Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stamos Capital Partners, L.P. (CIK 1705399) reported $652.5M across 140 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTEB ($32.7M, 5.02%), MRK ($23.1M, 3.54%), AGG ($21.4M, 3.28%), MSFT ($17.1M, 2.63%), GOOGL ($16.7M, 2.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTEB | VANGUARD MUN BD FDS | $32.7M | 5.02% | 647,007 | Added |
| 2 | MRK | MERCK & CO INC | $23.1M | 3.54% | 179,799 | Added |
| 3 | AGG | ISHARES TR | $21.4M | 3.28% | 216,193 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $17.1M | 2.63% | 45,971 | Added |
| 5 | GOOGL | ALPHABET INC | $16.7M | 2.57% | 46,870 | Trimmed |
| 6 | TM | TOYOTA MOTOR CORP | $15.8M | 2.42% | 93,585 | Added |
| 7 | XOM | EXXON MOBIL CORP | $15.5M | 2.37% | 113,199 | Added |
| 8 | UNH | UNITEDHEALTH GROUP INC | $15.2M | 2.33% | 36,620 | Trimmed |
| 9 | CVX | CHEVRON CORPORATION | $12.1M | 1.85% | 72,792 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $11.3M | 1.74% | 34,663 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $11.3M | 1.74% | 47,509 | Added |
| 12 | JNJ | JOHNSON & JOHNSON | $11.0M | 1.68% | 43,175 | Added |
| 13 | V | VISA INC | $10.1M | 1.54% | 29,351 | Added |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.9M | 1.51% | 20,665 | Trimmed |
| 15 | BAC | BANK OF AMER CORP | $8.9M | 1.36% | 155,337 | Trimmed |
| 16 | NVO | NOVO-NORDISK A S | $8.9M | 1.36% | 184,608 | Added |
| 17 | DIS | DISNEY WALT CO | $7.9M | 1.21% | 82,186 | Added |
| 18 | NEE | NEXTERA ENERGY INC | $7.8M | 1.19% | 88,811 | Trimmed |
| 19 | T | AT&T INC | $7.7M | 1.18% | 371,489 | Added |
| 20 | UNP | UNION PAC CORP | $7.6M | 1.16% | 27,794 | Trimmed |
| 21 | AAPL | APPLE INC | $7.5M | 1.15% | 25,988 | Trimmed |
| 22 | BP | BP PLC | $7.3M | 1.12% | 197,357 | Added |
| 23 | BLK | BLACKROCK INC | $7.3M | 1.11% | 7,548 | Added |
| 24 | PFE | PFIZER INC | $7.2M | 1.10% | 297,285 | Added |
| 25 | PG | PROCTER & GAMBLE CO | $7.0M | 1.07% | 47,511 | Added |
Source: SEC Form 13F filings · as of 2026-06-30