0001172661-23-003764.txt : 20231113 0001172661-23-003764.hdr.sgml : 20231113 20231113110919 ACCESSION NUMBER: 0001172661-23-003764 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231396499 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 X0202 13F-HR LIVE false false false 0001705399 XXXXXXXX 09-30-2023 09-30-2023 false Stamos Capital Partners, L.P.

2498 Sand Hill Road Menlo Park CA 94025

13F HOLDINGS REPORT 028-19230 000134660 801-64360 N Michael Dahl 650-233-5000 /s/ Michael Dahl Menlo Park CA 11-13-2023 0 109 448893062 INFORMATION TABLE 2 infotable.xml ADOBE INC COM 00724F101 1239057 2430 SH SOLE 2430 0 0 ADVANCED MICRO DEVICES INC COM 007903107 2129402 20710 SH SOLE 20710 0 0 ALBEMARLE CORP COM 012653101 906313 5330 SH SOLE 5330 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1412411 14110 SH SOLE 14110 0 0 ALPHABET INC CAP STK CL A 02079K305 7646150 58430 SH SOLE 58430 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 1976648 46840 SH SOLE 46840 0 0 AMAZON COM INC COM 023135106 2679690 21080 SH SOLE 21080 0 0 AMGEN INC COM 031162100 3695450 13750 SH SOLE 13750 0 0 APPLE INC COM 037833100 4454884 26020 SH SOLE 26020 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 1035517 13730 SH SOLE 13730 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 2083856 3540 SH SOLE 3540 0 0 AT&T INC COM 00206R102 15713323 1046160 SH SOLE 1046160 0 0 BANK AMERICA CORP COM 060505104 10317879 376840 SH SOLE 376840 0 0 BARCLAYS PLC ADR 06738E204 8640279 1109150 SH SOLE 1109150 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 987846 2820 SH SOLE 2820 0 0 BHP GROUP LTD SPONSORED ADS 088606108 827604 14550 SH SOLE 14550 0 0 BLACKROCK INC COM 09247X101 6270953 9700 SH SOLE 9700 0 0 BLACKSTONE INC COM 09260D107 5736276 53540 SH SOLE 53540 0 0 BOEING CO COM 097023105 5183027 27040 SH SOLE 27040 0 0 BOSTON PROPERTIES INC COM 101121101 1424546 23950 SH SOLE 23950 0 0 BP PLC SPONSORED ADR 055622104 10106307 261010 SH SOLE 261010 0 0 BROADCOM INC COM 11135F101 3513353 4230 SH SOLE 4230 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 1957502 62600 SH SOLE 62600 0 0 CAMECO CORP COM 13321L108 1599870 40360 SH SOLE 40360 0 0 CANADIAN NATL RY CO COM 136375102 2046354 18890 SH SOLE 18890 0 0 CANADIAN PACIFIC KANSAS CITY COM 13646K108 2274714 30570 SH SOLE 30570 0 0 CATERPILLAR INC COM 149123101 6251700 22900 SH SOLE 22900 0 0 CHEVRON CORP NEW COM 166764100 10447695 61960 SH SOLE 61960 0 0 CISCO SYS INC COM 17275R102 7730150 143790 SH SOLE 143790 0 0 COCA COLA CO COM 191216100 2777168 49610 SH SOLE 49610 0 0 CONOCOPHILLIPS COM 20825C104 1073408 8960 SH SOLE 8960 0 0 CONSTELLATION ENERGY CORP COM 21037T109 1906718 17480 SH SOLE 17480 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 1658736 9910 SH SOLE 9910 0 0 D R HORTON INC COM 23331A109 738319 6870 SH SOLE 6870 0 0 DEERE & CO COM 244199105 3045457 8070 SH SOLE 8070 0 0 DELL TECHNOLOGIES INC CL C 24703L202 3407105 49450 SH SOLE 49450 0 0 DISNEY WALT CO COM 254687106 7553860 93200 SH SOLE 93200 0 0 DOW INC COM 260557103 3173518 61550 SH SOLE 61550 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 5960198 67530 SH SOLE 67530 0 0 ENBRIDGE INC COM 29250N105 3725909 112260 SH SOLE 112260 0 0 ENPHASE ENERGY INC COM 29355A107 2953287 24580 SH SOLE 24580 0 0 EOG RES INC COM 26875P101 1096474 8650 SH SOLE 8650 0 0 EXXON MOBIL CORP COM 30231G102 9926104 84420 SH SOLE 84420 0 0 FIRST SOLAR INC COM 336433107 1716086 10620 SH SOLE 10620 0 0 FORD MTR CO DEL COM 345370860 2646081 213050 SH SOLE 213050 0 0 FREEPORT-MCMORAN INC CL B 35671D857 845364 22670 SH SOLE 22670 0 0 GENERAL ELECTRIC CO COM NEW 369604301 1164092 10530 SH SOLE 10530 0 0 GENERAL MLS INC COM 370334104 2812361 43950 SH SOLE 43950 0 0 GENERAL MTRS CO COM 37045V100 1996663 60560 SH SOLE 60560 0 0 GILEAD SCIENCES INC COM 375558103 3395531 45310 SH SOLE 45310 0 0 GLOBAL X FDS GLB X MLP ENRG I 37954Y293 979066 23100 SH SOLE 23100 0 0 