Stolper
Latest statistics and disclosures from Stolper's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AAPL, JPM, GOOG, CVX, and represent 21.84% of Stolper's stock portfolio.
- Added to shares of these 10 stocks: Oneok (+$11M), ACN, DVN, BRK.B, GPC, CVX, ALSN, NOC, KO, AEP.
- Started 2 new stock positions in ACN, Oneok.
- Reduced shares in these 10 stocks: OKE (-$12M), PSX, , IJH, TY, IDV, ADX, MRK, GDV, AOD.
- Sold out of its positions in IJH, OKE, TGT.
- Stolper was a net seller of stock by $-1.2M.
- Stolper has $387M in assets under management (AUM), dropping by -0.02%.
- Central Index Key (CIK): 0001808195
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Portfolio Holdings for Stolper
Stolper holds 90 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 5.2 | $20M | 40k | 497.95 |
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| Apple (AAPL) | 5.0 | $19M | 58k | 333.01 |
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| JPMorgan Chase & Co. (JPM) | 4.7 | $18M | 55k | 330.82 |
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| Alphabet Inc Class C cs (GOOG) | 3.9 | $15M | 45k | 340.73 |
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| Chevron Corporation (CVX) | 3.0 | $12M | 57k | 204.21 |
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| Bank of New York Mellon Corporation (BNY) | 3.0 | $12M | 80k | 144.63 |
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| Oneok | 2.9 | $11M | NEW | 133k | 85.27 |
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| Goldman Sachs (GS) | 2.9 | $11M | 13k | 900.35 |
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| Cisco Systems (CSCO) | 2.6 | $10M | 94k | 107.63 |
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| American Electric Power Company (AEP) | 2.6 | $10M | 84k | 118.64 |
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| Capital One Financial (COF) | 2.6 | $9.9M | 51k | 193.07 |
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| Allison Transmission Hldngs I (ALSN) | 2.5 | $9.8M | 86k | 113.26 |
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| Bank of America Corporation (BAC) | 2.5 | $9.6M | 177k | 54.43 |
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| Johnson & Johnson (JNJ) | 2.4 | $9.5M | 36k | 264.75 |
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| Coca-Cola Company (KO) | 2.4 | $9.4M | 109k | 86.08 |
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| AFLAC Incorporated (AFL) | 2.3 | $8.9M | 79k | 111.79 |
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| Microsoft Corporation (MSFT) | 2.3 | $8.8M | 17k | 512.88 |
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| Phillips 66 (PSX) | 2.2 | $8.5M | -31% | 33k | 255.32 |
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| Union Pacific Corporation (UNP) | 2.1 | $8.3M | 30k | 272.13 |
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| National Fuel Gas (NFG) | 2.1 | $8.2M | 109k | 75.86 |
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| Northrop Grumman Corporation (NOC) | 2.0 | $7.8M | 16k | 483.47 |
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| Devon Energy Corporation (DVN) | 2.0 | $7.6M | +2% | 165k | 46.04 |
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| UnitedHealth (UNH) | 1.8 | $6.8M | 19k | 367.06 |
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| Genuine Parts Company (GPC) | 1.6 | $6.3M | 50k | 125.75 |
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| DaVita (DVA) | 1.6 | $6.1M | 35k | 174.92 |
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| D.R. Horton (DHI) | 1.5 | $5.7M | 42k | 136.64 |
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| Merck & Co (MRK) | 1.2 | $4.6M | 32k | 145.32 |
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| Home Depot (HD) | 1.2 | $4.6M | 16k | 284.51 |
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| Morgan Stanley (MS) | 1.1 | $4.4M | 24k | 188.09 |
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| Exxon Mobil Corp | 1.1 | $4.1M | 25k | 162.75 |
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| Abbvie (ABBV) | 1.0 | $3.9M | 15k | 261.60 |
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| United Parcel Service (UPS) | 1.0 | $3.7M | 40k | 93.45 |
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| International Business Machines (IBM) | 0.9 | $3.6M | 16k | 219.91 |
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| Accenture (ACN) | 0.9 | $3.5M | NEW | 19k | 183.39 |
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| Texas Instruments Incorporated (TXN) | 0.9 | $3.4M | 12k | 280.07 |
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| At&t (T) | 0.8 | $3.3M | 135k | 24.40 |
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| Philip Morris International (PM) | 0.8 | $3.3M | 17k | 190.81 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.8 | $3.1M | 32k | 95.04 |
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| Canadian Natl Ry (CNI) | 0.8 | $3.0M | 25k | 118.91 |
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| MetLife (MET) | 0.8 | $2.9M | 31k | 94.15 |
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| U.S. Bancorp (USB) | 0.8 | $2.9M | 51k | 57.76 |
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| Evergy (EVRG) | 0.7 | $2.9M | 37k | 78.43 |
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| Altria (MO) | 0.7 | $2.8M | 42k | 67.33 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $2.8M | 5.4k | 509.21 |
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| Adams Express Company (ADX) | 0.7 | $2.7M | 106k | 25.67 |
