Stamos Capital Partners, L.P.

13F filer · CIK 0001705399

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$653MU.S. long equity reported on 13F

Positions1200 new · 2 closed

Net flow last quarter+$14.3MBuys minus sells

Top 10 positions weight22.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026120 positions
MRKMerck & Co., Inc.	$23.1M	3.54%	0.01%	+5.5%	Q4 2018
MSFTMicrosoft Corp	$17.1M	2.63%	0.00%	+7.3%	Q4 2018
GOOGLAlphabet Inc.	$16.7M	2.57%	0.00%	-15.5%	Q4 2018
TMToyota Motor Corp/	$15.8M	2.42%	0.00%	+77.9%	Q4 2021
XOMExxonMobil Holdings Corp	$15.5M	2.37%	0.00%	+51.8%	Q4 2019
UNHUnitedhealth Group Inc	$15.2M	2.33%	0.00%	-32.9%	Q4 2018
CVXChevron Corp	$12.1M	1.85%	0.00%	+69.1%	Q4 2018
JPMJPMorgan Chase & Co	$11.3M	1.74%	0.00%	-3.6%	Q4 2018
AMZNAmazon Com Inc	$11.3M	1.74%	0.00%	+0.3%	Q4 2018
JNJJohnson & Johnson	$11M	1.68%	0.00%	+3.6%	Q4 2018
VVisa Inc.	$10.1M	1.54%	0.00%	+11.3%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.87M	1.51%	0.00%	-19.4%	Q1 2022
BACBank of America Corp	$8.85M	1.36%	0.00%	-7.5%	Q1 2020
NVONovo Nordisk A S	$8.85M	1.36%	Not reported	+4.1%	Q4 2023
DISWalt Disney Co	$7.91M	1.21%	0.00%	+12.7%	Q4 2018
NEENextera Energy Inc	$7.79M	1.19%	0.00%	-1.7%	Q4 2018
TAt&T Inc.	$7.69M	1.18%	0.01%	+42.3%	Q4 2018
UNPUnion Pacific Corp	$7.56M	1.16%	0.00%	-8.5%	Q4 2018
AAPLApple Inc.	$7.52M	1.15%	0.00%	-11.7%	Q4 2018
BPBP PLC	$7.29M	1.12%	Not reported	+78.7%	Q4 2018
BLKBlackRock, Inc.	$7.26M	1.11%	0.00%	+13.9%	Q4 2018
PFEPfizer Inc	$7.16M	1.10%	0.01%	+8.6%	Q4 2019
