# EDGAR Filing Document

**Accession Number:** 0001705399
**File Stem:** 0001172661-26-001842
**Filing Date:** 2026-5
**Character Count:** 17410
**Document Hash:** f9f53dad481ff6482fb741d73d73df3d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-001842.hdr.sgml**: 20260514

**ACCESSION NUMBER**: 0001172661-26-001842

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260514

**DATE AS OF CHANGE**: 20260513

**EFFECTIVENESS DATE**: 20260514

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Stamos Capital Partners, L.P.
- **CENTRAL INDEX KEY:** 0001705399

**ORGANIZATION NAME:**
- **EIN:** 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:** 26975349

**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:** 03-31-2026

**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:** Neil Casey<br>**Title:** Chief Compliance Officer<br>**Phone:** 929-946-5055

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

/s/ Neil Casey  Menlo Park, CA  05-13-2026<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:** 142

**Form 13F Information Table Value Total:** $639670078

      (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 |
| GENERAL MTRS CO | COM | 37045V100 |  | 2124442 | 28516 | SH |  | SOLE |  | 28516 | 0 | 0 |
| SLB LIMITED | COM STK | 806857108 |  | 1207716 | 23501 | SH |  | SOLE |  | 23501 | 0 | 0 |
| CHUBB LTD SWITZ | COM | H1467J104 |  | 1379988 | 4234 | SH |  | SOLE |  | 4234 | 0 | 0 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 |  | 3351734 | 134716 | SH |  | SOLE |  | 134716 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 5512261 | 109806 | SH |  | SOLE |  | 109806 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 4201025 | 26204 | SH |  | SOLE |  | 26204 | 0 | 0 |
| NUCOR CORP | COM | 670346105 |  | 422919 | 2501 | SH |  | SOLE |  | 2501 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 2373728 | 18109 | SH |  | SOLE |  | 18109 | 0 | 0 |
| FORD MTR CO | COM | 345370860 |  | 4623582 | 400657 | SH |  | SOLE |  | 400657 | 0 | 0 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 1608797 | 10667 | SH |  | SOLE |  | 10667 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 2873027 | 7359 | SH |  | SOLE |  | 7359 | 0 | 0 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 |  | 4993634 | 123391 | SH |  | SOLE |  | 123391 | 0 | 0 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 |  | 756283 | 15616 | SH |  | SOLE |  | 15616 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 3559672 | 49488 | SH |  | SOLE |  | 49488 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 3366189 | 10235 | SH |  | SOLE |  | 10235 | 0 | 0 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 4822231 | 232958 | SH |  | SOLE |  | 232958 | 0 | 0 |
| LENNAR CORP | CL A | 526057104 |  | 2417452 | 27838 | SH |  | SOLE |  | 27838 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 7570275 | 261134 | SH |  | SOLE |  | 261134 | 0 | 0 |
| GLOBAL X FDS | FINTECH ETF | 37954Y814 |  | 2049848 | 88738 | SH |  | SOLE |  | 88738 | 0 | 0 |
| TOTALENERGIES SE | ACT | F92124100 |  | 3881844 | 42667 | SH |  | SOLE |  | 42667 | 0 | 0 |
| ISHARES TR | GL TIMB FORE ETF | 464288174 |  | 468977 | 6610 | SH |  | SOLE |  | 6610 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 |  | 3924228 | 42196 | SH |  | SOLE |  | 42196 | 0 | 0 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 841230 | 12942 | SH |  | SOLE |  | 12942 | 0 | 0 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 2650405 | 14209 | SH |  | SOLE |  | 14209 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 8185759 | 167913 | SH |  | SOLE |  | 167913 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 3154464 | 54727 | SH |  | SOLE |  | 54727 | 0 | 0 |
| CANADIAN NATL RY CO | COM | 136375102 |  | 6292093 | 61225 | SH |  | SOLE |  | 61225 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 2105008 | 4949 | SH |  | SOLE |  | 4949 | 0 | 0 |
| BARCLAYS PLC | ADR | 06738E204 |  | 3070866 | 145126 | SH |  | SOLE |  | 145126 | 0 | 0 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 |  | 304527 | 6851 | SH |  | SOLE |  | 6851 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 5653814 | 78722 | SH |  | SOLE |  | 78722 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 3411189 | 16789 | SH |  | SOLE |  | 16789 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 2030696 | 3605 | SH |  | SOLE |  | 3605 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 2675857 | 9430 | SH |  | SOLE |  | 9430 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 7471831 | 29441 | SH |  | SOLE |  | 29441 | 0 | 0 |
