Stolper Co
13F Reported Value
ⓘ$387,320
Holdings
91
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Stolper Co disclosed 91 positions worth $387,320 in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 5.2% of the equity portfolio, followed by $JPM and $AAPL. During the quarter the fund opened 6 new positions and exited 7 — including a new stake in $NFG and a full exit from $DIAX. The portfolio is most concentrated in Financials (26.6% of disclosed assets). All figures are sourced directly from Stolper Co’s Form 13F-HR filing with the SEC under CIK 1808195.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 64.5#634
Quality
$19.9K39,843 sh - 35.6#2,134
Quality
$18.1K55,195 sh - 76.1#112
Quality
$16.8K58,187 sh - 80.2
Quality
$15.8K44,833 sh - —
Quality
$12.6K12,420 sh - 36.7
Quality
$11.6K80,034 sh - 72.0
Quality
$11.5K132,282 sh - 75.4
Quality
$11.5K83,895 sh - 72.3
Quality
$11.0K93,845 sh - 71.0
Quality
$10.2K50,972 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $19.9K | 39,843 |
 JPMORGAN CHASE & CO$JPM | 35.6#2,134 | $18.1K | 55,195 |
 Apple Inc.$AAPL | 76.1#112 | $16.8K | 58,187 |
 Alphabet Inc.$GOOGL | 80.2 | $15.8K | 44,833 |
 GOLDMAN SACHS GROUP INC$GS | — | $12.6K | 12,420 |
 Bank of New York Mellon Corp$__PARK_1390777 | 36.7 | $11.6K | 80,034 |
 ONEOK INC /NEW/$OKE | 72.0 | $11.5K | 132,282 |
 AMERICAN ELECTRIC POWER CO INC$AEP | 75.4 | $11.5K | 83,895 |
 CISCO SYSTEMS, INC.$CSCO | 72.3 | $11.0K | 93,845 |
 CAPITAL ONE FINANCIAL CORP$COF | 71.0 | $10.2K | 50,972 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Stolper Co's 91 positions.
Showing top 10 of 91 holdings.
Sector Allocation
Financials
$103,089
Technology
$61,792
Energy
$52,503
Industrials
$41,542
Healthcare
$36,729
Other
$27,268
Utilities
$19,532
Consumer Staples
$17,029
Full Holdings — Stolper Co (Q2 2026)
All 91 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.B | BERKSHIRE HATHAWAY INC | $19,937 | 5.2% | -52% | 64.5 |
| 2 | $JPM | JPMORGAN CHASE & CO | $18,067 | 4.7% | +0% | 35.6 |
| 3 | $AAPL | Apple Inc. | $16,837 | 4.3% | +1% | 76.1 |
| 4 | $GOOGL | Alphabet Inc. | $15,841 | 4.1% | -8% | 80.2 |
| 5 | $GS | GOLDMAN SACHS GROUP INC | $12,561 | 3.2% | -36% | — |
| 6 | $__PARK_1390777 | Bank of New York Mellon Corp | $11,574 | 3.0% | +111% | 36.7 |
| 7 | $OKE | ONEOK INC /NEW/ | $11,501 | 3.0% | -47% | 72 |
| 8 | $AEP | AMERICAN ELECTRIC POWER CO INC | $11,478 | 3.0% | +3% | 75.4 |
| 9 | $CSCO | CISCO SYSTEMS, INC. | $11,023 | 2.9% | +5657% | 72.3 |
| 10 | $COF | CAPITAL ONE FINANCIAL CORP | $10,226 | 2.6% | +4% | 71 |
| 11 |  $BAC | BANK OF AMERICA CORP /DE/ | $10,072 | 2.6% | +122% | 68.4 |
| 12 |  $ALSN | Allison Transmission Holdings Inc | $9,627 | 2.5% | +4% | 68.5 |
| 13 |  $CVX | CHEVRON CORP | $9,412 | 2.4% | +4% | 54.7 |
