Stamos Capital Partners, L.P. Top Holdings and 13F Report (2025) About Stamos Capital Partners, L.P.Investment ActivityStamos Capital Partners, L.P. has $426.12 million in total holdings as of December 31, 2024.Stamos Capital Partners, L.P. owns shares of 126 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 17.97% of the portfolio was purchased this quarter.About 14.54% of the portfolio was sold this quarter.This quarter, Stamos Capital Partners, L.P. has purchased 127 new stocks and bought additional shares in 80 stocks.Stamos Capital Partners, L.P. sold shares of 38 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $59,608,035BP $12,744,794Shell $12,680,360Exxon Mobil $12,668,519Chevron $12,625,703 Largest New Holdings this Quarter BLACKROCK INC $3,731,400 HoldingSchlumberger $2,829,875 HoldingIQVIA $1,489,546 HoldingKinder Morgan $1,260,674 HoldingGlobal X FinTech Thematic ETF $1,238,185 Holding Largest Purchases this Quarter NextEra Energy 52,800 shares (about $3.79M)BLACKROCK INC 3,640 shares (about $3.73M)Pfizer 126,730 shares (about $3.36M)Canadian National Railway 29,200 shares (about $2.96M)GSK 87,630 shares (about $2.96M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 68,720 shares (about $6.66M)Cisco Systems 48,160 shares (about $2.85M)JPMorgan Chase & Co. 9,540 shares (about $2.29M)Barclays 170,230 shares (about $2.26M)Toyota Motor 11,620 shares (about $2.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStamos Capital Partners, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$59,608,035$6,658,968 ▼-10.0%615,15014.0%FinanceBPBP$12,744,794$929,071 ▲7.9%431,1503.0%Oils/EnergySHELShell$12,680,360$2,175,208 ▲20.7%202,4003.0%Oils/EnergyXOMExxon Mobil$12,668,519$2,154,627 ▲20.5%117,7703.0%Oils/EnergyCVXChevron$12,625,703$72,420 ▲0.6%87,1703.0%Oils/EnergyMRKMerck & Co., Inc.$12,303,686$2,934,660 ▲31.3%123,6802.9%MedicalPFEPfizer$12,286,308$3,362,147 ▲37.7%463,1102.9%MedicalGSKGSK$9,970,812$2,963,646 ▲42.3%294,8202.3%MedicalNEENextEra Energy$8,030,714$3,785,232 ▲89.2%112,0201.9%UtilitiesJNJJohnson & Johnson$8,023,518$1,530,080 ▲23.6%55,4801.9%MedicalVZVerizon Communications$7,047,038$399,900 ▲6.0%176,2201.7%Computer and TechnologyTAT&T$6,770,432$688,565 ▼-9.2%297,3401.6%Computer and TechnologyGOOGLAlphabet$6,727,722$831,027 ▼-11.0%35,5401.6%Computer and TechnologyBABoeing$5,729,490$435,420 ▼-7.1%32,3701.3%AerospaceFFord Motor$5,498,163$879,714 ▼-13.8%555,3701.3%Auto/Tires/TrucksDISWalt Disney$5,040,815$2,029,911 ▼-28.7%45,2701.2%Consumer DiscretionaryUNHUnitedHealth Group$5,033,307$738,556 ▲17.2%9,9501.2%MedicalASMLASML$4,976,314$1,649,530 ▲49.6%7,1801.2%Computer and TechnologyMSFTMicrosoft$4,956,840$1,597,485 ▲47.6%11,7601.2%Computer and TechnologyTMToyota