# EDGAR Filing Document

**Accession Number:** 0001705399
**File Stem:** 0001172661-23-000694
**Filing Date:** 2023-2
**Character Count:** 15537
**Document Hash:** 68d0f401ebcb24ee2ac018ee513bb118
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-23-000694.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001172661-23-000694

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230213

**EFFECTIVENESS DATE**: 20230213

**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:** 23615753

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Stamos Capital Partners L.P.<br>**Address:** 2498 Sand Hill Road<br>Menlo Park, CA 94025

**Form 13F File Number:** 028-19230

**CRD Number (if applicable):** 000134660

**SEC File Number (if applicable):** 801-64360

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael Dahl<br>**Title:** Chief Compliance Officer<br>**Phone:** 650-233-5000

**Signature, Place, and Date of Signing:**

/s/ Michael Dahl  Menlo Park, CA  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 125

**Form 13F Information Table Value Total:** $315983778

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 2707794 | 22580 | SH |  | SOLE |  | 22580 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 2676262 | 16560 | SH |  | SOLE |  | 16560 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 2003984 | 30940 | SH |  | SOLE |  | 30940 | 0 | 0 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 |  | 501105 | 3440 | SH |  | SOLE |  | 3440 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 3946432 | 44800 | SH |  | SOLE |  | 44800 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3994172 | 45270 | SH |  | SOLE |  | 45270 | 0 | 0 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 2015426 | 52940 | SH |  | SOLE |  | 52940 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 3012240 | 35860 | SH |  | SOLE |  | 35860 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 1004700 | 6800 | SH |  | SOLE |  | 6800 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 2689434 | 10240 | SH |  | SOLE |  | 10240 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 4009640 | 30860 | SH |  | SOLE |  | 30860 | 0 | 0 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 746514 | 8040 | SH |  | SOLE |  | 8040 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 4684609 | 254460 | SH |  | SOLE |  | 254460 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 6721042 | 202930 | SH |  | SOLE |  | 202930 | 0 | 0 |
| BARCLAYS PLC | ADR | 06738E204 |  | 6704490 | 859550 | SH |  | SOLE |  | 859550 | 0 | 0 |
| BEST BUY INC | COM | 086516101 |  | 3655170 | 45570 | SH |  | SOLE |  | 45570 | 0 | 0 |
| BHP GROUP LTD | SPONSORED ADS | 088606108 |  | 754528 | 12160 | SH |  | SOLE |  | 12160 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 2011291 | 27110 | SH |  | SOLE |  | 27110 | 0 | 0 |
| BLOCK INC | CL A | 852234103 |  | 504605 | 8030 | SH |  | SOLE |  | 8030 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 6072821 | 31880 | SH |  | SOLE |  | 31880 | 0 | 0 |
| BOSTON PROPERTIES INC | COM | 101121101 |  | 502119 | 7430 | SH |  | SOLE |  | 7430 | 0 | 0 |
| BP PLC | SPONSORED ADR | 055622104 |  | 7741885 | 221640 | SH |  | SOLE |  | 221640 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 2695007 | 4820 | SH |  | SOLE |  | 4820 | 0 | 0 |
| CANADIAN NATL RY CO | COM | 136375102 |  | 468387 | 3940 | SH |  | SOLE |  | 3940 | 0 | 0 |
| CANADIAN PAC RY LTD | COM | 13645T100 |  | 469917 | 6300 | SH |  | SOLE |  | 6300 | 0 | 0 |
| CARLYLE GROUP INC | COM | 14316J108 |  | 990091 | 33180 | SH |  | SOLE |  | 33180 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 3689224 | 15400 | SH |  | SOLE |  | 15400 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 9782205 | 54500 | SH |  | SOLE |  | 54500 | 0 | 0 |
| CIGNA CORP NEW | COM | 125523100 |  | 997333 | 3010 | SH |  | SOLE |  | 3010 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 6700566 | 140650 | SH |  | SOLE |  | 140650 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 2688795 | 42270 | SH |  | SOLE |  | 42270 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 507400 | 4300 | SH |  | SOLE |  | 4300 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 434959 | 14040 | SH |  | SOLE |  | 14040 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 997133 | 10700 | SH |  | SOLE |  | 10700 | 0 | 0 |
| D R HORTON INC | COM | 23331A109 |  | 759473 | 8520 | SH |  | SOLE |  | 8520 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 496335 | 1870 | SH |  | SOLE |  | 1870 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 986148 | 2300 | SH |  | SOLE |  | 2300 | 0 | 0 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 2730938 | 67900 | SH |  | SOLE |  | 67900 | 0 | 0 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 1005516 | 30600 | SH |  | SOLE |  | 30600 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 2984328 | 34350 | SH |  | SOLE |  | 34350 | 0 | 0 |
| DOCUSIGN INC | COM | 256163106 |  | 507093 | 9150 | SH |  | SOLE |  | 9150 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 |  | 503822 | 10320 | SH |  | SOLE |  | 10320 | 0 | 0 |
| DOW INC | COM | 260557103 |  | 2683268 | 53250 | SH |  | SOLE |  | 53250 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 2675680 | 25980 | SH |  | SOLE |  | 25980 | 0 | 0 |
| ENPHASE ENERGY INC | COM | 29355A107 |  | 498125 | 1880 | SH |  | SOLE |  | 1880 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 503833 | 3890 | SH |  | SOLE |  | 3890 | 0 | 0 |
| ETSY INC | COM | 29786A106 |  | 972614 | 8120 | SH |  | SOLE |  | 8120 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 8806352 | 79840 | SH |  | SOLE |  | 79840 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 980312 | 5660 | SH |  | SOLE |  | 5660 | 0 | 0 |
| FIRST REP BK SAN FRANCISCO C | COM | 33616C100 |  | 994622 | 8160 | SH |  | SOLE |  | 8160 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 504792 | 3370 | SH |  | SOLE |  | 3370 | 0 | 0 |
| FORD MTR CO DEL | COM | 345370860 |  | 6826926 | 587010 | SH |  | SOLE |  | 587010 | 0 | 0 |
| FRANKLIN RESOURCES INC | COM | 354613101 |  | 2676779 | 101470 | SH |  | SOLE |  | 101470 | 0 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 728080 | 19160 | SH |  | SOLE |  | 19160 | 0 | 0 |
| GENERAC HLDGS INC | COM | 368736104 |  | 985461 | 9790 | SH |  | SOLE |  | 9790 | 0 | 0 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 785574 | 12010 | SH |  | SOLE |  | 12010 | 0 | 0 |
| GENERAL MLS INC | COM | 370334104 |  | 2675654 | 31910 | SH |  | SOLE |  | 31910 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 |  | 3018181 | 89720 | SH |  | SOLE |  | 89720 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 2725738 | 31750 | SH |  | SOLE |  | 31750 | 0 | 0 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 247682 | 9350 | SH |  | SOLE |  | 9350 | 0 | 0 |
| HP INC | COM | 40434L105 |  | 2673296 | 99490 | SH |  | SOLE |  | 99490 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 2023217 | 76550 | SH |  | SOLE |  | 76550 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 2681137 | 19030 | SH |  | SOLE |  | 19030 | 0 | 0 |
| ISHARES INC | MSCI GBL ETF NEW | 46434G848 |  | 300120 | 7320 | SH |  | SOLE |  | 7320 | 0 | 0 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 1241803 | 14750 | SH |  | SOLE |  | 14750 | 0 | 0 |
| ISHARES TR | US HOME CONS ETF | 464288752 |  | 247874 | 4090 | SH |  | SOLE |  | 4090 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 37229612 | 383850 | SH |  | SOLE |  | 383850 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 6177451 | 34970 | SH |  | SOLE |  | 34970 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 7768413 | 57930 | SH |  | SOLE |  | 57930 | 0 | 0 |
| KKR  CO INC | COM | 48251W104 |  | 995245 | 21440 | SH |  | SOLE |  | 21440 | 0 | 0 |
| KRAFT HEINZ CO | COM | 500754106 |  | 2707622 | 66510 | SH |  | SOLE |  | 66510 | 0 | 0 |
| KRANESHARES TR | CSI CHI INTERNET | 500767306 |  | 1963000 | 65000 | SH |  | SOLE |  | 65000 | 0 | 0 |
| LENNAR CORP | CL A | 526057104 |  | 740290 | 8180 | SH |  | SOLE |  | 8180 | 0 | 0 |
| LILLY ELI  CO | COM | 532457108 |  | 3958389 | 10820 | SH |  | SOLE |  | 10820 | 0 | 0 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 |  | 6654648 | 3024840 | SH |  | SOLE |  | 3024840 | 0 | 0 |
| MACYS INC | COM | 55616P104 |  | 1011850 | 49000 | SH |  | SOLE |  | 49000 | 0 | 0 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 294034 | 870 | SH |  | SOLE |  | 870 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 6690285 | 60300 | SH |  | SOLE |  | 60300 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 1989204 | 39800 | SH |  | SOLE |  | 39800 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 3990605 | 16640 | SH |  | SOLE |  | 16640 | 0 | 0 |
