Stamos Capital Partners, L.P.
•CIK: 1705399•Filing: Q4 2025
**Stamos Capital Partners, L.P.** manages $622M across a diversified portfolio of 136 positions. The fund exhibits significant allocation to fixed income, notably holding $90.9M in AGG. Further concentration is evident in healthcare and technology, with top holdings including MRK ($19.7M), VTEB ($18.5M), and GOOGL ($16.1M). This structure suggests a tactical approach balancing defensive fixed income exposure with selective growth plays in established sectors.
Total AUM
$622.3M
QoQ Performance
+17.4%
Positions
123
Top 10 Concentration
35.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AGG
AGG14.6%
MRK3.2%
VTEB3.0%
XOM2.7%
GOOGL2.6%
CHV2.3%
UNH2.2%
TM1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.5%
Healthcare12.1%
Technology9.2%
Financial7.2%
Energy3.9%
Industrial3.5%
Consumer3.4%
Communication2.8%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW3 new positions
↑95 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023