Stamos Capital Partners, L.P. Diversified Active

CIK: 0001705399 · Show all filings

Period: Q4 2018 (Next →)

Filing Date: Feb 14, 2019

Total Value ($000): $132,614 (100.0% shares, 0.0% debt)

Holdings (87)

SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 7.9%
Value ($000) $10,506 Shares 396,000 Est. Cost $26.53 Unrealized
AAPL APPLE INC 7.6%
Value ($000) $10,032 Shares 63,600 Est. Cost $46.01 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 3.8%
Value ($000) $5,008 Shares 51,300 Est. Cost $87.53 Unrealized 0.0%
MSFT MICROSOFT CORP 3.8%
Value ($000) $4,997 Shares 49,200 Est. Cost $100.00 Unrealized 0.0%
AMZN AMAZON COM INC 3.2%
Value ($000) $4,206 Shares 2,800 Est. Cost $83.14 Unrealized 0.0%
GOOGL ALPHABET INC 3.2%
Value ($000) $4,180 Shares 4,000 Est. Cost $53.64 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 3.1%
Value ($000) $4,130 Shares 32,000 Est. Cost $114.14 Unrealized 0.0%
F FORD MTR CO DEL 2.5%
Value ($000) $3,328 Shares 435,000 Est. Cost $6.21 Unrealized 0.0%
XBI SPDR S&P BIOTECH ETF 2.4%
Value ($000) $3,229 Shares 45,000 Est. Cost $71.76 Unrealized
BA BOEING CO 2.4%
Value ($000) $3,209 Shares 9,950 Est. Cost $334.97 Unrealized 0.0%
GM GENERAL MTRS CO 2.3%
Value ($000) $3,044 Shares 91,000 Est. Cost $31.33 Unrealized 0.0%
MS MORGAN STANLEY 2.3%
Value ($000) $3,021 Shares 76,200 Est. Cost $35.01 Unrealized 0.0%
V VISA INC 2.3%
Value ($000) $3,008 Shares 22,800 Est. Cost $131.41 Unrealized 0.0%
EUFN ISHARES MSCI EUROPE FINANCIAL SECTOR INDEX FUND 2.2%
Value ($000) $2,966 Shares 175,000 Est. Cost $16.95 Unrealized
BLACKSTONE GROUP L P 2.2%
Value ($000) $2,954 Shares 99,100 Est. Cost $29.81 Unrealized
T AT&T INC 2.2%
Value ($000) $2,873 Shares 100,666 Est. Cost $14.02 Unrealized 0.0%
MRK MERCK & CO INC 2.0%
Value ($000) $2,674 Shares 35,000 Est. Cost $56.50 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 2.0%
Value ($000) $2,637 Shares 44,000 Est. Cost $59.93 Unrealized
CVX CHEVRON CORP NEW 2.0%
Value ($000) $2,611 Shares 24,000 Est. Cost $84.74 Unrealized 0.0%
BP BP PLC 1.9%
Value ($000) $2,541 Shares 67,000 Est. Cost $37.93 Unrealized
MA MASTERCARD INC 1.9%
Value ($000) $2,509 Shares 13,300 Est. Cost $190.92 Unrealized 0.0%
CSCO CISCO SYS INC 1.9%
Value ($000) $2,496 Shares 57,600 Est. Cost $36.91 Unrealized 0.0%
INTC INTEL CORP 1.9%
Value ($000) $2,473 Shares 52,700 Est. Cost $40.19 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $2,242 Shares 9,000 Est. Cost $235.05 Unrealized 0.0%
DIS DISNEY WALT CO 1.6%
Value ($000) $2,083 Shares 19,000 Est. Cost $109.10 Unrealized 0.0%
TGT TARGET CORP 1.5%
Value ($000) $2,029 Shares 30,700 Est. Cost $63.29 Unrealized 0.0%
HD HOME DEPOT INC 1.5%
Value ($000) $2,002 Shares 11,650 Est. Cost $150.39 Unrealized 0.0%
M MACYS INC 1.5%
Value ($000) $1,986 Shares 66,700 Est. Cost $32.92 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 1.3%
Value ($000) $1,686 Shares 12,300 Est. Cost $137.07 Unrealized
CVS CVS HEALTH CORP 1.2%
Value ($000) $1,572 Shares 24,000 Est. Cost $59.39 Unrealized 0.0%
CRM SALESFORCE COM INC 1.1%
Value ($000) $1,507 Shares 11,000 Est. Cost $135.90 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 1.1%
Value ($000) $1,497 Shares 17,800 Est. Cost $83.10 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $1,388 Shares 6,800 Est. Cost $208.87 Unrealized 0.0%
CAT CATERPILLAR INC DEL 1.0%
Value ($000) $1,331 Shares 10,471 Est. Cost $111.50 Unrealized 0.0%
SYK STRYKER CORP 1.0%
Value ($000) $1,301 Shares 8,300 Est. Cost $154.78 Unrealized 0.0%
NFLX NETFLIX INC 0.8%
Value ($000) $1,069 Shares 3,995 Est. Cost $29.93 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $1,068 Shares 19,000 Est. Cost $38.62 Unrealized 0.0%
GENERAL ELECTRIC CO 0.8%
Value ($000) $1,060 Shares 140,000 Est. Cost $7.57 Unrealized
BBY BEST BUY INC 0.8%
Value ($000) $1,059 Shares 20,000 Est. Cost $49.67 Unrealized 0.0%
ILMN ILLUMINA INC 0.8%
Value ($000) $1,055 Shares 3,516 Est. Cost $309.79 Unrealized 0.0%
TAL TAL INTL GROUP INC 0.8%
Value ($000) $995 Shares 37,300 Est. Cost $26.68 Unrealized
GLAXOSMITHKLINE PLC 0.7%
