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 Market Cap. of $10 Billions to $200 Billions
