Stolper CO Portfolio Holdings

Stolper CO

  • $300 Million
  • Q4 2024

Stolper CO has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $300 Million distributed in 88 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 $18M, Apple Inc. with a value of $15.3M, Jpmorgan Chase & CO with a value of $14.1M, Oneok Inc with a value of $12.6M, and Oracle Corp with a value of $9.71M.

Examining the 13F form we can see an decrease of $5.46M in the current position value, from $306M to 300M.

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

Portfolio value $300 Million
Financial Services: $92.4 Million
Technology: $55 Million
Energy: $35.8 Million
Healthcare: $27.1 Million
Industrials: $19.9 Million
Consumer Cyclical: $19.3 Million
Consumer Defensive: $18.3 Million
Communication Services: $14.4 Million
Other: $18.2 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$602B
$18 Million 6.0% of portfolio
39,725
Q4 2024 Reduced 1.19%
$3.7T
$15.3 Million 5.09% of portfolio
61,034
Q4 2024 Reduced 0.71%
$761B
$14.1 Million 4.7% of portfolio
58,840
Q4 2024 Reduced 1.92%
$434B
$9.71 Million 3.23% of portfolio
58,256
Q4 2024 Reduced 0.41%
$1.2T
$9.54 Million 3.18% of portfolio
50,089
Q4 2024 Added 0.6%
$477B
$8.25 Million 2.75% of portfolio
16,311
Q4 2024 Added 0.22%
$214B
$7.9 Million 2.63% of portfolio
13,795
Q4 2024 Reduced 1.39%
$373B
$7.78 Million 2.59% of portfolio
177,023
Q4 2024 Added 0.26%
$316B
$7.57 Million 2.52% of portfolio
52,295
Q4 2024 Added 1.41%
$247B
$7.51 Million 2.5% of portfolio
126,823
Q4 2024 Added 0.75%
$3.2T
$6.82 Million 2.27% of portfolio
16,187
Q4 2024 Reduced 0.69%
$271B
$6.36 Million 2.12% of portfolio
102,192
Q4 2024 Added 1.37%
$419B
$5.24 Million 1.75% of portfolio
13,472
Q4 2024 Added 0.81%
$384B
$4.96 Million 1.65% of portfolio
34,295
Q4 2024 Added 1.47%
$201B
$3.73 Million 1.24% of portfolio
16,958
Q4 2024 Reduced 0.11%
$234B
$3.08 Million 1.03% of portfolio
24,523
Q4 2024 Reduced 0.04%
$468B
$2.57 Million 0.86% of portfolio
23,923
Q4 2024 Added 0.75%
$303B
$2.58 Million 0.86% of portfolio
14,506
Q4 2024 Added 0.47%
$382B
$2.05 Million 0.68% of portfolio
12,239
Q4 2024 Added 0.67%
$207B
$2.03 Million 0.67% of portfolio
6,988
Q4 2024 Added 1.1%
$237B
$1.8 Million 0.6% of portfolio
28,735
Q4 2024 Added 1.32%
$225B
$1.66 Million 0.55% of portfolio
19,601
Q4 2024 Reduced 1.34%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $300 Million
  • Prior Value $306 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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