Stolper Co Portfolio Stock Holdings
Stolper Co disclosed 93 stock positions valued at approximately $352,498 in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INCORPORATE, JPMORGAN CHASE & COMPANY, and APPLE INCORPORATED. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 93
- Portfolio Value
- $352.5K
Holdings by Sector
Stolper Co Portfolio Holdings in Q1 2026
92 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INCORPORATE | BK | Financial Services | 5.15% | 37,900 | -41,708 | -52.39% | $18,162 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 4.59% | 54,984 | -598 | -1.08% | $16,174 |
| APPLE INCORPORATED | AAPL | Technology | 4.14% | 57,531 | -175 | -0.30% | $14,601 |
| ALPHABET INCORPORATED CAP STK | GOOG | Communication Services | 3.96% | 48,632 | -207 | -0.42% | $13,951 |
| ONEOK INCORPORATED NEW | ISD | Financial Services | 3.28% | 127,738 | +88,105 | +222.30% | $11,546 |
| CHEVRON CORPORATION | CVX | Energy | 3.21% | 54,671 | +291 | +0.54% | $11,311 |
| GOLDMAN SACHS GROUP INCORPORAT | IBM | Technology | 3.02% | 12,600 | -3,472 | -21.60% | $10,659 |
| AMERICAN ELEC PWR COMPANY INCO | AEP | Utilities | 3.02% | 81,174 | +323 | +0.40% | $10,640 |
| NORTHROP GRUMMAN CORPORATION | DIAX | Financial Services | 2.85% | 14,709 | -21,781 | -59.69% | $10,035 |
| CISCO SYSTEMS INCORPORATED | KO | Consumer Defensive | 2.75% | 125,159 | +20,095 | +19.13% | $9,711 |
| ALLISON TRANSMISSION HLDGS INC | ALSN | Consumer Cyclical | 2.73% | 82,270 | +8,991 | +12.27% | $9,631 |
| BANK NEW YORK MELLON CORPORATI | BAC | Financial Services | 2.68% | 79,508 | -93,852 | -54.14% | $9,432 |
| CAPITAL ONE FINL CORPORATION | COF | Financial Services | 2.54% | 49,065 | -1,436 | -2.84% | $8,951 |
| AFLAC INCORPORATED | AFL | Financial Services | 2.42% | 77,690 | +289 | +0.37% | $8,523 |
| PHILLIPS 66 | PG | Consumer Defensive | 2.42% | 46,763 | +33,232 | +245.60% | $8,519 |
| BANK AMERICA CORPORATION | T | Communication Services | 2.40% | 173,401 | +44,367 | +34.38% | $8,453 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.37% | 34,247 | +12 | +0.04% | $8,371 |
| COCA COLA COMPANY | CVS | Healthcare | 2.28% | 105,571 | +78,765 | +293.83% | $8,029 |
| UNITEDHEALTH GROUP INCORPORATE | VZ | Communication Services | 2.05% | 71,771 | +880 | +1.24% | $7,241 |
| UNION PAC CORPORATION | USB | Financial Services | 1.92% | 27,854 | -21,647 | -43.73% | $6,758 |
| DAVITA INCORPORATED | DVN | Energy | 1.88% | 43,117 | -65,492 | -60.30% | $6,627 |
| MICROSOFT CORPORATION | MS | Financial Services | 1.83% | 17,442 | -7,402 | -29.79% | $6,457 |
| DEVON ENERGY CORPORATION NEW | DLR | Real Estate | 1.58% | 110,907 | +97,471 | +725.45% | $5,581 |
| D R HORTON INCORPORATED | DVA | Healthcare | 1.45% | 37,166 | -5,336 | -12.55% | $5,100 |
| GENUINE PARTS COMPANY | HD | Consumer Cyclical | 1.33% | 44,229 | +30,664 | +226.05% | $4,677 |
| HOME DEPOT INCORPORATED | PEY | Other | 1.28% | 13,761 | -16,506 | -54.53% | $4,526 |
| QUALCOMM INCORPORATED | SHEL | Energy | 1.25% | 34,169 | +2,725 | +8.67% | $4,400 |
| EXXON MOBIL CORPORATION | XFFCX | Other | 1.22% | 25,275 | -7,975 | -23.98% | $4,288 |
