Stolper Co Top Holdings and 13F Report (2025) About Stolper CoInvestment ActivityStolper Co has $304.43 thousand in total holdings as of June 30, 2025.Stolper Co owns shares of 89 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 6.96% of the portfolio was purchased this quarter.About 6.80% of the portfolio was sold this quarter.This quarter, Stolper Co has purchased 87 new stocks and bought additional shares in 44 stocks.Stolper Co sold shares of 39 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $18,582JPMorgan Chase & Co. $16,552Apple $12,063Capital One Financial $10,796ONEOK $9,993 Largest New Holdings this Quarter 14040H105 - Capital One Financial $10,796 Holding025537101 - American Electric Power $8,301 Holding67066G104 - NVIDIA $340 Holding155123102 - Central Securities $208 Holding Largest Purchases this Quarter Capital One Financial 50,741 shares (about $10.80K)American Electric Power 80,006 shares (about $8.30K)NVIDIA 2,150 shares (about $340.00)Central Securities 4,341 shares (about $208.00)Merck & Co., Inc. 2,109 shares (about $166.96) Largest Sales this Quarter Devon Energy 23,221 shares (about $738.61)United Parcel Service 5,539 shares (about $559.18)Berkshire Hathaway 803 shares (about $390.08)International Business Machines 871 shares (about $256.78)JPMorgan Chase & Co. 721 shares (about $209.03) 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$18,582$390 ▼-2.1%38,2526.1%FinanceJPMJPMorgan Chase & Co.$16,552$209 ▼-1.2%57,0925.4%FinanceAAPLApple$12,063$179 ▼-1.5%58,7944.0%Computer and TechnologyCOFCapital One Financial$10,796$10,796 ▲New Holding50,7413.5%FinanceOKEONEOK$9,993$182 ▼-1.8%122,4173.3%EnergyGSThe Goldman Sachs Group$9,373$106 ▼-1.1%13,2443.1%FinanceGOOGAlphabet$8,771$50 ▼-0.6%49,4422.9%Computer and TechnologyCSCOCisco Systems$8,649$111 ▼-1.3%124,6592.8%Computer and TechnologyAEPAmerican Electric Power$8,301$8,301 ▲New Holding80,0062.7%UtilitiesBACBank of America$8,200$93 ▼-1.1%173,2902.7%FinanceAFLAflac$8,132$99 ▼-1.2%77,1142.7%FinanceMSFTMicrosoft$7,945$97 ▼-1.2%15,9722.6%Computer and TechnologyCVXChevron$7,534$39 ▲0.5%52,6142.5%EnergyNOCNorthrop Grumman$7,320$78 ▼-1.1%14,6402.4%AerospaceBKBank of New York Mellon$7,267$121 ▼-1.6%79,7582.4%FinanceKOCocaCola$7,195$63 ▼-0.9%101,7012.4%Consumer StaplesUNPUnion Pacific$6,252$41 ▼-0.7%27,1732.1%TransportationDVADaVita$5,940$97 ▼-1.6%41,7002.0%MedicalPSXPhillips 66$5,444$61 ▼-1.1%45,6351.8%EnergyQCOMQUALCOMM$5,282$65 ▼-1.2%33,1651.7%Computer and TechnologyGPCGenuine Parts$5,281$83 ▼-1.5%43,5311.7%Retail/WholesaleJNJJohnson & Johnson$5,196$30 ▼-0.6%34,0161.7%MedicalHPQHP$5,028$14 ▼-0.3%205,5761.7%Computer and TechnologyUNHUnitedHealth Group$4,965$56 ▼-1.1%15,9151.6%MedicalHDHome Depot$4,877$55 ▼-1.1%13,3011.6%Retail/WholesaleIBMInternational Business Machines$4,719$257 ▼-5.2%16,0071.6%Computer and TechnologyDHID.R. Horton$4,680$41 ▼-0.9%36,3031.5%ConstructionTAT&T$3,635$26 ▼-0.7%125,6161.2%Computer and TechnologyDVNDevon Energy$3,545$739 ▼-17.2%111,4501.2%EnergyMSMorgan Stanley$3,491$24 ▲0.7%24,7801.1%FinancePMPhilip Morris International$3,048$11 ▼-0.4%16,7361.0%Consumer StaplesUPSUnited Parcel Service$3,042$559 ▼-15.5%30,1331.0%TransportationABBVAbbVie$2,648$9 ▼-0.3%14,2640.9%MedicalXOMExxon Mobil$2,626$35 ▲1.4%24,3630.9%EnergyMMM3M$2,537$7 ▼-0.3%16,6670.8%Multi-Sector ConglomeratesEVERGY INCORPORATED$2,383$4 ▼-0.2%34,5710.8%COMMOAltria Group$2,311$2 ▲0.1%39,4100.8%Consumer StaplesNEMNewmont$2,258$4 ▼-0.2%38,7520.7%Basic MaterialsMRKMerck & Co., Inc.