Stamos Capital Partners, L.P.
Top Portfolio Positions
120 positions ·
$494,066,997 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MRK |
Merck & Co., Inc.
Healthcare
|
170,384 | $20,495,491 | 4.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
55,472 | $15,951,528 | 3.23% | |
| MSFT |
Microsoft Corp
Technology
|
42,855 | $15,863,635 | 3.21% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
54,597 | $14,773,402 | 2.99% | |
| XOM |
Exxon Mobil Corp
Energy
|
74,583 | $12,653,751 | 2.56% | |
| TM |
Toyota Motor Corp/
Consumer Cyclical
|
52,600 | $10,840,334 | 2.19% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
35,956 | $10,576,816 | 2.14% | |
| JNJ |
Johnson & Johnson
Healthcare
|
41,659 | $10,183,125 | 2.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
47,377 | $9,867,207 | 2.00% | |
| CVX |
Chevron Corp
Energy
|
43,054 | $8,907,872 | 1.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SONY
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,822,230 | 232,958 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,291,315 | 128,567 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,088,772 | 72,552 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,226,944 | 85,553 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,302,811 | 51,312 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $501,915 | 23,720 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $398,061 | 20,610 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $420,162 | 24,730 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $339,358 | 19,790 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $103,401 | 5,460 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $358,539 | 19,910 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $423,698 | 23,370 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $199,395 | 13,070 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $79,165 | 6,180 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||