Stamos Capital Partners, L.P. holds a diversified book of 140 stocks worth $652.5M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Ares Management Corp - A and trimmed Ishares Core U.S. Aggregate. Their largest long position is Vanguard Tax-Exempt Bond ETF at 5% of the equity book. Cloning the disclosed picks since 2024 would be +41% (+21.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Stamos Capital Partners, L.P.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
86% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Stamos Capital Partners, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $779.3B |
| MORGAN STANLEY | 80 / 80 | $534.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $483.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $330.6B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $235.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $171.6B |
| UBS Group AG | 80 / 80 | $140.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $139.5B |
Ranked by how many of Stamos Capital Partners, L.P.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Mun BD FDS TAX EXEMPT BD | $32.7M | 647.0K | 5.0% | ▲+81% Added · +290K sh | |
| 2 | Merck & Co Inc COM | $23.1M | 179.8K | 3.5% | ▲+5.5% Added · +9K sh | |
| 3 | Ishares TR CORE US AGGBD ET | $21.4M | 216.2K | 3.3% | ▼−77% Reduced · −710K sh | |
| 4 | Microsoft Corp COM | $17.1M | 46.0K | 2.6% | ▲+7.3% Added · +3K sh | |
| 5 | Alphabet Inc CAP STK CL A | $16.7M | 46.9K | 2.6% | ▼−16% Reduced · −9K sh | |
| 6 | Toyota Motor Corp ADS | $15.8M | 93.6K | 2.4% | ▲+78% Added · +41K sh | |
| 7 | Exxon Mobil Corp COM | $15.5M | 113.2K | 2.4% | ▲+52% Added · +39K sh | |
| 8 | Unitedhealth Group Inc COM | $15.2M | 36.6K | 2.3% | ▼−33% Reduced · −18K sh | |
| 9 | Chevron Corporation COM | $12.1M | 72.8K | 1.8% | ▲+69% Added · +30K sh | |
| 10 | JPMorgan Chase & Co COM | $11.3M | 34.7K | 1.7% | ▼−3.6% Reduced · −1K sh | |
| 11 | Amazon Com Inc COM | $11.3M | 47.5K | 1.7% | ▲+0.3% Added · +132 sh | |
| 12 | Johnson & Johnson COM | $11.0M | 43.2K | 1.7% | ▲+3.6% Added · +2K sh | |
| 13 | Visa Inc COM CL A | $10.1M | 29.4K | 1.5% | ▲+11% Added · +3K sh | |
| 14 | Taiwan Semiconductor Manufac SPONSORED ADS | $9.9M | 20.7K | 1.5% | ▼−19% Reduced · −5K sh | |
| 15 | Bank Of Amer Corp COM | $8.9M | 155.3K | 1.4% | ▼−7.5% Reduced · −13K sh | |
| 16 | Novo-Nordisk A S ADR | $8.9M | 184.6K | 1.4% | ▲+4.0% Added · +7K sh | |
| 17 | Disney Walt Co COM | $7.9M | 82.2K | 1.2% | ▲+13% Added · +9K sh | |
| 18 | NextEra Energy Inc COM | $7.8M | 88.8K | 1.2% | ▼−1.7% Reduced · −2K sh | |
| 19 | AT&T Inc COM | $7.7M | 371.5K | 1.2% | ▲+42% Added · +110K sh | |
| 20 | Union Pac Corp COM | $7.6M | 27.8K | 1.2% | ▼−8.5% Reduced · −3K sh | |
| 21 | Apple Inc COM | $7.5M | 26.0K | 1.2% | ▼−12% Reduced · −3K sh | |
| 22 | BP PLC SPONSORED ADR | $7.3M | 197.4K | 1.1% | ▲+79% Added · +87K sh | |
| 23 | BlackRock Inc COM | $7.3M | 7.5K | 1.1% | ▲+14% Added · +918 sh | |