$2,254$167 ▲8.0%28,4720.7%MedicalSOSouthern$2,247$15 ▼-0.7%24,4710.7%UtilitiesMETMetLife$2,227$2 ▲0.1%27,6980.7%FinanceDLRDigital Realty Trust$2,219$4 ▲0.2%12,7300.7%FinanceBABAAlibaba Group$2,212$2 ▲0.1%19,5040.7%Retail/WholesaleUSBU.S. Bancorp$2,174$1 ▲0.0%48,0550.7%FinanceVZVerizon Communications$2,150$8 ▲0.4%49,6950.7%Computer and TechnologyADXAdams Diversified Equity Fund$2,146$59 ▲2.8%98,8310.7%FinanceMCDMcDonald's$2,050$5 ▼-0.2%7,0160.7%Retail/WholesaleSHELShell$2,039$1 ▼0.0%28,9660.7%EnergyPGProcter & Gamble$1,963$2 ▼-0.1%12,3190.6%Consumer StaplesSTAGStag Industrial$1,908$6 ▲0.3%52,6030.6%FinanceTYTri Continental$1,849$96 ▲5.5%58,3890.6%FinancePPLPPL$1,836$2 ▲0.1%54,1890.6%UtilitiesADMArcher Daniels Midland$1,818$40 ▲2.2%34,4430.6%Consumer StaplesTTETotalEnergies$1,765$3 ▲0.2%28,7440.6%EnergyCVSCVS Health$1,712$2 ▲0.1%24,8220.6%MedicalPLDPrologis$1,684$62 ▲3.8%16,0160.6%FinanceTGTTarget$1,445$124 ▲9.4%14,6510.5%Retail/WholesalePFEPfizer$1,345$94 ▲7.5%55,4770.4%MedicalJQCNuveen Credit Strategies Income Fund$1,287$125 ▲10.7%238,6940.4%Financial ServicesIDViShares International Select Dividend ETF$1,266$1 ▲0.1%36,6910.4%ETFGDVThe Gabelli Dividend & Income Trust$1,081$18 ▲1.7%41,5610.4%Financial ServicesBTZBlackRock Credit Allocation Income Trust$879$54 ▲6.5%80,4930.3%Financial ServicesAODAberdeen Total Dynamic Dividend Fund$873$32 ▲3.8%98,5070.3%MiscellaneousXLEEnergy Select Sector SPDR Fund$808$26 ▲3.3%9,5310.3%ETFNIEVirtus Equity & Convertible Income Fund$763$28 ▲3.8%31,9050.3%Financial ServicesRVTRoyce Small-Cap Trust$760$26 ▲3.5%50,5310.2%FinanceXLUUtilities Select Sector SPDR Fund$746$13 ▲1.8%9,1370.2%ETFAVKAdvent Convertible and Income Fund$739$65 ▲9.7%60,9970.2%Financial ServicesBGBBlackstone Strategic Credit 2027 Term Fund$719$31 ▲4.5%59,3170.2%Financial ServicesBOEBlackRock Enhanced Global Dividend Trust$715$23 ▲3.4%63,0100.2%Financial ServicesBSTBlackRock Science and Technology Trust$702$32 ▲4.8%18,3900.2%Financial ServicesSHYiShares 1-3 Year Treasury Bond ETF$684$11 ▲1.6%8,2500.2%ManufacturingBCXBlackrock Resources & Commodities Strategy Trust$655$27 ▲4.4%69,2690.2%Financial ServicesPEYInvesco High Yield Equity Dividend Achievers ETF$608$19 ▲3.2%29,7860.2%ETFBDJBlackRock Enhanced Equity Dividend Trust$566$16 ▲2.9%63,6710.2%Financial ServicesGHYPGIM Global High Yield Fund$562$17 ▲3.2%41,8920.2%Financial ServicesIGRCBRE Global Real Estate Income Fund$560$43 ▲8.3%105,9330.2%Financial ServicesJPCNuveen Preferred & Income Opportunities Fund$555$21 ▲3.9%69,2310.2%Financial ServicesISDPGIM High Yield Bond Fund$553$26 ▲4.8%39,0410.2%Financial ServicesNUVEEN DOW 30 DYNMC OVERWRT FD$509$37 ▲7.9%35,5240.2%COMPFFiShares Preferred and Income Securities ETF$509$34 ▲7.1%16,6060.2%ETFIEFAiShares Core MSCI EAFE ETF$432$45 ▲11.7%5,1770.1%ETFNVDANVIDIA$340$340 ▲New Holding2,1500.1%Computer and TechnologyGAMGeneral American Investors$327$2 ▼-0.6%5,8430.1%FinanceSTEWSRH Total Return Fund$3170.0%17,9120.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$279$2 ▼-0.6%9,5450.1%ETFVOOVanguard S&P 500 ETF$270$2 ▼-0.8%4760.1%ETFXLIIndustrial Select Sector SPDR Fund$2500.0%1,6970.1%ETFCETCentral Securities$208$208 ▲New Holding4,3410.1%FinanceDFSDiscover Financial Services$0$8,664 ▼-100.0%00.0%FinanceORCLOracle$0$8,083 ▼-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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