| MORGAN STANLEY COM NEW | XJQCX | Other | 1.16% | 24,908 | -218,724 | -89.78% | $4,099 |
| INTERNATIONAL BUSINESS MACHINE | IEFA | Other | 1.10% | 15,990 | +11,410 | +249.13% | $3,876 |
| AT&T INCORPORATED | ADM | Consumer Defensive | 1.08% | 130,864 | +94,021 | +255.19% | $3,794 |
| MERCK & COMPANY INCORPORATED | MET | Financial Services | 1.06% | 31,005 | +1,758 | +6.01% | $3,730 |
| LOCKHEED MARTIN CORPORATION | LMT | Industrials | 0.94% | 5,474 | +9 | +0.16% | $3,308 |
| UNITED PARCEL SVCS INCORPORATE | VOO | Other | 0.93% | 31,089 | +30,151 | +3214.39% | $3,292 |
| ABBVIE INCORPORATED | ABBV | Healthcare | 0.90% | 14,606 | -99 | -0.67% | $3,177 |
| EVERGY INCORPORATED | XOM | Energy | 0.84% | 36,010 | +10,475 | +41.02% | $2,950 |
| SHELL PLC SPON ADS | XLI | Other | 0.84% | 31,715 | -25,290 | -44.36% | $2,949 |
| PHILIP MORRIS INTERNATIONAL IN | PPL | Utilities | 0.80% | 17,155 | -40,616 | -70.31% | $2,836 |
| ALTRIA GROUP INCORPORATED | MO | Consumer Defensive | 0.77% | 41,334 | +403 | +0.98% | $2,728 |
| CANADIAN NATL RY COMPANY | BGB | Financial Services | 0.76% | 25,931 | -34,486 | -57.08% | $2,665 |
| US BANCORP COM NEW | TTE | Energy | 0.73% | 49,684 | +18,695 | +60.33% | $2,584 |
| SOUTHERN COMPANY | XLU | Other | 0.72% | 26,235 | +6,957 | +36.09% | $2,532 |
| ALIBABA GROUP HLDG LIMITED SPO | BABA | Consumer Cyclical | 0.72% | 20,099 | +29 | +0.14% | $2,522 |
| DIGITAL RLTY TR INCORPORATED R | ETV | Financial Services | 0.70% | 13,651 | +3,257 | +31.34% | $2,460 |
| TEXAS INSTRS INCORPORATED | UPS | Industrials | 0.67% | 12,181 | -17,482 | -58.94% | $2,365 |
| MCDONALDS CORPORATION | MRK | Healthcare | 0.67% | 7,547 | -23,141 | -75.41% | $2,346 |
| ADAMS DIVERSIFIED EQUITY FD | ADX | Financial Services | 0.64% | 103,675 | +2,840 | +2.82% | $2,269 |
| PROLOGIS INCORPORATED. REIT | SCHG | Other | 0.64% | 16,999 | +7,829 | +85.38% | $2,247 |
| PPL CORPORATION | QCOM | Technology | 0.64% | 58,680 | +24,996 | +74.21% | $2,242 |
| METLIFE INCORPORATED | MSFT | Technology | 0.60% | 29,873 | +13,936 | +87.44% | $2,113 |
| STAG INDUSTRIAL INCORPORATED R | STAG | Real Estate | 0.59% | 58,133 | +39,883 | +218.54% | $2,096 |
| PROCTER & GAMBLE COMPANY | RVT | Financial Services | 0.57% | 13,843 | -39,251 | -73.93% | $1,999 |
| TRI CONTL CORPORATION | UNH | Healthcare | 0.56% | 62,424 | +46,121 | +282.90% | $1,972 |
| CVS HEALTH CORPORATION | DHI | Consumer Cyclical | 0.55% | 26,862 | -9,936 | -27.00% | $1,929 |
| TARGET CORPORATION | UNP | Industrials | 0.51% | 14,972 | -12,535 | -45.57% | $1,815 |
| PFIZER INCORPORATED | PM | Consumer Defensive | 0.50% | 62,795 | +45,800 | +269.49% | $1,763 |
| NUVEEN CR STRATEGIES INCOME FD | OKE | Energy | 0.34% | 248,207 | +122,019 | +96.70% | $1,209 |
| VIRTUS EQUITY & CONV INCM FD | XNIEX | Other | 0.34% | 37,725 | -28,090 | -42.68% | $1,192 |
| STATE STREET ENERGY SELECT SEC | TGT | Consumer Defensive | 0.34% | 19,431 | +5,160 | +36.16% | $1,190 |
| GABELLI DIVID & INCOME TR | GAM | Financial Services | 0.32% | 42,161 | +35,784 | +561.14% | $1,135 |
