Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STAMOS CAPITAL PARTNERS LP | 02-13-2024 | 12-31-2023 | 121 | 368,549,906 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 101 | $1,256,467 | 19,840 | 0.00 | 0.00 | -2,780 | -12.29 | 12-31-2023 |
| INTERNATIONAL BUSINESS MACHS | COM | 102 | $1,256,064 | 7,680 | 0.00 | 0.00 | -15,410 | -66.74 | 12-31-2023 |
| AMGEN INC | COM | 103 | $1,250,007 | 4,340 | 0.00 | 0.00 | -9,410 | -68.44 | 12-31-2023 |
| HOME DEPOT INC | COM | 104 | $1,247,580 | 3,600 | 0.00 | 3,600 | +Inf | 12-31-2023 |
