Titelia

Holdings of Stamos Capital Partners, L.P.

124 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 37.2 % of the equity sleeve

Sector breakdown

  • Health care 14.9 %
  • Technology 14.4 %
  • Financials 11.1 %
  • Communication 7.9 %
  • Industrials 5.7 %
  • Energy 5.6 %
  • Consumer discretionary 5.6 %
  • Utilities 3.8 %
  • Consumer staples 3.5 %
  • Real estate 0.4 %
  • Materials 0.2 %
  • Funds 0.1 %
  • Unattributed 26.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 91.1 %
  • GB 3.0 %
  • JP 1.8 %
  • TW 1.5 %
  • DK 1.1 %
  • NL 1.0 %
  • IN 0.6 %
  • AU 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US114541.3M $91.07 %
2GB417.6M $2.96 %
3JP110.8M $1.82 %
4TW18.7M $1.46 %
5DK16.5M $1.10 %
6NL15.7M $0.95 %
7IN13.4M $0.56 %
8AU1437.2K $0.07 %

Positions

RankCompanySharesValueWeight
101Kroger Co/The 12,741921.9K $
102Costco Wholesale Corp 923919.7K $
103SPDR SERIES TRUST 7,913854.7K $
104Occidental Petroleum Corp 12,942841.2K $
105ConocoPhillips 6,347837.8K $
106HP Inc 43,549836.6K $
107EOG Resources Inc 5,652817.1K $
108Gilead Sciences Inc 5,788806.7K $
109Select Sector Spdr Trust 12,735780.1K $
110Global X Uranium ETF 15,616756.3K $
111SPDR Gold Shares 1,689726.8K $
112iShares MSCI Global Metals & M 12,319697.1K $
113Amgen Inc 1,930679.1K $
1143M Co 4,597667.6K $
115iShares Trust 13,832647.9K $
116BWX Technologies Inc 2,232456.4K $
117Freeport-McMoRan Inc 7,663450.4K $
118VanEck Rare Earth and Strategi 5,070446.2K $
119Archer-Daniels-Midland Co 6,115444.5K $
120BHP Group Ltd 6,011437.2K $
121Nucor Corp 2,501422.9K $
122KKR & Co Inc 2,357218K $
123Carlyle Group Inc/The 4,382212K $
124TPG Inc 5,037204K $
Cite this page

Titelia. "Holdings of Stamos Capital Partners, L.P.". https://titelia.com/en/funds/US13F1705399