Holders — by stockHoldings — by fund
Stamos Capital Partners, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001705399
$652.5M
disclosed book value
140
positions
5%
largest position share
Positions, as of 2026-06-30
top 100 of 140 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTEBVANGUARD MUN BD FDS | 647,007 | $32.7M | 5% |
| 2 | MRKMERCK & CO INC | 179,799 | $23.1M | 3.5% |
| 3 | AGGISHARES TR | 216,193 | $21.4M | 3.3% |
| 4 | MSFTMICROSOFT CORP | 45,971 | $17.1M | 2.6% |
| 5 | GOOGLALPHABET INC | 46,870 | $16.7M | 2.6% |
| 6 | TMTOYOTA MOTOR CORP | 93,585 | $15.8M | 2.4% |
| 7 | EXMOCEXXON MOBIL CORP | 113,199 | $15.5M | 2.4% |
| 8 | UNHUNITEDHEALTH GROUP INC | 36,620 | $15.2M | 2.3% |
| 9 | CVXCHEVRON CORPORATION | 72,792 | $12.1M | 1.8% |
| 10 | JPMJPMORGAN CHASE & CO | 34,663 | $11.3M | 1.7% |
| 11 | AMZNAMAZON COM INC | 47,509 | $11.3M | 1.7% |
| 12 | JNJJOHNSON & JOHNSON | 43,175 | $11.0M | 1.7% |
| 13 | VVISA INC | 29,351 | $10.1M | 1.5% |
| 14 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 20,665 | $9.9M | 1.5% |
| 15 | BACBANK OF AMER CORP | 155,337 | $8.9M | 1.4% |
| 16 | NVONOVO-NORDISK A S | 184,608 | $8.9M | 1.4% |
| 17 | DISDISNEY WALT CO | 82,186 | $7.9M | 1.2% |
| 18 | NEENEXTERA ENERGY INC | 88,811 | $7.8M | 1.2% |
| 19 | TAT&T INC | 371,489 | $7.7M | 1.2% |
| 20 | UNPUNION PAC CORP | 27,794 | $7.6M | 1.2% |
| 21 | AAPLAPPLE INC | 25,988 | $7.5M | 1.2% |
| 22 | BPBP PLC | 197,357 | $7.3M | 1.1% |
| 23 | BLKBLACKROCK INC | 7,548 | $7.3M | 1.1% |
| 24 | PFEPFIZER INC | 297,285 | $7.2M | 1.1% |
| 25 | CRMSALESFORCE INC | 44,715 | $7.0M | 1.1% |
| 26 | PGPROCTER & GAMBLE CO | 47,511 | $7.0M | 1.1% |
| 27 | LLYELI LILLY & CO | 5,449 | $6.5M | 1% |
| 28 | BABOEING CO | 30,183 | $6.5M | 1% |
| 29 | SHELSHELL PLC | 84,239 | $6.5M | 1% |
| 30 | VZVERIZON COMMUNICATIONS INC | 151,672 | $6.4M | 1% |
| 31 | TOTALENERGIES SE | 82,011 | $6.4M | 1% |
| 32 | NFLXNETFLIX INC. | 88,203 | $6.3M | 1% |
| 33 | IBMINTERNATIONAL BUSINESS MACHS | 22,090 | $6.2M | 1% |
| 34 | CNICANADIAN NATL RY CO | 51,425 | $6.1M | 0.9% |
| 35 | ASML HLDG NV | 3,061 | $6.1M | 0.9% |
| 36 | GSKGSK PLC | 114,724 | $6.0M | 0.9% |
| 37 | BXBLACKSTONE INC | 50,628 | $6.0M | 0.9% |
| 38 | CPCANADIAN PACIFIC KANSAS CITY | 67,652 | $5.9M | 0.9% |
| 39 | MEDTRONIC PLC | 74,654 | $5.8M | 0.9% |
| 40 | CITHE CIGNA GROUP | 20,780 | $5.7M | 0.9% |
| 41 | CMECME GROUP INC | 25,832 | $5.7M | 0.9% |
| 42 | AMDADVANCED MICRO DEVICES INC | 9,797 | $5.7M | 0.9% |
| 43 | CVSCVS HEALTH CORP | 54,289 | $5.6M | 0.9% |
| 44 | BNBROOKFIELD CORP | 131,121 | $5.6M | 0.9% |
| 45 | PAVEGLOBAL X FDS | 91,892 | $5.4M | 0.8% |
| 46 | PANWPALO ALTO NETWORKS INC | 15,669 | $5.3M | 0.8% |
| 47 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,447 | $5.2M | 0.8% |
