Stolper Co Top Holdings and 13F Report (2025) About Stolper CoInvestment ActivityStolper Co has $330.03 thousand in total holdings as of September 30, 2025.Stolper Co owns shares of 89 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 4.92% of the portfolio was purchased this quarter.About 4.14% of the portfolio was sold this quarter.This quarter, Stolper Co has purchased 89 new stocks and bought additional shares in 42 stocks.Stolper Co sold shares of 35 stocks and completely divested from 8 stocks this quarter.Largest Holdings Berkshire Hathaway $18,963JPMorgan Chase & Co. $17,736Apple $14,903Alphabet $11,924Capital One Financial $10,730 Largest New Holdings this Quarter 01973R101 - Allison Transmission $6,417 Holding539830109 - Lockheed Martin $2,699 Holding882508104 - Texas Instruments $2,186 Holding56064Q107 - MainStay CBRE Global Infrastructure Megatrends Term Fund $951 Holding879105104 - Abrdn Healthcare Opportunities Fund $643 Holding Largest Purchases this Quarter Allison Transmission 75,606 shares (about $6.42K)Lockheed Martin 5,407 shares (about $2.70K)Texas Instruments 11,896 shares (about $2.19K)MainStay CBRE Global Infrastructure Megatrends Term Fund 64,764 shares (about $951.00)Abrdn Healthcare Opportunities Fund 37,193 shares (about $643.00) Largest Sales this Quarter JPMorgan Chase & Co. 863 shares (about $272.21)Berkshire Hathaway 533 shares (about $267.96)Alphabet 482 shares (about $117.39)The Goldman Sachs Group 96 shares (about $76.45)Apple 266 shares (about $67.73) Sector Allocation Over TimeMap of 500 Largest Holdings ofStolper Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$18,963$268 ▼-1.4%37,7195.7%FinanceJPMJPMorgan Chase & Co.$17,736$272 ▼-1.5%56,2295.4%FinanceAAPLApple$14,903$68 ▼-0.5%58,5284.5%Computer and TechnologyGOOGAlphabet$11,924$117 ▼-1.0%48,9603.6%Computer and TechnologyCOFCapital One Financial$10,730$56 ▼-0.5%50,4763.3%FinanceGSThe Goldman Sachs Group$10,470$76 ▼-0.7%13,1483.2%FinanceOKEONEOK$9,026$94 ▲1.0%123,7002.7%EnergyAEPAmerican Electric Power$8,995$6 ▼-0.1%79,9522.7%UtilitiesBACBank of America$8,914$26 ▼-0.3%172,7842.7%FinanceNOCNorthrop Grumman$8,890$30 ▼-0.3%14,5902.7%AerospaceBKBank of New York Mellon$8,641$49 ▼-0.6%79,3072.6%FinanceAFLAflac$8,586$28 ▼-0.3%76,8642.6%FinanceCSCOCisco Systems$8,515$15 ▼-0.2%124,4462.6%Computer and TechnologyCVXChevron$8,251$81 ▲1.0%53,1352.5%EnergyMSFTMicrosoft$8,245$27 ▼-0.3%15,9192.5%Computer and TechnologyKOCocaCola$6,833$88 ▲1.3%103,0302.1%Consumer StaplesALSNAllison Transmission$6,417$6,417 ▲New Holding75,6061.9%Auto/Tires/TrucksUNPUnion Pacific$6,414$9 ▼-0.1%27,1371.9%TransportationJNJJohnson & Johnson$6,297$10 ▼-0.2%33,9601.9%MedicalPSXPhillips 66$6,198$9 ▼-0.1%45,5681.9%EnergyDHID.R. Horton$6,140$13 ▼-0.2%36,2291.9%ConstructionGPCGenuine Parts$6,028$5 ▼-0.1%43,4951.8%Retail/WholesaleDVADaVita$5,532$8 ▼-0.1%41,6381.7%MedicalQCOMQUALCOMM$5,508$9 ▼-0.2%33,1091.7%Computer and TechnologyUNHUnitedHealth Group$5,496$0 ▲0.0%15,9161.7%MedicalHDHome Depot$5,380$9 ▼-0.2%13,2781.6%Retail/WholesaleIBMInternational Business Machines$4,550$33 ▲0.7%16,1251.4%Computer and TechnologyMSMorgan Stanley$3,947$8 ▲0.2%24,8321.2%FinanceDVNDevon Energy$3,900$7 ▼-0.2%111,2401.2%EnergyTAT&T$3,576$28 ▲0.8%126,6141.1%Computer and TechnologyBABAAlibaba Group$3,487$1 ▲0.0%19,5121.1%Retail/WholesaleABBVAbbVie$3,407$104 ▲3.1%14,7131.0%MedicalXOMExxon Mobil$2,806$60 ▲2.2%24,8910.9%EnergyPMPhilip Morris International$2,734$19 ▲0.7%16,8550.8%Consumer StaplesLMTLockheed Martin$2,699$2,699 ▲New Holding5,4070.8%AerospaceEVERGY INCORPORATED$2,675$47 ▲1.8%35,1850.8%COMMOAltria Group$2,647$44 ▲1.7%40,0730.8%Consumer StaplesMRKMerck & Co., Inc.