Value ($000) $993 Shares 26,000 Est. Cost $38.19 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.7%
Value ($000) $938 Shares 25,000 Est. Cost $37.52 Unrealized
PANW PALO ALTO NETWORKS INC 0.7%
Value ($000) $872 Shares 4,628 Est. Cost $31.18 Unrealized 0.0%
TSLA TESLA MOTORS INC 0.7%
Value ($000) $863 Shares 2,592 Est. Cost $21.51 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $853 Shares 7,500 Est. Cost $87.95 Unrealized 0.0%
MDT MEDTRONIC PLC 0.6%
Value ($000) $819 Shares 9,000 Est. Cost $77.14 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.6%
Value ($000) $813 Shares 7,000 Est. Cost $121.14 Unrealized 0.0%
DE DEERE & CO 0.6%
Value ($000) $746 Shares 5,000 Est. Cost $131.78 Unrealized 0.0%
XYZ SQUARE INC 0.6%
Value ($000) $737 Shares 13,132 Est. Cost $70.61 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $612 Shares 2 Est. Cost $313083.50 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.4%
Value ($000) $586 Shares 2,000 Est. Cost $324.05 Unrealized 0.0%
LLY LILLY ELI & CO 0.4%
Value ($000) $579 Shares 5,000 Est. Cost $101.37 Unrealized 0.0%
CI CIGNA CORPORATION 0.4%
Value ($000) $570 Shares 3,000 Est. Cost $190.77 Unrealized 0.0%
ADBE ADOBE SYS INC 0.4%
Value ($000) $566 Shares 2,500 Est. Cost $241.40 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $559 Shares 2,500 Est. Cost $230.26 Unrealized 0.0%
TOL TOLL BROTHERS INC 0.4%
Value ($000) $527 Shares 16,000 Est. Cost $32.12 Unrealized 0.0%
NORDSTROM INC 0.4%
Value ($000) $513 Shares 11,000 Est. Cost $46.64 Unrealized
BT GROUP PLC 0.4%
Value ($000) $486 Shares 32,000 Est. Cost $15.19 Unrealized
CHINA MOBILE LIMITED 0.4%
Value ($000) $480 Shares 10,000 Est. Cost $48.00 Unrealized
LEN LENNAR CORP 0.4%
Value ($000) $470 Shares 12,000 Est. Cost $37.43 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $400 Shares 2,300 Est. Cost $36.66 Unrealized 0.0%
FDX FEDEX CORP 0.2%
Value ($000) $323 Shares 2,000 Est. Cost $185.88 Unrealized 0.0%
JBLU JETBLUE AIRWAYS CORP 0.2%
Value ($000) $313 Shares 19,515 Est. Cost $17.43 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.2%
Value ($000) $293 Shares 6,890 Est. Cost $43.90 Unrealized 0.0%
UNP UNION PAC CORP 0.2%
Value ($000) $276 Shares 2,000 Est. Cost $126.42 Unrealized 0.0%
DB DEUTSCHE BANK AG 0.2%
Value ($000) $261 Shares 32,000 Est. Cost $8.61 Unrealized 0.0%
UAL UNITED CONTL HLDGS INC 0.2%
Value ($000) $251 Shares 3,000 Est. Cost $87.84 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $232 Shares 5,000 Est. Cost $48.46 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $196 Shares 500 Est. Cost $392.00 Unrealized
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $103 Shares 2,600 Est. Cost $49.28 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $102 Shares 3,200 Est. Cost $36.99 Unrealized 0.0%
KGC KINROSS GOLD CORP 0.1%
Value ($000) $83 Shares 25,500 Est. Cost $2.80 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $75 Shares 1,900 Est. Cost $36.17 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $70 Shares 1,340 Est. Cost $49.36 Unrealized 0.0%
KEP KOREA ELECTRIC PWR 0.1%
Value ($000) $68 Shares 4,635 Est. Cost $14.67 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $64 Shares 4,000 Est. Cost $16.33 Unrealized 0.0%
UNM UNUM GROUP 0.0%
Value ($000) $60 Shares 2,045 Est. Cost $35.00 Unrealized 0.0%
IAG IAMGOLD CORP 0.0%
Value ($000) $54 Shares 14,700 Est. Cost $3.50 Unrealized 0.0%
L LOEWS CORP 0.0%
Value ($000) $53 Shares 1,170 Est. Cost $45.69 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $35 Shares 210 Est. Cost $170.89 Unrealized 0.0%
AFLYY AIR FRANCE KLM 0.0%
Value ($000) $35 Shares 3,250 Est. Cost $10.77 Unrealized
YAMANA GOLD INC 0.0%
Value ($000) $32 Shares 13,760 Est. Cost $2.33 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.0%
Value ($000) $31 Shares 750 Est. Cost $41.33 Unrealized
EG EVEREST RE GROUP LTD 0.0%
Value ($000) $28 Shares 130 Est. Cost $187.91 Unrealized 0.0%
AMERICAN NATL INS CO 0.0%
Value ($000) $18 Shares 140 Est. Cost $128.57 Unrealized
GFI GOLD FIELDS LTD NEW 0.0%
Value ($000) $14 Shares 4,000 Est. Cost $3.50 Unrealized