Stolper as of June 30, 2026
Portfolio Holdings for Stolper
Stolper holds 91 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 5.1 | $20M | 40k | 500.39 | |
| JPMorgan Chase & Co. (JPM) | 4.7 | $18M | 55k | 327.33 | |
| Apple (AAPL) | 4.3 | $17M | 58k | 289.36 | |
| Alphabet Inc Class C cs (GOOG) | 4.1 | $16M | 45k | 353.33 | |
| Goldman Sachs (GS) | 3.2 | $13M | 12k | 1011.35 | |
| Bank of New York Mellon Corporation (BNY) | 3.0 | $12M | 80k | 144.61 | |
| Oneok (OKE) | 3.0 | $12M | 132k | 86.94 | |
| American Electric Power Company (AEP) | 3.0 | $12M | 84k | 136.81 | |
| Cisco Systems (CSCO) | 2.8 | $11M | 94k | 117.46 | |
| Capital One Financial (COF) | 2.6 | $10M | 51k | 200.62 | |
| Bank of America Corporation (BAC) | 2.6 | $10M | 177k | 56.98 | |
| Allison Transmission Hldngs I (ALSN) | 2.5 | $9.6M | 85k | 112.74 | |
| Chevron Corporation (CVX) | 2.4 | $9.4M | 57k | 165.77 | |
| AFLAC Incorporated (AFL) | 2.4 | $9.3M | 79k | 117.25 | |
| Johnson & Johnson (JNJ) | 2.3 | $9.0M | 36k | 253.96 | |
| Coca-Cola Company (KO) | 2.3 | $8.8M | 109k | 81.27 | |
| National Fuel Gas (NFG) | 2.2 | $8.3M | 108k | 77.21 | |
| Phillips 66 (PSX) | 2.1 | $8.2M | 49k | 169.04 | |
| Union Pacific Corporation (UNP) | 2.1 | $8.2M | 30k | 272.00 | |
| Northrop Grumman Corporation (NOC) | 2.1 | $8.1M | 16k | 509.30 | |
| DaVita (DVA) | 2.0 | $7.7M | 35k | 222.49 | |
| UnitedHealth (UNH) | 2.0 | $7.7M | 19k | 415.63 | |
| D.R. Horton (DHI) | 1.7 | $6.8M | 42k | 162.89 | |
| Devon Energy Corporation (DVN) | 1.7 | $6.7M | 161k | 41.32 | |
| Microsoft Corporation (MSFT) | 1.6 | $6.4M | 17k | 373.02 | |
| Genuine Parts Company (GPC) | 1.5 | $5.8M | 49k | 117.98 | |
| Home Depot (HD) | 1.4 | $5.6M | 16k | 352.70 | |
| Morgan Stanley (MS) | 1.3 | $4.9M | 24k | 209.05 | |
| International Business Machines (IBM) | 1.2 | $4.6M | 16k | 281.20 | |
| United Parcel Service (UPS) | 1.1 | $4.2M | 39k | 107.50 | |
| Merck & Co (MRK) | 1.1 | $4.1M | 32k | 128.49 | |
| Abbvie (ABBV) | 1.0 | $3.8M | 15k | 251.61 | |
| Texas Instruments Incorporated (TXN) | 0.9 | $3.6M | 12k | 298.05 | |
| Exxon Mobil Corp | 0.9 | $3.5M | 25k | 136.72 | |
| Evergy (EVRG) | 0.8 | $3.2M | 37k | 86.43 | |
| Philip Morris International (PM) | 0.8 | $3.1M | 17k | 180.88 | |
| U.S. Bancorp (USB) | 0.8 | $3.1M | 51k | 60.39 | |
| Altria (MO) | 0.8 | $3.0M | 42k | 71.94 | |
| Canadian Natl Ry (CNI) | 0.8 | $3.0M | 25k | 119.24 | |
| CVS Caremark Corporation (CVS) | 0.7 | $2.9M | 28k | 103.46 | |
| At&t (T) | 0.7 | $2.8M | 133k | 20.70 | |
| Adams Express Company (ADX) | 0.7 | $2.7M | 108k | 25.55 | |
| Lockheed Martin Corporation (LMT) | 0.7 | $2.7M | 5.4k | 509.46 | |
| Southern Company (SO) | 0.7 | $2.6M | 28k | 95.70 | |
| MetLife (MET) | 0.7 | $2.6M | 31k | 84.60 | |
| Digital Realty Trust (DLR) | 0.6 | $2.5M | 14k | 179.60 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.6 | $2.5M | 32k | 77.53 | |
| Total Sa New Ord F (TTE) | 0.6 | $2.4M | 31k | 77.75 | |