| 14 |  $AFL | AFLAC INC | $9,275 | 2.4% | +2% | 60.3 |
| 15 |  $JNJ | JOHNSON & JOHNSON | $9,043 | 2.3% | +4% | 72.8 |
| 16 |  $KO | COCA COLA CO | $8,825 | 2.3% | -13% | 74 |
| 17 |  $NFG | NATIONAL FUEL GAS CO | $8,341 | 2.1% | NEW | 80.4 |
| 18 |  $PSX | Phillips 66 | $8,217 | 2.1% | +11% | 47.6 |
| 19 |  $UNP | UNION PACIFIC CORP | $8,215 | 2.1% | +102% | 74 |
| 20 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $8,102 | 2.1% | +1083% | 60.5 |
| 21 |  $DVA | DAVITA INC. | $7,747 | 2.0% | -6% | 57.5 |
| 22 |  $UNH | UNITEDHEALTH GROUP INC | $7,702 | 2.0% | -70% | 66.8 |
| 23 |  $DHI | HORTON D R INC /DE/ | $6,771 | 1.8% | +55% | 54.6 |
| 24 |  $DVN | DEVON ENERGY CORP/DE | $6,671 | 1.7% | +274% | 70.2 |
| 25 |  $MSFT | MICROSOFT CORP | $6,376 | 1.6% | -43% | 83.7 |
| 26 |  $GPC | GENUINE PARTS CO | $5,802 | 1.5% | +671% | 54.2 |
| 27 |  $HD | HOME DEPOT, INC. | $5,602 | 1.4% | -64% | 69.2 |
| 28 |  $MS | MORGAN STANLEY | $4,941 | 1.3% | +36% | — |
| 29 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4,569 | 1.2% | +29% | 66.7 |
| 30 |  $UPS | UNITED PARCEL SERVICE INC | $4,207 | 1.1% | +221% | 58.2 |
| 31 |  $MRK | Merck & Co., Inc. | $4,070 | 1.1% | +320% | 70.9 |
| 32 |  $ABBV | AbbVie Inc. | $3,779 | 1.0% | +3% | 59.3 |
| 33 |  $TXN | TEXAS INSTRUMENTS INC | $3,613 | 0.9% | +625% | 70.4 |
| 34 |  $XOM | EXXON MOBIL CORP | $3,450 | 0.9% | -30% | 61.8 |
| 35 |  $EVRG | Evergy, Inc. | $3,154 | 0.8% | +251% | 56.2 |
| 36 |  $PM | Philip Morris International Inc. | $3,109 | 0.8% | -73% | 80.5 |
| 37 |  $USB | US BANCORP DE | $3,060 | 0.8% | +82% | 71.4 |
| 38 |  $MO | ALTRIA GROUP, INC. | $3,019 | 0.8% | +2% | 72.1 |
| 39 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $3,015 | 0.8% | NEW | — |
| 40 |  $CVS | CVS HEALTH Corp | $2,856 | 0.7% | -74% | 51.3 |
| 41 |  $T | AT&T INC. | $2,760 | 0.7% | -23% | 71.9 |
| 42 |  $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | $2,749 | 0.7% | +4% | — |
| 43 |  $LMT | LOCKHEED MARTIN CORP | $2,747 | 0.7% | -1% | 65 |
| 44 |  $SO | SOUTHERN CO | $2,643 | 0.7% | -49% | 65.1 |
| 45 |  $MET | METLIFE INC | $2,637 | 0.7% | +1% | 73.9 |
| 46 |  $DLR | DIGITAL REALTY TRUST, INC. | $2,516 | 0.7% | -87% | 70.2 |
| 47 |  $SHEL | Shell plc | $2,478 | 0.6% | -6% | — |
| 48 |  $TTE | TotalEnergies SE | $2,433 | 0.6% | +0% | — |
| 49 |  $VZ | VERIZON COMMUNICATIONS INC | $2,399 | 0.6% | -21% | 71.6 |
| 50 |  $BABA | Alibaba Group Holding Ltd | $2,391 | 0.6% | +24% | — |
| 51 |  $PLD | Prologis, Inc. | $2,377 | 0.6% | -29% | 67.5 |
| 52 |  $STAG | STAG Industrial, Inc. | $2,347 | 0.6% | +6% | 67.8 |
| 53 |  $PPL | PPL Corp | $2,257 | 0.6% | +262% | 70.3 |
| 54 |  $TY | TRI-CONTINENTAL Corp | $2,248 | 0.6% | +254% | — |
| 55 |  $MCD | MCDONALDS CORP | $2,136 | 0.6% | +622% | 73.9 |
