Portfolio (Quarterly) Guide ↗

Stamos Capital Partners, L.P.

· CIK 0001705399

13F Portfolio $653M AUM 140 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 80 Added 55 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CG	CARLYLE GROUP INC	Financial Services	4,382	$212K	0.03%	SOLD
2	TPG	TPG INC	Financial Services	5,037	$204K	0.03%	SOLD

Sector Allocation

Technology 18.9%

Healthcare 18.8%

Financial Services 15.4%

Energy 11.7%

Consumer Cyclical 8.8%

Communication Services 8.4%

Industrials 6.8%

Utilities 5.0%

Consumer Defensive 4.7%

Real Estate 1.3%