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| Alibaba Group Holding (BABA) | 0.7 | $2.7M | 25k | 107.53 |
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| Total Sa New Ord F (TTE) | 0.7 | $2.7M | 32k | 85.51 |
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| Verizon Communications (VZ) | 0.7 | $2.6M | 58k | 45.86 |
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| Digital Realty Trust (DLR) | 0.6 | $2.5M | 14k | 175.52 |
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| CVS Caremark Corporation (CVS) | 0.6 | $2.4M | 28k | 85.68 |
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| Southern Company (SO) | 0.6 | $2.3M | 28k | 82.88 |
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| Prologis (PLD) | 0.6 | $2.3M | 18k | 129.86 |
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| Stag Industrial (STAG) | 0.6 | $2.2M | 63k | 35.82 |
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| Tri-Continental Corporation (TY) | 0.6 | $2.2M | -2% | 63k | 34.34 |
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| Procter & Gamble Company (PG) | 0.5 | $2.1M | 14k | 145.29 |
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| PPL Corporation (PPL) | 0.5 | $2.1M | 63k | 32.89 |
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| McDonald's Corporation (MCD) | 0.5 | $1.9M | 8.0k | 230.95 |
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| Pfizer (PFE) | 0.5 | $1.9M | +2% | 65k | 28.52 |
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| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.4 | $1.5M | -2% | 37k | 42.18 |
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| Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.3 | $1.2M | 258k | 4.75 |
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| Gabelli Dividend & Income Trust (GDV) | 0.3 | $1.2M | -2% | 42k | 28.30 |
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| Alpine Total Dynamicdivid Fd Com Sh Ben Int cef (AOD) | 0.3 | $1.0M | -2% | 102k | 10.16 |
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| Royce Value Trust (RVT) | 0.2 | $964k | 56k | 17.13 |
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| BlackRock Global Energy & Resources Trus (BGR) | 0.2 | $963k | 57k | 16.90 |
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| Blackrock Science & (BST) | 0.2 | $945k | -2% | 19k | 49.99 |
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| Mainstay Cbre Global (MEGI) | 0.2 | $905k | 67k | 13.45 |
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| Blackrock Res & Commodities Strategy Tr (BCX) | 0.2 | $842k | -2% | 71k | 11.88 |
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| Virtus Allianzgi Equity & Conv (NIE) | 0.2 | $840k | -2% | 34k | 24.99 |
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| BlackRock Credit All Inc Trust IV (BTZ) | 0.2 | $814k | 87k | 9.31 |
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| BlackRock Global Opportunities Equity Tr (BOE) | 0.2 | $767k | 66k | 11.68 |
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| Advent Claymore Convertible Sec & Inc (AVK) | 0.2 | $739k | 65k | 11.46 |
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| Utilities SPDR (XLU) | 0.2 | $734k | 19k | 39.42 |
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| Blackstone Gso Strategic (BGB) | 0.2 | $719k | 64k | 11.24 |
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| Invesco Exchange Traded Fd Tr etf (PEY) | 0.2 | $715k | 31k | 22.81 |
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| Tekla Healthcare Opportunit (THQ) | 0.2 | $712k | -2% | 39k | 18.40 |
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| BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.2 | $675k | -2% | 120k | 5.63 |
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| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.2 | $628k | -2% | 67k | 9.40 |
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| Pimco Energy & Tactical (PDX) | 0.1 | $523k | 26k | 20.28 |
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| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.1 | $520k | 35k | 14.94 |
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| Pgim Global Short Duration H (GHY) | 0.1 | $501k | 46k | 11.01 |
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| Pgim Short Duration High Yie (ISD) | 0.1 | $495k | 42k | 11.75 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $440k | 4.5k | 96.96 |
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| General American Investors (GAM) | 0.1 | $400k | 6.3k | 63.42 |
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| Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $329k | 9.2k | 35.88 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $329k | 469.00 | 701.49 |
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| Boulder Growth & Income Fund (STEW) | 0.1 | $306k | 18k | 17.39 |
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| Industrial SPDR (XLI) | 0.1 | $274k | 1.6k | 166.77 |
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| Central Securities (CET) | 0.1 | $249k | 4.5k | 55.62 |
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| Ishares Inc core msci emkt (IEMG) | 0.1 | $227k | 2.8k | 81.13 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $155k | 10k | 14.91 |
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Past Filings by Stolper
SEC 13F filings are viewable for Stolper going back to 2020
- Stolper 2026 Q3 filed Oct. 13, 2026
- Stolper 2026 Q2 filed July 14, 2026
- Stolper 2026 Q1 filed April 13, 2026
- 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