Stolper Co — 13F Holdings & Portfolio
CIK 1808195 · latest 13F-HR filed 2026-04-13
Stolper Co manages $352.5K in 13F-reported U.S. long-equity assets across 96 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BK (5.15%), JPM (4.59%), AAPL (4.14%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 0, added to 44, and trimmed 38.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$352.5K
Long-equity book
96
Distinct positions
2026-03-31
Filed 2026-04-13
+4 / −0 / ↑44 / ↓38
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ONEOK INCORPORATED NEW$11.0K +1915.0%
- NORTHROP GRUMMAN CORPORATION$9.5K +1701.6%
- BERKSHIRE HATHAWAY INCORPORATE$8.9K +96.5%
- PHILLIPS 66$6.6K +339.4%
- COCA COLA COMPANY$5.9K +277.5%
Top Trims
- BLACKROCK CR ALLOCATION-$18.2K -95.6%
- GENTEX CORPORATION-$10.8K -96.2%
- CHUBB LIMITED SWITZ-$9.1K -94.5%
- NUVEEN CR STRATEGIES INCOME FD-$8.1K -87.0%
- MOODYS CORPORATION-$7.8K -93.0%
New Positions
- TOTALENERGIES SE ACT$2.8K
- VISA INCORPORATED COM CLASS A$846
- XYLEM INCORPORATED$381
- VERISK ANALYTICS INCORPORATED$335
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INCORPORATE | BK | 064058100 | $18.2K | 5.15% | 37,900 | SH |
| 2 | JPMORGAN CHASE & COMPANY | JPM | 46625H100 | $16.2K | 4.59% | 54,984 | SH |
| 3 | APPLE INCORPORATED | AAPL | 037833100 | $14.6K | 4.14% | 57,531 | SH |
| 4 | ALPHABET INCORPORATED CAP STK | GOOG | 02079K107 | $14.0K | 3.96% | 48,632 | SH |
| 5 | ONEOK INCORPORATED NEW | ISD | 69346H100 | $11.5K | 3.28% | 127,738 | SH |
| 6 | CHEVRON CORPORATION | CVX | 166764100 | $11.3K | 3.21% | 54,671 | SH |
| 7 | GOLDMAN SACHS GROUP INCORPORAT | IBM | 459200101 | $10.7K | 3.02% | 12,600 | SH |
| 8 | AMERICAN ELEC PWR COMPANY INCO | AEP | 025537101 | $10.6K | 3.02% | 81,174 | SH |
| 9 | NORTHROP GRUMMAN CORPORATION | DOW | 67075F105 | $10.0K | 2.85% | 14,709 | SH |
| 10 | CISCO SYSTEMS INCORPORATED | KO | 191216100 | $9.7K | 2.75% | 125,159 | SH |
| 11 | ALLISON TRANSMISSION HLDGS INC | ALSN | 01973R101 | $9.6K | 2.73% | 82,270 | SH |
| 12 | BANK NEW YORK MELLON CORPORATI | BAC | 060505104 | $9.4K | 2.68% | 79,508 | SH |
| 13 | CAPITAL ONE FINL CORPORATION | COF | 14040H105 | $9.0K | 2.54% | 49,065 | SH |
| 14 | AFLAC INCORPORATED | AFL | 001055102 | $8.5K | 2.42% | 77,690 | SH |
| 15 | PHILLIPS 66 | PG | 742718109 | $8.5K | 2.42% | 46,763 | SH |
| 16 | BANK AMERICA CORPORATION | T | 00206R102 | $8.5K | 2.40% | 173,401 | SH |
| 17 | JOHNSON & JOHNSON | JNJ | 478160104 | $8.4K | 2.37% | 34,247 | SH |
| 18 | COCA COLA COMPANY | CVS | 126650100 | $8.0K | 2.28% | 105,571 | SH |
| 19 | UNION PAC CORPORATION | USB | 902973304 | $6.8K | 1.92% | 27,854 | SH |
