StockDriftsStockDriftsTop 50 Stamos Capital Partners, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 14.37% | 926.1K | $91.9M | +1.74%(+15.85K) | $98.86(-0.23%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 3.2% | 170.4K | $20.5M | -8.79%(-16.42K) | $89.59(+26.58%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.79% | 357.3K | $17.8M | -2.85%(-10.48K) | $49.55(+1.01%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.49% | 55.5K | $16.0M | +8.03%(+4.12K) | $154.38(+159.80%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.48% | 42.9K | $15.9M | +92.48%(+20.59K) | $406.61(+0.69%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 2.31% | 54.6K | $14.8M | +29.84%(+12.55K) | $389.23(+2.53%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.98% | 74.6K | $12.7M | -46.14%(-63.90K) | $102.23(+49.44%) | 2026-03-31 | |
| TM | TOYOTA MOTOR CORP | 1.69% | 52.6K | $10.8M | +4.02%(+2.04K) | $181.32(+5.06%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.65% | 36.0K | $10.6M | +31.02%(+8.51K) | $219.98(+36.34%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.59% | 41.7K | $10.2M | -9.64%(-4.44K) | $156.65(+47.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.22% | +30.30% |
| Top 20 Holdings Unweighted | +13.38% | +45.75% |
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