0001172661-22-002370.txt : 20221114 0001172661-22-002370.hdr.sgml : 20221114 20221110191335 ACCESSION NUMBER: 0001172661-22-002370 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stamos Capital Partners, L.P. CENTRAL INDEX KEY: 0001705399 IRS NUMBER: 450479495 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19230 FILM NUMBER: 221379120 BUSINESS ADDRESS: STREET 1: 2498 SAND HILL ROAD CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 6502335000 MAIL ADDRESS: STREET 1: 2498 SAND HILL ROAD CITY: MENLO PARK STATE: CA ZIP: 94025 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001705399 XXXXXXXX 09-30-2022 09-30-2022 false Stamos Capital Partners, L.P.

2498 Sand Hill Road Menlo Park CA 94025

13F HOLDINGS REPORT 028-19230 N Michael Dahl 650-233-5000 /s/ Michael Dahl Menlo Park CA 11-10-2022 0 183 393232 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 2520 39770 SH SOLE 39770 0 0 ALBEMARLE CORP COM 012653101 301 1140 SH SOLE 1140 0 0 ALCOA CORP COM 013872106 475 14110 SH SOLE 14110 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 813 5800 SH SOLE 5800 0 0 ALPHABET INC CAP STK CL A 02079K305 7628 79750 SH SOLE 79750 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 1932 52840 SH SOLE 52840 0 0 AMAZON COM INC COM 023135106 6809 60260 SH SOLE 60260 0 0 AMERICAN ELEC PWR CO INC COM 025537101 3628 41970 SH SOLE 41970 0 0 AMERICAN EXPRESS CO COM 025816109 4426 32810 SH SOLE 32810 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1016 4730 SH SOLE 4730 0 0 AMGEN INC COM 031162100 2996 13290 SH SOLE 13290 0 0 ANALOG DEVICES INC COM 032654105 596 4280 SH SOLE 4280 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 789 16960 SH SOLE 16960 0 0 APPLE INC COM 037833100 7425 53730 SH SOLE 53730 0 0 APPLIED MATLS INC COM 038222105 2802 34200 SH SOLE 34200 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 1063 13210 SH SOLE 13210 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 581 1400 SH SOLE 1400 0 0 AT&T INC COM 00206R102 11539 752210 SH SOLE 752210 0 0 AVALONBAY CMNTYS INC COM 053484101 763 4140 SH SOLE 4140 0 0 BARCLAYS PLC ADR 06738E204 7083 1106667 SH SOLE 1106667 0 0 BEST BUY INC COM 086516101 393 6200 SH SOLE 6200 0 0 BHP GROUP LTD SPONSORED ADS 088606108 1291 25800 SH SOLE 25800 0 0 BK OF AMERICA CORP COM 060505104 10857 359490 SH SOLE 359490 0 0 BLACKSTONE INC COM 09260D107 9094 108650 SH SOLE 108650 0 0 BOEING CO COM 097023105 6704 55372 SH SOLE 55372 0 0 BOSTON PROPERTIES INC COM 101121101 807 10760 SH SOLE 10760 0 0 BP PLC SPONSORED ADR 055622104 11402 399380 SH SOLE 399380 0 0 BROADCOM INC COM 11135F101 588 1325 SH SOLE 1325 0 0 CANADIAN NATL RY CO COM 136375102 1484 13740 SH SOLE 13740 0 0 CANADIAN PAC RY LTD COM 13645T100 1474 22090 SH SOLE 22090 0 0 CATERPILLAR INC COM 149123101 6043 36830 SH SOLE 36830 0 0 CF INDS HLDGS INC COM 125269100 311 3230 SH SOLE 3230 0 0 CHENIERE ENERGY INC COM NEW 16411R208 516 3110 SH SOLE 3110 0 0 CHEVRON CORP NEW COM 166764100 12328 85810 SH SOLE 85810 0 0 CIGNA CORP NEW COM 125523100 508 1830 SH SOLE 1830 0 0 CISCO SYS INC COM 17275R102 