Stolper CO Portfolio Holdings

Stolper CO

  • $330 Million
  • Q3 2025

Stolper CO has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $330 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 $19M, Jpmorgan Chase & CO with a value of $17.7M, Apple Inc. with a value of $14.9M, Alphabet Inc. with a value of $11.9M, and Capital One Financial Corp with a value of $10.7M.

Examining the 13F form we can see an decrease of $232K in the current position value, from $330M to 330M.

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

Portfolio value $330 Million
Financial Services: $111 Million
Technology: $43.9 Million
Energy: $34.2 Million
Consumer Cyclical: $29.6 Million
Healthcare: $26.7 Million
Industrials: $20.5 Million
Communication Services: $17.8 Million
Consumer Defensive: $17.8 Million
Other: $28.6 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$646B
$19 Million 5.75% of portfolio
37,719
Q3 2025 Reduced 1.39%
$876B
$17.7 Million 5.37% of portfolio
56,229
Q3 2025 Reduced 1.51%
$3.98T
$14.9 Million 4.52% of portfolio
58,528
Q3 2025 Reduced 0.45%
$1.53T
$11.9 Million 3.61% of portfolio
48,960
Q3 2025 Reduced 0.97%
$259B
$10.5 Million 3.17% of portfolio
13,148
Q3 2025 Reduced 0.72%
$405B
$8.91 Million 2.7% of portfolio
172,784
Q3 2025 Reduced 0.29%
$284B
$8.52 Million 2.58% of portfolio
124,446
Q3 2025 Reduced 0.17%
$297B
$8.25 Million 2.5% of portfolio
53,135
Q3 2025 Added 0.99%
$3.81T
$8.25 Million 2.5% of portfolio
15,919
Q3 2025 Reduced 0.33%
$292B
$6.83 Million 2.07% of portfolio
103,030
Q3 2025 Added 1.31%
$502B
$6.3 Million 1.91% of portfolio
33,960
Q3 2025 Reduced 0.16%
$334B
$5.5 Million 1.67% of portfolio
15,916
Q3 2025 Added 0.01%
$397B
$5.38 Million 1.63% of portfolio
13,278
Q3 2025 Reduced 0.17%
$247B
$4.55 Million 1.38% of portfolio
16,125
Q3 2025 Added 0.74%
$271B
$3.95 Million 1.2% of portfolio
24,832
Q3 2025 Added 0.21%
$437B
$3.49 Million 1.06% of portfolio
19,512
Q3 2025 Added 0.04%
$461B
$2.81 Million 0.85% of portfolio
24,891
Q3 2025 Added 2.17%
$242B
$2.73 Million 0.83% of portfolio
16,855
Q3 2025 Added 0.71%
$213B
$2.54 Million 0.77% of portfolio
30,282
Q3 2025 Added 6.36%
$225B
$2.19 Million 0.66% of portfolio
7,203
Q3 2025 Added 2.67%
$254B
$2.18 Million 0.66% of portfolio
30,402
Q3 2025 Added 4.96%
$355B
$2 Million 0.61% of portfolio
13,035
Q3 2025 Added 5.81%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $330 Million
  • Prior Value $330 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR/A
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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