13FBOX
Stolper Co · 13F Holdings
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Stolper Co

No.4974 Data as of 2026Q2
Latest AUM (Q2 2026)
$387.3M
QoQ Change Q1 2026
+$187.8M+94.1%
Holdings
91
New Buys
6
Adds
48
Reduces
35
Exits
8
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BERKSHIRE HATHAWAY INC DELBRK.B
5.15%<0.01%$19.9M39,843$84583,639-43,796-52.36%Reduce
JPMORGAN CHASE & COJPM
4.66%8.11%$18.1M55,195$16.2M54,984+211+0.38%Add
APPLE INCAAPL
4.35%7.32%$16.8M58,187$14.6M57,531+656+1.14%Add
AAlphabet Inc Class CGOOG
4.09%6.99%$15.8M44,833$14.0M48,632-3,799-7.81%Reduce
GOLDMAN SACHS GROUP INCGS
3.24%<0.01%$12.6M12,420$42719,547-7,127-36.46%Reduce
BBANK NEW YORK MELLON CORPBK
2.99%0.01%$11.6M80,034$18,16237,900+42,134+111.17%Add
ONEOK INC NEWOKE
2.97%<0.01%$11.5M132,282$1,209248,207-115,925-46.70%Reduce
AMERICAN ELEC PWR CO INCAEP
2.96%5.33%$11.5M83,895$10.6M81,174+2,721+3.35%Add
CISCO SYS INCCSCO
2.85%<0.01%$11.0M93,845$5311,630+92,215+5,657.36%Add
CAPITAL ONE FINL CORPCOF
2.64%4.49%$10.2M50,972$9.0M49,065+1,907+3.89%Add
BBANK OF AMER CORPBAC
2.6%<0.01%$10.1M176,763$9,43279,508+97,255+122.32%Add
ALLISON TRANSMISSION HLDGS IALSN
2.49%4.83%$9.6M85,388$9.6M82,270+3,118+3.79%Add
CHEVRON CORPORATIONCVX
2.43%5.67%$9.4M56,778$11.3M54,671+2,107+3.85%Add
AFLAC INC COMAFL
2.39%4.27%$9.3M79,106$8.5M77,690+1,416+1.82%Add
JOHNSON & JOHNSONJNJ
2.33%4.2%$9.0M35,608$8.4M34,247+1,361+3.97%Add
COCA COLA COKO
2.28%4.87%$8.8M108,584$9.7M125,159-16,575-13.24%Reduce
NATIONAL FUEL GAS CONFG
2.15%$8.3M108,024$00+108,024New Buy
PHILLIPS 66PSX
2.12%<0.01%$8.2M48,609$50943,701+4,908+11.23%Add
UNION PAC CORPUNP
2.12%<0.01%$8.2M30,202$1,81514,972+15,230+101.72%Add
NORTHROP GRUMMAN CORP COMNOC
2.09%0.29%$8.1M15,908$587,0001,345+14,563+1,082.75%Add
DAVITA INCDVA
2%2.56%$7.7M34,820$5.1M37,166-2,346-6.31%Reduce
UNITEDHEALTH GROUP INCUNH
1.99%<0.01%$7.7M18,531$1,97262,424-43,893-70.31%Reduce
D R HORTON INCDHI
1.75%0.97%$6.8M41,568$1.9M26,862+14,706+54.75%Add
DEVON ENERGY CORP NEWDVN
1.72%<0.01%$6.7M161,439$6,62743,117+118,322+274.42%Add
MICROSOFT CORPMSFT
1.65%<0.01%$6.4M17,093$2,11329,873-12,780-42.78%Reduce
Genuine Parts Co ComGPC
1.5%0.19%$5.8M49,179$373,0006,377+42,802+671.19%Add
HOME DEPOT INCHD
1.45%<0.01%$5.6M15,883$4,67744,229-28,346-64.09%Reduce
MORGAN STANLEYMS
1.28%3.24%$4.9M23,635$6.5M17,442+6,193+35.51%Add
IINTERNATIONAL BUSINESS MACHSIBM
1.18%0.01%$4.6M16,248$10,65912,600+3,648+28.95%Add
UNITED PARCEL SVCS INCUPS
1.09%1.19%$4.2M39,135$2.4M12,181+26,954+221.28%Add
MERCK & CO INCMRK
1.05%<0.01%$4.1M31,675$2,3467,547+24,128+319.70%Add
ABBVIE INCABBV
0.98%1.59%$3.8M15,019$3.2M14,606+413+2.83%Add
TEXAS INSTRS INCTXN
0.93%0.14%$3.6M12,122$270,0001,671+10,451+625.43%Add
EXXON MOBIL CORPXOM
0.89%<0.01%$3.4M25,234$2,95036,010-10,776-29.93%Reduce
EVERGY INC COMEVRG
0.81%<0.01%$3.2M36,490$14210,394+26,096+251.07%Add
PHILIP MORRIS INTL INCPM
0.8%<0.01%$3.1M17,188$1,76362,795-45,607-72.63%Reduce
US BANCORPUSB
0.79%<0.01%$3.1M50,668$6,75827,854+22,814+81.91%Add
ALTRIA GROUP INCMO
0.78%1.37%$3.0M41,966$2.7M41,334+632+1.53%Add
CANADIAN NATL RY COCNI
0.78%$3.0M25,286$00+25,286New Buy
CVS HEALTH CORPCVS
0.74%4.02%$2.9M27,604$8.0M105,571-77,967-73.85%Reduce
AAT&T INCT
0.71%4.24%$2.8M133,346$8.5M173,401-40,055-23.10%Reduce
ADAMS DIVERSIFIED EQUITY FD COMADX
0.71%1.14%$2.7M107,587$2.3M103,675+3,912+3.77%Add
LOCKHEED MARTIN CORPLMT
0.71%1.66%$2.7M5,392$3.3M5,474-82-1.50%Reduce
SOUTHERN COSO
0.68%<0.01%$2.6M27,617$90554,499-26,882-49.33%Reduce
METLIFE INC COMMET
0.68%1.87%$2.6M31,169$3.7M31,005+164+0.53%Add
DIGITAL RLTY TR INC COMDLR
0.65%<0.01%$2.5M14,009$5,581110,907-96,898-87.37%Reduce
SHELL PLCSHEL
0.64%2.21%$2.5M31,962$4.4M34,169-2,207-6.46%Reduce
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE
0.63%1.3%$2.4M31,294$2.6M49,684-18,390-37.01%Reduce
VERIZON COMMUNICATIONS INCVZ
0.62%<0.01%$2.4M56,657$7,24171,771-15,114-21.06%Reduce
ALIBABA GROUP HLDG LTDBABA
0.62%1.26%$2.4M24,913$2.5M20,099+4,814+23.95%Add

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