Stolper Co
- SEC CIK
- 0001808195
- Latest filing
- Jul 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 12, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 89
- 0 vs. Q3 2025
- Portfolio value
- $339.5M
- +$9.46M (+2.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 37,858 | $19.0M | 5.6% | +139+0.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 55,582 | $17.9M | 5.3% | −647−1.2% | Reduced | History |
| AAPLApple Inc. | Stock | 57,706 | $15.7M | 4.6% | −822−1.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 48,839 | $15.3M | 4.5% | −121−0.2% | Reduced | History |
| COFCapital One Financial Corp | Stock | 50,501 | $12.2M | 3.6% | +250.0% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 12,823 | $11.3M | 3.3% | −325−2.5% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 125,193 | $9.64M | 2.8% | +747+0.6% | Added | History |
| BACBank of America Corp | Stock | 173,360 | $9.54M | 2.8% | +576+0.3% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 80,851 | $9.32M | 2.7% | +899+1.1% | Added | History |
| OKEONEOK Inc | COM | 126,188 | $9.28M | 2.7% | +2,488+2.0% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 79,608 | $9.24M | 2.7% | +301+0.4% | Added | History |
| AFLAflac Inc | Stock | 77,401 | $8.54M | 2.5% | +537+0.7% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 14,775 | $8.43M | 2.5% | +185+1.3% | Added | History |
| CVXChevron Corp | Stock | 54,380 | $8.29M | 2.4% | +1,245+2.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 15,937 | $7.71M | 2.3% | +18+0.1% | Added | History |
| KOCoca Cola Co | Stock | 105,064 | $7.34M | 2.2% | +2,034+2.0% | Added | History |
| ALSNAllison Transmission Holdings Inc | Stock | 73,279 | $7.17M | 2.1% | −2,327−3.1% | Reduced | History |
| JNJJohnson & Johnson | Stock | 34,235 | $7.08M | 2.1% | +275+0.8% | Added | History |
| UNPUnion Pacific Corp | Stock | 27,507 | $6.36M | 1.9% | +370+1.4% | Added | History |
| PSXPhillips 66 | Stock | 46,164 | $5.96M | 1.8% | +596+1.3% | Added | History |
| QCOMQualcomm Inc | Stock | 33,684 | $5.76M | 1.7% | +575+1.7% | Added | History |
| GPCGenuine Parts Co | Stock | 44,217 | $5.44M | 1.6% | +722+1.7% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 16,303 | $5.38M | 1.6% | +387+2.4% | Added | History |
| DHIHorton D R Inc | COM | 36,798 | $5.30M | 1.6% | +569+1.6% | Added | History |
| DVADavita Inc. | COM | 42,502 | $4.83M | 1.4% | +864+2.1% | Added | History |
| IBMInternational Business Machines Corp | Stock | 16,072 | $4.76M | 1.4% | −53−0.3% | Reduced | History |
| HDHome Depot, Inc. | Stock | 13,565 | $4.67M | 1.4% | +287+2.2% | Added | History |
| MSMorgan Stanley | Stock | 24,844 | $4.41M | 1.3% | +120.0% | Added | History |
| DVNDevon Energy Corp | Stock | 108,609 | $3.98M | 1.2% | −2,631−2.4% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 14,705 | $3.36M | 1.0% | −8−0.1% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 30,688 | $3.23M | 1.0% | +406+1.3% | Added | History |
| TAT&T Inc. | Stock | 129,034 | $3.21M | 0.9% | +2,420+1.9% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 25,535 | $3.07M | 0.9% | +644+2.6% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 29,663 | $2.94M | 0.9% | −476−1.6% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 20,070 | $2.94M | 0.9% | +558+2.9% | Added | History |
| PMPhilip Morris International Inc. | Stock | 16,995 | $2.73M | 0.8% | +140+0.8% | Added | History |
| LMTLockheed Martin Corp | Stock | 5,465 | $2.64M | 0.8% | +58+1.1% | Added | History |
| USBUS Bancorp DE | COM NEW | 49,501 | $2.64M | 0.8% | +519+1.1% | Added | History |
| EVRGEvergy, Inc. | Stock | 35,820 | $2.60M | 0.8% | +635+1.8% | Added | History |
| MOAltria Group, Inc. | Stock | 40,931 | $2.36M | 0.7% | +858+2.1% | Added | History |
| ADXAdams Diversified Equity Fund, Inc. | COM | 100,835 | $2.35M | 0.7% | +695+0.7% | Added | History |
| SHELShell plc | ADR | 31,444 | $2.31M | 0.7% | +1,042+3.4% | Added | History |
| METMetlife Inc | Stock | 29,247 | $2.31M | 0.7% | +873+3.1% | Added | History |
| MCDMcDonalds Corp | Stock | 7,432 | $2.27M | 0.7% | +229+3.2% | Added | History |
| SOSouthern Co | Stock | 25,749 | $2.25M | 0.7% | +808+3.2% | Added | History |
| VZVerizon Communications Inc | Stock | 54,383 | $2.21M | 0.7% | +1,890+3.6% | Added | History |