| Verizon Communications (VZ) | 0.6 | $2.4M | 57k | 42.34 | |
| Alibaba Group Holding (BABA) | 0.6 | $2.4M | 25k | 95.97 | |
| Prologis (PLD) | 0.6 | $2.4M | 18k | 135.50 | |
| Stag Industrial (STAG) | 0.6 | $2.3M | 62k | 38.06 | |
| PPL Corporation (PPL) | 0.6 | $2.3M | 62k | 36.36 | |
| Tri-Continental Corporation (TY) | 0.6 | $2.2M | 65k | 34.41 | |
| McDonald's Corporation (MCD) | 0.6 | $2.1M | 7.9k | 270.28 | |
| Procter & Gamble Company (PG) | 0.5 | $2.1M | 14k | 146.62 | |
| Target Corporation (TGT) | 0.5 | $1.9M | 15k | 130.58 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.4 | $1.6M | 38k | 41.43 | |
| Pfizer (PFE) | 0.4 | $1.5M | 64k | 24.08 | |
| Gabelli Dividend & Income Trust (GDV) | 0.3 | $1.3M | 43k | 29.41 | |
| Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.3 | $1.3M | 260k | 4.86 | |
| Alpine Total Dynamicdivid Fd Com Sh Ben Int cef (AOD) | 0.3 | $1.1M | 104k | 10.31 | |
| Royce Value Trust (RVT) | 0.3 | $1.0M | 57k | 18.47 | |
| Mainstay Cbre Global (MEGI) | 0.3 | $1.0M | 69k | 15.20 | |
| Blackrock Science & (BST) | 0.3 | $983k | 19k | 50.73 | |
| Virtus Allianzgi Equity & Conv (NIE) | 0.2 | $925k | 35k | 26.85 | |
| BlackRock Credit All Inc Trust IV (BTZ) | 0.2 | $897k | 88k | 10.22 | |
| Advent Claymore Convertible Sec & Inc (AVK) | 0.2 | $861k | 66k | 13.10 | |
| BlackRock Global Energy & Resources Trus (BGR) | 0.2 | $861k | 58k | 14.82 | |
| Utilities SPDR (XLU) | 0.2 | $860k | 19k | 45.35 | |
| Blackrock Res & Commodities Strategy Tr (BCX) | 0.2 | $824k | 73k | 11.30 | |
| BlackRock Global Opportunities Equity Tr (BOE) | 0.2 | $808k | 67k | 12.08 | |
| Tekla Healthcare Opportunit (THQ) | 0.2 | $742k | 40k | 18.73 | |
| Invesco Exchange Traded Fd Tr etf (PEY) | 0.2 | $739k | 32k | 23.19 | |
| Blackstone Gso Strategic (BGB) | 0.2 | $729k | 65k | 11.30 | |
| BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.2 | $705k | 123k | 5.74 | |
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.2 | $656k | 69k | 9.58 | |
| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.1 | $576k | 35k | 16.28 | |
| Pgim Global Short Duration H (GHY) | 0.1 | $554k | 46k | 12.10 | |
| Pgim Short Duration High Yie (ISD) | 0.1 | $552k | 42k | 13.07 | |
| Pimco Energy & Tactical (PDX) | 0.1 | $542k | 26k | 20.81 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $442k | 4.6k | 96.51 | |
| General American Investors (GAM) | 0.1 | $402k | 6.3k | 63.74 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $322k | 469.00 | 686.57 | |
| Boulder Growth & Income Fund (STEW) | 0.1 | $315k | 18k | 17.90 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $310k | 9.2k | 33.81 | |
| Industrial SPDR (XLI) | 0.1 | $304k | 1.6k | 185.03 | |
| Central Securities (CET) | 0.1 | $235k | 4.5k | 52.49 | |
| Ishares Inc core msci emkt (IEMG) | 0.1 | $232k | 2.8k | 82.92 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $216k | 2.8k | 77.09 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $155k | 10k | 14.91 |