| MODERNA INC | COM | 60770K107 |  | 501140 | 2790 | SH |  | SOLE |  | 2790 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 2687995 | 40330 | SH |  | SOLE |  | 40330 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 1014387 | 3440 | SH |  | SOLE |  | 3440 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 3673384 | 43940 | SH |  | SOLE |  | 43940 | 0 | 0 |
| NORDSTROM INC | COM | 655664100 |  | 1006975 | 62390 | SH |  | SOLE |  | 62390 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 438628 | 1780 | SH |  | SOLE |  | 1780 | 0 | 0 |
| NUCOR CORP | COM | 670346105 |  | 673549 | 5110 | SH |  | SOLE |  | 5110 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2005041 | 13720 | SH |  | SOLE |  | 13720 | 0 | 0 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 503920 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 2027969 | 24810 | SH |  | SOLE |  | 24810 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 992129 | 7110 | SH |  | SOLE |  | 7110 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 509935 | 7160 | SH |  | SOLE |  | 7160 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 6186718 | 120740 | SH |  | SOLE |  | 120740 | 0 | 0 |
| PIONEER NAT RES CO | COM | 723787107 |  | 502458 | 2200 | SH |  | SOLE |  | 2200 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2679581 | 17680 | SH |  | SOLE |  | 17680 | 0 | 0 |
| REALTY INCOME CORP | COM | 756109104 |  | 496023 | 7820 | SH |  | SOLE |  | 7820 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 2006087 | 15130 | SH |  | SOLE |  | 15130 | 0 | 0 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 2009186 | 22970 | SH |  | SOLE |  | 22970 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 1014495 | 14390 | SH |  | SOLE |  | 14390 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 |  | 7745200 | 136000 | SH |  | SOLE |  | 136000 | 0 | 0 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 501640 | 4270 | SH |  | SOLE |  | 4270 | 0 | 0 |
| SNOWFLAKE INC | CL A | 833445109 |  | 506696 | 3530 | SH |  | SOLE |  | 3530 | 0 | 0 |
| SONY GROUP CORPORATION | SPONSORED ADR | 835699307 |  | 996980 | 13070 | SH |  | SOLE |  | 13070 | 0 | 0 |
| SPDR SER TR | S BIOTECH | 78464A870 |  | 1003470 | 12090 | SH |  | SOLE |  | 12090 | 0 | 0 |
| SPDR SER TR | S METALS MNG | 78464A755 |  | 723739 | 14530 | SH |  | SOLE |  | 14530 | 0 | 0 |
| SPDR SER TR | S OILGAS EXP | 78468R556 |  | 1005512 | 7400 | SH |  | SOLE |  | 7400 | 0 | 0 |
| SVB FINANCIAL GROUP | COM | 78486Q101 |  | 982698 | 4270 | SH |  | SOLE |  | 4270 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 1969516 | 26440 | SH |  | SOLE |  | 26440 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 2076815 | 16860 | SH |  | SOLE |  | 16860 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 495621 | 900 | SH |  | SOLE |  | 900 | 0 | 0 |
| TOLL BROTHERS INC | COM | 889478103 |  | 733824 | 14700 | SH |  | SOLE |  | 14700 | 0 | 0 |
| TOTALENERGIES SE | SPONSORED ADS | 89151E109 |  | 2675027 | 43090 | SH |  | SOLE |  | 43090 | 0 | 0 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 303710 | 1350 | SH |  | SOLE |  | 1350 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 496826 | 20090 | SH |  | SOLE |  | 20090 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 3166100 | 15290 | SH |  | SOLE |  | 15290 | 0 | 0 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 994149 | 26370 | SH |  | SOLE |  | 26370 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 2668444 | 15350 | SH |  | SOLE |  | 15350 | 0 | 0 |
| UNITED RENTALS INC | COM | 911363109 |  | 248794 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1002040 | 1890 | SH |  | SOLE |  | 1890 | 0 | 0 |
| US BANCORP DEL | COM NEW | 902973304 |  | 2716031 | 62280 | SH |  | SOLE |  | 62280 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 6716518 | 170470 | SH |  | SOLE |  | 170470 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 999326 | 4810 | SH |  | SOLE |  | 4810 | 0 | 0 |
| VULCAN MATLS CO | COM | 929160109 |  | 486806 | 2780 | SH |  | SOLE |  | 2780 | 0 | 0 |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 |  | 3652687 | 97770 | SH |  | SOLE |  | 97770 | 0 | 0 |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 |  | 503308 | 7430 | SH |  | SOLE |  | 7430 | 0 | 0 |

---