Stamos Capital Partners, L.P. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $407 Million distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $59.6M, Bp PLC with a value of $12.7M, Shell PLC with a value of $12.7M, Exxon Mobil Corp with a value of $12.7M, and Chevron Corp with a value of $12.6M.
Examining the 13F form we can see an decrease of $5.26M in the current position value, from $412M to 407M.
Stamos Capital Partners, L.P. is based out at Menlo Park, CA
Below you can find more details about Stamos Capital Partners, L.P. portfolio as well as his latest detailed transactions.
Portfolio value
$407 Million
ETFs: $85.7 Million
Energy: $63.2 Million
Healthcare: $54.2 Million
Technology: $47.2 Million
Financial Services: $38.6 Million
Communication Services: $26.1 Million
Consumer Cyclical: $25.5 Million
Industrials: $22.5 Million
Other: $43.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
