Stamos Capital Partners, L.P.: 13F holdings
CIK 17053992026Q2
| Positions | 140 |
|---|
| Reported value | $652.5m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 140 (-2 vs prior quarter) |
|---|
| Reported value | $652.5m (+2.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTEB VANGUARD MUN BD FDS | 647,007 | $32.7m | 5.0% |
| MRK MERCK & CO INC | 179,799 | $23.1m | 3.5% |
| AGG ISHARES TR | 216,193 | $21.4m | 3.3% |
| MSFT MICROSOFT CORP | 45,971 | $17.1m | 2.6% |
| GOOGL ALPHABET INC | 46,870 | $16.7m | 2.6% |
| TM TOYOTA MOTOR CORP | 93,585 | $15.8m | 2.4% |
| EXXON MOBIL CORP | 113,199 | $15.5m | 2.4% |
| UNH UNITEDHEALTH GROUP INC | 36,620 | $15.2m | 2.3% |
| CVX CHEVRON CORPORATION | 72,792 | $12.1m | 1.8% |
| JPM JPMORGAN CHASE & CO | 34,663 | $11.3m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1705399")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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