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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.14 Million 0.37% of portfolio
36,653
Q1 2025 Added 1.15%
$0
$862,000 0.28% of portfolio
9,228
Q1 2025 Added 0.71%
$0
$707,000 0.23% of portfolio
8,972
Q1 2025 Added 0.88%
$0
$672,000 0.22% of portfolio
8,118
Q1 2025 Added 1.22%
$0
$620,000 0.2% of portfolio
28,859
Q1 2025 Added 0.98%
$0
$476,000 0.16% of portfolio
15,502
Q1 2025 Added 1.23%
$0
$351,000 0.12% of portfolio
4,636
Q4 2024 Reduced 1.84%
$0
$247,000 0.08% of portfolio
480
Q4 2024 Reduced 1.84%
$0
$241,000 0.08% of portfolio
9,606
Q4 2024 Added 293.04%
$0
$222,000 0.07% of portfolio
1,697
Q4 2024 Reduced 1.45%

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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