Stolper CO Portfolio Holdings
Stolper CO
- $306 Million
- Q3 2024
Stolper CO has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $306 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 $18.5M, Apple Inc. with a value of $14.3M, Jpmorgan Chase & CO with a value of $12.7M, Oneok Inc with a value of $11.6M, and Oracle Corp with a value of $9.97M.
Examining the 13F form we can see an increase of $21.6M in the current position value, from $284M to 306M.
Below you can find more details about Stolper CO portfolio as well as his latest detailed transactions.
Portfolio value
$306 Million
Financial Services: $88.4 Million
Technology: $54.7 Million
Energy: $36.7 Million
Healthcare: $30.8 Million
Industrials: $21.5 Million
Consumer Defensive: $19.6 Million
Consumer Cyclical: $16.6 Million
Communication Services: $13.3 Million
Other: $24.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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