11385 284620 SH SOLE 284620 0 0 COCA COLA CO COM 191216100 1916 34210 SH SOLE 34210 0 0 COMCAST CORP NEW CL A 20030N101 386 13170 SH SOLE 13170 0 0 CONOCOPHILLIPS COM 20825C104 644 6290 SH SOLE 6290 0 0 CONSTELLATION ENERGY CORP COM 21037T109 500 6010 SH SOLE 6010 0 0 CORTEVA INC COM 22052L104 299 5240 SH SOLE 5240 0 0 COSTCO WHSL CORP NEW COM 22160K105 411 870 SH SOLE 870 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 518 3140 SH SOLE 3140 0 0 CROWN CASTLE INC COM 22822V101 504 3490 SH SOLE 3490 0 0 CSX CORP COM 126408103 1486 55780 SH SOLE 55780 0 0 CVS HEALTH CORP COM 126650100 491 5150 SH SOLE 5150 0 0 D R HORTON INC COM 23331A109 1969 29240 SH SOLE 29240 0 0 DANAHER CORPORATION COM 235851102 984 3810 SH SOLE 3810 0 0 DEERE & CO COM 244199105 5025 15050 SH SOLE 15050 0 0 DELL TECHNOLOGIES INC CL C 24703L202 3244 94950 SH SOLE 94950 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 491 17490 SH SOLE 17490 0 0 DEVON ENERGY CORP NEW COM 25179M103 525 8730 SH SOLE 8730 0 0 DIAMONDBACK ENERGY INC COM 25278X109 576 4780 SH SOLE 4780 0 0 DISNEY WALT CO COM 254687106 6565 69600 SH SOLE 69600 0 0 DOCUSIGN INC COM 256163106 518 9680 SH SOLE 9680 0 0 DOORDASH INC CL A 25809K105 388 7840 SH SOLE 7840 0 0 DOW INC COM 260557103 2523 57440 SH SOLE 57440 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 4125 44350 SH SOLE 44350 0 0 ENBRIDGE INC COM 29250N105 495 13340 SH SOLE 13340 0 0 ENPHASE ENERGY INC COM 29355A107 505 1820 SH SOLE 1820 0 0 EOG RES INC COM 26875P101 600 5370 SH SOLE 5370 0 0 EQUINIX INC COM 29444U700 512 900 SH SOLE 900 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 762 11340 SH SOLE 11340 0 0 ETSY INC COM 29786A106 423 4220 SH SOLE 4220 0 0 EXXON MOBIL CORP COM 30231G102 11418 130770 SH SOLE 130770 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 692 5300 SH SOLE 5300 0 0 FIRST SOLAR INC COM 336433107 745 5630 SH SOLE 5630 0 0 FORD MTR CO DEL COM 345370860 8623 769870 SH SOLE 769870 0 0 FORTINET INC COM 34959E109 511 10400 SH SOLE 10400 0 0 FRANKLIN RESOURCES INC COM 354613101 683 31720 SH SOLE 31720 0 0 FREEPORT-MCMORAN INC CL B 35671D857 1297 47460 SH SOLE 47460 0 0 GENERAC HLDGS INC COM 368736104 285 1600 SH SOLE 1600 0 0 GENERAL ELECTRIC CO COM NEW 369604301 360 5810 SH SOLE 5810 0 0 GENERAL MLS INC COM 370334104 2021 26380 SH SOLE 26380 0 0 GENERAL MTRS CO COM 37045V100 3908 121790 SH SOLE 121790 0 0 GILEAD SCIENCES INC COM 375558103 2940 47650 SH SOLE 47650 0 0 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 309 15590 SH SOLE 15590 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 947 41080 SH SOLE 41080 0 0 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 289 4370 SH SOLE 4370 0 0 GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 587 12140 SH SOLE 12140 0 0 GSK PLC SPONSORED ADR 37733W204 2017 68530 SH SOLE 68530 0 0 HOME DEPOT INC COM 437076102 207 750 SH SOLE 750 0 0 HONDA MOTOR LTD AMERN SHS 438128308 814 37710 SH SOLE 37710 0 0 HP INC COM 40434L105 3988 160050 SH SOLE 160050 0 0 ILLUMINA INC COM 452327109 506 2650 SH SOLE 2650 0 0 INTEL CORP COM 