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 1125405 41620 SH SOLE 41620 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 1032009 33970 SH SOLE 33970 0 0 GSK PLC SPONSORED ADR 37733W204 3752238 103510 SH SOLE 103510 0 0 HP INC COM 40434L105 3758111 146230 SH SOLE 146230 0 0 ILLUMINA INC COM 452327109 1820333 13260 SH SOLE 13260 0 0 INTEL CORP COM 458140100 2783565 78300 SH SOLE 78300 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 3239527 23090 SH SOLE 23090 0 0 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 383960 7220 SH SOLE 7220 0 0 IQVIA HLDGS INC COM 46266C105 2038330 10360 SH SOLE 10360 0 0 ISHARES INC MSCI GBL ETF NEW 46434G848 726415 18270 SH SOLE 18270 0 0 ISHARES TR CRE U S REIT ETF 464288521 1505042 31900 SH SOLE 31900 0 0 ISHARES TR GL TIMB FORE ETF 464288174 302002 4080 SH SOLE 4080 0 0 ISHARES TR U.S. REAL ES ETF 464287739 1503414 19240 SH SOLE 19240 0 0 ISHARES TR US HOME CONS ETF 464288752 266081 3390 SH SOLE 3390 0 0 ISHARES TR CORE US AGGBD ET 464287226 82168390 873760 SH SOLE 873760 0 0 JOHNSON & JOHNSON COM 478160104 8139495 52260 SH SOLE 52260 0 0 JPMORGAN CHASE & CO COM 46625H100 10296420 71000 SH SOLE 71000 0 0 KKR & CO INC COM 48251W104 1034880 16800 SH SOLE 16800 0 0 KRAFT HEINZ CO COM 500754106 3025245 89930 SH SOLE 89930 0 0 KROGER CO COM 501044101 2851918 63730 SH SOLE 63730 0 0 LENNAR CORP CL A 526057104 771020 6870 SH SOLE 6870 0 0 MANULIFE FINL CORP COM 56501R106 3322938 181780 SH SOLE 181780 0 0 MEDTRONIC PLC SHS G5960L103 3740123 47730 SH SOLE 47730 0 0 MERCK & CO INC COM 58933Y105 8905175 86500 SH SOLE 86500 0 0 MICROSOFT CORP COM 594918104 4423658 14010 SH SOLE 14010 0 0 MONDELEZ INTL INC CL A 609207105 2946724 42460 SH SOLE 42460 0 0 NETFLIX INC COM 64110L106 1974848 5230 SH SOLE 5230 0 0 NEXTERA ENERGY INC COM 65339F101 8612979 150340 SH SOLE 150340 0 0 NORDSTROM INC COM 655664100 2595676 173740 SH SOLE 173740 0 0 NUCOR CORP COM 670346105 1022529 6540 SH SOLE 6540 0 0 NVIDIA CORPORATION COM 67066G104 1853057 4260 SH SOLE 4260 0 0 PALO ALTO NETWORKS INC COM 697435105 3230583 13780 SH SOLE 13780 0 0 PAYPAL HLDGS INC COM 70450Y103 3457324 59140 SH SOLE 59140 0 0 PFIZER INC COM 717081103 9242157 278630 SH SOLE 278630 0 0 PIONEER NAT RES CO COM 723787107 1094954 4770 SH SOLE 4770 0 0 PROCTER AND GAMBLE CO COM 742718109 2882194 19760 SH SOLE 19760 0 0 SALESFORCE INC COM 79466L302 2011578 9920 SH SOLE 9920 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1332997 22620 SH SOLE 22620 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1981349 21920 SH SOLE 21920 0 0 SHELL PLC SPON ADS 780259305 10025897 155730 SH SOLE 155730 0 0 SIMON PPTY GROUP INC NEW COM 828806109 3224696 29850 SH SOLE 29850 0 0 SNOWFLAKE INC CL A 833445109 1627001 10650 SH SOLE 10650 0 0 SPDR SER TR S&P METALS MNG 78464A755 805875 15350 SH SOLE 15350 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 3011448 20360 SH SOLE 20360 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3542913 40770 SH SOLE 40770 0 0 TESLA INC COM 88160R101 1749038 6990 SH SOLE 6990 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1943693 3840 SH SOLE 3840 0 0 TOLL BROTHERS INC COM 889478103 783976 10600 SH SOLE 10600 0 0 TOYOTA MOTOR CORP ADS 892331307 2489538 13850 SH SOLE 13850 0 0 UBER TECHNOLOGIES INC COM 90353T100 2066331 44930 SH SOLE 44930 0 0 UNION PAC CORP COM 907818108 5638515 27690 SH SOLE 27690 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2924121 18760 SH SOLE 18760 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4724260 9370 SH SOLE 9370 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 399344 14840 SH SOLE 14840 0 0 VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 299847 3810 SH SOLE 3810 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 8752969 270070 SH SOLE 270070 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 998014 2870 SH SOLE 2870 0 0 VISA INC COM CL A 92826C839 1890682 8220 SH SOLE 8220 0 0