CRMSalesforce, Inc.	$7.01M	1.07%	0.01%	+24.9%	Q4 2018
PGPROCTER & GAMBLE Co	$6.97M	1.07%	0.00%	+34.0%	Q2 2022
LLYELI LILLY & Co	$6.54M	1.00%	0.00%	-11.1%	Q4 2018
BABoeing Co	$6.53M	1.00%	0.00%	-0.9%	Q4 2018
SHELShell plc	$6.53M	1.00%	0.00%	+99.6%	Q2 2022
VZVerizon Communications Inc	$6.42M	0.98%	0.00%	+38.1%	Q4 2018
TTETotalEnergies SE	$6.38M	0.98%	0.00%	+92.2%	Q1 2022
NFLXNetflix Inc	$6.3M	0.97%	0.00%	+44.5%	Q4 2018
IBMInternational Business Machines Corp	$6.21M	0.95%	0.00%	+39.8%	Q4 2018
CNICanadian National Railway Co	$6.13M	0.94%	0.01%	-16.0%	Q1 2020
ASMLAsml Holding NV	$6.09M	0.93%	0.00%	-28.5%	Q3 2022
GSKGSK plc	$6.01M	0.92%	0.00%	+16.8%	Q4 2018
BXBlackstone Inc.	$5.96M	0.91%	0.01%	+12.3%	Q4 2018
CPCanadian Pacific Kansas City Ltd	$5.86M	0.90%	0.01%	-9.8%	Q1 2020
MDTMedtronic plc	$5.84M	0.89%	0.01%	+39.7%	Q4 2018
CICigna Group	$5.73M	0.88%	0.01%	0.0%	Q4 2018
CMECme Group Inc.	$5.7M	0.87%	0.01%	+63.9%	Q2 2024
AMDAdvanced Micro Devices Inc	$5.69M	0.87%	0.00%	-50.0%	Q1 2020
CVSCVS HEALTH Corp	$5.62M	0.86%	0.00%	-31.0%	Q4 2018
BNBROOKFIELD Corp	$5.58M	0.86%	Not reported	+6.3%	Q3 2023
PANWPalo Alto Networks Inc	$5.34M	0.82%	0.00%	-40.2%	Q4 2018
BRK.BBerkshire Hathaway Inc	$5.23M	0.80%	Not reported	Not reported	Q4 2018
HDBHDFC Bank Ltd	$5.16M	0.79%	0.00%	+48.3%	Q4 2023
SONYSony Group Corp	$5.14M	0.79%	0.00%	+9.9%	Q3 2022
KOCoca Cola Co	$5.04M	0.77%	0.00%	+12.1%	Q4 2021
NVDANvidia Corp	$4.91M	0.75%	0.00%	-11.9%	Q1 2020
ADBEAdobe Inc.	$4.71M	0.72%	0.01%	-4.5%	Q4 2018
HDHome Depot, Inc.	$4.44M	0.68%	0.00%	+23.1%	Q4 2018

