Long-term investor
Stamos Capital Partners, L.P. @stamoscapitalpartnerslp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001705399).
Record
- Tracked since 2025-06-30 (478 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days +3.7% · 6 months +5.1% · 1 year +11.9% · all +11.9%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922907746 · 5.0% · long · since 2025-09-30
- MRK · 3.5% · long · since 2025-06-30
- 464287226 · 3.3% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- GOOGL · 2.6% · long · since 2025-06-30
- TM · 2.4% · long · since 2025-06-30
- 30231G102 · 2.4% · long · since 2025-06-30
- UNH · 2.3% · long · since 2025-06-30
- CVX · 1.8% · long · since 2025-06-30
- JPM · 1.7% · long · since 2025-06-30
- AMZN · 1.7% · long · since 2025-06-30
- JNJ · 1.7% · long · since 2025-06-30