MondegarAI
Stamos Capital Partners, L.P.

Q3 2024 · 13F-HR

Stamos Capital Partners, L.P.holdings as filed

Filed 2024-11-13 · accession 0001172661-24-004638

$424.9M
Reported value
127
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287226AGGISHARES TR$69.3M16.3%683,870CommonSOLE
166764100CVXCHEVRON CORP NEW$12.8M3.00%86,670CommonSOLE
055622104BPBP PLC$12.5M2.95%399,720CommonSOLE
30231G102XOMEXXON MOBIL CORP$11.5M2.70%97,740CommonSOLE
780259305SHELSHELL PLC$11.1M2.60%167,680CommonSOLE
58933Y105MRKMERCK & CO INC$10.7M2.52%94,180CommonSOLE
717081103PFEPFIZER INC$9.7M2.29%336,380CommonSOLE
37733W204GSKGSK PLC$8.5M1.99%207,190CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$7.5M1.76%166,220CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$7.4M1.74%824,100CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.3M1.71%44,900CommonSOLE
00206R102TAT&T INC$7.2M1.70%327,580CommonSOLE
345370860FFORD MTR CO$6.8M1.60%644,230CommonSOLE
02079K305GOOGLALPHABET INC$6.6M1.56%39,930CommonSOLE
892331307TMTOYOTA MOTOR CORP$6.6M1.55%36,930CommonSOLE
17275R102CSCOCISCO SYS INC$6.2M1.46%116,350CommonSOLE
254687106DISDISNEY WALT CO$6.1M1.44%63,500CommonSOLE
06738E204BCSBARCLAYS PLC$6.0M1.41%491,430CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.8M1.36%27,350CommonSOLE
060505104BACBANK AMERICA CORP$5.6M1.32%141,160CommonSOLE
126650100CVSCVS HEALTH CORP$5.5M1.29%87,260CommonSOLE
097023105BABOEING CO$5.3M1.25%34,830CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.1M1.20%56,600CommonSOLE
65339F101NEENEXTERA ENERGY INC$5.0M1.18%59,220CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$5.0M1.17%8,490CommonSOLE
404280406HSBCHSBC HLDGS PLC$4.9M1.16%108,980CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.7M1.10%26,880CommonSOLE
172967424CCITIGROUP INC$4.5M1.06%72,160CommonSOLE
N07059210ASMLASML HOLDING N V$4.0M0.94%4,800CommonSOLE
023135106AMZNAMAZON COM INC$3.9M0.93%21,110CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$3.6M0.84%30,200CommonSOLE
012653101ALBALBEMARLE CORP$3.5M0.83%37,280CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.5M0.82%21,160CommonSOLE
594918104MSFTMICROSOFT CORP$3.4M0.81%7,970CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3.3M0.78%28,600CommonSOLE
458140100INTCINTEL CORP$3.0M0.70%127,230CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$2.9M0.69%27,580CommonSOLE
79466L302CRMSALESFORCE INC$2.8M0.67%10,360CommonSOLE
92840M102VSTVISTRA CORP$2.8M0.67%23,870CommonSOLE
149123101CATCATERPILLAR INC$2.8M0.66%7,130CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.8M0.65%32,960CommonSOLE
11135F101AVGOBROADCOM INC$2.7M0.64%15,680CommonSOLE
13321L108CCJCAMECO CORP$2.7M0.63%56,480CommonSOLE
00724F101ADBEADOBE INC$2.7M0.63%5,170CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.6M0.62%25,360CommonSOLE
501044101KRKROGER CO$2.6M0.62%45,790CommonSOLE
56501R106MFCMANULIFE FINL CORP$2.6M0.60%86,720CommonSOLE
244199105DEDEERE & CO$2.6M0.60%6,130CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.6M0.60%9,820CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.5M0.60%14,670CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.5M0.59%9,110CommonSOLE
29250N105ENBENBRIDGE INC$2.5M0.59%62,030CommonSOLE
78464A870XBISPDR SER TR$2.5M0.59%25,460CommonSOLE
191216100KOCOCA COLA CO$2.5M0.59%34,830CommonSOLE
40434L105HPQHP INC$2.5M0.59%69,390CommonSOLE
370334104GISGENERAL MLS INC$2.5M0.58%33,250CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.4M0.58%33,210CommonSOLE
907818108UNPUNION PAC CORP$2.4M0.57%9,850CommonSOLE
12572Q105CMECME GROUP INC$2.3M0.55%10,510CommonSOLE
78468R556XOPSPDR SER TR$2.3M0.54%17,430CommonSOLE
37045V100GMGENERAL MTRS CO$2.2M0.51%48,390CommonSOLE
25746U109DDOMINION ENERGY INC$2.1M0.49%35,720CommonSOLE
88579Y101MMM3M CO$2.1M0.48%15,070CommonSOLE