Q1 2026Reported May 14, 2026122 positions
MRKMerck & Co., Inc.	$20.5M	3.20%	0.01%	-8.8%	Q4 2018
GOOGLAlphabet Inc.	$16M	2.49%	0.00%	+8.0%	Q4 2018
MSFTMicrosoft Corp	$15.9M	2.48%	0.00%	+92.5%	Q4 2018
UNHUnitedhealth Group Inc	$14.8M	2.31%	0.01%	+29.8%	Q4 2018
XOMExxonMobil Holdings Corp	$12.7M	1.98%	0.00%	-46.1%	Q4 2019
TMToyota Motor Corp/	$10.8M	1.69%	0.00%	+4.0%	Q4 2021
JPMJPMorgan Chase & Co	$10.6M	1.65%	0.00%	+31.0%	Q4 2018
JNJJohnson & Johnson	$10.2M	1.59%	0.00%	-9.6%	Q4 2018
AMZNAmazon Com Inc	$9.87M	1.54%	0.00%	+30.7%	Q4 2018
CVXChevron Corp	$8.91M	1.39%	0.00%	-53.9%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.66M	1.35%	0.00%	+11.7%	Q1 2022
NEENextera Energy Inc	$8.39M	1.31%	0.00%	-7.8%	Q4 2018
BACBank of America Corp	$8.19M	1.28%	0.00%	+25.5%	Q1 2020
VVisa Inc.	$7.97M	1.25%	0.00%	+54.7%	Q4 2018
PFEPfizer Inc	$7.69M	1.20%	0.00%	-13.4%	Q4 2019
TAt&T Inc.	$7.57M	1.18%	0.00%	-9.9%	Q4 2018
AAPLApple Inc.	$7.47M	1.17%	0.00%	+4.6%	Q4 2018
UNPUnion Pacific Corp	$7.37M	1.15%	0.01%	-0.8%	Q4 2018
DISWalt Disney Co	$7.03M	1.10%	0.00%	+29.2%	Q4 2018
CRMSalesforce, Inc.	$6.68M	1.04%	0.00%	+81.4%	Q4 2018
NVONovo Nordisk A S	$6.52M	1.02%	Not reported	+28.9%	Q4 2023
BLKBlackRock, Inc.	$6.38M	1.00%	0.00%	+34.4%	Q4 2018
CNICanadian National Railway Co	$6.29M	0.98%	0.01%	+1.7%	Q1 2020
BABoeing Co	$6.06M	0.95%	0.00%	+11.3%	Q4 2018
CPCanadian Pacific Kansas City Ltd	$5.9M	0.92%	0.01%	-3.0%	Q1 2020
NFLXNetflix Inc	$5.87M	0.92%	0.00%	+47.7%	Q4 2018
ADBEAdobe Inc.	$5.85M	0.91%	0.01%	+61.9%	Q4 2018
CVSCVS HEALTH Corp	$5.65M	0.88%	0.01%	+16.0%	Q4 2018
ASMLAsml Holding NV	$5.65M	0.88%	0.00%	-4.4%	Q3 2022
LLYELI LILLY & Co	$5.64M	0.88%	0.00%	+28.3%	Q4 2018
CICigna Group	$5.54M	0.87%	0.01%	+6.1%	Q4 2018
VZVerizon Communications Inc	$5.51M	0.86%	0.00%	-18.7%	Q4 2018
GSKGSK plc	$5.42M	0.85%	0.00%	-18.3%	Q4 2018
BPBP PLC	$5.19M	0.81%	Not reported	-56.8%	Q4 2018
BXBlackstone Inc.	$5.18M	0.81%	0.01%	+86.2%	Q4 2018
PGPROCTER & GAMBLE Co	$5.12M	0.80%	0.00%	+5.9%	Q2 2022
BRK.BBerkshire Hathaway Inc	$5.01M	0.78%	Not reported	+33.4%	Q4 2018
BNBROOKFIELD Corp	$4.99M	0.78%	Not reported	+54.6%	Q3 2023
NVDANvidia Corp	$4.86M	0.76%	0.00%	+52.2%	Q1 2020
SONYSony Group Corp	$4.82M	0.75%	0.00%	+81.2%	Q3 2022
AVGOBroadcom Inc.	$4.8M	0.75%	0.00%	+83.9%	Q1 2022
CMECme Group Inc.	$4.66M	0.73%	0.00%	-9.7%	Q2 2024
MDTMedtronic plc	$4.63M	0.72%	0.00%	+12.0%	Q4 2018
FFord Motor Co	$4.62M	0.72%	0.01%	+25.8%	Q4 2018
ENBEnbridge Inc	$4.38M	0.68%	0.00%	-15.9%	Q4 2021
KOCoca Cola Co	$4.21M	0.66%	0.00%	-9.1%	Q4 2021
PANWPalo Alto Networks Inc	$4.2M	0.66%	0.00%	+77.7%	Q4 2018
AMDAdvanced Micro Devices Inc	$3.99M	0.62%	0.00%	+44.1%	Q1 2020
SHELShell plc	$3.92M	0.61%	0.00%	-60.8%	Q2 2022
TTETotalEnergies SE	$3.88M	0.61%	0.00%	-64.3%	Q1 2022

