StockDriftsStockDriftsTop 50 Stolper Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INCORPORATE | 5.15% | 39.8K | $19.9M | -52.36%(-43.80K) | $366.78(+42.69%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & COMPANY | 4.66% | 55.2K | $18.1M | +0.38%(+211) | $116.72(+209.71%) | 2026-06-30 | |
| AAPL | APPLE INCORPORATED | 4.35% | 58.2K | $16.8M | +1.14%(+656) | $74.16(+313.52%) | 2026-06-30 | |
| GOOG | ALPHABET INCORPORATED CAP STK | 4.09% | 44.8K | $15.8M | -7.81%(-3.80K) | $98.46(+255.98%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INCORPORAT | 3.24% | 12.4K | $12.6M | -36.46%(-7.13K) | $425.09(+144.05%) | 2026-06-30 | |
| BK | BANK OF NY MELLON CORPORATION | 2.99% | 80.0K | $11.6M | +111.17%(+42.13K) | $89.74(+60.24%) | 2026-06-30 | |
| OKE | ONEOK INCORPORATED NEW | 2.97% | 132.3K | $11.5M | -46.70%(-115.92K) | $65.69(+37.35%) | 2026-06-30 | |
| AEP | AMERICAN ELEC PWR COMPANY INCO | 2.96% | 83.9K | $11.5M | +3.35%(+2.72K) | $106.45(+15.71%) | 2026-06-30 | |
| CSCO | CISCO SYSTEMS INCORPORATED | 2.85% | 93.8K | $11.0M | +5657.36%(+92.22K) | $96.33(+25.68%) | 2026-06-30 | |
| COF | CAPITAL ONE FINL CORPORATION | 2.64% | 51.0K | $10.2M | +3.89%(+1.91K) | $193.02(+14.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.29% | +57.27% | +10.67% | +66.01% |
| Top 20 Holdings Unweighted | +16.54% | +58.27% | +10.84% | +67.31% |
Stolper Co reports $387.32M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (5.2%), JPM (4.7%) and AAPL (4.3%). The top 20 holdings account for 58.9% of reported assets. Its disclosed equity book has returned +57.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stolper Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1808195). View Stolper Co’s 13F filings on SEC