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Stolper Co

Portfolio Manager
Stolper Co
Performance
+1.56% (2026 Q1)
AUM (13F)
$352.50M
# of Holdings
93
Performance Rank
Allocation (Top 20)
59.78%

Stolper Co Holdings Map

Top 50 Stolper Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BK
BERKSHIRE HATHAWAY INCORPORATE
5.15%37.9K$18.2M
-52.39%(-41.71K)
2025-Q1: 81.1K shares2025-Q2: 79.8K shares2025-Q3: 79.3K shares2025-Q4: 79.6K shares2026-Q1: 37.9K shares
$45.55(+215.72%)
2026-03-31
JPM
JPMORGAN CHASE & COMPANY
4.59%55.0K$16.2M
-1.08%(-598)
2025-Q1: 57.8K shares2025-Q2: 57.1K shares2025-Q3: 56.2K shares2025-Q4: 55.6K shares2026-Q1: 55.0K shares
$115.99(+188.35%)
2026-03-31
AAPL
APPLE INCORPORATED
4.14%57.5K$14.6M
-0.30%(-175)
2025-Q1: 59.7K shares2025-Q2: 58.8K shares2025-Q3: 58.5K shares2025-Q4: 57.7K shares2026-Q1: 57.5K shares
$71.95(+328.95%)
2026-03-31
GOOG
ALPHABET INCORPORATED CAP STK
3.96%48.6K$14.0M
-0.42%(-207)
2025-Q1: 49.7K shares2025-Q2: 49.4K shares2025-Q3: 49.0K shares2025-Q4: 48.8K shares2026-Q1: 48.6K shares
$98.46(+261.76%)
2026-03-31
ISD
ONEOK INCORPORATED NEW
3.28%127.7K$11.5M
+222.30%(+88.11K)
2025-Q1: 37.2K shares2025-Q2: 39.0K shares2025-Q3: 39.1K shares2025-Q4: 39.6K shares2026-Q1: 127.7K shares
$14.12(-8.08%)
2026-03-31
CVX
CHEVRON CORPORATION
3.21%54.7K$11.3M
+0.54%(+291)
2025-Q1: 52.3K shares2025-Q2: 52.6K shares2025-Q3: 53.1K shares2025-Q4: 54.4K shares2026-Q1: 54.7K shares
$114.30(+48.03%)
2026-03-31
IBM
GOLDMAN SACHS GROUP INCORPORAT
3.02%12.6K$10.7M
-21.60%(-3.47K)
2025-Q1: 16.9K shares2025-Q2: 16.0K shares2025-Q3: 16.1K shares2025-Q4: 16.1K shares2026-Q1: 12.6K shares
$120.92(+139.44%)
2026-03-31
AEP
AMERICAN ELEC PWR COMPANY INCO
3.02%81.2K$10.6M
+0.40%(+323)
2025-Q1: 0 shares2025-Q2: 80.0K shares2025-Q3: 80.0K shares2025-Q4: 80.9K shares2026-Q1: 81.2K shares
$105.53(+31.26%)
2026-03-31
XDIAX
NORTHROP GRUMMAN CORPORATION
2.85%14.7K$10.0M
-59.69%(-21.78K)
2025-Q1: 32.9K shares2025-Q2: 35.5K shares2025-Q3: 35.5K shares2025-Q4: 36.5K shares2026-Q1: 14.7K shares
$17.49(-8.93%)
2026-03-31
KO
CISCO SYSTEMS INCORPORATED
2.75%125.2K$9.7M
+19.13%(+20.09K)
2025-Q1: 102.6K shares2025-Q2: 101.7K shares2025-Q3: 103.0K shares2025-Q4: 105.1K shares2026-Q1: 125.2K shares
$55.76(+50.91%)
2026-03-31

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