Stamos Capital Partners

Latest statistics and disclosures from Stamos Capital Partners's latest quarterly 13F-HR filing:

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Positions held by Stamos Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Stamos Capital Partners

Companies in the Stamos Capital Partners portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
At&t (T) 7.1 $21M +255% 895k 23.63
Verizon Communications (VZ) 4.6 $14M +213% 270k 50.94
BP Sponsored Adr (BP) 3.9 $12M +71% 393k 29.40
Chevron Corporation (CVX) 3.6 $11M -4% 66k 162.83
Intel Corporation (INTC) 3.5 $11M +968% 214k 49.56
JPMorgan Chase & Co. (JPM) 3.5 $11M +77% 77k 136.31
Bank of America Corporation (BAC) 3.3 $10M +45% 243k 41.22
Barclays Adr (BCS) 3.3 $9.9M +163% 1.3M 7.90
Exxon Mobil Corporation (XOM) 2.9 $8.7M +3% 105k 82.59
Morgan Stanley Com New (MS) 2.9 $8.6M NEW 99k 87.40
Glaxosmithkline Sponsored Adr (GSK) 2.8 $8.4M +84% 193k 43.56
Pfizer (PFE) 2.7 $8.2M +55% 158k 51.77
Boeing Company (BA) 2.5 $7.6M +76% 40k 191.49
Ford Motor Company (F) 2.5 $7.6M +33% 449k 16.91