| 20 | DAVITA INCORPORATED | DVN | 25179M103 | $6.6K | 1.88% | 43,117 | SH |
| 21 | MICROSOFT CORPORATION | MS | 617446448 | $6.5K | 1.83% | 17,442 | SH |
| 22 | DEVON ENERGY CORPORATION NEW | DLR | 253868103 | $5.6K | 1.58% | 110,907 | SH |
| 23 | D R HORTON INCORPORATED | DVA | 23918K108 | $5.1K | 1.45% | 37,166 | SH |
| 24 | GENUINE PARTS COMPANY | HD | 437076102 | $4.7K | 1.33% | 44,229 | SH |
| 25 | HOME DEPOT INCORPORATED | PEY | 46137V563 | $4.5K | 1.28% | 13,761 | SH |
| 26 | UNITEDHEALTH GROUP INCORPORATE | VZ | 92343V104 | $4.5K | 1.27% | 16,508 | SH |
| 27 | QUALCOMM INCORPORATED | SHEL | 780259305 | $4.4K | 1.25% | 34,169 | SH |
| 28 | EXXON MOBIL CORPORATION | FFC | 338478100 | $4.3K | 1.22% | 25,275 | SH |
| 29 | MORGAN STANLEY COM NEW | JQC | 67073D102 | $4.1K | 1.16% | 24,908 | SH |
| 30 | INTERNATIONAL BUSINESS MACHINE | IEFA | 46432F842 | $3.9K | 1.10% | 15,990 | SH |
| 31 | AT&T INCORPORATED | ADM | 039483102 | $3.8K | 1.08% | 130,864 | SH |
| 32 | MERCK & COMPANY INCORPORATED | MET | 59156R108 | $3.7K | 1.06% | 31,005 | SH |
| 33 | LOCKHEED MARTIN CORPORATION | LMT | 539830109 | $3.3K | 0.94% | 5,474 | SH |
| 34 | ABBVIE INCORPORATED | ABBV | 00287Y109 | $3.2K | 0.90% | 14,606 | SH |
| 35 | UNITED PARCEL SVCS INCORPORATE | VOO | 922908363 | $3.0K | 0.85% | 30,620 | SH |
| 36 | EVERGY INCORPORATED | XOM | 30231G102 | $3.0K | 0.84% | 36,010 | SH |
| 37 | SHELL PLC SPON ADS | XLI | 81369Y704 | $2.9K | 0.84% | 31,715 | SH |
| 38 | PHILIP MORRIS INTERNATIONAL IN | PPL | 69351T106 | $2.8K | 0.80% | 17,155 | SH |
| 39 | TOTALENERGIES SE ACT | TTE | F92124100 | $2.8K | 0.80% | 31,150 | SH |
| 40 | VERIZON COMMUNICATIONS INCORPO | VZ | 92343V104 | $2.8K | 0.79% | 55,263 | SH |
| 41 | ALTRIA GROUP INCORPORATED | MO | 02209S103 | $2.7K | 0.77% | 41,334 | SH |
| 42 | CANADIAN NATL RY COMPANY | BGB | 09257R101 | $2.7K | 0.76% | 25,931 | SH |
| 43 | US BANCORP COM NEW | TTE | 89151E109 | $2.6K | 0.73% | 49,684 | SH |
| 44 | SOUTHERN COMPANY | XLU | 81369Y886 | $2.5K | 0.72% | 26,235 | SH |
| 45 | ALIBABA GROUP HLDG LIMITED SPO | BABA | 01609W102 | $2.5K | 0.72% | 20,099 | SH |
| 46 | DIGITAL RLTY TR INCORPORATED R | ETV | 27828Y108 | $2.5K | 0.70% | 13,651 | SH |
| 47 | TEXAS INSTRS INCORPORATED | UPS | 911312106 | $2.4K | 0.67% | 12,181 | SH |
| 48 | MCDONALDS CORPORATION | MRK | 58933Y105 | $2.3K | 0.67% | 7,547 | SH |
| 49 | ADAMS DIVERSIFIED EQUITY FD | ADX | 006212104 | $2.3K | 0.64% | 103,675 | SH |
| 50 | PROLOGIS INCORPORATED. REIT | SCHG | 808524300 | $2.2K | 0.64% | 16,999 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $352.5K | 96 | 0001808195-26-000002 |
| 2025-12-31 | 2026-01-12 | $339.5K | 89 | 0001808195-26-000001 |