Stolper Co Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Stolper Co disclosed 88 stock positions valued at approximately $387.23K as of quarter-end September 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INCORPORATE, APPLE INCORPORATED, and JPMORGAN CHASE & COMPANY.
- Report Period
- September 30, 2026
- No. of Stocks
- 88
- Portfolio Value
- $387.23K
Holdings by Sector
Stolper Co Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INCORPORATE | BRK-B | Financial Services | 5.15% | 40,064 | +221 | +0.55% | $19,950 |
| APPLE INCORPORATED | AAPL | Technology | 5.01% | 58,232 | +45 | +0.08% | $19,392 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 4.71% | 55,144 | -51 | -0.09% | $18,243 |
| ALPHABET INCORPORATED CAP STK | GOOG | Communication Services | 3.95% | 44,871 | +38 | +0.08% | $15,289 |
| CHEVRON CORPORATION | CVX | Energy | 3.02% | 57,187 | +409 | +0.72% | $11,678 |
| BANK OF NY MELLON CORPORATION | BK | Financial Services | 2.99% | 80,122 | +88 | +0.11% | $11,588 |
| GOLDMAN SACHS GROUP INCORPORAT | GS | Financial Services | 2.90% | 12,464 | +44 | +0.35% | $11,222 |
| CISCO SYSTEMS INCORPORATED | CSCO | Technology | 2.62% | 94,406 | +561 | +0.60% | $10,161 |
| AMERICAN ELEC PWR COMPANY INCO | AEP | Utilities | 2.59% | 84,438 | +543 | +0.65% | $10,018 |
| CAPITAL ONE FINL CORPORATION | COF | Financial Services | 2.56% | 51,276 | +304 | +0.60% | $9,900 |
| ALLISON TRANSMISSION HLDGS INC | ALSN | Consumer Cyclical | 2.52% | 86,109 | +721 | +0.84% | $9,753 |
| BANK OF AMER CORPORATION | BAC | Financial Services | 2.49% | 177,284 | +521 | +0.29% | $9,650 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.44% | 35,720 | +112 | +0.31% | $9,457 |
| COCA COLA COMPANY | KO | Consumer Defensive | 2.43% | 109,365 | +781 | +0.72% | $9,414 |
| AFLAC INCORPORATED | AFL | Financial Services | 2.29% | 79,402 | +296 | +0.37% | $8,876 |
| MICROSOFT CORPORATION | MSFT | Technology | 2.27% | 17,158 | +65 | +0.38% | $8,800 |
| PHILLIPS 66 | PSX | Energy | 2.19% | 33,253 | -15,356 | -31.59% | $8,490 |
| UNION PAC CORPORATION | UNP | Industrials | 2.13% | 30,368 | +166 | +0.55% | $8,264 |
| NATIONAL FUEL GAS COMPANY | NFG | Energy | 2.13% | 108,611 | +587 | +0.54% | $8,239 |
| NORTHROP GRUMMAN CORPORATION | NOC | Industrials | 2.01% | 16,059 | +151 | +0.95% | $7,764 |
| DEVON ENERGY CORPORATION NEW | DVN | Energy | 1.96% | 164,733 | +3,294 | +2.04% | $7,584 |
| UNITEDHEALTH GROUP INCORPORATE | UNH | Healthcare | 1.77% | 18,632 | +101 | +0.55% | $6,839 |
| GENUINE PARTS COMPANY | GPC | Consumer Cyclical | 1.62% | 49,982 | +803 | +1.63% | $6,285 |
| DAVITA INCORPORATED | DVA | Healthcare | 1.58% | 35,038 | +218 | +0.63% | $6,129 |
| D R HORTON INCORPORATED | DHI | Consumer Cyclical | 1.48% | 41,898 | +330 | +0.79% | $5,725 |
| MERCK & COMPANY INCORPORATED | MRK | Healthcare | 1.18% | 31,490 | -185 | -0.58% | $4,576 |
| HOME DEPOT INCORPORATED | HD | Consumer Cyclical | 1.18% | 16,077 | +194 | +1.22% | $4,574 |
| MORGAN STANLEY COM NEW | MS | Financial Services | 1.15% | 23,653 | +18 | +0.08% | $4,449 |
| EXXONMOBIL HOLDINGS CORPORATIO | XOM | Energy | 1.07% | 25,376 | +142 | +0.56% | $4,130 |
| ABBVIE INCORPORATED | ABBV | Healthcare | 1.01% | 14,981 | -38 | -0.25% | $3,919 |
Showing 30 of 88 holdings in the latest reporting period.