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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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