Stamos Capital Partners, L.P.

Menlo Park, CA · CIK 1705399 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2005 · limited partnership

Assets managed$7.6bn
Staff31 · 17 in investment roles
Main clients (by assets)Private funds 36%
Private funds13 (10 hedge) · $2.8bn gross assets
Form ADV · 2026-03-24SEC adviser record

Kindhedge funds, private equity, venture, futures
Others nearbyMenlo Park, CA

As an employer

Offices in1 country
Private fundshedge 10, private equity 1, venture capital 1, liquidity 1

$652.5m reported value +2.0% vs Q1 2026

140positions

27.7%in top 10

0 new 82 added 56 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	647,007	$32.7m5.02%	5.02%	Added +289.7k	+289,700 81.1%
2	MERCK & CO INC COM MRK	MRK	179,799	$23.1m3.54%	3.54%	Added +9.4k	+9,415 5.5%
3	ISHARES TR CORE US AGGBD ET AGG	AGG	216,193	$21.4m3.28%	3.28%	Reduced -709.9k	-709,892 -76.7%
4	MICROSOFT CORP COM MSFT	MSFT	45,971	$17.1m2.63%	2.63%	Added +3.1k	+3,116 7.3%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	46,870	$16.7m2.57%	2.57%	Reduced -8.6k	-8,602 -15.5%
6	TOYOTA MOTOR CORP ADS TM	TM	93,585	$15.8m2.42%	2.42%	Added +41.0k	+40,985 77.9%
7	EXXON MOBIL CORP COM XOM	XOM	113,199	$15.5m2.37%	2.37%	Added +38.6k	+38,616 51.8%
8	UNITEDHEALTH GROUP INC COM UNH	UNH	36,620	$15.2m2.33%	2.33%	Reduced -18.0k	-17,977 -32.9%
9	CHEVRON CORP NEW COM CVX	CVX	72,792	$12.1m1.85%	1.85%	Added +29.7k	+29,738 69.1%
10	JPMORGAN CHASE & CO COM JPM	JPM	34,663	$11.3m1.74%	1.74%	Reduced -1.3k	-1,293 -3.6%
11	AMAZON COM INC COM AMZN	AMZN	47,509	$11.3m1.74%	1.74%	Added +132	+132 0.3%
12	JOHNSON & JOHNSON COM JNJ	JNJ	43,175	$11.0m1.68%	1.68%	Added +1.5k	+1,516 3.6%
13	VISA INC COM CL A V	V	29,351	$10.1m1.54%	1.54%	Added +3.0k	+2,968 11.2%
14	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	20,665	$9.9m1.51%	1.51%	Reduced -5.0k	-4,972 -19.4%
15	BANK AMERICA CORP COM BAC	BAC	155,337	$8.9m1.36%	1.36%	Reduced -12.6k	-12,576 -7.5%
16	NOVO-NORDISK A S ADR NVO	NVO	184,608	$8.9m1.36%	1.36%	Added +7.2k	+7,185 4.0%
17	DISNEY WALT CO COM DIS	DIS	82,186	$7.9m1.21%	1.21%	Added +9.3k	+9,264 12.7%
18	NEXTERA ENERGY INC COM NEE	NEE	88,811	$7.8m1.19%	1.19%	Reduced -1.6k	-1,562 -1.7%
19	AT&T INC COM T	T	371,489	$7.7m1.18%	1.18%	Added +110.4k	+110,355 42.3%
20	UNION PAC CORP COM UNP	UNP	27,794	$7.6m1.16%	1.16%	Reduced -2.6k	-2,570 -8.5%