| TOYOTA MOTOR CORP | ADS | 892331307 |  | 10840334 | 52600 | SH |  | SOLE |  | 52600 | 0 | 0 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 4783812 | 94151 | SH |  | SOLE |  | 94151 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 5637270 | 6129 | SH |  | SOLE |  | 6129 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 7366914 | 30364 | SH |  | SOLE |  | 30364 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 4207770 | 55329 | SH |  | SOLE |  | 55329 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 5848748 | 24061 | SH |  | SOLE |  | 24061 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R556 |  | 1358452 | 7471 | SH |  | SOLE |  | 7471 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 6062454 | 30460 | SH |  | SOLE |  | 30460 | 0 | 0 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 |  | 1620244 | 34904 | SH |  | SOLE |  | 34904 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 5182484 | 45069 | SH |  | SOLE |  | 45069 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 817110 | 5652 | SH |  | SOLE |  | 5652 | 0 | 0 |
| VANECK ETF TRUST | RARE EARTH AND S | 92189H805 |  | 446160 | 5070 | SH |  | SOLE |  | 5070 | 0 | 0 |
| TOLL BROTHERS INC | COM | 889478103 |  | 2444587 | 17913 | SH |  | SOLE |  | 17913 | 0 | 0 |
| GENERAL MILLS INC | COM | 370334104 |  | 3103255 | 83376 | SH |  | SOLE |  | 83376 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 2224665 | 4526 | SH |  | SOLE |  | 4526 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 5867265 | 61022 | SH |  | SOLE |  | 61022 | 0 | 0 |
| BROOKFIELD INFRASTRUCTURE CO | COM SUB VTG A | 11276H106 |  | 310192 | 7849 | SH |  | SOLE |  | 7849 | 0 | 0 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 3400643 | 57453 | SH |  | SOLE |  | 57453 | 0 | 0 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 3376172 | 64137 | SH |  | SOLE |  | 64137 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 1910673 | 5342 | SH |  | SOLE |  | 5342 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 837804 | 6347 | SH |  | SOLE |  | 6347 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 2161192 | 7616 | SH |  | SOLE |  | 7616 | 0 | 0 |
| D R HORTON INC | COM | 23331A109 |  | 2440183 | 17783 | SH |  | SOLE |  | 17783 | 0 | 0 |
| MOODYS CORP | COM | 615369105 |  | 1396436 | 3201 | SH |  | SOLE |  | 3201 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 1331702 | 6751 | SH |  | SOLE |  | 6751 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 46137V142 |  | 658838 | 9854 | SH |  | SOLE |  | 9854 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 726760 | 1689 | SH |  | SOLE |  | 1689 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 3115799 | 29802 | SH |  | SOLE |  | 29802 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 15863635 | 42855 | SH |  | SOLE |  | 42855 | 0 | 0 |
| CARLYLE GROUP INC | COM | 14316J108 |  | 212045 | 4382 | SH |  | SOLE |  | 4382 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 2431875 | 39338 | SH |  | SOLE |  | 39338 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 2063536 | 2364 | SH |  | SOLE |  | 2364 | 0 | 0 |
| MANULIFE FINL CORP | COM | 56501R106 |  | 1588752 | 46131 | SH |  | SOLE |  | 46131 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 3989262 | 19610 | SH |  | SOLE |  | 19610 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 1447291 | 9202 | SH |  | SOLE |  | 9202 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 14773402 | 54597 | SH |  | SOLE |  | 54597 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 4629883 | 53432 | SH |  | SOLE |  | 53432 | 0 | 0 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 3832580 | 114303 | SH |  | SOLE |  | 114303 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 6376137 | 6630 | SH |  | SOLE |  | 6630 | 0 | 0 |
| KROGER CO | COM | 501044101 |  | 921939 | 12741 | SH |  | SOLE |  | 12741 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 679071 | 1930 | SH |  | SOLE |  | 1930 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 5120542 | 35451 | SH |  | SOLE |  | 35451 | 0 | 0 |
| TPG INC | COM CL A | 872657101 |  | 204049 | 5037 | SH |  | SOLE |  | 5037 | 0 | 0 |
| GSK PLC | SPONSORED ADR | 37733W204 |  | 5422693 | 98255 | SH |  | SOLE |  | 98255 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 1065809 | 2312 | SH |  | SOLE |  | 2312 | 0 | 0 |
| ISHARES INC | MSCI GBL ETF NEW | 46434G848 |  | 697132 | 12319 | SH |  | SOLE |  | 12319 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 7973998 | 26383 | SH |  | SOLE |  | 26383 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 4799572 | 15507 | SH |  | SOLE |  | 15507 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 1834774 | 39982 | SH |  | SOLE |  | 39982 | 0 | 0 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 444499 | 6115 | SH |  | SOLE |  | 6115 | 0 | 0 |
| HP INC | COM | 40434L105 |  | 836576 | 43549 | SH |  | SOLE |  | 43549 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 3830974 | 15805 | SH |  | SOLE |  | 15805 | 0 | 0 |
| 3M CO | COM | 88579Y101 |  | 667622 | 4597 | SH |  | SOLE |  | 4597 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 8907873 | 43054 | SH |  | SOLE |  | 43054 | 0 | 0 |
| BWX TECHNOLOGIES INC | COM | 05605H100 |  | 456422 | 2232 | SH |  | SOLE |  | 2232 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 2666261 | 41896 | SH |  | SOLE |  | 41896 | 0 | 0 |