458140100 1506 58450 SH SOLE 58450 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 3177 26740 SH SOLE 26740 0 0 INTERNATIONAL PAPER CO COM 460146103 291 9180 SH SOLE 9180 0 0 INTUIT COM 461202103 596 1540 SH SOLE 1540 0 0 IQVIA HLDGS INC COM 46266C105 485 2680 SH SOLE 2680 0 0 ISHARES INC MSCI STH KOR ETF 464286772 2462 51990 SH SOLE 51990 0 0 ISHARES INC MSCI GBL ETF NEW 46434G848 663 19480 SH SOLE 19480 0 0 ISHARES TR US HOME CONS ETF 464288752 1194 22950 SH SOLE 22950 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 356 18670 SH SOLE 18670 0 0 ISHARES TR U.S. REAL ES ETF 464287739 2646 32500 SH SOLE 32500 0 0 JOHNSON & JOHNSON COM 478160104 8491 51980 SH SOLE 51980 0 0 JPMORGAN CHASE & CO COM 46625H100 9710 92920 SH SOLE 92920 0 0 KINDER MORGAN INC DEL COM 49456B101 510 30670 SH SOLE 30670 0 0 KKR & CO INC COM 48251W104 802 18650 SH SOLE 18650 0 0 KRAFT HEINZ CO COM 500754106 1970 59060 SH SOLE 59060 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 7055 286330 SH SOLE 286330 0 0 LENNAR CORP CL A 526057104 1999 26810 SH SOLE 26810 0 0 LILLY ELI & CO COM 532457108 5332 16490 SH SOLE 16490 0 0 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 4740 2648260 SH SOLE 2648260 0 0 LOWES COS INC COM 548661107 203 1080 SH SOLE 1080 0 0 MACYS INC COM 55616P104 610 38930 SH SOLE 38930 0 0 MARATHON PETE CORP COM 56585A102 578 5820 SH SOLE 5820 0 0 MARTIN MARIETTA MATLS INC COM 573284106 509 1580 SH SOLE 1580 0 0 MASTERCARD INCORPORATED CL A 57636Q104 998 3510 SH SOLE 3510 0 0 MERCADOLIBRE INC COM 58733R102 207 250 SH SOLE 250 0 0 MERCK & CO INC COM 58933Y105 8451 98130 SH SOLE 98130 0 0 MICRON TECHNOLOGY INC COM 595112103 608 12130 SH SOLE 12130 0 0 MICROSOFT CORP COM 594918104 7434 31920 SH SOLE 31920 0 0 MOSAIC CO NEW COM 61945C103 301 6230 SH SOLE 6230 0 0 NETAPP INC COM 64110D104 494 7990 SH SOLE 7990 0 0 NETFLIX INC COM 64110L106 1316 5590 SH SOLE 5590 0 0 NEXTERA ENERGY INC COM 65339F101 5405 68930 SH SOLE 68930 0 0 NORDSTROM INC COM 655664100 600 35840 SH SOLE 35840 0 0 NORFOLK SOUTHN CORP COM 655844108 1474 7030 SH SOLE 7030 0 0 NUCOR CORP COM 670346105 1280 11960 SH SOLE 11960 0 0 NUTRIEN LTD COM 67077M108 303 3630 SH SOLE 3630 0 0 NVIDIA CORPORATION COM 67066G104 2499 20590 SH SOLE 20590 0 0 OCCIDENTAL PETE CORP COM 674599105 543 8830 SH SOLE 8830 0 0 ON SEMICONDUCTOR CORP COM 682189105 602 9660 SH SOLE 9660 0 0 ONEOK INC NEW COM 682680103 497 9700 SH SOLE 9700 0 0 ORACLE CORP COM 68389X105 2853 46720 SH SOLE 46720 0 0 PALO ALTO NETWORKS INC COM 697435105 1273 7770 SH SOLE 7770 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 403 21140 SH SOLE 21140 0 0 PAYPAL HLDGS INC COM 70450Y103 598 6950 SH SOLE 6950 0 0 PFIZER INC COM 717081103 8689 198560 SH SOLE 198560 0 0 PHILLIPS 66 COM 718546104 524 6490 SH SOLE 6490 0 0 PIONEER NAT RES CO COM 723787107 518 2390 SH SOLE 2390 0 0 POLESTAR AUTOMOTIVE HLDG UK ADS A 731105201 148 29270 SH SOLE 29270 0 0 PROCTER AND GAMBLE CO COM 742718109 2020 16000 SH SOLE 16000 0 0 PROLOGIS INC. COM 74340W103 808 7950 SH SOLE 7950 0 0 QUALCOMM INC COM 747525103 363 