Fund HoldingsStamos Capital Partners, L.P.

Total Portfolio Value
$426.12M
Total Bought
$63.84M
Total Sold
$54.66M
Net Transaction
+$9.18M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLACKROCK INC(BLK)03,640+3,64003,7310.88%+3,731
NEXTERA ENERGY INC(NEE)59,220112,020+52,8005,0068,0311.88%+3,025
SCHLUMBERGER LTD(SLB)073,810+73,81002,8300.66%+2,830
CANADIAN NATL RY CO(CNI)10,58039,780+29,2001,2394,0380.95%+2,799
PFIZER INC(PFE)336,380463,110+126,7309,73512,2862.88%+2,551
CME GROUP INC(CME)10,51017,200+6,6902,3193,9940.94%+1,675
SHELL PLC(SHEL)0202,400+202,400012,6802.98%+12,680
MERCK & CO INC(MRK)94,180123,680+29,50010,69512,3042.89%+1,609
VISA INC(V)7,22011,120+3,9001,9853,5140.82%+1,529
MICROSOFT CORP(MSFT)7,97011,760+3,7903,4294,9571.16%+1,527
GSK PLC(GSK)207,190294,820+87,6308,4709,9712.34%+1,501
IQVIA HLDGS INC(IQV)07,580+7,58001,4900.35%+1,490
KINDER MORGAN INC DEL(KMI)046,010+46,01001,2610.30%+1,261
GLOBAL X FDS
US INFR DEV ETF
12,16043,370+31,2105011,7530.41%+1,252
NOVO-NORDISK A S(NVO)2,08017,280+15,2002481,4860.35%+1,239
GLOBAL X FDS
FINTECH ETF
039,660+39,66001,2380.29%+1,238
EXXON MOBIL CORP97,740117,770+20,03011,45712,6692.97%+1,211
GLOBAL X FDS
GLB X MLP ENRG I
17,61033,510+15,9009592,0290.48%+1,071
ALPS ETF TR
ALERIAN MLP
20,29041,670+21,3809562,0070.47%+1,051
CANADIAN PACIFIC KANSAS CITY(CP)14,42031,430+17,0101,2332,2750.53%+1,041
SIMON PPTY GROUP INC NEW(SPG)011,780+11,78002,0290.48%+2,029
SPDR GOLD TR(GLD)04,150+4,15001,0050.24%+1,005
ASML HOLDING N V
N Y REGISTRY SHS
4,8007,180+2,3804,0004,9761.17%+977
SPDR SER TR
ST STR SP BIOT
25,46038,690+13,2302,5153,4840.82%+969
ADVANCED MICRO DEVICES INC(AMD)21,16036,530+15,3703,4724,4121.04%+941
BROOKFIELD CORP(BN)035,270+35,27002,0260.48%+2,026
D R HORTON INC(DHI)3,82010,760+6,9407291,5040.35%+776
LENNAR CORP(LEN)3,90011,030+7,1307311,5040.35%+773
ISHARES TR20,18035,090+14,9101,2422,0110.47%+769
ISHARES TR12,24021,550+9,3101,2472,0050.47%+759
JOHNSON & JOHNSON(JNJ)44,90055,480+10,5807,2768,0241.88%+747
TOLL BROTHERS INC(TOL)5,00012,000+7,0007721,5110.35%+739
ALIBABA GROUP HLDG LTD(BABA)27,58041,700+14,1202,9273,5360.83%+609
GENERAL MLS INC(GIS)33,25047,230+13,9802,4563,0120.71%+556
VANECK ETF TRUST
GOLD MINERS ETF
23,87044,240+20,3709511,5000.35%+550
MONDELEZ INTL INC(MDLZ)33,21050,160+16,9502,4472,9960.70%+549
COCA COLA CO(KO)34,83048,470+13,6402,5033,0180.71%+515
MOODYS CORP(MCO)5201,600+1,0802477570.18%+511
UBER TECHNOLOGIES INC(UBER)19,78033,050+13,2701,4871,9940.47%+507
CHUBB LIMITED
COM
01,820+1,82005030.12%+503
INTERCONTINENTAL EXCHANGE IN(ICE)1,5605,030+3,4702517500.18%+499
S&P GLOBAL INC(SPGI)5001,510+1,0102587520.18%+494
EATON CORP PLC(ETN)02,290+2,29007600.18%+760
ELI LILLY & CO(LLY)1,1401,940+8001,0101,4980.35%+488
AMGEN INC(AMGN)3,9706,730+2,7601,2791,7540.41%+475
SELECT SECTOR SPDR TR
ST STR UTIL ETF
12,87019,820+6,9501,0401,5000.35%+461
UBS GROUP AG(UBS)41,88057,500+15,6201,2951,7430.41%+449