21	APPLE INC COM AAPL	AAPL	25,988	$7.5m1.15%	1.15%	Reduced -3.5k	-3,453 -11.7%
22	BP PLC SPONSORED ADR BP	BP	197,357	$7.3m1.12%	1.12%	Added +86.9k	+86,936 78.7%
23	BLACKROCK INC COM BLK	BLK	7,548	$7.3m1.11%	1.11%	Added +918	+918 13.8%
24	PFIZER INC COM PFE	PFE	297,285	$7.2m1.10%	1.10%	Added +23.5k	+23,501 8.6%
25	SALESFORCE INC COM CRM	CRM	44,715	$7.0m1.07%	1.07%	Added +8.9k	+8,912 24.9%
26	PROCTER AND GAMBLE CO COM PG	PG	47,511	$7.0m1.07%	1.07%	Added +12.1k	+12,060 34.0%
27	ELI LILLY & CO COM LLY	LLY	5,449	$6.5m1.00%	1.00%	Reduced -680	-680 -11.1%
28	BOEING CO COM BA	BA	30,183	$6.5m1.00%	1.00%	Reduced -277	-277 -0.9%
29	SHELL PLC SPON ADS SHEL	SHEL	84,239	$6.5m1.00%	1.00%	Added +42.0k	+42,043 99.6%
30	VERIZON COMMUNICATIONS INC COM VZ	VZ	151,672	$6.4m0.98%	0.98%	Added +41.9k	+41,866 38.1%
31	TOTALENERGIES SE ACT TTE	TTE	82,011	$6.4m0.98%	0.98%	Added +39.3k	+39,344 92.2%
32	NETFLIX INC COM NFLX	NFLX	88,203	$6.3m0.97%	0.97%	Added +27.2k	+27,181 44.5%
33	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	22,090	$6.2m0.95%	0.95%	Added +6.3k	+6,285 39.8%
34	CANADIAN NATL RY CO COM CNI	CNI	51,425	$6.1m0.94%	0.94%	Reduced -9.8k	-9,800 -16.0%
35	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	3,061	$6.1m0.93%	0.93%	Reduced -1.2k	-1,219 -28.5%
36	GSK PLC SPONSORED ADR GSK	GSK	114,724	$6.0m0.92%	0.92%	Added +16.5k	+16,469 16.8%
37	BLACKSTONE INC COM BX	BX	50,628	$6.0m0.91%	0.91%	Added +5.6k	+5,559 12.3%
38	CANADIAN PACIFIC KANSAS CITY COM CP	CP	67,652	$5.9m0.90%	0.90%	Reduced -7.3k	-7,320 -9.8%
39	MEDTRONIC PLC SHS MDT	MDT	74,654	$5.8m0.89%	0.89%	Added +21.2k	+21,222 39.7%
40	THE CIGNA GROUP COM CI	CI	20,780	$5.7m0.88%	0.88%	Reduced -5	-5 -0.0%
41	CME GROUP INC COM CME	CME	25,832	$5.7m0.87%	0.87%	Added +10.1k	+10,069 63.9%
42	ADVANCED MICRO DEVICES INC COM AMD	AMD	9,797	$5.7m0.87%	0.87%	Reduced -9.8k	-9,813 -50.0%
43	CVS HEALTH CORP COM CVS	CVS	54,289	$5.6m0.86%	0.86%	Reduced -24.4k	-24,433 -31.0%
44	BROOKFIELD CORP CL A LTD VT SH BN	BN	131,121	$5.6m0.86%	0.86%	Added +7.7k	+7,730 6.3%
45	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	91,892	$5.4m0.83%	0.83%	Reduced -2.3k	-2,259 -2.4%
46	PALO ALTO NETWORKS INC COM PANW	PANW	15,669	$5.3m0.82%	0.82%	Reduced -10.5k	-10,535 -40.2%
47	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	10,447	$5.2m0.80%	0.80%	Unchanged
