StockDriftsStockDriftsTop 50 Stolper CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INCORPORATE | 5.15% | 40.1K | $19.9M | +0.55%(+221) | $367.51(+44.82%) | 2026-09-30 | |
| AAPL | APPLE INCORPORATED | 5.01% | 58.2K | $19.4M | +0.08%(+45) | $74.34(+361.29%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & COMPANY | 4.71% | 55.1K | $18.2M | -0.09%(-51) | $116.72(+185.76%) | 2026-09-30 | |
| GOOG | ALPHABET INCORPORATED CAP STK | 3.95% | 44.9K | $15.3M | +0.08%(+38) | $98.67(+244.75%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 3.02% | 57.2K | $11.7M | +0.72%(+409) | $117.53(+90.91%) | 2026-09-30 | |
| BK | BANK OF NY MELLON CORPORATION | 2.99% | 80.1K | $11.6M | +0.11%(+88) | $89.80(+60.14%) | 2026-09-30 | |
| GS | GOLDMAN SACHS GROUP INCORPORAT | 2.9% | 12.5K | $11.2M | +0.35%(+44) | $426.96(+105.12%) | 2026-09-30 | |
| CSCO | CISCO SYSTEMS INCORPORATED | 2.62% | 94.4K | $10.2M | +0.60%(+561) | $96.43(+10.45%) | 2026-09-30 | |
| AEP | AMERICAN ELEC PWR COMPANY INCO | 2.59% | 84.4K | $10.0M | +0.65%(+543) | $106.58(+17.01%) | 2026-09-30 | |
| COF | CAPITAL ONE FINL CORPORATION | 2.56% | 51.3K | $9.9M | +0.60%(+304) | $193.04(+3.52%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.94% | +59.93% | +11.49% | +72.28% |
| Top 20 Holdings Unweighted | +17.82% | +63.53% | +12.00% | +76.25% |
Stolper CO reports $387.23M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (5.2%), AAPL (5.0%) and JPM (4.7%). The top 20 holdings account for 58.4% of reported assets. Its disclosed equity book has returned +59.93% on a three-year cumulative basis. Figures reflect the Q3 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