§ 13F · FUND PROFILE
Stamos Capital Partners, L.P..
AUM · $653M (13F)Positions · 140Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTEB | VANGUARD MUN BD FDS | 647K | $33M | 5.0% | +81% |
| 2 | MRK | MERCK & CO INC | 180K | $23M | 3.5% | +6% |
| 3 | AGG | ISHARES TR | 216K | $21M | 3.3% | −77% |
| 4 | MSFT | MICROSOFT CORP | 46K | $17M | 2.6% | +7% |
| 5 | GOOGL | ALPHABET INC | 47K | $17M | 2.6% | −16% |
| 6 | TM | TOYOTA MOTOR CORP | 94K | $16M | 2.4% | +78% |
| 7 | XOM | EXXON MOBIL CORP | 113K | $15M | 2.4% | +52% |
| 8 | UNH | UNITEDHEALTH GROUP INC | 37K | $15M | 2.3% | −33% |
| 9 | CVX | CHEVRON CORPORATION | 73K | $12M | 1.8% | +69% |
| 10 | JPM | JPMORGAN CHASE & CO | 35K | $11M | 1.7% | −4% |
§ 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 $653 million in assets. The fund runs a portfolio of 140 positions.
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