Stamos Capital Partners, L.P.

CIK 0001705399 · Q1 2026

13F Equity AUM

$639.7M

+2.8% QoQ

Positions

142

+6 QoQ

AUM Rank

#3,711

Top 30%

Skill Alpha (FF)

+3.8%/yr^ns

No Clear Edge

Rank #766 · Top 9%

vs S&P -3.0%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 25.3%Top 10: 34.6%Top 20: 47.4%

AGG14.4%

MRK3.2%

VTEB2.8%

GOOGL2.5%

MSFT2.5%

UNH2.3%

XOM2.0%

TM1.7%

JPM1.6%

JNJ1.6%

Others (132)65.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Position Sizing

Positions: 142Median: 0.48%Avg: 0.70%

0–0.5%

76(18.4%)

0.5–1%

43(31.0%)

1–3%

21(33.0%)

3–5%

1(3.2%)

5%+

1(14.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 142Unique: 0vs 20 funds

1.9%Low

142

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.7%

BANK OF AMERICA CORP /DE/

2.9%

4.5%

3.3%

3.4%

VANGUARD CAPITAL MANAGEMENT LLC

3.2%

GEODE CAPITAL MANAGEMENT, LLC

3.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Holdings

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