Stolper Co — 13F Holdings & Portfolio

CIK 1808195 · latest 13F-HR filed 2026-07-14

Stolper Co manages $387.3K in 13F-reported U.S. long-equity assets across 91 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (5.15%), JPM (4.66%), AAPL (4.35%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 9, added to 46, and trimmed 34.

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.

Filer Information
Address
2021 S LEWIS AVE
SUITE 301
TULSA, OK 74104
Phone
(918) 745-6060
Filing Manager
Stolper Co
TULSA, OK
Signatory
Jon Stolper
Chief Investment Officer
Loading holdings…
AUM

$387.3K

Long-equity book

Holdings

91

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+7 / −9 / ↑46 / ↓34

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BERKSHIRE HATHAWAY INCORPORATE$19.1K +2259.4%
  • GOLDMAN SACHS GROUP INCORPORAT$12.1K +2841.7%
  • CISCO SYSTEMS INCORPORATED$10.5K +1975.9%
  • ONEOK INCORPORATED NEW$10.3K +851.3%
  • PHILLIPS 66$7.7K +1514.3%
Show all 46

Top Trims

  • PGIM HIGH YIELD BOND FUND INCO-$11.0K -95.2%
  • BANK OF NY MELLON CORPORATION-$6.6K -36.3%
  • PROCTER & GAMBLE COMPANY-$6.4K -75.6%
  • INTERNATIONAL BUSINESS MACHINE-$6.1K -57.1%
  • AT&T INCORPORATED-$5.7K -67.3%
Show all 34

New Positions

  • NATIONAL FUEL GAS COMPANY$8.3K
  • EXXONMOBIL HOLDINGS CORPORATIO$3.5K
  • CANADIAN NATL RY COMPANY$3.0K
  • BLACKROCK ENERGY & RES TR$861
  • BLACKROCK ENHANCED INTL DIV TR$705
Show all 7

Exited Positions

  • NORTHROP GRUMMAN CORPORATION$10.0K
  • AT&T INCORPORATED$3.8K
  • EVERGY INCORPORATED$3.0K
  • US BANCORP COM NEW$2.6K
  • PPL CORPORATION$2.2K
Show all 9
All Holdings