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Merck & Co (MRK) 2.5 $7.6M +42% 92k 82.05
Apple (AAPL) 2.5 $7.4M +26% 43k 174.62
Microsoft Corporation (MSFT) 2.5 $7.4M +43% 24k 308.29
Amazon (AMZN) 2.4 $7.3M +350% 2.3k 3260.00
Alphabet Cap Stk Cl A (GOOGL) 2.4 $7.3M +50% 2.6k 2781.26
Johnson & Johnson (JNJ) 2.4 $7.1M +12% 40k 177.22
Alibaba Group Hldg Sponsored Ads (BABA) 2.2 $6.6M NEW 61k 108.79
General Motors Company (GM) 2.0 $6.1M +88% 140k 43.74
Select Sector Spdr Tr Energy (XLE) 2.0 $6.0M -47% 78k 76.43
Ishares Msci Gbl Etf New (PICK) 1.5 $4.5M +330% 87k 51.23
Alps Etf Tr Alerian Mlp (AMLP) 1.5 $4.4M -13% 115k 38.30
Ishares Tr U.s. Real Es Etf (IYR) 1.3 $4.0M +11% 37k 108.22
Caterpillar (CAT) 1.1 $3.4M NEW 15k 222.83
Cisco Systems (CSCO) 1.0 $3.1M +16% 56k 55.76
Spdr Ser Tr S&p Metals Mng (XME) 1.0 $3.0M +32% 49k 61.30
Deere & Company (DE) 0.9 $2.7M NEW 6.5k 415.38
Toyota Motor Corp Ads (TM) 0.9 $2.6M NEW 15k 180.22
Global X Fds Us Infr Dev Etf (PAVE) 0.9 $2.6M +42% 93k 28.28
Ishares Tr Us Home Cons Etf (ITB) 0.8 $2.5M +70% 42k 59.25
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.8 $2.5M -49% 19k 134.52
Totalenergies Se Sponsored Ads (TTE) 0.8 $2.3M NEW 45k 50.54
Boston Properties (BXP) 0.7 $2.1M NEW 16k 128.78
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.7 $2.1M -38% 28k 74.45
United Parcel Service CL B (UPS) 0.7 $2.1M NEW 9.8k 214.49
Coca-Cola Company (KO) 0.7 $2.1M NEW 34k 62.01
Nextera Energy (NEE) 0.7 $2.1M NEW 25k 84.70
Union Pacific Corporation (UNP) 0.6 $1.7M NEW 6.2k 273.23
Simon Property (SPG) 0.5 $1.5M NEW 11k 131.60
Realty Income (O) 0.4 $1.3M NEW 19k 69.32
Gilead Sciences (GILD) 0.4 $1.3M NEW 21k 59.43
Honda Motor Amern Shs (HMC) 0.4 $1.3M NEW 44k 28.26
Ericsson Adr B Sek 10 (ERIC) 0.4 $1.3M NEW 137k 9.14
Best Buy (BBY) 0.4 $1.2M NEW 13k 90.87
Walgreen Boots Alliance (WBA) 0.4 $1.1M NEW 25k 44.78
Alexandria Real Estate Equities (ARE) 0.4 $1.1M NEW 5.4k 201.30
Equity Residential Sh Ben Int (EQR) 0.4 $1.1M NEW 12k 89.92
Blackstone Group Inc Com Cl A (BX) 0.4 $1.1M -71% 8.5k 126.98
AvalonBay Communities (AVB) 0.4 $1.1M NEW 4.3k 248.37
Enbridge (ENB) 0.4 $1.1M NEW 23k 46.07
NVIDIA Corporation (NVDA) 0.3 $1.0M NEW 3.8k 272.92
Carlyle Group (CG) 0.3 $1.0M NEW 21k 48.92
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $1.0M -59% 27k 38.36
Kkr & Co (KKR) 0.3 $1.0M NEW 17k 58.45
Archer Daniels Midland Company (ADM) 0.3 $1.0M NEW 11k 90.27
Broadcom (AVGO) 0.3 $963k NEW 1.5k 629.41
Qualcomm (QCOM) 0.3 $944k NEW 6.2k 152.75
Adobe Systems Incorporated (ADBE) 0.3 $911k NEW 2.0k 455.50
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $902k NEW 8.7k 104.28
Paypal Holdings (PYPL) 0.3 $885k NEW 7.7k 115.69
Canadian Natl Ry (CNI) 0.3 $885k NEW 6.6k 134.09
Advanced Micro Devices (AMD) 0.3 $885k NEW 8.1k 109.39
Norfolk Southern (NSC) 0.3 $884k NEW 3.1k 285.16
CSX Corporation (CSX) 0.3 $876k NEW 23k 37.44
Canadian Pacific Railway (CP) 0.3 $867k NEW 11k 82.57
Intuit (INTU) 0.3 $866k NEW 1.8k 481.11
salesforce (CRM) 0.3 $851k NEW 4.0k 212.22
Visa Com Cl A (V) 0.3 $849k NEW 3.8k 221.67
American Express Company (AXP) 0.3 $842k NEW 4.5k 187.11
Mastercard Incorporated Cl A (MA) 0.3 $836k NEW 2.3k 357.26
Block Cl A (SQ) 0.3 $780k NEW 5.8k 135.65
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $747k NEW 20k 37.92
Palo Alto Networks (PANW) 0.2 $747k NEW 1.2k 622.50
Uber Technologies (UBER) 0.2 $621k NEW 17k 35.69
Intuitive Surgical Com New (ISRG) 0.2 $495k NEW 1.6k 301.83
Biontech Se Sponsored Ads (BNTX) 0.2 $490k NEW 2.9k 170.73
Moderna (MRNA) 0.2 $484k NEW 2.8k 172.24
Iqvia Holdings (IQV) 0.2 $472k NEW 2.0k 231.37
Illumina (ILMN) 0.2 $454k NEW 1.3k 349.23
Thermo Fisher Scientific (TMO) 0.1 $431k NEW 730.00 590.41
Docusign (DOCU) 0.1 $407k NEW 3.8k 107.11
Etsy (ETSY) 0.1 $385k NEW 3.1k 124.19
First Solar (FSLR) 0.1 $335k NEW 4.0k 83.75
4068594 Enphase Energy (ENPH) 0.1 $303k NEW 1.5k 202.00

Past Filings by Stamos Capital Partners

SEC 13F filings are viewable for Stamos Capital Partners going back to 2018