842587107SOSOUTHERN CO$2.0M0.48%22,710CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.0M0.47%4,070CommonSOLE
037833100AAPLAPPLE INC$2.0M0.47%8,620CommonSOLE
835699307SONYSONY GROUP CORP$2.0M0.47%20,610CommonSOLE
92826C839VVISA INC$2.0M0.47%7,220CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$2.0M0.46%19,160CommonSOLE
36828A101GEVGE VERNOVA INC$1.5M0.36%6,020CommonSOLE
64110L106NFLXNETFLIX INC$1.5M0.36%2,160CommonSOLE
833445109SNOWSNOWFLAKE INC$1.5M0.35%13,090CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.35%6,780CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.5M0.35%19,780CommonSOLE
336433107FSLRFIRST SOLAR INC$1.4M0.34%5,790CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.4M0.34%12,650CommonSOLE
40415F101HDBHDFC BANK LTD$1.3M0.31%20,960CommonSOLE
437076102HDHOME DEPOT INC$1.3M0.31%3,220CommonSOLE
H42097107UBSUBS GROUP AG$1.3M0.30%41,880CommonSOLE
031162100AMGNAMGEN INC$1.3M0.30%3,970CommonSOLE
369604301GEGE AEROSPACE$1.3M0.30%6,710CommonSOLE
464287739IYRISHARES TR$1.2M0.29%12,240CommonSOLE
464288521USRTISHARES TR$1.2M0.29%20,180CommonSOLE
136375102CNICANADIAN NATL RY CO$1.2M0.29%10,580CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.2M0.29%14,420CommonSOLE
11271J107BNBROOKFIELD CORP$1.2M0.29%23,090CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.2M0.29%10,080CommonSOLE
101121101BXPBXP INC$1.2M0.29%15,180CommonSOLE
09260D107BXBLACKSTONE INC$1.2M0.29%7,950CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1.2M0.28%10,150CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.2M0.28%4,200CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.1M0.26%12,820CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.0M0.24%12,870CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.24%2,220CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.0M0.24%2,970CommonSOLE
532457108LLYELI LILLY & CO$1.0M0.24%1,140CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$1.0M0.24%5,960CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$973,5910.23%18,890CommonSOLE
20825C104COPCONOCOPHILLIPS$967,5230.23%9,190CommonSOLE
26875P101EOGEOG RES INC$961,3130.23%7,820CommonSOLE
37954Y293MLPXGLOBAL X FDS$958,5120.23%17,610CommonSOLE
00162Q452AMLPALPS ETF TR$956,2680.23%20,290CommonSOLE
92189F106GDXVANECK ETF TRUST$950,5030.22%23,870CommonSOLE
37954Y871URAGLOBAL X FDS$871,7470.21%30,470CommonSOLE
889478103TOLTOLL BROTHERS INC$772,4500.18%5,000CommonSOLE
526057104LENLENNAR CORP$731,1720.17%3,900CommonSOLE
23331A109DHID R HORTON INC$728,7410.17%3,820CommonSOLE
46434G848PICKISHARES INC$599,7550.14%13,880CommonSOLE
78464A755XMESPDR SER TR$590,0470.14%9,260CommonSOLE
48251W104KKRKKR & CO INC$509,2620.12%3,900CommonSOLE
37954Y673PAVEGLOBAL X FDS$500,5060.12%12,160CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$492,8550.12%8,250CommonSOLE
088606108BHPBHP GROUP LTD$409,9260.10%6,600CommonSOLE
670346105NUENUCOR CORP$396,8980.09%2,640CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$382,3870.09%7,660CommonSOLE
464288174WOODISHARES TR$318,8290.08%3,700CommonSOLE
92189F700MOOVANECK ETF TRUST$312,6110.07%4,140CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$273,9240.06%2,520CommonSOLE
G29183103ETNEATON CORP PLC$271,7810.06%820CommonSOLE
88160R101TSLATESLA INC$264,2460.06%1,010CommonSOLE
025816109AXPAMERICAN EXPRESS CO$260,3520.06%960CommonSOLE
78409V104SPGIS&P GLOBAL INC$258,3100.06%500CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$253,2390.06%3,590CommonSOLE
655664100JWNUSDNORDSTROM INC$251,8880.06%11,200CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$250,5980.06%1,560CommonSOLE
670100205NVONOVO-NORDISK A S$247,6660.06%2,080CommonSOLE
615369105MCOMOODYS CORP$246,7870.06%520CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.