Stamos Capital Partners, L.P.
CIK 0001705399 · MENLO PARK, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$652.5M
2026 Q2
Positions
140
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
27.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTEB
VANGUARD MUN BD FDS
5.0%
MRK
MERCK & CO INC
3.5%
AGG
ISHARES TR
3.3%
MSFT
MICROSOFT CORP
2.6%
GOOGL
ALPHABET INC
2.6%
TM
TOYOTA MOTOR CORP
2.4%
EXMOC
EXXON MOBIL CORP
2.4%
UNH
UNITEDHEALTH GROUP INC
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.