§ 13F · FUND PROFILE
Stamos Capital Partners, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $530.1T (13F)Positions · 142Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 910K | $90.9T | 14.6% | +2% |
| 2 | MRK | MERCK & CO INC | 187K | $19.7T | 3.2% | −7% |
| 3 | VTEB | VANGUARD MUN BD FDS | 368K | $18.5T | 3.0% | −6% |
| 4 | XOM | EXXON MOBIL CORP | 138K | $16.7T | 2.7% | +17% |
| 5 | GOOGL | ALPHABET INC | 51K | $16.1T | 2.6% | −14% |
| 6 | CVX | CHEVRON CORP NEW | 93K | $14.2T | 2.3% | +31% |
| 7 | UNH | UNITEDHEALTH GROUP INC | 42K | $13.9T | 2.2% | +24% |
| 8 | TM | TOYOTA MOTOR CORP | 51K | $10.8T | 1.7% | −8% |
| 9 | MSFT | MICROSOFT CORP | 22K | $10.8T | 1.7% | +22% |
| 10 | JNJ | JOHNSON & JOHNSON | 46K | $9.5T | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STAMOS SIGNAL
AC read
Stamos Capital Partners, L.P. is a Other fund managing $530065.0 trillion in assets. The fund runs a portfolio of 142 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed