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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.7 Million 0.56% of portfolio
55,368
Q1 2025 Added 0.63%
$0
$1.16 Million 0.38% of portfolio
215,603
Q1 2025 Added 1.17%
$0
$986,000 0.32% of portfolio
40,873
Q1 2025 Added 0.8%
$0
$810,000 0.27% of portfolio
75,549
Q1 2025 Added 1.27%
$0
$796,000 0.26% of portfolio
94,896
Q1 2025 Added 0.99%
$0
$695,000 0.23% of portfolio
48,832
Q1 2025 Added 2.8%
$0
$661,000 0.22% of portfolio
60,950
Q1 2025 Added 0.9%
$0
$680,000 0.22% of portfolio
30,731
Q1 2025 Added 1.07%
$0
$686,000 0.22% of portfolio
56,774
Q1 2025 Added 1.16%
$0
$641,000 0.21% of portfolio
55,592
Q1 2025 Added 1.21%
$0
$619,000 0.2% of portfolio
66,372
Q1 2025 Added 0.99%
$0
$579,000 0.19% of portfolio
17,551
Q1 2025 Added 0.93%
$0
$545,000 0.18% of portfolio
40,606
Q1 2025 Added 1.18%
$0
$531,000 0.17% of portfolio
66,647
Q1 2025 Added 1.15%
$0
$505,000 0.17% of portfolio
97,791
Q1 2025 Added 1.24%
$0
$532,000 0.17% of portfolio
61,895
Q1 2025 Added 1.13%
$0
$477,000 0.16% of portfolio
32,936
Q1 2025 Added 1.21%
$0
$309,000 0.1% of portfolio
17,912
Q1 2025 Reduced 0.84%

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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