Stolper CO Portfolio Holdings

Stolper CO

  • $304 Million
  • Q2 2025

Stolper CO has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $304 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 $18.6M, Jpmorgan Chase & CO with a value of $16.6M, Apple Inc. with a value of $12.1M, Capital One Financial Corp with a value of $10.8M, and Oneok Inc with a value of $9.99M.

Examining the 13F form we can see an decrease of $493K in the current position value, from $305M to 304M.

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

Portfolio value $304 Million
Financial Services: $104 Million
Technology: $44 Million
Energy: $32.9 Million
Healthcare: $24.1 Million
Industrials: $19.2 Million
Consumer Cyclical: $19.1 Million
Consumer Defensive: $17.8 Million
Utilities: $14.8 Million
Other: $28.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.27 Million 0.42% of portfolio
36,691
Q2 2025 Added 0.1%
$0
$808,000 0.27% of portfolio
9,531
Q2 2025 Added 3.28%
$0
$746,000 0.25% of portfolio
9,137
Q2 2025 Added 1.84%
$0
$684,000 0.22% of portfolio
8,250
Q2 2025 Added 1.63%
$0
$608,000 0.2% of portfolio
29,786
Q2 2025 Added 3.21%
$0
$509,000 0.17% of portfolio
16,606
Q2 2025 Added 7.12%
$0
$432,000 0.14% of portfolio
5,177
Q2 2025 Added 11.67%
$0
$270,000 0.09% of portfolio
476
Q2 2025 Reduced 0.83%
$0
$279,000 0.09% of portfolio
9,545
Q2 2025 Reduced 0.64%
$0
$250,000 0.08% of portfolio
1,697
Q4 2024 Reduced 1.45%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $304 Million
  • Prior Value $305 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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