Stamos Capital Partners, L.P.
Top Portfolio Positions
120 positions ·
$491,912,226 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MRK |
Merck & Co., Inc.
Healthcare
|
170,384 | $20,495,491 | 4.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
55,472 | $15,951,528 | 3.24% | |
| MSFT |
Microsoft Corp
Technology
|
42,855 | $15,863,635 | 3.22% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
54,597 | $14,773,402 | 3.00% | |
| XOM |
Exxon Mobil Corp
Energy
|
74,583 | $12,653,751 | 2.57% | |
| TM |
Toyota Motor Corp/
Consumer Cyclical
|
52,600 | $10,840,334 | 2.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
35,956 | $10,576,816 | 2.15% | |
| JNJ |
Johnson & Johnson
Healthcare
|
41,659 | $10,183,125 | 2.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
47,377 | $9,867,207 | 2.01% | |
| CVX |
Chevron Corp
Energy
|
43,054 | $8,907,872 | 1.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TM
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,840,334 | 52,600 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,823,943 | 50,565 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,527,530 | 55,092 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,253,179 | 42,106 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,844,117 | 21,776 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,925,579 | 25,310 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,594,590 | 36,930 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,187,537 | 20,430 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,963,960 | 15,750 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,445,710 | 18,790 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,489,537 | 13,850 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,677,960 | 22,880 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,580,174 | 18,210 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $964,146 | 7,400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,938,480 | 19,060 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,642,465 | 14,660 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,000,620 | 5,400 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||