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