| NYLI CBRE GBL INFR MEGTRNDS TR | GHY | Financial Services | 0.28% | 66,438 | +23,540 | +54.87% | $976 |
| ABRDN TOTAL DYNAMIC DIVIDEND C | XAODX | Other | 0.26% | 100,968 | +1,380 | +1.39% | $930 |
| ROYCE SMALL CAP TRUST INCORPOR | SO | Utilities | 0.26% | 54,499 | +28,750 | +111.65% | $905 |
| BLACKROCK RES & COMMODITIES ST | XBOEX | Other | 0.24% | 70,957 | +7,152 | +11.21% | $855 |
| STATE STREET UTILITIES SELECT | TY | Financial Services | 0.24% | 18,450 | -43,205 | -70.08% | $847 |
| VISA INCORPORATED COM CLASS A | V | Financial Services | 0.24% | 2,799 | +2,799 | +100.00% | $846 |
| BLACKROCK CR ALLOCATION | BRK-B | Financial Services | 0.24% | 83,639 | +45,781 | +120.93% | $845 |
| BLACKROCK ENHANCED GLOBAL | BDJ | Financial Services | 0.20% | 64,662 | -34 | -0.05% | $709 |
| ADVENT CONV & INCOME FD | AVK | Financial Services | 0.20% | 63,026 | +1,107 | +1.79% | $703 |
| BLACKSTONE STRATEGIC CRED 2027 | BST | Financial Services | 0.19% | 61,528 | +43,001 | +232.10% | $686 |
| BLACKROCK SCIENCE & TECHNOLOGY | BCX | Financial Services | 0.19% | 18,786 | -51,405 | -73.24% | $683 |
| ABRDN HEALTHCARE OPPORTUNITIES | THQ | Financial Services | 0.18% | 38,280 | +548 | +1.45% | $643 |
| MOODYS CORPORATION | NOC | Industrials | 0.17% | 1,345 | -13,430 | -90.90% | $587 |
| BLACKROCK ENHANCED EQUITY DIVI | BTZ | Financial Services | 0.16% | 65,772 | -16,307 | -19.87% | $567 |
| PIMCO DYNAMIC INCOME STRATEGY | PLD | Real Estate | 0.16% | 24,844 | +8,089 | +48.28% | $548 |
| MASTERCARD INCORPORATED CLASS | MCD | Consumer Cyclical | 0.16% | 1,095 | -6,337 | -85.27% | $547 |
| NUVEEN S&P 500 DYNAMIC OVERWRI | PFE | Healthcare | 0.15% | 33,058 | -28,240 | -46.07% | $531 |
| PGIM HIGH YIELD BOND FUND INCO | PDX | Other | 0.15% | 40,357 | +15,913 | +65.10% | $531 |
| CHUBB LIMITED SWITZ | CSCO | Technology | 0.15% | 1,630 | -123,563 | -98.70% | $531 |
| FLAHERTY & CRUMRIN PREFERRED & | XGDVX | Other | 0.15% | 33,851 | -7,846 | -18.82% | $524 |
| PGIM GLOBAL HIGH YIELD FD FORM | PSX | Energy | 0.14% | 43,701 | -2,463 | -5.34% | $509 |
| GENTEX CORPORATION | GS | Financial Services | 0.12% | 19,547 | +6,724 | +52.44% | $427 |
| ISHARES TR CORE MSCI EAFE | IDV | Other | 0.12% | 4,580 | -31,721 | -87.38% | $415 |
| XYLEM INCORPORATED | XYL | Industrials | 0.11% | 3,189 | +3,189 | +100.00% | $381 |
| GENERAL AMERN INVS COMPANY INC | GPC | Consumer Cyclical | 0.11% | 6,377 | -37,840 | -85.58% | $373 |
| VERISK ANALYTICS INCORPORATED | VRSK | Industrials | 0.10% | 1,766 | +1,766 | +100.00% | $335 |
| SRH TOTAL RETURN FUND INCORPOR | STEW | Financial Services | 0.09% | 17,596 | +15,925 | +953.02% | $301 |
| NOVO-NORDISK A S | MEGI | Other | 0.08% | 7,904 | -57,680 | -87.95% | $290 |
| STATE STREET INDUSTRIAL SELECT | TXN | Technology | 0.08% | 1,671 | -10,430 | -86.19% | $270 |
| SCHWAB U.S. LARGE-CAP GROWTH E | XLE | Other | 0.08% | 9,170 | -8,426 | -47.89% | $267 |
| CENTRAL SECS CORPORATION | CET | Financial Services | 0.06% | 4,477 | - | - | $222 |
| EATON VANCE TAX-MANAGED BUY- | EVRG | Utilities | 0.04% | 10,394 | -25,426 | -70.98% | $142 |