Stamos Capital Partners, L.P. Incresed Positions in Q2 2025

Stamos Capital Partners, L.P.

  • $530 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
44.5K
+ 374.98%
$274.35 - $599.47 $12.2M - $26.7M
56.4K $17.6M
XOM
Exxon Mobil Corp

Energy
94.3K
+ 134.81%
$99.93 - $119.04 $9.42M - $11.2M
164K $17.7M
MRK
Merck & Co., Inc.

Healthcare
113K
+ 98.63%
$73.47 - $87.12 $8.28M - $9.82M
227K $18M
CVX
Chevron Corp

Energy
59.4K
+ 119.78%
$133.73 - $168.51 $7.95M - $10M
109K $15.6M
GOOGL
Alphabet Inc.

Communication Services
36.2K
+ 93.31%
$144.7 - $178.6 $5.23M - $6.46M
74.9K $13.2M
BP
Bp PLC

Energy
233K
+ 94.89%
$26.11 - $33.81 $6.08M - $7.88M
479K $14.3M
SHEL
Shell PLC

Energy
78.7K
+ 69.29%
$59.75 - $73.05 $4.7M - $5.75M
192K $13.5M
NEE
Nextera Energy Inc

Utilities
72K
+ 82.59%
$64.11 - $75.0 $4.62M - $5.4M
159K $11M
MSFT
Microsoft Corp

Technology
5.78K
+ 42.92%
$354.56 - $497.45 $2.05M - $2.87M
19.2K $9.57M
JPM
Jpmorgan Chase & CO

Financial Services
12.1K
+ 65.66%
$210.28 - $289.91 $2.54M - $3.51M
30.5K $8.84M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.41K
+ 26.58%
$141.37 - $228.57 $1.19M - $1.92M
40.1K $9.07M
AMZN
Amazon Com Inc

Consumer Cyclical
14.1K
+ 60.23%
$167.32 - $223.3 $2.35M - $3.14M
37.4K $8.2M
NVO
Novo Nordisk A S

Healthcare
51.4K
+ 158.46%
$58.08 - $81.05 $2.98M - $4.16M
83.8K $5.78M
TM
Toyota Motor Corp

Consumer Cyclical
20.3K
+ 93.36%
$158.63 - $195.39 $3.22M - $3.97M
42.1K $7.25M
JNJ
Johnson & Johnson

Healthcare
24.1K
+ 58.73%
$146.36 - $159.82 $3.52M - $3.85M
65.1K $9.94M
BAC
Bank Of America Corp

Financial Services
50.7K
+ 46.84%
$34.39 - $47.46 $1.74M - $2.4M
159K $7.52M
BA
Boeing CO

Industrials
9.81K
+ 46.72%
$136.59 - $217.51 $1.34M - $2.13M
30.8K $6.45M
ASML
Asml Holding Nv

Technology
1.94K
+ 27.64%
$595.37 - $815.24 $1.15M - $1.58M
8.96K $7.18M
HD
Home Depot, Inc.

Consumer Cyclical
6.43K
+ 276.31%
$335.24 - $380.78 $2.15M - $2.45M
8.75K $3.21M
ADBE
Adobe Inc.

Technology
5.41K
+ 93.67%
$340.0 - $420.68 $1.84M - $2.28M
11.2K $4.33M
AMD
Advanced Micro Devices Inc

Technology
4.65K
+ 12.84%
$78.21 - $143.81 $363K - $668K
40.8K $5.79M
SLB
Schlumberger Limited

Energy
73K
+ 121.37%
$31.95 - $42.2 $2.33M - $3.08M
133K $4.5M
BX
Blackstone Inc.

Financial Services
11.7K
+ 59.26%
$120.07 - $151.11 $1.41M - $1.78M
31.6K $4.72M
LLY
Eli Lilly & CO

Healthcare
2.64K
+ 96.14%
$713.71 - $898.95 $1.88M - $2.37M
5.38K $4.2M
T
At&T Inc.

Communication Services
62.7K
+ 41.37%
$26.33 - $28.94 $1.65M - $1.81M
214K $6.2M
DHI
Horton D R Inc

Consumer Cyclical
14.5K
+ 61.78%
$115.1 - $129.63 $1.67M - $1.88M
37.9K $4.89M
LEN
Lennar Corp

Consumer Cyclical
18.1K
+ 69.91%
$102.76 - $115.66 $1.86M - $2.09M
44K $4.86M
CRM
Salesforce, Inc.

Technology
6.78K
+ 91.5%
$236.26 - $291.15 $1.6M - $1.98M
14.2K $3.87M
TOL
Toll Brothers, Inc.

Consumer Cyclical
14.3K
+ 51.15%
$90.5 - $114.3 $1.3M - $1.64M
42.3K $4.83M
NVDA
Nvidia Corp

Technology
3.46K
+ 13.77%
$94.31 - $157.99 $326K - $546K
28.6K $4.51M
CEG
Constellation Energy Corp

Utilities
1.35K
+ 12.21%
$170.96 - $322.76 $231K - $436K
12.4K $4M
PFE
Pfizer Inc

Healthcare
84.7K
+ 31.9%
$21.59 - $24.84 $1.83M - $2.11M
350K $8.49M
F
Ford Motor CO

Consumer Cyclical
122K
+ 25.66%
$8.69 - $10.85 $1.06M - $1.32M
595K $6.46M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
14.1K
+ 91.57%
$101.91 - $134.83 $1.43M - $1.9M
29.4K $3.7M
V
Visa Inc.

Financial Services
4.54K
+ 60.96%
$308.27 - $373.31 $1.4M - $1.69M
12K $4.25M
FSLR
First Solar, Inc.

Technology
7.84K
+ 98.7%
$120.38 - $192.98 $944K - $1.51M
15.8K $2.61M
DIS
Walt Disney CO

Communication Services
6.93K
+ 26.19%
$81.72 - $124.01 $566K - $860K
33.4K $4.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.94K
+ 195.87%
$483.48 - $539.8 $1.42M - $1.59M
4.44K $2.16M
CNI
Canadian National Railway CO

Industrials
10.3K
+ 29.31%
$92.66 - $108.13 $957K - $1.12M
45.6K $4.74M
UNP
Union Pacific Corp

Industrials
5.72K
+ 55.94%
$208.27 - $238.46 $1.19M - $1.36M
16K $3.67M
MLPX
Global X Mlp & Energy Infrastr

ETFs
20.7K
+ 51.8%
$55.32 - $65.02 $1.14M - $1.35M
60.6K $3.8M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
28K
+ 56.75%
$45.07 - $52.57 $1.26M - $1.47M
77.2K $3.77M
ENB
Enbridge Inc

Energy
25.1K
+ 45.56%
$41.09 - $47.16 $1.03M - $1.18M
80.3K $3.64M
BCS
Barclays PLC

Financial Services
28.6K
+ 14.88%
$12.69 - $18.61 $363K - $533K
221K $4.11M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
13K
+ 47.74%
$69.8 - $85.28 $906K - $1.11M
40.2K $3.33M
MDT
Medtronic PLC

Healthcare
13.9K
+ 29.7%
$80.68 - $88.86 $1.12M - $1.24M
60.8K $5.3M
IYR
Ishares Tr

ETFs
11.6K
+ 64.13%
$84.48 - $96.25 $977K - $1.11M
29.6K $2.81M
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
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
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