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

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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