Stolper CO Portfolio Holdings

Stolper CO

  • $305 Million
  • Q1 2025

Stolper CO has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $305 Million distributed in 87 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 $20.8M, Jpmorgan Chase & CO with a value of $14.2M, Apple Inc. with a value of $13.3M, Oneok Inc with a value of $12.4M, and Chevron Corp with a value of $8.76M.

Examining the 13F form we can see an increase of $4.71M in the current position value, from $300M to 305M.

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

Portfolio value $305 Million
Financial Services: $96.4 Million
Technology: $50.3 Million
Energy: $38.7 Million
Healthcare: $28.9 Million
Industrials: $20.4 Million
Consumer Cyclical: $19.6 Million
Consumer Defensive: $17.5 Million
Communication Services: $13.6 Million
Other: $19.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$648B
$20.8 Million 6.82% of portfolio
39,055
Q1 2025 Reduced 1.69%
$791B
$14.2 Million 4.65% of portfolio
57,813
Q1 2025 Reduced 1.75%
$3.14T
$13.3 Million 4.35% of portfolio
59,666
Q1 2025 Reduced 2.24%
$36.4B
$12.4 Million 4.06% of portfolio
124,649
Q1 2025 Reduced 0.78%
$291B
$8.76 Million 2.87% of portfolio
52,340
Q1 2025 Added 0.09%
$64.5B
$8.68 Million 2.85% of portfolio
78,051
Q1 2025 Reduced 1.13%
$54.7B
$8.66 Million 2.84% of portfolio
50,756
Q1 2025 Reduced 2.05%
$289B
$8.43 Million 2.76% of portfolio
16,096
Q1 2025 Reduced 1.32%
$561B
$8.08 Million 2.65% of portfolio
57,817
Q1 2025 Reduced 0.75%
$268B
$7.79 Million 2.56% of portfolio
126,261
Q1 2025 Reduced 0.44%
$1.08T
$7.77 Million 2.55% of portfolio
49,725
Q1 2025 Reduced 0.73%
$77.6B
$7.58 Million 2.48% of portfolio
14,796
Q1 2025 Reduced 0.01%
$301B
$7.35 Million 2.41% of portfolio
102,587
Q1 2025 Added 0.39%
$355B
$7.31 Million 2.4% of portfolio
175,262
Q1 2025 Reduced 0.99%
$213B
$7.32 Million 2.4% of portfolio
13,394
Q1 2025 Reduced 2.91%
$72.6B
$6.8 Million 2.23% of portfolio
81,088
Q1 2025 Reduced 0.55%
$136B
$6.46 Million 2.12% of portfolio
27,351
Q1 2025 Reduced 0.98%
$3.56T
$6.07 Million 1.99% of portfolio
16,166
Q1 2025 Reduced 0.13%
$59.9B
$5.7 Million 1.87% of portfolio
46,147
Q1 2025 Reduced 0.3%
$25.1B
$5.71 Million 1.87% of portfolio
206,152
Q1 2025 Added 0.02%
$398B
$5.67 Million 1.86% of portfolio
34,215
Q1 2025 Reduced 0.23%
$16.8B
$5.27 Million 1.73% of portfolio
44,212
Q1 2025 Reduced 0.61%
$173B
$5.16 Million 1.69% of portfolio
33,571
Q1 2025 Reduced 0.31%
$22.7B
$5.04 Million 1.65% of portfolio
134,671
Q1 2025 Added 0.31%
$357B
$4.93 Million 1.62% of portfolio
13,450
Q1 2025 Reduced 0.16%
$41.7B
$4.66 Million 1.53% of portfolio
36,621
Q1 2025 Reduced 0.23%
$254B
$4.2 Million 1.38% of portfolio
16,878
Q1 2025 Reduced 0.47%
$72.7B
$3.92 Million 1.29% of portfolio
35,672
Q1 2025 Added 0.32%
$197B
$3.58 Million 1.17% of portfolio
126,517
Q1 2025 Added 0.37%
$328B
$3 Million 0.98% of portfolio
14,310
Q1 2025 Reduced 1.35%
$220B
$2.87 Million 0.94% of portfolio
24,608
Q1 2025 Added 0.35%
$475B
$2.86 Million 0.94% of portfolio
24,034
Q1 2025 Added 0.46%
$284B
$2.67 Million 0.87% of portfolio
16,797
Q1 2025 Reduced 0.84%
$305B
$2.58 Million 0.85% of portfolio
19,485
Q1 2025 Reduced 0.59%
$78.6B
$2.45 Million 0.8% of portfolio
16,711
Q1 2025 Added 0.07%
$15.3B
$2.39 Million 0.78% of portfolio
34,630
Q1 2025 Added 0.49%
$106B
$2.36 Million 0.78% of portfolio
39,383
Q1 2025 Added 0.32%
$198B
$2.37 Million 0.78% of portfolio
26,363
Q1 2025 Added 0.86%
$96.3B
$2.27 Million 0.74% of portfolio
24,636
Q1 2025 Added 0.51%
$176B
$2.25 Million 0.74% of portfolio
49,518
Q1 2025 Added 1.07%
$62.1B
$2.22 Million 0.73% of portfolio
27,674
Q1 2025 Added 0.19%
$215B
$2.2 Million 0.72% of portfolio
7,032
Q1 2025 Added 0.63%
$258B
$2.12 Million 0.7% of portfolio
28,980
Q1 2025 Added 0.85%
$376B
$2.1 Million 0.69% of portfolio
12,332
Q1 2025 Added 0.76%
$63.4B
$2.03 Million 0.67% of portfolio
48,038
Q1 2025 New
$24.6B
$1.96 Million 0.64% of portfolio
54,138
Q1 2025 Added 0.39%
$6.46B
$1.89 Million 0.62% of portfolio
52,443
Q1 2025 Added 0.94%
$173B
$1.86 Million 0.61% of portfolio
28,700
Q1 2025 Added 0.99%
$46.4B
$1.87 Million 0.61% of portfolio
38,815
Q1 2025 Added 3.78%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $305 Million
  • Prior Value $300 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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