| ENBRIDGE INC | COM | 29250N105 |  | 4380197 | 80905 | SH |  | SOLE |  | 80905 | 0 | 0 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 5653152 | 4280 | SH |  | SOLE |  | 4280 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 17826046 | 357307 | SH |  | SOLE |  | 357307 | 0 | 0 |
| FREEPORT MCMORAN INC | CL B | 35671D857 |  | 450431 | 7663 | SH |  | SOLE |  | 7663 | 0 | 0 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 5897298 | 74972 | SH |  | SOLE |  | 74972 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 2622154 | 33795 | SH |  | SOLE |  | 33795 | 0 | 0 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 1196956 | 13043 | SH |  | SOLE |  | 13043 | 0 | 0 |
| VANECK ETF TRUST | AGRIBUSINESS ETF | 92189F700 |  | 941161 | 11138 | SH |  | SOLE |  | 11138 | 0 | 0 |
| BP PLC | SPONSORED ADR | 055622104 |  | 5189787 | 110421 | SH |  | SOLE |  | 110421 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 2712076 | 9712 | SH |  | SOLE |  | 9712 | 0 | 0 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 |  | 3181887 | 38573 | SH |  | SOLE |  | 38573 | 0 | 0 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 3709995 | 22604 | SH |  | SOLE |  | 22604 | 0 | 0 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 647891 | 13832 | SH |  | SOLE |  | 13832 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 6683346 | 35803 | SH |  | SOLE |  | 35803 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A755 |  | 854683 | 7913 | SH |  | SOLE |  | 7913 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 12653752 | 74583 | SH |  | SOLE |  | 74583 | 0 | 0 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 3368189 | 45553 | SH |  | SOLE |  | 45553 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 2738137 | 22032 | SH |  | SOLE |  | 22032 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A870 |  | 3221478 | 25221 | SH |  | SOLE |  | 25221 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4855296 | 27840 | SH |  | SOLE |  | 27840 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 3371706 | 6748 | SH |  | SOLE |  | 6748 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 3118641 | 4402 | SH |  | SOLE |  | 4402 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 1946623 | 12949 | SH |  | SOLE |  | 12949 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 806674 | 5788 | SH |  | SOLE |  | 5788 | 0 | 0 |
| UBS GROUP AG | SHS | H42097107 |  | 2749590 | 70376 | SH |  | SOLE |  | 70376 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 8393844 | 90373 | SH |  | SOLE |  | 90373 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 919705 | 923 | SH |  | SOLE |  | 923 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 10576817 | 35956 | SH |  | SOLE |  | 35956 | 0 | 0 |
| BROOKFIELD RENEWABLE CORP | CL A EX SUB VTG | 11285B108 |  | 302947 | 7606 | SH |  | SOLE |  | 7606 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 8664024 | 25637 | SH |  | SOLE |  | 25637 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 5006202 | 10447 | SH |  | SOLE |  | 10447 | 0 | 0 |
| BHP BILLITON LIMITED | SPONSORED ADS | 088606108 |  | 437240 | 6011 | SH |  | SOLE |  | 6011 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 2310786 | 21276 | SH |  | SOLE |  | 21276 | 0 | 0 |
| KKR  CO INC | COM | 48251W104 |  | 218023 | 2357 | SH |  | SOLE |  | 2357 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 20495491 | 170384 | SH |  | SOLE |  | 170384 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 10183126 | 41659 | SH |  | SOLE |  | 41659 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 2310305 | 17644 | SH |  | SOLE |  | 17644 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 9867208 | 47377 | SH |  | SOLE |  | 47377 | 0 | 0 |
| ISHARES INC | MSCI STH KOR ETF | 464286772 |  | 1381279 | 11229 | SH |  | SOLE |  | 11229 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 5544399 | 20785 | SH |  | SOLE |  | 20785 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 780146 | 12735 | SH |  | SOLE |  | 12735 | 0 | 0 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 3621648 | 38300 | SH |  | SOLE |  | 38300 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 6520295 | 177423 | SH |  | SOLE |  | 177423 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 2313970 | 23974 | SH |  | SOLE |  | 23974 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 7687855 | 273784 | SH |  | SOLE |  | 273784 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 15951528 | 55472 | SH |  | SOLE |  | 55472 | 0 | 0 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 1782484 | 10452 | SH |  | SOLE |  | 10452 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 7028222 | 72922 | SH |  | SOLE |  | 72922 | 0 | 0 |
| BXP INC | COM | 101121101 |  | 1453615 | 28008 | SH |  | SOLE |  | 28008 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 91932458 | 926085 | SH |  | SOLE |  | 926085 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 4655602 | 15763 | SH |  | SOLE |  | 15763 | 0 | 0 |

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