| 48 | HDBHDFC BANK LTD | 199,760 | $5.2M | 0.8% |
| 49 | SONYSONY GROUP CORP | 256,015 | $5.1M | 0.8% |
| 50 | KOCOCA COLA CO | 62,002 | $5.0M | 0.8% |
| 51 | NVDANVIDIA CORPORATION | 24,528 | $4.9M | 0.8% |
| 52 | ADBEADOBE INC | 22,985 | $4.7M | 0.7% |
| 53 | HDHOME DEPOT INC | 12,597 | $4.4M | 0.7% |
| 54 | ADPAUTOMATIC DATA PROCESSING IN | 19,091 | $4.3M | 0.7% |
| 55 | GISGENERAL MILLS INC | 122,128 | $4.3M | 0.7% |
| 56 | XBISPDR SERIES TRUST | 26,084 | $4.1M | 0.6% |
| 57 | ENBENBRIDGE INC | 76,016 | $4.1M | 0.6% |
| 58 | AVGOBROADCOM INC | 10,758 | $4.1M | 0.6% |
| 59 | FFORD MTR CO | 289,606 | $4.0M | 0.6% |
| 60 | NOWSERVICENOW INC | 39,040 | $3.9M | 0.6% |
| 61 | UBERUBER TECHNOLOGIES INC | 53,601 | $3.9M | 0.6% |
| 62 | MAMASTERCARD INCORPORATED | 7,404 | $3.8M | 0.6% |
| 63 | CEGCONSTELLATION ENERGY CORP | 15,226 | $3.8M | 0.6% |
| 64 | KMIKINDER MORGAN INC DEL | 115,015 | $3.7M | 0.6% |
| 65 | BCSBARCLAYS PLC | 134,871 | $3.6M | 0.6% |
| 66 | USRTISHARES TR | 53,836 | $3.6M | 0.5% |
| 67 | IYRISHARES TR | 34,953 | $3.6M | 0.5% |
| 68 | HSBCHSBC HLDGS PLC | 37,215 | $3.5M | 0.5% |
| 69 | MDLZMONDELEZ INTL INC | 60,611 | $3.5M | 0.5% |
| 70 | GEGE AEROSPACE | 8,971 | $3.4M | 0.5% |
| 71 | MLPXGLOBAL X FDS | 45,113 | $3.3M | 0.5% |
| 72 | CATCATERPILLAR INC | 3,098 | $3.3M | 0.5% |
| 73 | AMLPALPS ETF TR | 62,819 | $3.3M | 0.5% |
| 74 | WMTWALMART INC | 28,647 | $3.2M | 0.5% |
| 75 | SPGSIMON PPTY GROUP INC NEW | 14,332 | $3.2M | 0.5% |
| 76 | TOLTOLL BROTHERS INC | 19,135 | $3.2M | 0.5% |
| 77 | UBS GROUP AG | 62,364 | $3.1M | 0.5% |
| 78 | DHID R HORTON INC | 18,745 | $3.1M | 0.5% |
| 79 | LENLENNAR CORP | 33,512 | $3.0M | 0.5% |
| 80 | TMOTHERMO FISHER SCIENTIFIC INC | 5,999 | $3.0M | 0.5% |
| 81 | GMGENERAL MTRS CO | 37,405 | $2.9M | 0.4% |
| 82 | DELLDELL TECHNOLOGIES INC | 6,213 | $2.7M | 0.4% |
| 83 | CRWDCROWDSTRIKE HLDGS INC | 3,488 | $2.7M | 0.4% |
| 84 | EQTEQT CORP | 47,999 | $2.6M | 0.4% |
| 85 | CSCOCISCO SYS INC | 21,699 | $2.5M | 0.4% |
| 86 | GEVGE VERNOVA INC | 2,161 | $2.5M | 0.4% |
| 87 | LNGCHENIERE ENERGY INC | 10,572 | $2.5M | 0.4% |
| 88 | IQVIQVIA HLDGS INC | 12,851 | $2.5M | 0.4% |
| 89 | VSTVISTRA CORP | 15,311 | $2.4M | 0.4% |
| 90 | AEPAMERICAN ELEC PWR CO INC | 17,410 | $2.4M | 0.4% |
| 91 | DDOMINION ENERGY INC | 34,667 | $2.4M | 0.4% |
| 92 | FINXGLOBAL X FDS | 93,220 | $2.3M | 0.4% |
| 93 | DEDEERE & CO | 3,616 | $2.3M | 0.4% |
| 94 | SOSOUTHERN CO | 23,816 | $2.3M | 0.3% |
| 95 | CCJCAMECO CORP | 22,106 | $2.3M | 0.3% |
| 96 | DUKDUKE ENERGY CORP NEW | 17,644 | $2.2M | 0.3% |
| 97 | SPGIS&P GLOBAL INC | 5,167 | $2.1M | 0.3% |
| 98 | SNOWSNOWFLAKE INC | 7,759 | $2.0M | 0.3% |
| 99 | EATON CORP PLC | 4,613 | $2.0M | 0.3% |
| 100 | XOPSPDR SERIES TRUST | 11,809 | $1.8M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.