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 $639.7M across 142 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($91.9M, 14.37%), MRK ($20.5M, 3.20%), VTEB ($17.8M, 2.79%), GOOGL ($16.0M, 2.49%), MSFT ($15.9M, 2.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $91.9M | 14.37% | 926,085 | Added |
| 2 | MRK | MERCK & CO INC | $20.5M | 3.20% | 170,384 | Trimmed |
| 3 | VTEB | VANGUARD MUN BD FDS | $17.8M | 2.79% | 357,307 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $16.0M | 2.49% | 55,472 | Added |
| 5 | MSFT | MICROSOFT CORP | $15.9M | 2.48% | 42,855 | Added |
| 6 | UNH | UNITEDHEALTH GROUP INC | $14.8M | 2.31% | 54,597 | Added |
| 7 | XOM | EXXON MOBIL CORP | $12.7M | 1.98% | 74,583 | Trimmed |
| 8 | TM | TOYOTA MOTOR CORP | $10.8M | 1.69% | 52,600 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $10.6M | 1.65% | 35,956 | Added |
| 10 | JNJ | JOHNSON & JOHNSON | $10.2M | 1.59% | 41,659 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $9.9M | 1.54% | 47,377 | Added |
| 12 | CVX | CHEVRON CORPORATION | $8.9M | 1.39% | 43,054 | Trimmed |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.7M | 1.35% | 25,637 | Added |
| 14 | NEE | NEXTERA ENERGY INC | $8.4M | 1.31% | 90,373 | Trimmed |
| 15 | BAC | BANK AMERICA CORP | $8.2M | 1.28% | 167,913 | Added |
| 16 | V | VISA INC | $8.0M | 1.25% | 26,383 | Added |
| 17 | PFE | PFIZER INC | $7.7M | 1.20% | 273,784 | Trimmed |
| 18 | T | AT&T INC | $7.6M | 1.18% | 261,134 | Trimmed |
| 19 | AAPL | APPLE INC | $7.5M | 1.17% | 29,441 | Added |
| 20 | UNP | UNION PAC CORP | $7.4M | 1.15% | 30,364 | Trimmed |
| 21 | DIS | DISNEY WALT CO | $7.0M | 1.10% | 72,922 | Added |
| 22 | CRM | SALESFORCE INC | $6.7M | 1.04% | 35,803 | Added |
| 23 | NVO | NOVO-NORDISK A S | $6.5M | 1.02% | 177,423 | Added |
| 24 | BLK | BLACKROCK INC | $6.4M | 1.00% | 6,630 | Added |
| 25 | CNI | CANADIAN NATL RY CO | $6.3M | 0.98% | 61,225 | Added |
Source: SEC Form 13F filings · as of 2026-03-31