Stamos Capital Partners, L.P. - Portfolio overview

Stamos Capital Partners, L.P. has 144 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 14.36%
2. MRK - MERCK & CO INC, 3.20%
3. VTEB - VANGUARD MUN BD FDS, 2.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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