| 24 | Pfizer Inc COM | $7.2M | 297.3K | 1.1% | ▲+8.6% Added · +24K sh | |
| 25 | Salesforce Inc COM | $7.0M | 44.7K | 1.1% | ▲+25% Added · +9K sh | |
| 26 | Procter & Gamble Co COM | $7.0M | 47.5K | 1.1% | ▲+34% Added · +12K sh | |
| 27 | Eli Lilly & Co COM | $6.5M | 5.4K | 1.0% | ▼−11% Reduced · −680 sh | |
| 28 | Boeing Co COM | $6.5M | 30.2K | 1.0% | ▼−0.9% Reduced · −277 sh | |
| 29 | Shell PLC SPON ADS | $6.5M | 84.2K | 1.0% | ▲+100% Added · +42K sh | |
| 30 | Verizon Communications Inc COM | $6.4M | 151.7K | 1.0% | ▲+38% Added · +42K sh | |
| 31 | Totalenergies SE ACT | $6.4M | 82.0K | 1.0% | ▲+92% Added · +39K sh | |
| 32 | Netflix Inc. COM | $6.3M | 88.2K | 1.0% | ▲+45% Added · +27K sh | |
| 33 | International Business Machs COM | $6.2M | 22.1K | 1.0% | ▲+40% Added · +6K sh | |
| 34 | Canadian Natl Ry Co COM | $6.1M | 51.4K | 0.9% | ▼−16% Reduced · −10K sh | |
| 35 | ASML Hldg NV N Y REGISTRY SHS | $6.1M | 3.1K | 0.9% | ▼−28% Reduced · −1K sh | |
| 36 | GSK PLC SPONSORED ADR | $6.0M | 114.7K | 0.9% | ▲+17% Added · +16K sh | |
| 37 | Blackstone Inc COM | $6.0M | 50.6K | 0.9% | ▲+12% Added · +6K sh | |
| 38 | Canadian Pacific Kansas City COM | $5.9M | 67.7K | 0.9% | ▼−9.8% Reduced · −7K sh | |
| 39 | Medtronic PLC SHS | $5.8M | 74.7K | 0.9% | ▲+40% Added · +21K sh | |
| 40 | The Cigna Group COM | $5.7M | 20.8K | 0.9% | ▼~0% Reduced · −5 sh | |
| 41 | Cme Group Inc COM | $5.7M | 25.8K | 0.9% | ▲+64% Added · +10K sh | |
| 42 | Advanced Micro Devices Inc COM | $5.7M | 9.8K | 0.9% | ▼−50% Reduced · −10K sh | |
| 43 | CVS Health Corp COM | $5.6M | 54.3K | 0.9% | ▼−31% Reduced · −24K sh | |
| 44 | Brookfield Corp CL A LTD VT SH | $5.6M | 131.1K | 0.9% | ▲+6.3% Added · +8K sh | |
| 45 | Global X FDS US INFR DEV ETF | $5.4M | 91.9K | 0.8% | ▼−2.4% Reduced · −2K sh | |
| 46 | Palo Alto Networks Inc COM | $5.3M | 15.7K | 0.8% | ▼−40% Reduced · −11K sh | |
| 47 | Berkshire Hathaway Inc Del CL B NEW | $5.2M | 10.4K | 0.8% | —Held | |
| 48 | HDFC Bank Ltd SPONSORED ADS | $5.2M | 199.8K | 0.8% | ▲+48% Added · +65K sh | |
| 49 | Sony Group Corp SPONSORED ADR | $5.1M | 256.0K | 0.8% | ▲+9.9% Added · +23K sh | |
| 50 | Coca Cola Co COM | $5.0M | 62.0K | 0.8% | ▲+12% Added · +7K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1705399/holdings"
Use Arkolith to show Stamos Capital Partners, L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 140 | $652.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 142 | $639.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 136 | $622.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 142 | $530.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 138 | $557.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 140 | $382.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 126 | $426.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 127 | $424.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.