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Stamos Capital Partners, L.P.

CIK:0001705399
Asset Manager
$560M AUM
138 holdings
Menlo Park, CA, United States
Founded:2002
10 employees
Latest filing:Jun 30, 2025

Stamos Capital Partners, L.P. is a California-based private investment management and advisory firm founded in 2002. Headquartered in Menlo Park, it employs an endowment-style investment approach and primarily serves high net worth individuals and institutional clients. The firm is led by Peter S. Stamos and has a team with backgrounds in major financial institutions and consulting. Employee count is not explicitly stated, but the firm has at least several partners and directors.

Investment Strategy

Stamos Capital Partners utilizes an endowment-style investment model, allocating capital globally across a broad range of asset classes including fixed income, absolute return, public equity, private equity, and real assets. The strategy is guided by capital preservation and long-term wealth creation, seeking diversified exposures and risk mitigation akin to large university endowments. The firm’s philosophy prioritizes partnership with investors, with interests aligned to focus on both performance and preservation, coupled with a macroeconomic perspective to inform portfolio construction.

Top Buys
U
UNHUNITEDHEALTH GROUP INC
+$11.4M
X
XOMEXXON MOBIL CORP
+$9.4M
M
MRKMERCK & CO INC
+$7.7M
C
CVXCHEVRON CORP NEW
+$7.3M
G
GOOGLALPHABET INC
+$7.2M
Top Sells
A
AGGISHARES TR
-$17.1M
B
BABAALIBABA GROUP HLDG LTD
-$2.8M
T
TSLATESLA INC
-$800.3K
E
ENPHENPHASE ENERGY INC
-$405.2K
C
COSTCOSTCO WHSL CORP NEW
-$264.8K

Top Holdings

A
AGGISHARES TR
+8.6%$48.1M
M
MRKMERCK & CO INC
+3.2%$18.0M
X
XOMEXXON MOBIL CORP
+3.2%$17.7M
U
UNHUNITEDHEALTH GROUP INC
+3.2%$17.6M
C
CVXCHEVRON CORP NEW
+2.8%$15.6M

Equity Positions (138)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AGG
ISHARES TR8.62%$48.1M484,432$97.46$99.20-$17.1M
M
MRK
MERCK & CO INC3.22%$18.0M226,905$86.96$79.16+$7.7M
X
XOM
EXXON MOBIL CORP3.17%$17.7M164,172$94.26$107.80+$9.4M
U
UNH
UNITEDHEALTH GROUP INC3.16%$17.6M56,390$350.86$311.97+$11.4M
C
CVX
CHEVRON CORP NEW2.80%$15.6M109,055$132.75$143.19+$7.3M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+9.6%
PETROLEUM REFINING
+8.9%
SEMICONDUCTORS & RELATED DEVICES
+4.8%
ELECTRIC SERVICES
+4.7%
SERVICES-PREPACKAGED SOFTWARE
+3.7%