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