48	HDFC BANK LTD SPONSORED ADS HDB	HDB	199,760	$5.2m0.79%	0.79%	Added +65.0k	+65,044 48.3%
49	SONY GROUP CORP SPONSORED ADR SONY	SONY	256,015	$5.1m0.79%	0.79%	Added +23.1k	+23,057 9.9%
50	COCA COLA CO COM KO	KO	62,002	$5.0m0.77%	0.77%	Added +6.7k	+6,673 12.1%
51	NVIDIA CORPORATION COM NVDA	NVDA	24,528	$4.9m0.75%	0.75%	Reduced -3.3k	-3,312 -11.9%
52	ADOBE INC COM ADBE	ADBE	22,985	$4.7m0.72%	0.72%	Reduced -1.1k	-1,076 -4.5%
53	HOME DEPOT INC COM HD	HD	12,597	$4.4m0.68%	0.68%	Added +2.4k	+2,362 23.1%
54	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	19,091	$4.3m0.66%	0.66%	Added +2.3k	+2,302 13.7%
55	GENERAL MLS INC COM GIS	GIS	122,128	$4.3m0.65%	0.65%	Added +38.8k	+38,752 46.5%
56	SPDR SER TR S&P BIOTECH XBI	XBI	26,084	$4.1m0.63%	0.63%	Added +863	+863 3.4%
57	ENBRIDGE INC COM ENB	ENB	76,016	$4.1m0.63%	0.63%	Reduced -4.9k	-4,889 -6.0%
58	BROADCOM INC COM AVGO	AVGO	10,758	$4.1m0.62%	0.62%	Reduced -4.7k	-4,749 -30.6%
59	FORD MTR CO COM F	F	289,606	$4.0m0.62%	0.62%	Reduced -111.1k	-111,051 -27.7%
60	SERVICENOW INC COM NOW	NOW	39,040	$3.9m0.59%	0.59%	Added +9.2k	+9,238 31.0%
61	UBER TECHNOLOGIES INC COM UBER	UBER	53,601	$3.9m0.59%	0.59%	Added +4.1k	+4,113 8.3%
62	MASTERCARD INCORPORATED CL A MA	MA	7,404	$3.8m0.58%	0.58%	Added +656	+656 9.7%
63	CONSTELLATION ENERGY CORP COM CEG	CEG	15,226	$3.8m0.58%	0.58%	Added +5.5k	+5,514 56.8%
64	KINDER MORGAN INC DEL COM KMI	KMI	115,015	$3.7m0.56%	0.56%	Added +712	+712 0.6%
65	BARCLAYS PLC ADR BCS	BCS	134,871	$3.6m0.56%	0.56%	Reduced -10.3k	-10,255 -7.1%
66	ISHARES TR CRE U S REIT ETF USRT	USRT	53,836	$3.6m0.55%	0.55%	Reduced -3.6k	-3,617 -6.3%
67	ISHARES TR U.S. REAL ES ETF IYR	IYR	34,953	$3.6m0.55%	0.55%	Reduced -3.3k	-3,347 -8.7%
68	HSBC HLDGS PLC SPON ADR NEW HSBC	HSBC	37,215	$3.5m0.54%	0.54%	Reduced -1.4k	-1,358 -3.5%
69	MONDELEZ INTL INC CL A MDLZ	MDLZ	60,611	$3.5m0.54%	0.54%	Added +5.9k	+5,884 10.8%
70	GE AEROSPACE COM NEW GE	GE	8,971	$3.4m0.51%	0.51%	Added +1.4k	+1,355 17.8%
71	GLOBAL X FDS GLB X MLP ENRG I MLPX	MLPX	45,113	$3.3m0.51%	0.51%	Reduced -440	-440 -1.0%
72	CATERPILLAR INC COM CAT	CAT	3,098	$3.3m0.51%	0.51%	Reduced -1.3k	-1,304 -29.6%
73	ALPS ETF TR ALERIAN MLP AMLP	AMLP	62,819	$3.3m0.50%	0.50%	Reduced -1.3k	-1,318 -2.0%
74	WALMART INC COM WMT	WMT	28,647	$3.2m0.50%	0.50%	Added +6.6k	+6,615 30.0%
