Stamos Capital Partners, L.P.

Institutional manager (13F) · CIK 1705399

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $465M

#	Issuer	Value	Shares
1	ISHARES TR	$92M	926,085
2	MERCK & CO INC	$20M	170,384
3	VANGUARD MUN BD FDS	$18M	357,307
4	ALPHABET INC	$16M	55,472
5	MICROSOFT CORP	$16M	42,855
6	UNITEDHEALTH GROUP INC	$15M	54,597
7	EXXON MOBIL CORP	$13M	74,583
8	TOYOTA MOTOR CORP	$11M	52,600
9	JPMORGAN CHASE & CO	$11M	35,956
10	JOHNSON & JOHNSON	$10M	41,659
11	AMAZON COM INC	$10M	47,377
12	CHEVRON CORPORATION	$9M	43,054
13	TAIWAN SEMICONDUCTOR MANUFAC	$9M	25,637
14	NEXTERA ENERGY INC	$8M	90,373
15	BANK AMERICA CORP	$8M	167,913
16	VISA INC	$8M	26,383
17	PFIZER INC	$8M	273,784
18	AT&T INC	$8M	261,134
19	APPLE INC	$7M	29,441
20	UNION PAC CORP	$7M	30,364
21	DISNEY WALT CO	$7M	72,922
22	SALESFORCE INC	$7M	35,803
23	NOVO-NORDISK A S	$7M	177,423
24	BLACKROCK INC	$6M	6,630
25	CANADIAN NATL RY CO	$6M	61,225
26	BOEING CO	$6M	30,460
27	CANADIAN PACIFIC KANSAS CITY	$6M	74,972
28	NETFLIX INC.	$6M	61,022
29	ADOBE INC	$6M	24,061
30	CVS HEALTH CORP	$6M	78,722
31	ASML HLDG NV	$6M	4,280
32	ELI LILLY & CO	$6M	6,129
33	THE CIGNA GROUP	$6M	20,785
34	VERIZON COMMUNICATIONS INC	$6M	109,806
35	GSK PLC	$5M	98,255
36	BP PLC	$5M	110,421
37	BLACKSTONE INC	$5M	45,069
38	PROCTER & GAMBLE CO	$5M	35,451
39	BERKSHIRE HATHAWAY INC DEL	$5M	10,447
40	BROOKFIELD CORP	$5M	123,391
41	NVIDIA CORPORATION	$5M	27,840
42	SONY GROUP CORP	$5M	232,958
43	BROADCOM INC	$5M	15,507
44	GLOBAL X FDS	$5M	94,151
45	CME GROUP INC	$5M	15,763
46	MEDTRONIC PLC	$5M	53,432
47	FORD MTR CO	$5M	400,657
48	ENBRIDGE INC	$4M	80,905
49	COCA COLA CO	$4M	55,329
50	PALO ALTO NETWORKS INC	$4M	26,204

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.