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 BRK.B 084670702 $19.9K 5.15% 39,843 SH
2 JPMORGAN CHASE & COMPANY JPM 46625H100 $18.1K 4.66% 55,195 SH
3 APPLE INCORPORATED AAPL 037833100 $16.8K 4.35% 58,187 SH
4 ALPHABET INCORPORATED CAP STK GOOG 02079K107 $15.8K 4.09% 44,833 SH
5 GOLDMAN SACHS GROUP INCORPORAT GS 38141G104 $12.6K 3.24% 12,420 SH
6 BANK OF NY MELLON CORPORATION BNY 064058100 $11.6K 2.99% 80,034 SH
7 ONEOK INCORPORATED NEW OKE 682680103 $11.5K 2.97% 132,282 SH
8 AMERICAN ELEC PWR COMPANY INCO AEP 025537101 $11.5K 2.96% 83,895 SH
9 CISCO SYSTEMS INCORPORATED CSCO 17275R102 $11.0K 2.85% 93,845 SH
10 CAPITAL ONE FINL CORPORATION COF 14040H105 $10.2K 2.64% 50,972 SH
11 BANK OF AMER CORPORATION BAC 060505104 $10.1K 2.60% 176,763 SH
12 ALLISON TRANSMISSION HLDGS INC ALSN 01973R101 $9.6K 2.49% 85,388 SH
13 CHEVRON CORPORATION CVX 166764100 $9.4K 2.43% 56,778 SH
14 AFLAC INCORPORATED AFL 001055102 $9.3K 2.39% 79,106 SH
15 JOHNSON & JOHNSON JNJ 478160104 $9.0K 2.33% 35,608 SH
16 COCA COLA COMPANY KO 191216100 $8.8K 2.28% 108,584 SH
17 NATIONAL FUEL GAS COMPANY NFG 636180101 $8.3K 2.15% 108,024 SH
18 PHILLIPS 66 PSX 718546104 $8.2K 2.12% 48,609 SH
19 UNION PAC CORPORATION UNP 907818108 $8.2K 2.12% 30,202 SH
20 NORTHROP GRUMMAN CORPORATION NOC 666807102 $8.1K 2.09% 15,908 SH
21 DAVITA INCORPORATED DVA 23918K108 $7.7K 2.00% 34,820 SH
22 UNITEDHEALTH GROUP INCORPORATE UNH 91324P102 $7.7K 1.99% 18,531 SH
23 D R HORTON INCORPORATED DHI 23331A109 $6.8K 1.75% 41,568 SH
24 DEVON ENERGY CORPORATION NEW DVN 25179M103 $6.7K 1.72% 161,439 SH
25 MICROSOFT CORPORATION MSFT 594918104 $6.4K 1.65% 17,093 SH
26 GENUINE PARTS COMPANY GPC 372460105 $5.8K 1.50% 49,179 SH
27 HOME DEPOT INCORPORATED HD 437076102 $5.6K 1.45% 15,883 SH
28 MORGAN STANLEY COM NEW MS 617446448 $4.9K 1.28% 23,635 SH
29 INTERNATIONAL BUSINESS MACHINE IBM 459200101 $4.6K 1.18% 16,248 SH
30 UNITED PARCEL SVCS INCORPORATE UPS 911312106 $4.2K 1.09% 39,135 SH
31 MERCK & COMPANY INCORPORATED MRK 58933Y105 $4.1K 1.05% 31,675 SH
32 ABBVIE INCORPORATED ABBV 00287Y109 $3.8K 0.98% 15,019 SH
33 TEXAS INSTRS INCORPORATED TXN 882508104 $3.6K 0.93% 12,122 SH
34 EXXONMOBIL HOLDINGS CORPORATIO XOM 30233Q108 $3.5K 0.89% 25,234 SH
35 EVERGY INCORPORATED EVRG 30034W106 $3.2K 0.81% 36,490 SH
36 PHILIP MORRIS INTERNATIONAL IN PM 718172109 $3.1K 0.80% 17,188 SH
37 US BANCORP COM NEW USB 902973304 $3.1K 0.79% 50,668 SH
38 ALTRIA GROUP INCORPORATED MO 02209S103 $3.0K 0.78% 41,966 SH
39 CANADIAN NATL RY COMPANY CNI 136375102 $3.0K 0.78% 25,286 SH
40 CVS HEALTH CORPORATION CVS 126650100 $2.9K 0.74% 27,604 SH
41 AT&T INCORPORATED T 00206R102 $2.8K 0.71% 133,346 SH
42 ADAMS DIVERSIFIED EQUITY FD ADX 006212104 $2.7K 0.71% 107,587 SH
43 LOCKHEED MARTIN CORPORATION LMT 539830109 $2.7K 0.71% 5,392 SH
44 SOUTHERN COMPANY SO 842587107 $2.6K 0.68% 27,617 SH
45 METLIFE INCORPORATED MET 59156R108 $2.6K 0.68% 31,169 SH
46 DIGITAL RLTY TR INCORPORATED R DLR 253868103 $2.5K 0.65% 14,009 SH
47 SHELL PLC SPON ADS SHEL 780259305 $2.5K 0.64% 31,962 SH
48 TOTALENERGIES SE ACT TTE F92124100 $2.4K 0.63% 31,294 SH
49 VERIZON COMMUNICATIONS INCORPO VZ 92343V104 $2.4K 0.62% 56,657 SH
50 ALIBABA GROUP HLDG LIMITED SPO BABA 01609W102 $2.4K 0.62% 24,913 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $387.3K 91 0001808195-26-000003
2026-03-31 2026-04-13 $352.5K 96 0001808195-26-000002
2025-12-31 2026-01-12 $339.5K 89 0001808195-26-000001