$331 Million is the total value of Stamos Capital Partners, L.P.'s 116 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AT&T INC | 20 | Q3 2023 | 7.1% |
| JPMORGAN CHASE & CO | 20 | Q3 2023 | 4.8% |
| JOHNSON & JOHNSON | 20 | Q3 2023 | 3.2% |
| MICROSOFT CORP | 20 | Q3 2023 | 4.2% |
| MERCK & CO. INC | 20 | Q3 2023 | 3.2% |
| FORD MTR CO DEL | 20 | Q3 2023 | 3.2% |
| ALPHABET INC | 20 | Q3 2023 | 3.2% |
| CISCO SYS INC | 20 | Q3 2023 | 2.9% |
| APPLE INC | 19 | Q3 2023 | 11.1% |
| BOEING CO | 19 | Q3 2023 | 5.1% |
View Stamos Capital Partners, L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| SC 13G/A | 2023-01-17 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View Stamos Capital Partners, L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.