Stamos Capital Partners, L.P. Reduced Holdings in Q3 2025

Stamos Capital Partners, L.P.

  • $511 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-22.4K
- 39.74%
$237.77 - $353.61 $5.33M - $7.92M
34K $11.7M
SHEL
Shell PLC

Energy
-69K
- 35.86%
$69.82 - $73.93 $4.82M - $5.1M
123K $8.82M
BP
Bp PLC

Energy
-195K
- 40.79%
$30.25 - $35.69 $5.91M - $6.97M
283K $9.77M
CVX
Chevron Corp

Energy
-37.5K
- 34.41%
$145.57 - $161.83 $5.46M - $6.07M
71.5K $11.1M
XOM
Exxon Mobil Corp

Energy
-46.2K
- 28.15%
$105.83 - $117.22 $4.89M - $5.42M
118K $13.3M
AMD
Advanced Micro Devices Inc

Technology
-22K
- 54.02%
$134.8 - $184.42 $2.97M - $4.07M
18.8K $3.04M
NEE
Nextera Energy Inc

Utilities
-41.8K
- 26.26%
$69.77 - $77.54 $2.92M - $3.24M
117K $8.86M
LEN
Lennar Corp

Consumer Cyclical
-21.6K
- 49.18%
$107.73 - $142.4 $2.33M - $3.08M
22.3K $2.82M
DHI
Horton D R Inc

Consumer Cyclical
-20.4K
- 53.73%
$129.82 - $184.04 $2.64M - $3.75M
17.5K $2.97M
F
Ford Motor CO

Consumer Cyclical
-214K
- 35.99%
$10.82 - $12.09 $2.32M - $2.59M
381K $4.56M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-20.6K
- 48.77%
$113.78 - $148.0 $2.35M - $3.05M
21.7K $2.99M
BX
Blackstone Inc.

Financial Services
-13.4K
- 42.43%
$152.77 - $188.68 $2.05M - $2.53M
18.2K $3.11M
AVGO
Broadcom Inc.

Technology
-7.22K
- 42.17%
$264.74 - $369.57 $1.91M - $2.67M
9.9K $3.27M
JNJ
Johnson & Johnson

Healthcare
-19.2K
- 29.48%
$155.17 - $185.42 $2.98M - $3.56M
45.9K $8.51M
T
At&T Inc.

Communication Services
-44.5K
- 20.77%
$26.94 - $29.62 $1.2M - $1.32M
170K $4.8M
BCS
Barclays PLC

Financial Services
-89.7K
- 40.62%
$17.88 - $21.05 $1.6M - $1.89M
131K $2.71M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-26.5K
- 34.34%
$46.51 - $50.07 $1.23M - $1.33M
50.7K $2.38M
VZ
Verizon Communications Inc

Communication Services
-33.5K
- 27.86%
$40.84 - $45.06 $1.37M - $1.51M
86.6K $3.81M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-22K
- 36.28%
$59.5 - $62.99 $1.31M - $1.39M
38.6K $2.42M
CNI
Canadian National Railway CO

Industrials
-9.75K
- 21.41%
$92.01 - $106.6 $897K - $1.04M
35.8K $3.38M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-11.7K
- 39.72%
$121.81 - $137.24 $1.42M - $1.6M
17.7K $2.35M
DELL
Dell Technologies Inc.

Technology
-13.8K
- 41.27%
$120.96 - $141.77 $1.66M - $1.95M
19.6K $2.78M
MDT
Medtronic PLC

Healthcare
-18.1K
- 29.79%
$87.67 - $95.74 $1.59M - $1.73M
42.7K $4.07M
VST
Vistra Corp.

Utilities
-6.38K
- 35.94%
$182.0 - $217.92 $1.16M - $1.39M
11.4K $2.23M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-11.9K
- 29.58%
$224.68 - $282.71 $2.66M - $3.35M
28.2K $7.88M
MRK
Merck & Co., Inc.

Healthcare
-26.8K
- 11.83%
$77.6 - $87.37 $2.08M - $2.35M
200K $16.8M
CEG
Constellation Energy Corp

Utilities
-3.46K
- 27.85%
$298.82 - $354.89 $1.03M - $1.23M
8.95K $2.95M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.85K
- 12.97%
$211.65 - $238.24 $1.03M - $1.16M
32.5K $7.15M
CVS
Cvs Health Corp

Healthcare
-18.9K
- 32.86%
$58.75 - $76.5 $1.11M - $1.45M
38.6K $2.91M
CAT
Caterpillar Inc

Industrials
-3.65K
- 46.67%
$390.92 - $477.15 $1.43M - $1.74M
4.17K $1.99M
HD
Home Depot, Inc.

Consumer Cyclical
-3.32K
- 37.96%
$357.4 - $423.42 $1.19M - $1.41M
5.43K $2.2M
IYR
Ishares Tr

ETFs
-10.8K
- 36.39%
$94.16 - $98.46 $1.01M - $1.06M
18.8K $1.83M
ENB
Enbridge Inc

Energy
-27.5K
- 34.2%
$43.79 - $50.46 $1.2M - $1.39M
52.8K $2.67M
USRT
Ishares Core U.S. Reit ETF

ETFs
-17.8K
- 36.19%
$55.64 - $59.37 $990K - $1.06M
31.4K $1.84M
CME
Cme Group Inc.

Financial Services
-3.01K
- 21.93%
$258.83 - $287.1 $779K - $864K
10.7K $2.9M
KMI
Kinder Morgan, Inc.

Energy
-27.2K
- 29.81%
$26.23 - $28.5 $714K - $775K
64.1K $1.81M
CSCO
Cisco Systems, Inc.

Technology
-11.5K
- 26.01%
$66.2 - $71.79 $760K - $825K
32.7K $2.24M
BA
Boeing CO

Industrials
-4.73K
- 15.36%
$209.79 - $237.38 $992K - $1.12M
26.1K $5.63M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-24.1K
- 56.8%
$50.79 - $76.4 $1.22M - $1.84M
18.3K $1.4M
NVDA
Nvidia Corp

Technology
-8.7K
- 30.46%
$153.3 - $186.58 $1.33M - $1.62M
19.9K $3.7M
XLE
Energy Sector Spdr

ETFs
-10.3K
- 40.5%
$84.25 - $91.99 $866K - $946K
15.1K $1.35M
SPG
Simon Property Group Inc

Real Estate
-6.61K
- 40.56%
$159.93 - $187.67 $1.06M - $1.24M
9.68K $1.82M
BAC
Bank Of America Corp

Financial Services
-28.5K
- 17.96%
$44.92 - $52.42 $1.28M - $1.5M
130K $6.72M
FSLR
First Solar, Inc.

Technology
-7.5K
- 47.5%
$160.84 - $223.53 $1.21M - $1.68M
8.29K $1.83M
D
Dominion Energy, Inc

Utilities
-16.1K
- 34.67%
$56.32 - $62.1 $908K - $1M
30.4K $1.86M
PG
Procter & Gamble CO

Consumer Defensive
-4.48K
- 35.42%
$150.47 - $161.22 $674K - $722K
8.17K $1.26M
KO
Coca Cola CO

Consumer Defensive
-9.53K
- 33.49%
$65.67 - $71.67 $626K - $683K
18.9K $1.25M
SO
Southern CO

Utilities
-8.56K
- 32.89%
$90.83 - $96.0 $777K - $822K
17.5K $1.65M
XLU
Utilities Sector Spdr

ETFs
-10K
- 39.26%
$81.14 - $87.32 $815K - $877K
15.5K $1.35M
Activity Summary
Buys All Purchases 21 New Holdings 4 Increased Positions 17 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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