| 56 |  $PG | PROCTER & GAMBLE Co | $2,076 | 0.5% | -70% | 72.9 |
| 57 |  $TGT | TARGET CORP | $1,897 | 0.5% | -25% | 53.1 |
| 58 | — | ISHARES TR INTL SEL DIV ETF - COM | $1,560 | 0.4% | +722% | — |
| 59 |  $PFE | PFIZER INC | $1,532 | 0.4% | +92% | 69 |
| 60 |  $GDV | GABELLI DIVIDEND & INCOME TRUST | $1,273 | 0.3% | +28% | — |
| 61 |  $JQC | Nuveen Credit Strategies Income Fund | $1,265 | 0.3% | +945% | — |
| 62 | — | ABRDN TOTAL DYNAMIC DIVIDEND C - COM | $1,074 | 0.3% | +3% | — |
| 63 |  $RVT | ROYCE SMALL-CAP TRUST, INC. | $1,049 | 0.3% | +310% | — |
| 64 |  $MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | $1,042 | 0.3% | +767% | — |
| 65 |  $BST | BlackRock Science & Technology Trust | $983 | 0.3% | -69% | — |
| 66 |  $NIE | Virtus Equity & Convertible Income Fund | $925 | 0.2% | -9% | — |
| 67 |  $BTZ | BLACKROCK CREDIT ALLOCATION INCOME TRUST | $897 | 0.2% | +33% | — |
| 68 |  $BGR | BlackRock Energy & Resources Trust | $861 | 0.2% | NEW | — |
| 69 |  $AVK | ADVENT CONVERTIBLE & INCOME FUND | $861 | 0.2% | +4% | — |
| 70 | — | STATE STREET UTILITIES SELECT - COM | $860 | 0.2% | -28% | — |
| 71 |  $BCX | BlackRock Resources & Commodities Strategy Trust | $824 | 0.2% | +288% | — |
| 72 | — | BLACKROCK ENHANCED GLOBAL - COM | $808 | 0.2% | -6% | — |
| 73 |  $THQ | abrdn Healthcare Opportunities Fund | $742 | 0.2% | +3% | — |
| 74 |  $IVZ | Invesco Ltd. | $739 | 0.2% | +132% | — |
| 75 |  $BGB | Blackstone Strategic Credit 2027 Term Fund | $729 | 0.2% | +149% | — |
| 76 | — | BLACKROCK ENHANCED INTL DIV TR - COM | $705 | 0.2% | NEW | — |
| 77 |  $BDJ | BlackRock Enhanced Equity Dividend Trust | $656 | 0.2% | +6% | — |
| 78 | — | FLAHERTY & CRUMRIN PREFERRED & - COM | $576 | 0.1% | +40% | — |
| 79 |  $GHY | PGIM Global High Yield Fund, Inc. | $554 | 0.1% | -31% | — |
| 80 |  $ISD | PGIM High Yield Bond Fund, Inc. | $552 | 0.1% | -67% | — |
| 81 |  $PDX | PIMCO Dynamic Income Strategy Fund | $542 | 0.1% | -35% | — |
| 82 | — | ISHARES TR CORE MSCI EAFE - COM | $442 | 0.1% | -71% | — |
| 83 |  $GAM | GENERAL AMERICAN INVESTORS CO INC | $402 | 0.1% | -85% | — |
| 84 | — | VANGUARD INDEX FUNDS S&P 500 E - COM | $322 | 0.1% | -98% | — |
| 85 |  $STEW | SRH Total Return Fund, Inc. | $315 | 0.1% | +0% | — |
| 86 | — | SCHWAB U.S. LARGE-CAP GROWTH E - COM | $310 | 0.1% | -46% | — |
| 87 | — | STATE STREET INDUSTRIAL SELECT - COM | $304 | 0.1% | -95% | — |
| 88 |  $CET | CENTRAL SECURITIES CORP | $235 | 0.1% | +0% | — |
| 89 | — | ISHARES INCORPORATED CORE MSCI - COM | $232 | 0.1% | NEW | — |
| 90 | — | ISHARES TR CORE S&P MCP ETF - COM | $216 | 0.1% | NEW | — |
| 91 |  $ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $155 | 0.0% | -24% | — |
New Positions (6)
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