Stolper Co
CIK: 0001808195SEC EDGAR →
Portfolio Value
$339.5M
Holdings
89
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INCORPORATE | 37,858 | $19.0M | 5.61% |
| 2 | JPMORGAN CHASE & COMPANY. | 55,582 | $17.9M | 5.28% |
| 3 | APPLE INCORPORATED | 57,706 | $15.7M | 4.62% |
| 4 | ALPHABET INCORPORATED CAP STK | 48,839 | $15.3M | 4.51% |
| 5 | CAPITAL ONE FINL CORPORATION | 50,501 | $12.2M | 3.61% |
| 6 | GOLDMAN SACHS GROUP INCORPORAT | 12,823 | $11.3M | 3.32% |
| 7 | CISCO SYSTEMS INCORPORATED | 125,193 | $9.6M | 2.84% |
| 8 | BANK AMERICA CORPORATION | 173,360 | $9.5M | 2.81% |
| 9 | AMERICAN ELEC PWR COMPANY INCO | 80,851 | $9.3M | 2.75% |
| 10 | ONEOK INCORPORATED NEW | 126,188 | $9.3M | 2.73% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $85.0M | 25.0% |
| Technology | 19 | $55.6M | 16.4% |
| Unknown | 14 | $39.0M | 11.5% |
| Energy | 6 | $32.9M | 9.7% |
| Consumer Cyclical | 6 | $27.8M | 8.2% |
| Healthcare | 7 | $27.5M | 8.1% |
| Industrials | 4 | $20.4M | 6.0% |
| Communication Services | 2 | $18.5M | 5.5% |
| Utilities | 4 | $16.2M | 4.8% |
| Consumer Defensive | 4 | $13.8M | 4.1% |
| Real Estate | 2 | $2.9M | 0.9% |