Stolper
Latest statistics and disclosures from Stolper's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, JPM, AAPL, GOOG, COF, and represent 23.62% of Stolper's stock portfolio.
- Added to shares of these 10 stocks: XLI, XLU, CVX, OKE, XLE, KO, UNH, TY, NOC, AEP.
- Reduced shares in these 10 stocks: STEW, STAG, GS, ALSN, AAPL, JPM, TGT, DVN, UPS, GOOG.
- Stolper was a net buyer of stock by $766k.
- Stolper has $340M in assets under management (AUM), dropping by 2.87%.
- Central Index Key (CIK): 0001808195
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Portfolio Holdings for Stolper
Stolper holds 89 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 5.6 | $19M | 38k | 502.64 |
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| JPMorgan Chase & Co. (JPM) | 5.3 | $18M | 56k | 322.23 |
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| Apple (AAPL) | 4.6 | $16M | 58k | 271.86 |
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| Alphabet Inc Class C cs (GOOG) | 4.5 | $15M | 49k | 313.81 |
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| Capital One Financial (COF) | 3.6 | $12M | 51k | 242.35 |
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| Goldman Sachs (GS) | 3.3 | $11M | -2% | 13k | 878.97 |
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| Cisco Systems (CSCO) | 2.8 | $9.6M | 125k | 77.03 |
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| Bank of America Corporation (BAC) | 2.8 | $9.5M | 173k | 55.00 |
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| American Electric Power Company (AEP) | 2.7 | $9.3M | 81k | 115.31 |
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| Oneok (OKE) | 2.7 | $9.3M | +2% | 126k | 73.50 |
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| Bank of New York Mellon Corporation (BK) | 2.7 | $9.2M | 80k | 116.09 |
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| AFLAC Incorporated (AFL) | 2.5 | $8.5M | 77k | 110.27 |
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| Northrop Grumman Corporation (NOC) | 2.5 | $8.4M | 15k | 570.22 |
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| Chevron Corporation (CVX) | 2.4 | $8.3M | +2% | 54k | 152.41 |
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| Microsoft Corporation (MSFT) | 2.3 | $7.7M | 16k | 483.59 |
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| Coca-Cola Company (KO) | 2.2 | $7.3M | 105k | 69.91 |
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| Allison Transmission Hldngs I (ALSN) | 2.1 | $7.2M | -3% | 73k | 97.90 |
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| Johnson & Johnson (JNJ) | 2.1 | $7.1M | 34k | 206.95 |
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| Union Pacific Corporation (UNP) | 1.9 | $6.4M | 28k | 231.32 |
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| Phillips 66 (PSX) | 1.8 | $6.0M | 46k | 129.04 |
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| Qualcomm (QCOM) | 1.7 | $5.8M | 34k | 171.06 |
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| Genuine Parts Company (GPC) | 1.6 | $5.4M | 44k | 122.96 |
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| UnitedHealth (UNH) | 1.6 | $5.4M | +2% | 16k | 330.12 |
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| D.R. Horton (DHI) | 1.6 | $5.3M | 37k | 144.03 |
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| DaVita (DVA) | 1.4 | $4.8M | +2% | 43k | 113.62 |
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| International Business Machines (IBM) | 1.4 | $4.8M | 16k | 296.23 |
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| Home Depot (HD) | 1.4 | $4.7M | +2% | 14k | 344.12 |
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| Morgan Stanley (MS) | 1.3 | $4.4M | 25k | 177.55 |
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| Devon Energy Corporation (DVN) | 1.2 | $4.0M | -2% | 109k | 36.63 |
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| Abbvie (ABBV) | 1.0 | $3.4M | 15k | 228.49 |
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| Merck & Co (MRK) | 1.0 | $3.2M | 31k | 105.25 |
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| At&t (T) | 0.9 | $3.2M | 129k | 24.84 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $3.1M | +2% | 26k | 120.34 |
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| United Parcel Service (UPS) | 0.9 | $2.9M | 30k | 99.18 |
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| Alibaba Group Holding (BABA) | 0.9 | $2.9M | +2% | 20k | 146.59 |
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| Philip Morris International (PM) | 0.8 | $2.7M | 17k | 160.40 |
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| Lockheed Martin Corporation (LMT) | 0.8 | $2.6M | 5.5k | 483.62 |
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| U.S. Bancorp (USB) | 0.8 | $2.6M | 50k | 53.35 |
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| Evergy (EVRG) | 0.8 | $2.6M | 36k | 72.50 |
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| Altria (MO) | 0.7 | $2.4M | +2% | 41k | 57.66 |
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| Adams Express Company (ADX) | 0.7 | $2.4M | 101k | 23.32 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.7 | $2.3M | +3% | 31k | 73.50 |
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| MetLife (MET) | 0.7 | $2.3M | +3% | 29k | 78.95 |
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| McDonald's Corporation (MCD) | 0.7 | $2.3M | +3% | 7.4k | 305.57 |
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| Southern Company (SO) | 0.7 | $2.2M | +3% | 26k | 87.19 |
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| Verizon Communications (VZ) | 0.7 | $2.2M | +3% | 54k | 40.73 |
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| Prologis (PLD) | 0.6 | $2.1M | 17k | 127.66 |
