Stolper CO Portfolio Holdings

Stolper CO

  • $304 Million
  • Q2 2025

Stolper CO has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $304 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 $18.6M, Jpmorgan Chase & CO with a value of $16.6M, Apple Inc. with a value of $12.1M, Capital One Financial Corp with a value of $10.8M, and Oneok Inc with a value of $9.99M.

Examining the 13F form we can see an decrease of $493K in the current position value, from $305M to 304M.

Below you can find more details about Stolper CO portfolio as well as his latest detailed transactions.

Portfolio value $304 Million
Financial Services: $104 Million
Technology: $44 Million
Energy: $32.9 Million
Healthcare: $24.1 Million
Industrials: $19.2 Million
Consumer Cyclical: $19.1 Million
Consumer Defensive: $17.8 Million
Utilities: $14.8 Million
Other: $28.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$637B
$18.6 Million 6.1% of portfolio
38,252
Q2 2025 Reduced 2.06%
$874B
$16.6 Million 5.44% of portfolio
57,092
Q2 2025 Reduced 1.25%
$3.77T
$12.1 Million 3.96% of portfolio
58,794
Q2 2025 Reduced 1.46%
$85.4B
$10.8 Million 3.55% of portfolio
50,741
Q2 2025 New
$32.1B
$9.99 Million 3.28% of portfolio
122,417
Q2 2025 Reduced 1.79%
$261B
$9.37 Million 3.08% of portfolio
13,244
Q2 2025 Reduced 1.12%
$1.46T
$8.77 Million 2.88% of portfolio
49,442
Q2 2025 Reduced 0.57%
$276B
$8.65 Million 2.84% of portfolio
124,659
Q2 2025 Reduced 1.27%
$55.7B
$8.3 Million 2.73% of portfolio
80,006
Q2 2025 New
$404B
$8.2 Million 2.69% of portfolio
173,290
Q2 2025 Reduced 1.13%
$67.2B
$8.13 Million 2.67% of portfolio
77,114
Q2 2025 Reduced 1.2%
$3.72T
$7.95 Million 2.61% of portfolio
15,972
Q2 2025 Reduced 1.2%
$303B
$7.53 Million 2.47% of portfolio
52,614
Q2 2025 Added 0.52%
$88B
$7.32 Million 2.4% of portfolio
14,640
Q2 2025 Reduced 1.05%
$84.7B
$7.27 Million 2.39% of portfolio
79,758
Q2 2025 Reduced 1.64%
$293B
$7.2 Million 2.36% of portfolio
101,701
Q2 2025 Reduced 0.86%
$12.5B
$5.94 Million 1.95% of portfolio
41,700
Q2 2025 Reduced 1.6%
$63.6B
$5.44 Million 1.79% of portfolio
45,635
Q2 2025 Reduced 1.11%
$178B
$5.28 Million 1.74% of portfolio
33,165
Q2 2025 Reduced 1.21%
$19.6B
$5.28 Million 1.73% of portfolio
43,531
Q2 2025 Reduced 1.54%
$463B
$5.2 Million 1.71% of portfolio
34,016
Q2 2025 Reduced 0.58%
$30B
$5.03 Million 1.65% of portfolio
205,576
Q2 2025 Reduced 0.28%
$325B
$4.97 Million 1.63% of portfolio
15,915
Q2 2025 Reduced 1.12%
$425B
$4.88 Million 1.6% of portfolio
13,301
Q2 2025 Reduced 1.11%
$232B
$4.72 Million 1.55% of portfolio
16,007
Q2 2025 Reduced 5.16%
$61.8B
$4.68 Million 1.54% of portfolio
36,303
Q2 2025 Reduced 0.87%
$210B
$3.64 Million 1.19% of portfolio
125,616
Q2 2025 Reduced 0.71%
$22.5B
$3.55 Million 1.16% of portfolio
111,450
Q2 2025 Reduced 17.24%
$258B
$3.49 Million 1.15% of portfolio
24,780
Q2 2025 Added 0.7%
$61.6B
$3.04 Million 1.0% of portfolio
30,133
Q2 2025 Reduced 15.53%
$255B
$3.05 Million 1.0% of portfolio
16,736
Q2 2025 Reduced 0.36%
$372B
$2.65 Million 0.87% of portfolio
14,264
Q2 2025 Reduced 0.32%
$461B
$2.63 Million 0.86% of portfolio
24,363
Q2 2025 Added 1.37%
$84.6B
$2.54 Million 0.83% of portfolio
16,667
Q2 2025 Reduced 0.26%
$16.3B
$2.38 Million 0.78% of portfolio
34,571
Q2 2025 Reduced 0.17%
$119B
$2.31 Million 0.76% of portfolio
39,410
Q2 2025 Added 0.07%
$99.3B
$2.25 Million 0.74% of portfolio
24,471
Q2 2025 Reduced 0.67%
$60.3B
$2.26 Million 0.74% of portfolio
38,752
Q2 2025 Reduced 0.16%
$214B
$2.25 Million 0.74% of portfolio
28,472
Q2 2025 Added 8.0%
$389B
$2.21 Million 0.73% of portfolio
19,504
Q2 2025 Added 0.1%
$63.2B
$2.23 Million 0.73% of portfolio
27,698
Q2 2025 Added 0.09%
$47.1B
$2.22 Million 0.73% of portfolio
12,730
Q2 2025 Added 0.17%
$183B
$2.15 Million 0.71% of portfolio
49,695
Q2 2025 Added 0.36%
$73.4B
$2.17 Million 0.71% of portfolio
48,055
Q2 2025 Added 0.04%
$2.57B
$2.15 Million 0.7% of portfolio
98,831
Q2 2025 Added 2.85%
$256B
$2.04 Million 0.67% of portfolio
28,966
Q2 2025 Reduced 0.05%
$230B
$2.05 Million 0.67% of portfolio
7,016
Q2 2025 Reduced 0.23%
$378B
$1.96 Million 0.64% of portfolio
12,319
Q2 2025 Reduced 0.11%
$6.48B
$1.91 Million 0.63% of portfolio
52,603
Q2 2025 Added 0.31%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $304 Million
  • Prior Value $305 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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