Stamos Capital Partners, L.P.
CIK 1705399
13F filing for Q2 2026・No. 3,338
- Holdings
- US$652.55M
- Quarter change
- +US$12.88M
- Entries
- 140
- Net bought (estimate)
- −US$20.9M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 2
- Cut 54
- Added 84
- Corporate actions 0
- Unchanged 2
Largest holdings
140 stocks worth US$652.55M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 647,007 | US$32.73M | 5.02% |
| MRKMERCK & CO INCCOM | Added | 179,799 | US$23.1M | 3.54% |
| ISHARES TRCORE US AGGBD ET | Cut | 216,193 | US$21.4M | 3.28% |
| MSFTMicrosoftCOM | Added | 45,971 | US$17.15M | 2.63% |
| GOOGLAlphabetCAP STK CL A | Cut | 46,870 | US$16.75M | 2.57% |
| TOYOTA MOTOR CORPADS | Added | 93,585 | US$15.76M | 2.42% |
| 9666655DEXXON MOBIL CORPCOM | Added | 113,199 | US$15.48M | 2.37% |
| UNHUNITEDHEALTH GROUP INCCOM | Cut | 36,620 | US$15.22M | 2.33% |
| CVXCHEVRON CORPORATIONCOM | Added | 72,792 | US$12.07M | 1.85% |
| JPMJPMORGAN CHASE & COCOM | Cut | 34,663 | US$11.35M | 1.74% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.