Institutional Fund
Stamos Capital Partners, L.P.
Menlo Park, CACIK 17053995 filings on record
Portfolio Value
$639.67M
Q1 2026
Holdings
142
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+2.8%
from $622.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.4%
- Merck & Co Inc3.2%
- Vanguard Mun Bd Fds2.8%
- Alphabet Inc2.5%
- Microsoft Corp2.5%
- Unitedhealth Group Inc2.3%
- Other72.4%
Portfolio Holdings
142 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 926.1K | $91.93M | 14.4% | +15.9K | Added |
| 2 | Merck & Co Inc | 170.4K | $20.50M | 3.2% | −16.4K | Reduced |
| 3 | Vanguard Mun Bd Fds | 357.3K | $17.83M | 2.8% | −10.5K | Reduced |
| 4 | Alphabet Inc | 55.5K | $15.95M | 2.5% | +4.1K | Added |
| 5 | Microsoft Corp | 42.9K | $15.86M | 2.5% | +20.6K | Added |
| 6 | Unitedhealth Group Inc | 54.6K | $14.77M | 2.3% | +12.5K | Added |
| 7 | Exxon Mobil Corp | 74.6K | $12.65M | 2.0% | −63.9K | Reduced |
| 8 | Toyota Motor Corp | 52.6K | $10.84M | 1.7% | +2.0K | Added |
| 9 | Jpmorgan Chase & Co. | 36.0K | $10.58M | 1.7% | +8.5K | Added |
| 10 | Johnson & Johnson | 41.7K | $10.18M | 1.6% | −4.4K | Reduced |
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