Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STAMOS CAPITAL PARTNERS LP 11-16-2020 09-30-2020 68 269,129,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE US AGGBD ET 1 $87,282,000 739,300 32.43 28.51 318,100 75.52 09-30-2020
BOEING CO COM 2 $8,428,000 51,000 3.13 51,000 +Inf 09-30-2020
JPMORGAN CHASE & CO COM 3 $7,220,000 75,000 2.68 2.64 26,000 53.06 09-30-2020
CHEVRON CORP NEW COM 4 $7,200,000 100,000 2.68 2.76 46,000 85.19 09-30-2020
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