Stamos Capital Partners, L.P.

All 13F Filings

Location
Menlo Park, CA
Most recent 13F
Q2 2026
Holdings value ($000)
652,548
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/13/2026 140 652,548 13F-HR Stamos Capital Partners, L.P.
Q1 2026 5/13/2026 142 639,670 13F-HR Stamos Capital Partners, L.P.
Q4 2025 2/12/2026 136 622,307 13F-HR Stamos Capital Partners, L.P.
Q3 2025 11/13/2025 142 530,065 13F-HR Stamos Capital Partners, L.P.
Q2 2025 8/14/2025 138 557,486 13F-HR Stamos Capital Partners, L.P.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 559.1 K 85.7% 65.73 K 0 65.73 K
ETFs 93.48 K 14.3% 0 52.85 K -52.85 K
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
652,548
Holdings
140
QoQ value change ($000)
12,878 (2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.