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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.98 Million 0.6% of portfolio
58,346
Q3 2025 Reduced 0.07%
$0
$1.26 Million 0.38% of portfolio
238,077
Q3 2025 Reduced 0.26%
$0
$1.12 Million 0.34% of portfolio
41,438
Q3 2025 Reduced 0.3%
$0
$951,000 0.29% of portfolio
64,764
Q3 2025 New
$0
$936,000 0.28% of portfolio
98,990
Q3 2025 Added 0.49%
$0
$887,000 0.27% of portfolio
80,296
Q3 2025 Reduced 0.24%
$0
$829,000 0.25% of portfolio
51,379
Q3 2025 Added 1.68%
$0
$781,000 0.24% of portfolio
61,086
Q3 2025 Added 0.15%
$0
$802,000 0.24% of portfolio
31,923
Q3 2025 Added 0.06%
$0
$761,000 0.23% of portfolio
18,401
Q3 2025 Added 0.06%
$0
$729,000 0.22% of portfolio
63,046
Q3 2025 Added 0.06%
$0
$720,000 0.22% of portfolio
59,133
Q3 2025 Reduced 0.31%
$0
$705,000 0.21% of portfolio
69,351
Q3 2025 Added 0.12%
$0
$643,000 0.19% of portfolio
37,193
Q3 2025 New
$0
$581,000 0.18% of portfolio
63,734
Q3 2025 Added 0.1%
$0
$597,000 0.18% of portfolio
23,927
Q3 2025 New
$0
$546,000 0.17% of portfolio
32,320
Q3 2025 New
$0
$537,000 0.16% of portfolio
41,724
Q3 2025 Reduced 0.4%
$0
$528,000 0.16% of portfolio
35,452
Q3 2025 Reduced 0.2%
$0
$325,000 0.1% of portfolio
17,912
Q1 2025 Reduced 0.84%
$0
$150,000 0.05% of portfolio
10,552
Q3 2025 New

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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