Stamos Capital Partners, L.P.
Annual return '25
+27.9%
SPY '25
+17.7%
Alpha
+10.2ptsvs SPY
Invested
$639.7M
Holdings
141
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 75%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
ISHARES TR
Q1 2026: Exited (was 910.2k shares)
14.4%
02
$MRK
MERCK & CO INC
Q1 2026: Exited (was 186.8k shares)
3.2%
03
$VTEB
VANGUARD MUN BD FDS
Q1 2026: Exited (was 367.8k shares)
2.8%
04
$GOOGL
ALPHABET INC
Q1 2026: Sold 52.2% (51.3k → 24.6k shares)
2.5%
05
$MSFT
MICROSOFT CORP
Q1 2026: Sold 31.6% (22.3k → 15.2k shares)
2.5%
06
$UNH
UNITEDHEALTH GROUP INC
Q1 2026: Sold 84.9% (42.1k → 6.3k shares)
2.3%
07
$BAC
VERIZON COMMUNICATIONS INC
Q1 2026: Sold 99.8% (268.8k → 552 shares)
2.1%
08
$XOM
EXXON MOBIL CORP
Q1 2026: Sold 95.8% (138.5k → 5.8k shares)
2.0%
09
$TM
TOYOTA MOTOR CORP
Q1 2026: Exited (was 50.6k shares)
1.7%
10
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 42.6% (27.4k → 15.7k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.