75	SIMON PPTY GROUP INC NEW COM SPG	SPG	14,332	$3.2m0.49%	0.49%	Added +123	+123 0.9%
76	TOLL BROTHERS INC COM TOL	TOL	19,135	$3.2m0.48%	0.48%	Added +1.2k	+1,222 6.8%
77	UBS GROUP AG SHS UBS	UBS	62,364	$3.1m0.47%	0.47%	Reduced -8.0k	-8,012 -11.4%
78	D R HORTON INC COM DHI	DHI	18,745	$3.1m0.47%	0.47%	Added +962	+962 5.4%
79	LENNAR CORP CL A LEN	LEN	33,512	$3.0m0.46%	0.46%	Added +5.7k	+5,674 20.4%
80	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	5,999	$3.0m0.46%	0.46%	Added +1.5k	+1,473 32.5%
81	GENERAL MTRS CO COM GM	GM	37,405	$2.9m0.44%	0.44%	Added +8.9k	+8,889 31.2%
82	DELL TECHNOLOGIES INC CL C DELL	DELL	6,213	$2.7m0.41%	0.41%	Reduced -16.4k	-16,391 -72.5%
83	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	3,488	$2.7m0.41%	0.41%	Reduced -3.9k	-3,871 -52.6%
84	EQT CORP COM EQT	EQT	47,999	$2.6m0.39%	0.39%	Added +6.1k	+6,103 14.6%
85	CISCO SYS INC COM CSCO	CSCO	21,699	$2.5m0.39%	0.39%	Reduced -12.1k	-12,096 -35.8%
86	GE VERNOVA INC COM GEV	GEV	2,161	$2.5m0.39%	0.39%	Reduced -203	-203 -8.6%
87	CHENIERE ENERGY INC COM NEW LNG	LNG	10,572	$2.5m0.39%	0.39%	Added +1.1k	+1,142 12.1%
88	IQVIA HLDGS INC COM IQV	IQV	12,851	$2.5m0.38%	0.38%	Added +2.4k	+2,399 22.9%
89	VISTRA CORP COM VST	VST	15,311	$2.4m0.37%	0.37%	Added +2.4k	+2,362 18.2%
90	AMERICAN ELEC PWR CO INC COM AEP	AEP	17,410	$2.4m0.37%	0.37%	Reduced -699	-699 -3.9%
91	DOMINION ENERGY INC COM D	D	34,667	$2.4m0.36%	0.36%	Reduced -4.7k	-4,671 -11.9%
92	GLOBAL X FDS FINTECH ETF FINX	FINX	93,220	$2.3m0.35%	0.35%	Added +4.5k	+4,482 5.0%
93	DEERE & CO COM DE	DE	3,616	$2.3m0.35%	0.35%	Added +11	+11 0.3%
94	SOUTHERN CO COM SO	SO	23,816	$2.3m0.35%	0.35%	Reduced -158	-158 -0.7%
95	CAMECO CORP COM CCJ	CCJ	22,106	$2.3m0.35%	0.35%	Added +830	+830 3.9%
96	DUKE ENERGY CORP NEW COM NEW DUK	DUK	17,644	$2.2m0.34%	0.34%	Unchanged
97	S&P GLOBAL INC COM SPGI	SPGI	5,167	$2.1m0.32%	0.32%	Added +218	+218 4.4%
98	SNOWFLAKE INC CL A SNOW	SNOW	7,759	$2.0m0.30%	0.30%	Reduced -2.9k	-2,908 -27.3%
99	EATON CORP PLC SHS ETN	ETN	4,613	$2.0m0.30%	0.30%	Reduced -729	-729 -13.7%
100	SPDR SER TR S&P OILGAS EXP XOP	XOP	11,809	$1.8m0.28%	0.28%	Added +4.3k	+4,338 58.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CARLYLE GROUP INC CG	CG	4,382	$212.0k4.4k shares
TPG INC TPG	TPG	5,037	$204.0k5.0k shares