Motor$4,925,579$2,261,368 ▼-31.5%25,3101.2%Auto/Tires/TrucksHSBCHSBC$4,771,901$618,250 ▼-11.5%96,4801.1%FinanceMDTMedtronic$4,741,677$220,469 ▲4.9%59,3601.1%MedicalTSMTaiwan Semiconductor Manufacturing$4,465,249$843,282 ▼-15.9%22,6101.0%Computer and TechnologyAMDAdvanced Micro Devices$4,412,459$1,856,542 ▲72.6%36,5301.0%Computer and TechnologyCVSCVS Health$4,321,111$404,010 ▲10.3%96,2601.0%MedicalJPMJPMorgan Chase & Co.$4,269,235$2,286,833 ▼-34.9%17,8101.0%FinanceBCSBarclays$4,268,748$2,262,357 ▼-34.6%321,2001.0%FinanceBACBank of America$4,261,392$1,942,590 ▼-31.3%96,9601.0%FinanceAMZNAmazon.com$4,247,390$383,932 ▼-8.3%19,3601.0%Retail/WholesaleCNICanadian National Railway$4,038,068$2,964,092 ▲276.0%39,7800.9%TransportationCSCOCisco Systems$4,036,848$2,851,072 ▼-41.4%68,1900.9%Computer and TechnologyCMECME Group$3,994,356$1,553,619 ▲63.7%17,2000.9%FinanceBLACKROCK INC$3,731,400$3,731,400 ▲New Holding3,6400.9%COMBABAAlibaba Group$3,535,743$1,197,235 ▲51.2%41,7000.8%Retail/WholesaleVVisa$3,514,365$1,232,556 ▲54.0%11,1200.8%Business ServicesXBISPDR S&P Biotech ETF$3,484,421$1,191,494 ▲52.0%38,6900.8%ETFKOCoca-Cola$3,017,742$849,226 ▲39.2%48,4700.7%Consumer StaplesGISGeneral Mills$3,011,857$891,505 ▲42.0%47,2300.7%Consumer StaplesMDLZMondelez International$2,996,057$1,012,424 ▲51.0%50,1600.7%Consumer StaplesSLBSchlumberger$2,829,875$2,829,875 ▲New Holding73,8100.7%Oils/EnergyCATCaterpillar$2,760,604$174,125 ▲6.7%7,6100.6%Industrial ProductsUNPUnion Pacific$2,750,162$503,968 ▲22.4%12,0600.6%TransportationALBAlbemarle$2,735,622$473,440 ▼-14.8%31,7800.6%Basic MaterialsENBEnbridge$2,548,346$83,587 ▼-3.2%60,0600.6%Oils/EnergyMFCManulife Financial$2,526,512$136,660 ▼-5.1%82,2700.6%FinancePGProcter & Gamble$2,508,044$48,619 ▲2.0%14,9600.6%Consumer StaplesADBEAdobe$2,507,995$209,000 ▲9.1%5,6400.6%Computer and TechnologyAVGOBroadcom$2,483,006$1,152,245 ▼-31.7%10,7100.6%Computer and TechnologyXOPSPDR S&P Oil & Gas Exploration & Production ETF$2,311,180$3,971 ▲0.2%17,4600.5%ETFCPCanadian Pacific Kansas City$2,274,589$1,231,014 ▲118.0%31,4300.5%TransportationDELLDell Technologies$2,270,228$1,210,020 ▼-34.8%19,7000.5%Computer and TechnologyVSTVistra$2,267,962$1,022,996 ▼-31.1%16,4500.5%UtilitiesDDominion Energy$2,265,890$342,011 ▲17.8%42,0700.5%UtilitiesAEPAmerican Electric Power$2,256,868$489,741 ▲27.7%24,4700.5%UtilitiesDUKDuke Energy$2,252,843$828,520 ▼-26.9%20,9100.5%UtilitiesCEGConstellation Energy$2,248,286$51,453 ▲2.3%10,0500.5%Oils/EnergySOSouthern$2,244,043$374,556 ▲20.0%27,2600.5%UtilitiesMUMicron Technology$2,204,992$70,694 ▲3.3%26,2000.5%Computer and TechnologyMLPXGlobal X MLP & Energy Infrastructure ETF$2,029,366$962,904 ▲90.3%33,5100.5%ETFSPGSimon Property Group$2,028,634$1,002,262 ▲97.7%11,7800.5%FinanceBNBrookfield$2,026,262$699,741 ▲52.8%35,2700.5%FinanceUSRTiShares Core U.S. REIT ETF$2,011,008$854,492 ▲73.9%35,0900.5%ETFAMLPAlerian MLP ETF$2,006,827$1,029,661 ▲105.4%41,6700.5%ETFMAMastercard$2,006,232$136,908 ▼-6.4%3,8100.5%Business ServicesMMM3M$2,006,059$60,672 ▲3.1%15,5400.5%Multi-Sector ConglomeratesIYRiShares U.S. Real Estate ETF$2,005,443$866,389 ▲76.1%21,5500.5%ETFUBERUber Technologies$1,993,576$800,446 ▲67.1%33,0500.5%Computer and TechnologyCCJCameco$1,992,390$910,117 ▼-31.4%38,7700.5%Basic MaterialsAMGNAmgen$1,754,107$719,366 ▲69.5%6,7300.4%MedicalPAVEGlobal X U.S. Infrastructure Development ETF$1,752,582$1,261,196 ▲256.7%43,3700.4%ETFADPAutomatic Data Processing$1,750,525$916,245 ▼-34.4%5,9800.4%Business ServicesHDBHDFC Bank$1,749,764$411,258 ▲30.7%27,4000.4%FinanceUBSUBS Group$1,743,400$473,598 ▲37.3%57,5000.4%FinanceDEDeere & Company$1,741,407$855,874 ▼-33.0%4,1100.4%Industrial ProductsXLEEnergy Select Sector SPDR Fund$1,518,752$420,591 ▲38.3%17,7300.4%ETFBXBlackstone$1,513,848$143,109 ▲10.4%8,7800.4%FinanceTOLToll Brothers$1,511,400$881,650 ▲140.0%12,0000.4%ConstructionDHID.R. Horton$1,504,463$970,351 ▲181.7%10,7600.4%ConstructionLENLennar$1,504,161$972,318 ▲182.8%11,0300.4%ConstructionIBMInternational Business Machines$1,503,637$13,190 ▲0.9%6,8400.4%Computer and TechnologyHPQHP$1,501,633$762,563 ▼-33.7%46,0200.4%Computer and TechnologyCRMSalesforce$1,501,142$1,962,517 ▼-56.7%4,4900.4%Computer and TechnologyGDXVanEck Gold Miners ETF$1,500,178$690,747 ▲85.3%44,2400.4%ETFXLUUtilities Select Sector SPDR Fund$1,500,176$526,046 ▲54.0%19,8200.4%ETFGMGeneral Motors$1,500,083$1,077,652 ▼-41.8%28,1600.4%Auto/Tires/TrucksLLYEli Lilly and Company$1,497,680$617,600 ▲70.2%1,9400.4%MedicalAAPLApple$1,492,503$666,117 ▼-30.9%5,9600.4%Computer and TechnologyIQVIQVIA$1,489,546$1,489,546 ▲New Holding7,5800.3%MedicalAREAlexandria Real Estate Equities$1,488,613$498,481 ▲50.3%15,2600.3%FinanceNVONovo Nordisk A/S$1,486,426$1,307,504 ▲730.8%17,2800.3%MedicalENPHEnphase Energy$1,475,246$606,444 ▲69.8%21,4800.3%Oils/EnergyFSLRFirst Solar$1,475,129$454,699 ▲44.6%8,3700.3%Oils/EnergyCOPConocoPhillips$1,278,301$366,929 ▲40.3%12,8900.3%Oils/EnergyEOGEOG Resources$1,269,929$311,353 ▲32.5%10,3600.3%Oils/EnergyOXYOccidental Petroleum$1,261,931$328,576 ▲35.2%25,5400.3%Oils/EnergyKMIKinder Morgan$1,260,674$1,260,674 ▲New Holding46,0100.3%Oils/EnergyBRK.BBerkshire Hathaway$1,255,586$249,304 ▲24.8%2,7700.3%FinanceHDHome Depot$1,252,5480.0%3,2200.3%Retail/WholesaleGILDGilead Sciences$1,242,377$1,802,139 ▼-59.2%13,4500.3%MedicalSNOWSnowflake$1,241,456$779,770 ▼-38.6%8,0400.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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