Stamos Capital Partners, L.P.
CIK 1705399 · Holdings on Sep 30, 2025 · First reported Nov 13, 2025
Top ten holdings
Q3 2025- AGG16.87%
- VTEB3.70%
- MRK3.17%
- GOOGL2.73%
- EXMOC2.51%
- UNH2.21%
- CVX2.10%
- TM1.99%
- BP1.84%
- MSFT1.79%
Share classes counted separately38.91%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AGGWeight increased · +8.25 pp8.62% → 16.87%Shares +407.44K (+84.11%)
- UNHWeight decreased · -0.95 pp3.16% → 2.21%Shares -22.41K (-39.74%)
- SHELWeight decreased · -0.77 pp2.43% → 1.66%Shares -68.98K (-35.86%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $89.41M | 16.87% | 891.88K shares | 8.62% → 16.87%+8.25 pp +407.44K (+84.11%) | Added | ↗▾ |
| 02 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $19.61M | 3.70% | 391.62K shares | Prior unavailable +391.62K | New | ↗▾ |
| 03 | MRKMERCK & CO. INC. View history and evidence | $16.79M | 3.17% | 200.06K shares | 3.22% → 3.17%-0.05 pp -26.85K (-11.83%) | Reduced | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $14.49M | 2.73% | 59.60K shares | 2.37% → 2.73%+0.36 pp -15.31K (-20.44%) | Reduced | ↗▾ |
| 05 | EXMOCEXXON MOBIL CORP View history and evidence | $13.30M | 2.51% | 117.95K shares | 3.17% → 2.51%-0.66 pp -46.22K (-28.15%) | Reduced | ↗▾ |
| 06 | UNHUNITEDHEALTH GROUP INC View history and evidence | $11.73M | 2.21% | 33.98K shares | 3.16% → 2.21%-0.95 pp -22.41K (-39.74%) | Reduced | ↗▾ |
| 07 | CVXCHEVRON CORP View history and evidence | $11.11M | 2.10% | 71.53K shares | 2.80% → 2.10%-0.70 pp -37.53K (-34.41%) | Reduced | ↗▾ |
| 08 | TMTOYOTA MOTOR CORP -SPON ADRADS View history and evidence | $10.53M | 1.99% | 55.09K shares | 1.30% → 1.99%+0.69 pp +12.99K (+30.84%) | Added | ↗▾ |
| 09 | BPBP PLC-SPONS ADRSPONSORED ADR View history and evidence | $9.77M | 1.84% | 283.38K shares | 2.57% → 1.84%-0.73 pp -195.25K (-40.79%) | Reduced | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $9.49M | 1.79% | 18.32K shares | 1.72% → 1.79%+0.07 pp -913 (-4.75%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1705399 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 530064985
}Research all 142 reported holdings.
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