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| CVS Caremark Corporation (CVS) | 0.6 | $2.1M | +3% | 27k | 79.35 |
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| Archer Daniels Midland Company (ADM) | 0.6 | $2.1M | 37k | 57.49 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $2.1M | 12k | 173.46 |
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| Industrial SPDR (XLI) | 0.6 | $2.1M | +3259% | 57k | 36.77 |
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| Digital Realty Trust (DLR) | 0.6 | $2.1M | +3% | 13k | 154.73 |
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| Total (TTE) | 0.6 | $2.0M | 31k | 65.41 |
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| PPL Corporation (PPL) | 0.6 | $2.0M | +4% | 58k | 35.02 |
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| Tri-Continental Corporation (TY) | 0.6 | $2.0M | +5% | 62k | 32.67 |
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| Procter & Gamble Company (PG) | 0.6 | $1.9M | +3% | 14k | 143.30 |
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| Pfizer (PFE) | 0.4 | $1.5M | +4% | 61k | 24.89 |
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| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.4 | $1.4M | 36k | 39.45 |
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| Target Corporation (TGT) | 0.4 | $1.4M | -7% | 14k | 97.75 |
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| Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.4 | $1.2M | +2% | 244k | 5.02 |
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| Gabelli Dividend & Income Trust (GDV) | 0.3 | $1.2M | 42k | 27.77 |
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| Alpine Total Dynamicdivid Fd Com Sh Ben Int cef (AOD) | 0.3 | $971k | 100k | 9.75 |
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| Mainstay Cbre Global (MEGI) | 0.3 | $902k | 66k | 13.75 |
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| BlackRock Credit All Inc Trust IV (BTZ) | 0.3 | $889k | +2% | 82k | 10.83 |
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| Utilities SPDR (XLU) | 0.3 | $862k | +111% | 19k | 44.71 |
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| Royce Value Trust (RVT) | 0.3 | $855k | +3% | 53k | 16.10 |
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| Virtus Allianzgi Equity & Conv (NIE) | 0.2 | $813k | +2% | 33k | 24.91 |
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| Stag Industrial (STAG) | 0.2 | $779k | -67% | 18k | 42.68 |
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| Advent Claymore Convertible Sec & Inc (AVK) | 0.2 | $776k | 62k | 12.53 |
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| Blackrock Res & Commodities Strategy Tr (BCX) | 0.2 | $771k | 70k | 10.98 |
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| Blackrock Science & (BST) | 0.2 | $751k | 19k | 40.54 |
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| BlackRock Global Opportunities Equity Tr (BOE) | 0.2 | $747k | 64k | 11.71 |
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| Tekla Healthcare Opportunit (THQ) | 0.2 | $722k | 38k | 19.14 |
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| Blackstone Gso Strategic (BGB) | 0.2 | $712k | +2% | 60k | 11.78 |
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| Invesco Exchange Traded Fd Tr etf (PEY) | 0.2 | $617k | 30k | 20.39 |
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| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.2 | $613k | 65k | 9.48 |
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| Pgim Short Duration High Yie (ISD) | 0.2 | $573k | 40k | 14.46 |
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| Nuveen Dow 30 Dyn Overwrite (DIAX) | 0.2 | $557k | +2% | 37k | 15.26 |
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| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.2 | $549k | +2% | 33k | 16.51 |
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| Pgim Global Short Duration H (GHY) | 0.2 | $529k | +2% | 43k | 12.33 |
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| Pimco Energy & Tactical (PDX) | 0.1 | $459k | +2% | 24k | 18.78 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $410k | -2% | 4.6k | 89.52 |
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| General American Investors (GAM) | 0.1 | $375k | +9% | 6.4k | 58.81 |
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| Energy Select Sector SPDR (XLE) | 0.1 | $326k | +84% | 18k | 18.53 |
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| Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $299k | 9.2k | 32.61 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $294k | 469.00 | 626.87 |
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| Boulder Growth & Income Fund (STEW) | 0.1 | $259k | -90% | 1.7k | 155.00 |
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| Central Securities (CET) | 0.1 | $227k | +4% | 4.5k | 50.70 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $149k | 10k | 14.34 |
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Past Filings by Stolper
SEC 13F filings are viewable for Stolper going back to 2020
- Stolper 2025 Q4 filed Jan. 12, 2026
- Stolper 2025 Q3 filed Oct. 10, 2025
- Stolper 2025 Q3 restated filed Oct. 10, 2025
- Stolper 2025 Q2 filed July 10, 2025
- Stolper 2025 Q1 filed April 8, 2025
- Stolper 2024 Q4 filed Jan. 14, 2025
- Stolper 2024 Q3 filed Oct. 9, 2024
- Stolper 2024 Q2 filed Aug. 8, 2024
- Stolper 2024 Q1 filed April 9, 2024
- Stolper 2023 Q4 filed Jan. 12, 2024
- Stolper 2023 Q3 filed Oct. 10, 2023
- Stolper 2023 Q2 filed July 10, 2023
- Stolper 2023 Q1 filed April 11, 2023
- Stolper 2022 Q4 filed Jan. 11, 2023
- Stolper 2022 Q3 filed Oct. 7, 2022
- Stolper 2022 Q2 filed July 8, 2022