Q4 2025Reported Feb 12, 2026116 positions
MRKMerck & Co., Inc.	$19.7M	3.16%	0.01%	-6.6%	Q4 2018
XOMExxonMobil Holdings Corp	$16.7M	2.68%	0.00%	+17.4%	Q4 2019
GOOGLAlphabet Inc.	$16.1M	2.58%	0.00%	-13.9%	Q4 2018
CVXChevron Corp	$14.2M	2.29%	0.00%	+30.6%	Q4 2018
UNHUnitedhealth Group Inc	$13.9M	2.23%	0.00%	+23.8%	Q4 2018
TMToyota Motor Corp/	$10.8M	1.74%	0.00%	-8.2%	Q4 2021
MSFTMicrosoft Corp	$10.8M	1.73%	0.00%	+21.5%	Q4 2018
JNJJohnson & Johnson	$9.54M	1.53%	0.00%	+0.4%	Q4 2018
BPBP PLC	$8.87M	1.43%	Not reported	-9.9%	Q4 2018
JPMJPMorgan Chase & Co	$8.84M	1.42%	0.00%	+5.0%	Q4 2018
AMZNAmazon Com Inc	$8.37M	1.34%	0.00%	+11.4%	Q4 2018
SHELShell plc	$7.9M	1.27%	0.00%	-12.8%	Q2 2022
PFEPfizer Inc	$7.88M	1.27%	0.01%	+21.1%	Q4 2019
NEENextera Energy Inc	$7.87M	1.26%	0.00%	-16.5%	Q4 2018
TTETotalEnergies SE	$7.81M	1.26%	0.01%	-19.0%	Q1 2022
AAPLApple Inc.	$7.66M	1.23%	0.00%	+3.6%	Q4 2018
BACBank of America Corp	$7.36M	1.18%	0.00%	+2.7%	Q1 2020
TAt&T Inc.	$7.2M	1.16%	0.00%	+70.6%	Q4 2018
UNPUnion Pacific Corp	$7.08M	1.14%	0.01%	+74.5%	Q4 2018
NVONovo Nordisk A S	$7M	1.13%	Not reported	+11.4%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.97M	1.12%	0.00%	-18.7%	Q1 2022
DISWalt Disney Co	$6.42M	1.03%	0.00%	+39.6%	Q4 2018
VVisa Inc.	$5.98M	0.96%	0.00%	+42.1%	Q4 2018
CNICanadian National Railway Co	$5.95M	0.96%	0.01%	+68.2%	Q1 2020
BABoeing Co	$5.94M	0.96%	0.00%	+5.0%	Q4 2018
GSKGSK plc	$5.89M	0.95%	0.00%	-12.4%	Q4 2018
CPCanadian Pacific Kansas City Ltd	$5.69M	0.91%	0.01%	+81.2%	Q1 2020
VZVerizon Communications Inc	$5.5M	0.88%	0.00%	+55.9%	Q4 2018
CICigna Group	$5.39M	0.87%	0.01%	Not reported	Q4 2018
CVSCVS HEALTH Corp	$5.38M	0.87%	0.01%	+75.7%	Q4 2018
BLKBlackRock, Inc.	$5.28M	0.85%	0.00%	+25.8%	Q4 2018
CRMSalesforce, Inc.	$5.23M	0.84%	0.00%	+8.4%	Q4 2018
ADBEAdobe Inc.	$5.2M	0.84%	0.00%	+15.7%	Q4 2018
LLYELI LILLY & Co	$5.13M	0.83%	0.00%	-23.0%	Q4 2018
PGPROCTER & GAMBLE Co	$4.8M	0.77%	0.00%	+309.9%	Q2 2022
ASMLAsml Holding NV	$4.79M	0.77%	0.00%	-36.6%	Q3 2022
CMECme Group Inc.	$4.76M	0.77%	0.01%	+62.8%	Q2 2024
ENBEnbridge Inc	$4.6M	0.74%	0.00%	+82.1%	Q4 2021
MDTMedtronic plc	$4.58M	0.74%	0.00%	+11.8%	Q4 2018
KOCoca Cola Co	$4.25M	0.68%	0.00%	+221.7%	Q4 2021
FFord Motor Co	$4.18M	0.67%	0.01%	-16.4%	Q4 2018
KMIKinder Morgan, Inc.	$4.13M	0.66%	0.01%	+134.6%	Q1 2020
BRK.BBerkshire Hathaway Inc	$3.94M	0.63%	Not reported	+81.1%	Q4 2018
NFLXNetflix Inc	$3.87M	0.62%	0.00%	+212.4%	Q4 2018
BXBlackstone Inc.	$3.73M	0.60%	0.00%	+33.2%	Q4 2018
BNBROOKFIELD Corp	$3.66M	0.59%	Not reported	-6.7%	Q3 2023
HDHome Depot, Inc.	$3.46M	0.56%	0.00%	+85.0%	Q4 2018
NVDANvidia Corp	$3.41M	0.55%	0.00%	-7.9%	Q1 2020
UBERUber Technologies, Inc	$3.4M	0.55%	0.00%	+49.3%	Q1 2022
ADPAutomatic Data Processing Inc	$3.32M	0.53%	0.00%	+422.4%	Q4 2023

