StockDriftsStockDriftsTop 50 Stamos Capital Partners L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDS | 5.02% | 647.0K | $32.7M | +81.08%(+289.70K) | $49.83(-0.24%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 3.54% | 179.8K | $23.1M | +5.53%(+9.41K) | $91.36(+49.10%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.28% | 216.2K | $21.4M | -76.66%(-709.89K) | $98.86(-1.48%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.63% | 46.0K | $17.1M | +7.27%(+3.12K) | $403.86(+20.36%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.57% | 46.9K | $16.7M | -15.51%(-8.60K) | $154.38(+123.29%) | 2026-06-30 | |
| TM | TOYOTA MOTOR CORP | 2.42% | 93.6K | $15.8M | +77.92%(+40.98K) | $183.23(+2.99%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 2.37% | 113.2K | $15.5M | +51.78%(+38.62K) | $119.93(+34.11%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 2.33% | 36.6K | $15.2M | -32.93%(-17.98K) | $389.23(+1.87%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 1.85% | 72.8K | $12.1M | +69.07%(+29.74K) | $163.11(+23.44%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.74% | 34.7K | $11.3M | -3.60%(-1.29K) | $219.98(+65.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.38% | +41.95% | +6.88% | +39.49% |
| Top 20 Holdings Unweighted | +16.86% | +59.57% | +9.64% | +58.41% |
Stamos Capital Partners L P reports $652.55M in US-listed equity holdings across 140 positions in its most recent 13F filing. Its largest disclosed positions are VTEB (5.0%), MRK (3.5%) and AGG (3.3%). The top 20 holdings account for 41.68% of reported assets. Its disclosed equity book has returned +41.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stamos Capital Partners L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1705399). View Stamos Capital Partners L P’s 13F filings on SEC