2.01M
SPG
Simon Property Group Inc

Real Estate
6.58K
+ 67.72%
$140.37 - $171.44 $923K - $1.13M
16.3K $2.62M
UBS
Ubs Group Ag

Financial Services
24.8K
+ 54.39%
$26.12 - $33.82 $648K - $840K
70.5K $2.38M
PANW
Palo Alto Networks Inc

Technology
3.54K
+ 49.5%
$152.44 - $204.64 $539K - $724K
10.7K $2.19M
HDB
Hdfc Bank LTD

Financial Services
9.45K
+ 44.86%
$63.78 - $77.48 $602K - $732K
30.5K $2.34M
SONY
Sony Group Corp

Technology
34.2K
+ 66.73%
$21.24 - $26.88 $727K - $920K
85.6K $2.23M
EOG
Eog Resources Inc

Energy
8.35K
+ 94.07%
$104.61 - $129.97 $873K - $1.09M
17.2K $2.06M
OXY
Occidental Petroleum Corp

Energy
25.6K
+ 110.6%
$36.11 - $49.33 $925K - $1.26M
48.8K $2.05M
COP
Conocophillips

Energy
12K
+ 108.95%
$82.66 - $106.1 $988K - $1.27M
22.9K $2.06M
CAT
Caterpillar Inc

Industrials
1.16K
+ 17.5%
$273.94 - $388.21 $319K - $452K
7.82K $3.03M
PAVE
Global X Fds Us Infrastructure

ETFs
13.4K
+ 31.53%
$33.78 - $43.68 $454K - $587K
56K $2.44M
CME
Cme Group Inc.

Financial Services
2.54K
+ 22.72%
$252.37 - $290.71 $642K - $739K
13.7K $3.78M
XLE
Energy Sector Spdr

ETFs
10.3K
+ 68.37%
$76.44 - $94.13 $788K - $970K
25.4K $2.15M
KMI
Kinder Morgan, Inc.

Energy
22.8K
+ 33.35%
$25.21 - $29.4 $575K - $671K
91.3K $2.68M
HSBC
Hsbc Holdings PLC

Financial Services
8.91K
+ 17.36%
$46.68 - $61.09 $416K - $544K
60.2K $3.66M
XLU
Utilities Sector Spdr

ETFs
7.97K
+ 45.26%
$73.09 - $82.77 $582K - $660K
25.6K $2.09M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
9.56K
+ 29.05%
$41.45 - $54.46 $396K - $520K
42.5K $2.21M
VZ
Verizon Communications Inc

Communication Services
20.8K
+ 21.0%
$41.67 - $45.62 $869K - $951K
120K $5.2M
DE
Deere & CO

Industrials
1K
+ 31.61%
$412.99 - $531.48 $413K - $531K
4.16K $2.12M
LNG
Cheniere Energy, Inc.

Energy
2.12K
+ 43.99%
$197.25 - $244.33 $418K - $517K
6.93K $1.69M
PICK
Ishares Inc Msci Global Select

ETFs
13.8K
+ 50.42%
$30.23 - $38.24 $418K - $528K
41.2K $1.55M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
5.12K
+ 26.42%
$48.48 - $67.3 $248K - $345K
24.5K $1.65M
CSCO
Cisco Systems, Inc.

Technology
3.41K
+ 8.36%
$53.19 - $69.38 $181K - $236K
44.2K $3.06M
MA
Mastercard Inc

Financial Services
887
+ 34.69%
$479.92 - $590.74 $426K - $524K
3.44K $1.94M
EQT
Eqt Corp

Energy
7.29K
+ 34.85%
$46.11 - $60.44 $336K - $441K
28.2K $1.65M
CVS
Cvs Health Corp

Healthcare
6.66K
+ 13.09%
$60.04 - $70.18 $400K - $467K
57.5K $3.97M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.85K
+ 70.45%
$390.26 - $489.06 $721K - $904K
4.47K $1.81M
ISRG
Intuitive Surgical Inc

Healthcare
817
+ 82.19%
$451.58 - $565.94 $369K - $462K
1.81K $984K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
10.5K
+ 72.83%
$67.83 - $92.33 $710K - $966K
24.8K $1.8M
GM
General Motors CO

Consumer Cyclical
8.39K
+ 30.39%
$42.48 - $50.46 $356K - $423K
36K $1.77M
D
Dominion Energy, Inc

Utilities
7.97K
+ 20.68%
$49.66 - $58.0 $396K - $462K
46.5K $2.63M
SO
Southern CO

Utilities
4.73K
+ 22.24%
$84.91 - $92.56 $402K - $438K
26K $2.39M
GLD
Spdr Gold Trust

ETFs
1.23K
+ 39.9%
$273.71 - $316.29 $336K - $388K
4.31K $1.31M
CG
Carlyle Group Inc.

Financial Services
5.62K
+ 61.81%
$34.78 - $51.4 $195K - $289K
14.7K $755K
FINX
Global X Fds Fintech ETF (De)

ETFs
3.43K
+ 9.47%
$24.27 - $34.22 $83.3K - $118K
39.7K $1.36M
KKR
Kkr & Co. Inc.

Financial Services
2.22K
+ 65.15%
$92.79 - $134.29 $206K - $298K
5.62K $747K
APO
Apollo Global Management, Inc.

Financial Services
2.33K
+ 79.46%
$108.68 - $145.07 $253K - $337K
5.25K $744K
TPG
Tpg Inc.

Financial Services
5.76K
+ 68.57%
$39.68 - $53.09 $228K - $306K
14.1K $742K
ARES
Ares Management Corp

Financial Services
1.54K
+ 55.59%
$118.04 - $175.83 $182K - $271K
4.32K $747K
AEP
American Electric Power CO Inc

Utilities
4.19K
+ 23.24%
$98.59 - $109.11 $413K - $457K
22.2K $2.31M
IQV
Iqvia Holdings Inc.

Healthcare
2.77K
+ 48.6%
$137.0 - $174.37 $379K - $482K
8.46K $1.33M
NUE
Nucor Corp

Basic Materials
2.18K
+ 42.74%
$103.22 - $131.43 $225K - $286K
7.27K $941K
DUK
Duke Energy Corp

Utilities
3.31K
+ 20.5%
$112.46 - $124.05 $372K - $410K
19.4K $2.29M
BHP
Bhp Group LTD

Basic Materials
6.46K
+ 63.2%
$40.22 - $50.88 $260K - $329K
16.7K $801K
BXP
Boston Properties Inc

Real Estate
4.44K
+ 29.83%
$56.86 - $74.12 $252K - $329K
19.3K $1.3M
FCX
Freeport Mcmoran Inc

Basic Materials
5.12K
+ 39.63%
$29.15 - $44.46 $149K - $228K
18K $781K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
3.23K
+ 43.65%
$60.21 - $75.37 $194K - $243K
10.6K $781K
ADM
Archer Daniels Midland CO

Consumer Defensive
4.21K
+ 40.11%
$41.79 - $54.16 $176K - $228K
14.7K $776K
Activity Summary
Buys All Purchases 126 New Holdings 2 Increased Positions 124 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Stamos Capital Partners, L.P. Portfolio

Follow Stamos Capital Partners, L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stamos Capital Partners, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Stamos Capital Partners, L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email