Fund Holdings — Stamos Capital Partners, L.P.

Total Portfolio Value
$622.31M
Total Bought
$113.63M
Total Sold
$30.92M
Net Transaction
+$82.71M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q3 2025
▲▼
Q4 2025
▲▼
Change
▲▼
Q3 2025
▲▼
Q4 2025
▲▼
Weight (%)
▲▼
Change
▲▼
TOTALENERGIES SE(TTE)0119,410+119,41007,8121.26%+7,812
THE CIGNA GROUP(CI)019,597+19,59705,3940.87%+5,394
PROCTER AND GAMBLE CO(PG)8,16833,484+25,3161,2554,7990.77%+3,544
EXXON MOBIL CORP117,951138,482+20,53113,29916,6652.68%+3,366
CHEVRON CORP NEW(CVX)71,52693,397+21,87111,10714,2352.29%+3,127
COCA COLA CO(KO)18,91560,849+41,9341,2544,2540.68%+3,000
UNION PAC CORP(UNP)17,54030,603+13,0634,1467,0791.14%+2,933
MERCK & CO INC(MRK)200,059186,805-13,25416,79119,6633.16%+2,872
GLOBAL X FDS
US INFR DEV ETF
36,35993,008+56,6491,7324,4450.71%+2,713
AUTOMATIC DATA PROCESSING IN2,47212,914+10,4427263,3220.53%+2,596
CANADIAN NATL RY CO(CNI)35,80260,220+24,4183,3765,9530.96%+2,577
CANADIAN PACIFIC KANSAS CITY(CP)42,64577,291+34,6463,1775,6910.91%+2,514
CVS HEALTH CORP(CVS)38,61567,848+29,2332,9115,3840.87%+2,473
AT&T INC(T)169,802289,722+119,9204,7957,1971.16%+2,401
KINDER MORGAN INC DEL(KMI)64,054150,299+86,2451,8134,1320.66%+2,318
NETFLIX INC(NFLX)1,32341,327+40,0041,5863,8750.62%+2,289
UNITEDHEALTH GROUP INC(UNH)33,97942,050+8,07111,73313,8812.23%+2,148
ENBRIDGE INC(ENB)52,82496,213+43,3892,6654,6020.74%+1,936
VISA INC(V)12,00017,050+5,0504,0975,9800.96%+1,883
CME GROUP INC(CME)10,72017,447+6,7272,8964,7640.77%+1,868
CHENIERE ENERGY INC(LNG)5,01715,469+10,4521,1793,0070.48%+1,828
DISNEY WALT CO(DIS)40,46056,460+16,0004,6336,4231.03%+1,791
MASTERCARD INCORPORATED(MA)2,5525,670+3,1181,4523,2370.52%+1,785
BERKSHIRE HATHAWAY INC DEL4,3257,834+3,5092,1743,9380.63%+1,763
EQT CORP(EQT)22,30054,615+32,3151,2142,9270.47%+1,714
GENERAL MLS INC(GIS)25,48364,204+38,7211,2852,9850.48%+1,701
VERIZON COMMUNICATIONS INC(VZ)86,636135,065+48,4293,8085,5010.88%+1,694
MONDELEZ INTL INC(MDLZ)20,29354,727+34,4341,2682,9460.47%+1,678
ALPHABET INC(GOOG)59,60151,349-8,25214,48916,0722.58%+1,583
WALMART INC(WMT)12,02824,890+12,8621,2402,7730.45%+1,533
ISHARES TR891,875910,232+18,35789,41090,91414.61%+1,504
CATERPILLAR INC(CAT)4,1685,739+1,5711,9893,2880.53%+1,299
MICROSOFT CORP(MSFT)18,32122,265+3,9449,48910,7681.73%+1,278
HOME DEPOT INC(HD)5,43010,043+4,6132,2003,4560.56%+1,256
ISHARES TR18,83032,811+13,9811,8283,0810.50%+1,253
ISHARES TR31,38354,092+22,7091,8433,0810.50%+1,238
AMAZON COM INC(AMZN)32,54436,250+3,7067,1468,3671.34%+1,222
PFIZER INC(PFE)261,265316,310+55,0456,6577,8761.27%+1,219
SONY GROUP CORP(SONY)72,552128,567+56,0152,0893,2910.53%+1,203
ALPS ETF TR
ALERIAN MLP
50,71375,427+24,7142,3803,5470.57%+1,167
DEERE & CO(DE)3,4725,866+2,3941,5882,7310.44%+1,143
GLOBAL X FDS
GLB X MLP ENRG I
38,64158,580+19,9392,4233,5460.57%+1,123
S&P GLOBAL INC(SPGI)1,2113,208+1,9975891,6760.27%+1,087
JOHNSON & JOHNSON(JNJ)45,90046,102+2028,5119,5411.53%+1,030
VANECK ETF TRUST
AGRIBUSINESS ETF
6,63920,448+13,8094881,4880.24%+1,001
SERVICENOW INC(NOW)1,04512,700+11,6559621,9460.31%+984
SIMON PPTY GROUP INC NEW(SPG)9,68415,041+5,3571,8172,7840.45%+967
SALESFORCE INC(CRM)18,20719,734+1,5274,3155,2280.84%+913