| PLDPrologis, Inc. | REIT | 16,755 | $2.14M | 0.6% | +181+1.1% | Added | History |
| CVSCVS Health Corp | Stock | 26,806 | $2.13M | 0.6% | +923+3.6% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 36,843 | $2.12M | 0.6% | +614+1.7% | Added | History |
| TXNTexas Instruments Inc | Stock | 12,101 | $2.10M | 0.6% | +205+1.7% | Added | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 57,005 | $2.10M | 0.6% | +55,308+3,259.2% | Added | – |
| DLRDigital Realty Trust, Inc. | COM | 13,436 | $2.08M | 0.6% | +465+3.6% | Added | History |
| TTETotalEnergies SE | SPONSORED ADS | 30,989 | $2.03M | 0.6% | +487+1.6% | Added | History |
| PPLPPL Corp | COM | 57,771 | $2.02M | 0.6% | +2,378+4.3% | Added | History |
| TYTRI-CONTINENTAL Corp | COM | 61,655 | $2.01M | 0.6% | +3,309+5.7% | Added | History |
| PGProcter & Gamble Co | Stock | 13,531 | $1.94M | 0.6% | +496+3.8% | Added | History |
| PFEPfizer Inc | Stock | 61,298 | $1.53M | 0.4% | +2,651+4.5% | Added | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 36,301 | $1.43M | 0.4% | −275−0.8% | Reduced | – |
| TGTTarget Corp | Stock | 14,271 | $1.40M | 0.4% | −1,088−7.1% | Reduced | History |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 243,632 | $1.22M | 0.4% | +5,555+2.3% | Added | History |
| GDVGabelli Dividend & Income Trust | COM | 41,697 | $1.16M | 0.3% | +259+0.6% | Added | History |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 99,588 | $971.0K | 0.3% | +598+0.6% | Added | History |
| MEGINYLI CBRE Global Infrastructure Megatrends Term Fund | COM | 65,584 | $902.0K | 0.3% | +820+1.3% | Added | History |
| BTZBlackRock Credit Allocation Income Trust | COM | 82,079 | $889.0K | 0.3% | +1,783+2.2% | Added | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 19,278 | $862.0K | 0.3% | +1,016+5.6% | AddedConverted for a 2-for-1 split | – |
| RVTRoyce Small-Cap Trust, Inc. | COM | 53,094 | $855.0K | 0.3% | +1,715+3.3% | Added | History |
| NIEVirtus Equity & Convertible Income Fund | COM | 32,642 | $813.0K | 0.2% | +719+2.3% | Added | History |
| STAGSTAG Industrial, Inc. | COM | 18,250 | $779.0K | 0.2% | −37,383−67.2% | Reduced | History |
| AVKAdvent Convertible & Income Fund | COM | 61,919 | $776.0K | 0.2% | +833+1.4% | Added | History |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 70,191 | $771.0K | 0.2% | +840+1.2% | Added | History |
| BSTBlackRock Science & Technology Trust | SHS | 18,527 | $751.0K | 0.2% | +126+0.7% | Added | History |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 63,805 | $747.0K | 0.2% | +759+1.2% | Added | History |
| THQabrdn Healthcare Opportunities Fund | SHS | 37,732 | $722.0K | 0.2% | +539+1.4% | Added | History |
| BGBBlackstone Strategic Credit 2027 Term Fund | COM SHS BEN IN | 60,417 | $712.0K | 0.2% | +1,284+2.2% | Added | History |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 30,267 | $617.0K | 0.2% | +548+1.8% | Added | – |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 64,696 | $613.0K | 0.2% | +962+1.5% | Added | History |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 39,633 | $573.0K | 0.2% | +564+1.4% | Added | History |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 36,490 | $557.0K | 0.2% | +1,038+2.9% | Added | History |
| FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | COM | 33,250 | $549.0K | 0.2% | +930+2.9% | Added | History |
| GHYPGIM Global High Yield Fund, Inc. | COM | 42,898 | $529.0K | 0.2% | +1,174+2.8% | Added | History |
| PDXPIMCO Dynamic Income Strategy Fund | COM SHS BEN INT | 24,444 | $459.0K | 0.1% | +517+2.2% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,580 | $410.0K | 0.1% | −97−2.1% | Reduced | – |
| GAMGeneral American Investors Co Inc | COM | 6,377 | $375.0K | 0.1% | +534+9.1% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 17,596 | $326.0K | 0.1% | −1,480−7.8% | ReducedConverted for a 2-for-1 split | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,170 | $299.0K | 0.1% | −99−1.1% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 469 | $294.0K | 0.1% | −7−1.5% | Reduced | – |
| STEWSRH Total Return Fund, Inc. | COM | 1,671 | $259.0K | 0.1% | −16,241−90.7% | Reduced | History |
| CETCentral Securities Corp | COM | 4,477 | $227.0K | 0.1% | +186+4.3% | Added | History |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | COM | 10,394 | $149.0K | <0.1% | −158−1.5% | Reduced | History |