Stolper CO Portfolio Holdings

Stolper CO

  • $330 Million
  • Q3 2025

Stolper CO has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $330 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $19M, Jpmorgan Chase & CO with a value of $17.7M, Apple Inc. with a value of $14.9M, Alphabet Inc. with a value of $11.9M, and Capital One Financial Corp with a value of $10.7M.

Examining the 13F form we can see an decrease of $232K in the current position value, from $330M to 330M.

Below you can find more details about Stolper CO portfolio as well as his latest detailed transactions.

Portfolio value $330 Million
Financial Services: $111 Million
Technology: $43.9 Million
Energy: $34.2 Million
Consumer Cyclical: $29.6 Million
Healthcare: $26.7 Million
Industrials: $20.5 Million
Communication Services: $17.8 Million
Consumer Defensive: $17.8 Million
Other: $28.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$19 Million 5.75% of portfolio
37,719
Q3 2025 Reduced 1.39%
$881B
$17.7 Million 5.37% of portfolio
56,229
Q3 2025 Reduced 1.51%
$4.3T
$14.9 Million 4.52% of portfolio
58,528
Q3 2025 Reduced 0.45%
$1.74T
$11.9 Million 3.61% of portfolio
48,960
Q3 2025 Reduced 0.97%
$77.2B
$10.7 Million 3.25% of portfolio
50,476
Q3 2025 Reduced 0.52%
$265B
$10.5 Million 3.17% of portfolio
13,148
Q3 2025 Reduced 0.72%
$31.5B
$9.03 Million 2.73% of portfolio
123,700
Q3 2025 Added 1.05%
$62.3B
$9 Million 2.73% of portfolio
79,952
Q3 2025 Reduced 0.07%
$413B
$8.91 Million 2.7% of portfolio
172,784
Q3 2025 Reduced 0.29%
$86.7B
$8.89 Million 2.69% of portfolio
14,590
Q3 2025 Reduced 0.34%
$89.3B
$8.64 Million 2.62% of portfolio
79,307
Q3 2025 Reduced 0.57%
$72.3B
$8.59 Million 2.6% of portfolio
76,864
Q3 2025 Reduced 0.32%
$319B
$8.52 Million 2.58% of portfolio
124,446
Q3 2025 Reduced 0.17%
$303B
$8.25 Million 2.5% of portfolio
53,135
Q3 2025 Added 0.99%
$3.78T
$8.25 Million 2.5% of portfolio
15,919
Q3 2025 Reduced 0.33%
$306B
$6.83 Million 2.07% of portfolio
103,030
Q3 2025 Added 1.31%
$136B
$6.41 Million 1.94% of portfolio
27,137
Q3 2025 Reduced 0.13%
$522B
$6.3 Million 1.91% of portfolio
33,960
Q3 2025 Reduced 0.16%
$68.5B
$6.2 Million 1.88% of portfolio
45,568
Q3 2025 Reduced 0.15%
$49.5B
$6.14 Million 1.86% of portfolio
36,229
Q3 2025 Reduced 0.2%
$18B
$6.03 Million 1.83% of portfolio
43,495
Q3 2025 Reduced 0.08%
$11.1B
$5.53 Million 1.68% of portfolio
41,638
Q3 2025 Reduced 0.15%
$300B
$5.5 Million 1.67% of portfolio
15,916
Q3 2025 Added 0.01%
$187B
$5.51 Million 1.67% of portfolio
33,109
Q3 2025 Reduced 0.17%
$367B
$5.38 Million 1.63% of portfolio
13,278
Q3 2025 Reduced 0.17%
$266B
$4.55 Million 1.38% of portfolio
16,125
Q3 2025 Added 0.74%
$270B
$3.95 Million 1.2% of portfolio
24,832
Q3 2025 Added 0.21%
$23.5B
$3.9 Million 1.18% of portfolio
111,240
Q3 2025 Reduced 0.19%
$181B
$3.58 Million 1.08% of portfolio
126,614
Q3 2025 Added 0.79%
$418B
$3.49 Million 1.06% of portfolio
19,512
Q3 2025 Added 0.04%
$414B
$3.41 Million 1.03% of portfolio
14,713
Q3 2025 Added 3.15%
$490B
$2.81 Million 0.85% of portfolio
24,891
Q3 2025 Added 2.17%
$237B
$2.73 Million 0.83% of portfolio
16,855
Q3 2025 Added 0.71%
$123B
$2.7 Million 0.82% of portfolio
5,407
Q3 2025 New
$17.6B
$2.68 Million 0.81% of portfolio
35,185
Q3 2025 Added 1.78%
$104B
$2.65 Million 0.8% of portfolio
40,073
Q3 2025 Added 1.68%
$235B
$2.54 Million 0.77% of portfolio
30,282
Q3 2025 Added 6.36%
$68.7B
$2.52 Million 0.76% of portfolio
30,139
Q3 2025 Added 0.02%
$67.6B
$2.37 Million 0.72% of portfolio
48,982
Q3 2025 Added 1.93%
$98.6B
$2.36 Million 0.72% of portfolio
24,941
Q3 2025 Added 1.92%
$62.7B
$2.34 Million 0.71% of portfolio
28,374
Q3 2025 Added 2.44%
$172B
$2.31 Million 0.7% of portfolio
52,493
Q3 2025 Added 5.63%
$2.73B
$2.23 Million 0.68% of portfolio
100,140
Q3 2025 Added 1.32%
$45.5B
$2.24 Million 0.68% of portfolio
12,971
Q3 2025 Added 1.89%
$224B
$2.19 Million 0.66% of portfolio
7,203
Q3 2025 Added 2.67%
$32.2B
$2.16 Million 0.66% of portfolio
36,229
Q3 2025 Added 5.19%
$270B
$2.18 Million 0.66% of portfolio
30,402
Q3 2025 Added 4.96%
$177B
$2.19 Million 0.66% of portfolio
11,896
Q3 2025 New
$27.1B
$2.06 Million 0.62% of portfolio
55,393
Q3 2025 Added 2.22%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $330 Million
  • Prior Value $330 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR/A
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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