$2,542$152 ▲6.4%30,2820.8%MedicalUPSUnited Parcel Service$2,518$1 ▲0.0%30,1390.8%TransportationUSBU.S. Bancorp$2,367$45 ▲1.9%48,9820.7%FinanceSOSouthern$2,364$45 ▲1.9%24,9410.7%UtilitiesMETMetLife$2,337$56 ▲2.4%28,3740.7%FinanceVZVerizon Communications$2,307$123 ▲5.6%52,4930.7%Computer and TechnologyDLRDigital Realty Trust$2,242$42 ▲1.9%12,9710.7%FinanceADXAdams Diversified Equity Fund$2,233$29 ▲1.3%100,1400.7%FinanceMCDMcDonald's$2,189$57 ▲2.7%7,2030.7%Retail/WholesaleTXNTexas Instruments$2,186$2,186 ▲New Holding11,8960.7%Computer and TechnologySHELShell$2,175$103 ▲5.0%30,4020.7%EnergyADMArcher Daniels Midland$2,164$107 ▲5.2%36,2290.7%Consumer StaplesPPLPPL$2,058$45 ▲2.2%55,3930.6%UtilitiesPGProcter & Gamble$2,003$110 ▲5.8%13,0350.6%Consumer StaplesTYTri Continental$1,984$1 ▼-0.1%58,3460.6%FinanceSTAGStag Industrial$1,963$107 ▲5.8%55,6330.6%FinanceCVSCVS Health$1,951$80 ▲4.3%25,8830.6%MedicalPLDPrologis$1,898$64 ▲3.5%16,5740.6%FinanceTTETotalEnergies$1,821$105 ▲6.1%30,5020.6%EnergyPFEPfizer$1,494$81 ▲5.7%58,6470.5%MedicalTGTTarget$1,378$64 ▲4.8%15,3590.4%Retail/WholesaleIDViShares International Select Dividend ETF$1,337$4 ▼-0.3%36,5760.4%ETFJQCNuveen Credit Strategies Income Fund$1,255$3 ▼-0.3%238,0770.4%Financial ServicesGDVThe Gabelli Dividend & Income Trust$1,124$3 ▼-0.3%41,4380.3%Financial ServicesMEGIMainStay CBRE Global Infrastructure Megatrends Term Fund$951$951 ▲New Holding64,7640.3%AODAberdeen Total Dynamic Dividend Fund$936$5 ▲0.5%98,9900.3%MiscellaneousBTZBlackRock Credit Allocation Income Trust$887$2 ▼-0.2%80,2960.3%Financial ServicesXLEEnergy Select Sector SPDR Fund$852$1 ▲0.1%9,5380.3%ETFRVTRoyce Small-Cap Trust$829$14 ▲1.7%51,3790.3%FinanceNIEVirtus Equity & Convertible Income Fund$802$0 ▲0.1%31,9230.2%Financial ServicesXLUUtilities Select Sector SPDR Fund$796$1 ▼-0.1%9,1310.2%ETFAVKAdvent Convertible and Income Fund$781$1 ▲0.1%61,0860.2%Financial ServicesBSTBlackRock Science and Technology Trust$761$0 ▲0.1%18,4010.2%Financial ServicesBOEBlackRock Enhanced Global Dividend Trust$729$0 ▲0.1%63,0460.2%Financial ServicesBGBBlackstone Strategic Credit 2027 Term Fund$720$2 ▼-0.3%59,1330.2%Financial ServicesBCXBlackrock Resources & Commodities Strategy Trust$705$1 ▲0.1%69,3510.2%Financial ServicesTHQAbrdn Healthcare Opportunities Fund$643$643 ▲New Holding37,1930.2%Financial ServicesPEYInvesco High Yield Equity Dividend Achievers ETF$626$1 ▼-0.2%29,7190.2%ETFNRGXPIMCO Energy and Tactical Credit Opportunities Fund$597$597 ▲New Holding23,9270.2%BDJBlackRock Enhanced Equity Dividend Trust$581$1 ▲0.1%63,7340.2%Financial ServicesISDPGIM High Yield Bond Fund$562$0 ▲0.1%39,0690.2%Financial ServicesFFCFlaherty & Crumrine Preferred Securities Income Fund$546$546 ▲New Holding32,3200.2%Financial ServicesGHYPGIM Global High Yield Fund$537$2 ▼-0.4%41,7240.2%Financial ServicesNUVEEN DOW 30 DYNMC OVERWRT FD$528$1 ▼-0.2%35,4520.2%COMIEFAiShares Core MSCI EAFE ETF$408$44 ▼-9.7%4,6770.1%ETFGAMGeneral American Investors$3630.0%5,8430.1%FinanceSTEWSRH Total Return Fund$3250.0%17,9120.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$296$9 ▼-2.9%9,2690.1%ETFVOOVanguard S&P 500 ETF$2910.0%4760.1%ETFXLIIndustrial Select Sector SPDR Fund$2620.0%1,6970.1%ETFCETCentral Securities$220$3 ▼-1.2%4,2910.1%FinanceETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$150$150 ▲New Holding10,5520.0%Financial ServicesHPQHP$0$5,028 ▼-100.0%00.0%Computer and TechnologyMMM3M$0$2,537 ▼-100.0%00.0%Multi-Sector ConglomeratesNEMNewmont$0$2,258 ▼-100.0%00.0%Basic MaterialsSHYiShares 1-3 Year Treasury Bond ETF$0$684 ▼-100.0%00.0%ManufacturingIGRCBRE Global Real Estate Income Fund$0$560 ▼-100.0%00.0%Financial ServicesJPCNuveen Preferred & Income Opportunities Fund$0$555 ▼-100.0%00.0%Financial ServicesPFFiShares Preferred and Income Securities ETF$0$509 ▼-100.0%00.0%ETFNVDANVIDIA$0$340 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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