INTERCONTINENTAL EXCHANGE IN(ICE)3,3658,778+5,4135671,4220.23%+855
GLOBAL X FDS
FINTECH ETF
32,50565,569+33,0641,0901,9300.31%+840
APPLE INC(AAPL)27,17128,158+9876,9197,6551.23%+736
BLACKROCK INC(BLK)3,9244,935+1,0114,5755,2820.85%+707
AMERICAN ELEC PWR CO INC14,60520,237+5,6321,6432,3340.37%+690
SOUTHERN CO(SO)17,45926,839+9,3801,6552,3400.38%+686
DUKE ENERGY CORP NEW(DUK)13,37019,964+6,5941,6552,3400.38%+685
ADOBE INC(ADBE)12,84214,860+2,0184,5305,2010.84%+671
UBER TECHNOLOGIES INC(UBER)27,89241,645+13,7532,7333,4030.55%+670
BANK AMERICA CORP130,291133,776+3,4856,7227,3581.18%+636
BLACKSTONE INC(BX)18,17624,204+6,0283,1053,7310.60%+625
VANECK ETF TRUST
RARE EAR STR ETF
08,074+8,07405970.10%+597
COSTCO WHSL CORP NEW(COST)3411,057+7163169110.15%+596
JPMORGAN CHASE & CO.(JPM)26,14927,443+1,2948,2488,8431.42%+595
CHUBB LIMITED
COM
2,1453,751+1,6066051,1710.19%+565
CISCO SYS INC(CSCO)32,68035,751+3,0712,2362,7540.44%+518
MEDTRONIC PLC(MDT)42,69247,719+5,0274,0664,5840.74%+518
BXP INC(BXP)10,83119,509+8,6788051,3160.21%+511
DOMINION ENERGY INC(D)30,37639,655+9,2791,8582,3230.37%+465
ALEXANDRIA REAL ESTATE EQ IN13,12731,332+18,2051,0941,5330.25%+439
SPDR SERIES TRUST
SP O&G EXPL PRO
17,74021,902+4,1622,3452,7650.44%+420
IQVIA HLDGS INC(IQV)6,7267,464+7381,2781,6820.27%+405
ELI LILLY & CO(LLY)6,2024,778-1,4244,7325,1350.83%+403
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
3,3929,094+5,7022456400.10%+396
GILEAD SCIENCES INC(GILD)4,7207,286+2,5665248940.14%+370
THERMO FISHER SCIENTIFIC INC(TMO)3,5523,592+401,7232,0810.33%+359
MOODYS CORP(MCO)1,3071,897+5906239690.16%+346
SELECT SECTOR SPDR TR
ST STR UTIL ETF
15,53539,632+24,0971,3551,6920.27%+337
BOEING CO(BA)26,07227,378+1,3065,6275,9440.96%+317
EATON CORP PLC(ETN)4,0145,698+1,6841,5021,8150.29%+313
KROGER CO(KR)9,64215,166+5,5246509480.15%+298
TOYOTA MOTOR CORP(TM)55,09250,565-4,52710,52810,8241.74%+296
ISHARES INC19,09118,537-5541,5291,8020.29%+273
INTUITIVE SURGICAL INC1,6981,822+1247591,0320.17%+273
GE AEROSPACE(GE)6,2686,954+6861,8862,1420.34%+257
CONOCOPHILLIPS(COP)14,81317,615+2,8021,4011,6490.26%+248
SELECT SECTOR SPDR TR
ST STR ENERG ETF
15,10335,611+20,5081,3491,5920.26%+243
OCCIDENTAL PETE CORP(OXY)29,91840,224+10,3061,4141,6540.27%+240
EOG RES INC(EOG)12,50615,629+3,1231,4021,6410.26%+239
VANECK ETF TRUST
GOLD MINERS ETF
18,33718,987+6501,4011,6290.26%+228
ISHARES TR6,6539,702+3,0494886990.11%+210
ISHARES INC
MSCI GBL ETF NEW
23,71824,192+4741,0551,2420.20%+187
SPDR GOLD TR(GLD)2,4172,617+2008591,0370.17%+178
SPDR SERIES TRUST
ST STR SP METAL
11,29911,880+5811,0531,2310.20%+178
GE VERNOVA INC(GEV)2,8092,912+1031,7271,9030.31%+176
ARCHER DANIELS MIDLAND CO7,99511,153+3,1584786410.10%+164
SPDR SERIES TRUST
ST STR SP BIOT
28,56624,679-3,8872,8623,0090.48%+147
NOVO-NORDISK A S(NVO)123,539137,598+14,0596,8557,0011.13%+146
MANULIFE FINL CORP(MFC)40,29138,235-2,0561,2551,3870.22%+132
BHP GROUP LTD8,9539,820+8674995930.10%+94
FREEPORT-MCMORAN INC(FCX)12,94211,657-1,2855085920.10%+84
GLOBAL X FDS
GLOBAL X URANIUM
20,74524,329+3,5849891,0400.17%+51
Page 1 of 2
Stamos Capital Partners, L.P. — 13F Holdings — Q4 2025 | TickerTrail