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Portfolio (Quarterly) Guide ↗

Stamos Capital Partners, L.P.

· CIK 0001705399
13F Portfolio $639.7B AUM 142 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 73 Added 62 Reduced
Page 8 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CG CARLYLE GROUP INC Financial Services 4,382.0 $212K 0.03% NEW $48.39 -0.8%
142 TPG TPG INC Financial Services 5,037.0 $204K 0.03% NEW $40.51 +6.8%
Page 8 of 8  ·  142 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.9%
Healthcare 19.1%
Financial Services 15.3%
Energy 10.8%
Communication Services 8.8%
Consumer Cyclical 8.0%
Industrials 7.0%
Utilities 5.3%
Consumer Defensive 4.3%
Real Estate 1.2%