3210 SH SOLE 3210 0 0 REALTY INCOME CORP COM 756109104 911 15660 SH SOLE 15660 0 0 SALESFORCE INC COM 79466L302 3720 25860 SH SOLE 25860 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 507 1780 SH SOLE 1780 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1405 21450 SH SOLE 21450 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1966 27300 SH SOLE 27300 0 0 SERVICENOW INC COM 81762P102 506 1340 SH SOLE 1340 0 0 SHELL PLC SPON ADS 780259305 11607 233250 SH SOLE 233250 0 0 SHOPIFY INC CL A 82509L107 404 15010 SH SOLE 15010 0 0 SIMON PPTY GROUP INC NEW COM 828806109 1013 11290 SH SOLE 11290 0 0 SNOWFLAKE INC CL A 833445109 755 4440 SH SOLE 4440 0 0 SONY GROUP CORPORATION SPONSORED ADR 835699307 396 6180 SH SOLE 6180 0 0 SOUTHWEST AIRLS CO COM 844741108 487 15780 SH SOLE 15780 0 0 SPDR SER TR S&P BIOTECH 78464A870 1052 13260 SH SOLE 13260 0 0 SPDR SER TR S&P METALS MNG 78464A755 1369 32210 SH SOLE 32210 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 1928 15460 SH SOLE 15460 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 399 4620 SH SOLE 4620 0 0 SUNRUN INC COM 86771W105 305 11050 SH SOLE 11050 0 0 SVB FINANCIAL GROUP COM 78486Q101 702 2090 SH SOLE 2090 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 258 3770 SH SOLE 3770 0 0 TARGET CORP COM 87612E106 594 4000 SH SOLE 4000 0 0 TESLA INC COM 88160R101 3712 13995 SH SOLE 13995 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 984 1940 SH SOLE 1940 0 0 TOLL BROTHERS INC COM 889478103 2012 47910 SH SOLE 47910 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 2082 44750 SH SOLE 44750 0 0 TOYOTA MOTOR CORP ADS 892331307 964 7400 SH SOLE 7400 0 0 TPG INC COM CL A 872657101 537 19300 SH SOLE 19300 0 0 TRACTOR SUPPLY CO COM 892356106 305 1640 SH SOLE 1640 0 0 UBER TECHNOLOGIES INC COM 90353T100 510 19250 SH SOLE 19250 0 0 UNILEVER PLC SPON ADR NEW 904767704 2003 45690 SH SOLE 45690 0 0 UNION PAC CORP COM 907818108 5408 27760 SH SOLE 27760 0 0 UNITED AIRLS HLDGS INC COM 910047109 500 15370 SH SOLE 15370 0 0 UNITED PARCEL SERVICE INC CL B 911312106 596 3690 SH SOLE 3690 0 0 UNITED RENTALS INC COM 911363109 524 1940 SH SOLE 1940 0 0 UNITED STATES STL CORP NEW COM 912909108 246 13590 SH SOLE 13590 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4965 9830 SH SOLE 9830 0 0 US BANCORP DEL COM NEW 902973304 3209 79580 SH SOLE 79580 0 0 VALERO ENERGY CORP COM 91913Y100 545 5100 SH SOLE 5100 0 0 VISA INC COM CL A 92826C839 991 5580 SH SOLE 5580 0 0 VULCAN MATLS CO COM 929160109 513 3250 SH SOLE 3250 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 484 15400 SH SOLE 15400 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 396 34470 SH SOLE 34470 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 1238 43350 SH SOLE 43350 0 0 WILLIAMS COS INC COM 969457100 498 17380 SH SOLE 17380 0 0 WORKDAY INC CL A 98138H101 408 2680 SH SOLE 2680 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 395 13790 SH SOLE 13790 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 401 5450 SH SOLE 5450 0 0 ZSCALER INC COM 98980G102 526 3200 SH SOLE 3200 0 0