Q3 2025Reported Nov 13, 2025122 positions
MRKMerck & Co., Inc.	$16.8M	3.17%	0.01%	-11.8%	Q4 2018
GOOGLAlphabet Inc.	$14.5M	2.73%	0.00%	-20.4%	Q4 2018
XOMExxonMobil Holdings Corp	$13.3M	2.51%	0.00%	-28.2%	Q4 2019
UNHUnitedhealth Group Inc	$11.7M	2.21%	0.00%	-39.7%	Q4 2018
CVXChevron Corp	$11.1M	2.10%	0.00%	-34.4%	Q4 2018
TMToyota Motor Corp/	$10.5M	1.99%	0.00%	+30.8%	Q4 2021
BPBP PLC	$9.77M	1.84%	Not reported	-40.8%	Q4 2018
MSFTMicrosoft Corp	$9.49M	1.79%	0.00%	-4.8%	Q4 2018
NEENextera Energy Inc	$8.86M	1.67%	0.01%	-26.3%	Q4 2018
SHELShell plc	$8.82M	1.66%	0.00%	-35.9%	Q2 2022
TTETotalEnergies SE	$8.8M	1.66%	0.01%	Not reported	Q1 2022
JNJJohnson & Johnson	$8.51M	1.61%	0.00%	-29.5%	Q4 2018
JPMJPMorgan Chase & Co	$8.25M	1.56%	0.00%	-14.3%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.88M	1.49%	0.00%	-29.6%	Q1 2022
AMZNAmazon Com Inc	$7.15M	1.35%	0.00%	-13.0%	Q4 2018
AAPLApple Inc.	$6.92M	1.31%	0.00%	-20.9%	Q4 2018
NVONovo Nordisk A S	$6.86M	1.29%	Not reported	+47.5%	Q4 2023
ASMLAsml Holding NV	$6.84M	1.29%	0.00%	-21.2%	Q3 2022
BACBank of America Corp	$6.72M	1.27%	0.00%	-18.0%	Q1 2020
PFEPfizer Inc	$6.66M	1.26%	0.00%	-25.4%	Q4 2019
GSKGSK plc	$5.92M	1.12%	0.00%	-26.2%	Q4 2018
BABoeing Co	$5.63M	1.06%	0.00%	-15.4%	Q4 2018
TAt&T Inc.	$4.8M	0.90%	0.00%	-20.8%	Q4 2018
LLYELI LILLY & Co	$4.73M	0.89%	0.00%	+15.2%	Q4 2018
DISWalt Disney Co	$4.63M	0.87%	0.00%	+21.2%	Q4 2018
BLKBlackRock, Inc.	$4.57M	0.86%	0.00%	-32.0%	Q4 2018
FFord Motor Co	$4.56M	0.86%	0.01%	-36.0%	Q4 2018
ADBEAdobe Inc.	$4.53M	0.85%	0.00%	+14.7%	Q4 2018
SLBSLB Limited	$4.39M	0.83%	0.01%	-4.2%	Q4 2024
CRMSalesforce, Inc.	$4.32M	0.81%	0.00%	+28.2%	Q4 2018
UNPUnion Pacific Corp	$4.15M	0.78%	0.00%	+10.0%	Q4 2018
VVisa Inc.	$4.1M	0.77%	0.00%	+0.2%	Q4 2018
MDTMedtronic plc	$4.07M	0.77%	0.00%	-29.8%	Q4 2018
BNBROOKFIELD Corp	$3.91M	0.74%	Not reported	-38.2%	Q3 2023
VZVerizon Communications Inc	$3.81M	0.72%	0.00%	-27.9%	Q4 2018
NVDANvidia Corp	$3.7M	0.70%	0.00%	-30.5%	Q1 2020
CNICanadian National Railway Co	$3.38M	0.64%	0.01%	-21.4%	Q1 2020
AVGOBroadcom Inc.	$3.27M	0.62%	0.00%	-42.2%	Q1 2022
CPCanadian Pacific Kansas City Ltd	$3.18M	0.60%	0.00%	-12.7%	Q1 2020
HSBCHSBC Holdings PLC	$3.17M	0.60%	0.00%	-25.8%	Q2 2019
BXBlackstone Inc.	$3.11M	0.59%	0.00%	-42.4%	Q4 2018
AMDAdvanced Micro Devices Inc	$3.04M	0.57%	0.00%	-54.0%	Q1 2020
CCJCameco Corp	$3.03M	0.57%	0.01%	-13.1%	Q3 2023
TOLToll Brothers, Inc.	$2.99M	0.56%	0.02%	-48.8%	Q4 2018
DHIHorton D R Inc	$2.97M	0.56%	0.01%	-53.7%	Q2 2022
CEGConstellation Energy Corp	$2.95M	0.56%	0.00%	-27.9%	Q3 2022
CVSCVS HEALTH Corp	$2.91M	0.55%	0.00%	-32.9%	Q4 2018
CMECme Group Inc.	$2.9M	0.55%	0.00%	-21.9%	Q2 2024
PANWPalo Alto Networks Inc	$2.83M	0.53%	0.00%	+30.2%	Q4 2018
LENLennar Corp	$2.82M	0.53%	Not reported	-49.2%	Q4 2018

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