Stamos Capital Partners, L.P.

Q1 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$639,670
Net value change ($000)
+17,363 (2.8%)
New positions
6
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 5,096 47.3%
IBM 3,294 613.4%
V 1,994 33.3%
NFLX 1,992 51.4%
AVGO 1,881 64.4%
JPM 1,734 19.6%
CRWD 1,717 148.5%
TSM 1,690 24.2%
SONY 1,531 46.5%
AMZN 1,500 17.9%
Top Reduces (Value $000, Stocks/ETFs)
CVX -5,327 -37.4%
XOM -4,011 -24.1%
SHEL -3,981 -50.4%
TOTALENERGIES SE -3,930 -50.3%
BP -3,681 -41.5%
XOP -1,407 -50.9%
SLB -1,195 -49.7%
EOG -824 -50.2%
OXY -813 -49.2%
XLE -812 -51.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type