HDFC BANK LTD(HDB)20,96027,400+6,4401,3111,7500.41%+439
BOEING CO(BA)032,370+32,37005,7291.34%+5,729
SPDR SER TR
ST STR SP METAL
9,26017,780+8,5205901,0090.24%+419
ISHARES INC
MSCI GBL ETF NEW
13,88028,500+14,6206009970.23%+397
SELECT SECTOR SPDR TR
ST STR ENERG ETF
12,82017,730+4,9101,1261,5190.36%+393
NUCOR CORP(NUE)2,6406,460+3,8203977540.18%+357
UNION PAC CORP(UNP)012,060+12,06002,7500.65%+2,750
AMAZON COM INC(AMZN)21,11019,360-1,7503,9334,2471.00%+314
CONOCOPHILLIPS(COP)9,19012,890+3,7009681,2780.30%+311
EOG RES INC(EOG)7,82010,360+2,5409611,2700.30%+309
BLACKSTONE INC(BX)08,780+8,78001,5140.36%+1,514
AMERICAN ELEC PWR CO INC024,470+24,47002,2570.53%+2,257
OCCIDENTAL PETE CORP(OXY)18,89025,540+6,6509741,2620.30%+288
ALEXANDRIA REAL ESTATE EQ IN10,15015,260+5,1101,2051,4890.35%+283
BERKSHIRE HATHAWAY INC DEL2,2202,770+5501,0221,2560.29%+234
DOMINION ENERGY INC(D)042,070+42,07002,2660.53%+2,266
BP PLC(BP)399,720431,150+31,43012,54712,7452.99%+198
SOUTHERN CO(SO)027,260+27,26002,2440.53%+2,244
VANECK ETF TRUST
AGRIBUSINESS ETF
4,1407,710+3,5703134970.12%+185
ISHARES TR3,7006,530+2,8303194990.12%+180
GLOBAL X FDS
GLOBAL X URANIUM
30,47037,250+6,7808729980.23%+126
FREEPORT-MCMORAN INC(FCX)7,66013,020+5,3603824960.12%+113
ALPHABET INC(GOOG)39,93035,540-4,3906,6226,7281.58%+105
BHP GROUP LTD6,60010,190+3,5904104980.12%+88
UNITEDHEALTH GROUP INC(UNH)09,950+9,95005,0331.18%+5,033
ENPHASE ENERGY INC(ENPH)021,480+21,48001,4750.35%+1,475
FIRST SOLAR INC(FSLR)5,7908,370+2,5801,4441,4750.35%+31
ENBRIDGE INC(ENB)62,03060,060-1,9702,5192,5480.60%+29
SPDR SER TR
SP O&G EXPL PRO
17,43017,460+302,2922,3110.54%+19
ARCHER DANIELS MIDLAND CO8,2509,960+1,7104935030.12%+10
INTERNATIONAL BUSINESS MACHS(IBM)6,7806,840+601,4991,5040.35%+5
MASTERCARD INCORPORATED(MA)4,0703,810-2602,0102,0060.47%-4
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
3,5903,780+1902532490.06%-5
CATERPILLAR INC(CAT)07,610+7,61002,7610.65%+2,761
PROCTER AND GAMBLE CO(PG)14,67014,960+2902,5412,5080.59%-33
MANULIFE FINL CORP(MFC)86,72082,270-4,4502,5632,5270.59%-36
HOME DEPOT INC(HD)3,2203,22001,3051,2530.29%-52
3M CO(MMM)015,540+15,54002,0060.47%+2,006
CHEVRON CORP NEW(CVX)86,67087,170+50012,76412,6262.96%-138
HSBC HLDGS PLC(HSBC)108,98096,480-12,5004,9254,7721.12%-153
ADOBE INC(ADBE)5,1705,640+4702,6772,5080.59%-169
TAIWAN SEMICONDUCTOR MFG LTD(TSM)26,88022,610-4,2704,6684,4651.05%-203
BROADCOM INC(AVGO)15,68010,710-4,9702,7052,4830.58%-222
BXP INC(BXP)15,18013,390-1,7901,2219960.23%-226
NVIDIA CORPORATION(NVDA)10,0807,410-2,6701,2249950.23%-229
NORDSTROM INC000000
AMERICAN EXPRESS CO(AXP)000000
SNOWFLAKE INC(SNOW)13,0908,040-5,0501,5041,2410.29%-262
TESLA INC(TSLA)000000
GE AEROSPACE(GE)6,7105,990-7201,2659990.23%-266
PALO ALTO NETWORKS INC(PANW)04,080+4,08007420.17%+742
BWX TECHNOLOGIES INC(BWXT)000000
CONSTELLATION ENERGY CORP(CEG)9,82010,050+2302,5532,2480.53%-305
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