Stamos Capital Partners, L.P.

CIK

1705399

Location

Menlo Park, CA

Portfolio Value

Micro $1,310,590

Diversification

Diversified

Filing Date

Global Rank

#2,333 / 8,232 ▲ 205

Top Industry

Drug Manufacturers - General 11.6%

3Y Alpha vs SPY

-0.3%

Period ended 3 months ago

Filed May 14, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.0%

SPY

+74.2%

Annualised alpha

-0.3%

Max drawdown

−14.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

120 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.1%

−0.0 pts

Top 5

16.1%

−0.9 pts

Top 10

26.3%

−1.0 pts

HHI

146

Diversified−6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.2%	$99,752,000	21
Healthcare	18.8%	$93,106,923	15
Financial Services	15.7%	$77,532,521	22
Energy	11.0%	$54,127,018	14
Communication Services	8.5%	$41,929,550	5
Consumer Cyclical	7.7%	$38,123,974	8
Industrials	7.7%	$38,027,535	11
Utilities	4.7%	$23,095,558	9
Consumer Defensive	4.2%	$20,610,307	8
Real Estate	1.2%	$5,724,262	3
Basic Materials	0.3%	$1,310,590	3
Unclassified	0.1%	$726,759	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SONY	Sony Group Corp	+104,391	232,958	$4,822,230
F	Ford Motor Co	+82,274	400,657	$4,623,581
HDB	Hdfc Bank Ltd	+65,446	134,716	$3,351,734
BCS	Barclays PLC	+48,815	145,126	$3,070,866
BN	BROOKFIELD Corp /ON/	+43,559	123,391	$4,993,633
NVO	Novo Nordisk A S	+39,825	177,423	$6,520,295
BAC	Bank Of America Corp /De/	+34,137	167,913	$8,185,758
UBS	UBS Group AG	+23,697	70,376	$2,749,590
BX	Blackstone Inc.	+20,865	45,069	$5,182,484
MSFT	Microsoft Corp	+20,590	42,855	$15,863,635
NFLX	Netflix Inc	+19,695	61,022	$5,867,265
GIS	General Mills Inc	+19,172	83,376	$3,103,254
NOW	ServiceNow, Inc.	+17,102	29,802	$3,115,799
DIS	Walt Disney Co	+16,462	72,922	$7,028,222
CRM	Salesforce, Inc.	+16,069	35,803	$6,683,346
IBM	International Business Machines Corp	+13,993	15,805	$3,830,973
HPQ	Hp Inc	+12,935	43,549	$836,576
UNH	Unitedhealth Group Inc	+12,547	54,597	$14,773,402
PANW	Palo Alto Networks Inc	+11,460	26,204	$4,201,025
AMZN	Amazon Com Inc	+11,127	47,377	$9,867,207
CVS	CVS HEALTH Corp	+10,874	78,722	$5,653,814
NVDA	Nvidia Corp	+9,542	27,840	$4,855,296
V	Visa Inc.	+9,333	26,383	$7,973,997
ADBE	Adobe Inc.	+9,201	24,061	$5,848,747
JPM	Jpmorgan Chase & Co	+8,513	35,956	$10,576,816
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BP	Bp PLC	−145,009	110,421	$5,189,787
TTE	TotalEnergies SE	−76,743	42,667	$3,881,843
SHEL	Shell plc	−65,384	42,196	$3,924,228
XOM	Exxon Mobil Corp	−63,899	74,583	$12,653,751
CVX	Chevron Corp	−50,343	43,054	$8,907,872
PFE	Pfizer Inc	−42,526	273,784	$7,687,854
SLB	Slb Limited/Nv	−39,113	23,501	$1,207,716
KMI	Kinder Morgan, Inc.	−35,996	114,303	$3,832,579
T	At&T Inc.	−28,588	261,134	$7,570,274
OXY	Occidental Petroleum Corp /De/	−27,282	12,942	$841,230
VZ	Verizon Communications Inc	−25,259	109,806	$5,512,261
GSK	GSK plc	−21,928	98,255	$5,422,693
MRK	Merck & Co., Inc.	−16,421	170,384	$20,495,491
ENB	Enbridge Inc	−15,308	80,905	$4,380,196
EQT	EQT Corp	−12,719	41,896	$2,666,261
COP	Conocophillips	−11,268	6,347	$837,804
EOG	Eog Resources Inc	−9,977	5,652	$817,109
CCJ	Cameco Corp	−8,731	21,276	$2,310,786
NEE	Nextera Energy Inc	−7,610	90,373	$8,393,844
LNG	Cheniere Energy, Inc.	−6,039	9,430	$2,675,856
KO	Coca Cola Co	−5,520	55,329	$4,207,770
ADM	Archer-Daniels-Midland Co	−5,038	6,115	$444,499
JNJ	Johnson & Johnson	−4,443	41,659	$10,183,125
FCX	Freeport-Mcmoran Inc	−3,994	7,663	$450,431
BHP	BHP Group Ltd	−3,809	6,011	$437,240
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
BIPC	Brookfield Infrastructure Corp	7,849	$310,192
BAM	Brookfield Asset Management Ltd.	6,851	$304,526
BEPC	Brookfield Renewable Corp	7,606	$302,946
KKR	KKR & Co. Inc.	2,357	$218,022
CG	Carlyle Group Inc.	4,382	$212,044
TPG	TPG Inc.	5,037	$204,048
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $1,310,590 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	7,663	-3,994	$450,431	−23.9%	34.37%
BHP	BHP Group Ltd Basic Materials	Reduced	6,011	-3,809	$437,240	−26.2%	33.36%
NUE	Nucor Corp Basic Materials	Reduced	2,501	-1,108	$422,919	−28.2%	32.27%