13F Insight
DOSSIER · 13F-HR · Q2 2026

Stamos Capital Partners, L.P.

$653M in tracked AUM across 140 positions as of Q2 2026.

SC
CIK 0001705399 · last filed Jun 30, 2026
Total AUM
$653M
as of Q2 2026
Holdings
140
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Stamos Capital Partners, L.P. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTEB
VANGUARD MUN BD FDS
$33M647K5.0%02
MRK
MERCK & CO INC
$23M180K3.5%03
AGG
ISHARES TR
$21M216K3.3%04
MSFT
MICROSOFT CORP
$17M46K2.6%05
GOOGL
ALPHABET INC
$17M47K2.6%06
TM
TOYOTA MOTOR CORP
$16M94K2.4%07
XOM
EXXON MOBIL CORP
$15M113K2.4%08
UNH
UNITEDHEALTH GROUP INC
$15M37K2.3%09
CVX
CHEVRON CORPORATION
$12M73K1.8%10
JPM
JPMORGAN CHASE & CO
$11M35K1.7%

Filing history

2026Q2Jun 30
$653M▲ 2.0%
140 positionsView →2026Q1Mar 31
$640M▲ 2.8%
142 positionsView →2025Q4Dec 31
$622M▲ 17.4%
136 positionsView →2025Q3Sep 30
$530M▼ 4.9%
142 positionsView →2025Q2Jun 30
$557M▲ 45.8%
138 positionsLocked2025Q1Mar 31
$382M▼ 10.3%
140 positionsLocked2024Q4Dec 31
$426M▲ 0.3%
126 positionsLocked2024Q3Sep 30
$425M▼ 9.8%
127 positionsLocked2024Q2Jun 30
$471M▲ 7.0%
137 positionsLocked2024Q1Mar 31
$441M▲ 19.5%
123 positionsLocked2023Q4Dec 31
$369M▼ 17.9%
121 positionsLocked2023Q3Sep 30
$449M▲ 5.0%
109 positionsLocked
Showing 12 of 31