Stamos Capital Partners, L.P. Portfolio Holdings

Stamos Capital Partners, L.P.

  • $364 Million
  • Q1 2025

Stamos Capital Partners, L.P. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $364 Million distributed in 140 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 $65.1M, Merck & Co., Inc. with a value of $10.3M, Shell PLC with a value of $8.33M, Bp PLC with a value of $8.3M, and Exxon Mobil Corp with a value of $8.32M.

Examining the 13F form we can see an decrease of $42.4M in the current position value, from $407M to 364M.

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 $364 Million
ETFs: $89.5 Million
Energy: $47.9 Million
Technology: $47.5 Million
Healthcare: $47 Million
Financial Services: $34.3 Million
Consumer Cyclical: $27.7 Million
Communication Services: $18.7 Million
Utilities: $18.7 Million
Other: $33.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $364 Million
  • Prior Value $407 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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