Stolper CO Portfolio Holdings by Sector
Stolper CO
- $304 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$24,752
8.13% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK ADX TY JQC GDV BTZ AOD NIE 23 stocks |
$24,592
8.08% of portfolio
|
20
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$18,582
6.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
AEP EVRG SO PPL 4 stocks |
$14,767
4.85% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL TTE 4 stocks |
$13,964
4.59% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS 2 stocks |
$12,864
4.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12,063
3.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV MRK PFE 4 stocks |
$11,443
3.76% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
COF 1 stocks |
$10,796
3.55% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL MET 2 stocks |
$10,359
3.4% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE 1 stocks |
$9,993
3.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$8,771
2.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$8,649
2.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$7,945
2.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC 1 stocks |
$7,320
2.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$7,195
2.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$6,677
2.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$6,252
2.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
DVA 1 stocks |
$5,940
1.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IDV XLE XLU SHY PEY PFF IEFA SCHG 10 stocks |
$5,852
1.92% of portfolio
|
7
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$5,785
1.9% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM NVDA 2 stocks |
$5,622
1.85% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$5,444
1.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$5,359
1.76% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC 1 stocks |
$5,281
1.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ 1 stocks |
$5,028
1.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$4,877
1.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$4,719
1.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$4,680
1.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
STAG PLD 2 stocks |
$3,592
1.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
DVN 1 stocks |
$3,545
1.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$3,042
1.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$2,537
0.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$2,258
0.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR 1 stocks |
$2,219
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
BABA 1 stocks |
$2,212
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$2,174
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$2,050
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$1,963
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$1,818
0.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT 1 stocks |
$1,445
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|