Stolper Co

CIK: 0001808195SEC EDGAR →

Portfolio Value

$339K

Holdings

89

As of

Q4 2025

New Positions

8

Closed Positions

8

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

JPMORGAN CHASE & COMPANY.

55,582$17.9M
5275.54%
2

APPLE INCORPORATED

57,706$15.7M
4621.04%
3

ALPHABET INCORPORATED CAP STK

48,839$15.3M
4514.41%
4

CAPITAL ONE FINL CORPORATION

50,501$12.2M
3605.10%
5

CISCO SYSTEMS INCORPORATED

125,193$9.6M
2840.72%
6

BANK AMERICA CORPORATION

173,360$9.5M
2808.62%
7

AMERICAN ELEC PWR COMPANY INCO

80,851$9.3M
2746.17%
8

ONEOK INCORPORATED NEW

126,188$9.3M
2732.03%
9

BANK NEW YORK MELLON CORPORATI

79,608$9.2M
2722.31%
10

AFLAC INCORPORATED

77,401$8.5M
2514.06%

Quarterly Changes

Top Buys

MSFT↑ Increased
$7.7M
XLI↑ Increased
$1.8M
COF↑ Increased
$1.5M
CSCO↑ Increased
$1.1M
DHI↑ Increased
$840K

Top Sells

GOOG↓ Decreased
$3.4M
STAG↓ Decreased
$1.2M
AAPL↓ Decreased
$785K
ALSN↓ Decreased
$757K
UPS↓ Decreased
$424K

Sector Breakdown

Sector# HoldingsValue%
Financial Services21$73.4M24.4%
Technology19$55.6M18.5%
Energy6$32.9M10.9%
Consumer Cyclical6$27.8M9.2%
Healthcare7$27.5M9.2%
Unknown14$20.0M6.6%
Communication Services2$18.5M6.2%
Utilities4$16.2M5.4%
Consumer Defensive4$13.8M4.6%
Industrials4$12.0M4.0%
Real Estate2$2.9M1.0%