Stolper Co Top Holdings and 13F Report (2026) About Stolper CoInvestment ActivityStolper Co has $387.32 thousand in total holdings as of June 30, 2026.Stolper Co owns shares of 91 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 24.62% of the portfolio was purchased this quarter.About 40.29% of the portfolio was sold this quarter.This quarter, Stolper Co has purchased 93 new stocks and bought additional shares in 51 stocks.Stolper Co sold shares of 30 stocks and completely divested from 9 stocks this quarter.Largest Holdings Berkshire Hathaway $19,937JPMorgan Chase & Co. $18,067Apple $16,837Alphabet $15,841The Goldman Sachs Group $12,561 Largest New Holdings this Quarter 636180101 - National Fuel Gas $8,341 Holding30233Q108 - EXXONMOBIL HOLDINGS CORPORATIO $3,450 Holding136375102 - Canadian National Railway $3,015 Holding09250U101 - BlackRock Energy and Resources Trust $861 Holding092524107 - BlackRock Enhanced International Dividend Trust $705 Holding Largest Purchases this Quarter Cisco Systems 92,215 shares (about $10.83K)National Fuel Gas 108,024 shares (about $8.34K)Northrop Grumman 14,563 shares (about $7.42K)BANK OF NY MELLON CORPORATION 42,134 shares (about $6.09K)Bank of America 97,255 shares (about $5.54K) Largest Sales this Quarter Berkshire Hathaway 43,796 shares (about $21.92K)UnitedHealth Group 43,893 shares (about $18.24K)Digital Realty Trust 96,898 shares (about $17.40K)ONEOK 115,925 shares (about $10.08K)Home Depot 28,346 shares (about $10.00K) 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$19,937$21,915 â–¼-52.4%39,8435.1%FinanceJPMJPMorgan Chase & Co.$18,067$69 â–²0.4%55,1954.7%FinanceAAPLApple$16,837$190 â–²1.1%58,1874.3%TechnologyGOOGAlphabet$15,841$1,342 â–¼-7.8%44,8334.1%Communication ServicesGSThe Goldman Sachs Group$12,561$7,208 â–¼-36.5%12,4203.2%FinanceBANK OF NY MELLON CORPORATION$11,574$6,093 â–²111.2%80,0343.0%COMOKEONEOK$11,501$10,079 â–¼-46.7%132,2823.0%EnergyAEPAmerican Electric Power$11,478$372 â–²3.4%83,8953.0%UtilitiesCSCOCisco Systems$11,023$10,832 â–²5,657.4%93,8452.8%TechnologyCOFCapital One Financial$10,226$383 â–²3.9%50,9722.6%FinanceBACBank of America$10,072$5,542 â–²122.3%176,7632.6%FinanceALSNAllison Transmission$9,627$352 â–²3.8%85,3882.5%IndustrialsCVXChevron$9,412$349 â–²3.9%56,7782.4%EnergyAFLAflac$9,275$166 â–²1.8%79,1062.4%FinanceJNJJohnson & Johnson$9,043$346 â–²4.0%35,6082.3%HealthcareKOCocaCola$8,825$1,347 â–¼-13.2%108,5842.3%Consumer StaplesNFGNational Fuel Gas$8,341$8,341 â–²New Holding108,0242.2%UtilitiesPSXPhillips 66$8,217$830 â–²11.2%48,6092.1%EnergyUNPUnion Pacific$8,215$4,143 â–²101.7%30,2022.1%IndustrialsNOCNorthrop Grumman$8,102$7,417 â–²1,082.8%15,9082.1%IndustrialsDVADaVita$7,747$522 â–¼-6.3%34,8202.0%HealthcareUNHUnitedHealth Group$7,702$18,243 â–¼-70.3%18,5312.0%HealthcareDHID.R. Horton$6,771$2,395 â–²54.7%41,5681.7%Consumer DiscretionaryDVNDevon Energy$6,671$4,889 â–²274.4%161,4391.7%EnergyMSFTMicrosoft$6,376$4,767 â–¼-42.8%17,0931.6%TechnologyGPCGenuine Parts$5,802$5,050 â–²671.2%49,1791.5%Consumer DiscretionaryHDHome Depot$5,602$9,998 â–¼-64.1%15,8831.4%Consumer DiscretionaryMSMorgan Stanley$4,941$1,295 â–²35.5%23,6351.3%FinanceIBMInternational Business Machines$4,569$1,026 â–²29.0%16,2481.2%TechnologyUPSUnited Parcel Service$4,207$2,898 â–²221.3%39,1351.1%IndustrialsMRKMerck & Co., Inc.$4,070$3,100 â–²319.7%31,6751.1%HealthcareABBVAbbVie$3,779$104 â–²2.8%15,0191.0%HealthcareTXNTexas Instruments$3,613$3,115 â–²625.4%12,1220.9%TechnologyEXXONMOBIL HOLDINGS CORPORATIO$3,450$3,450 â–²New Holding25,2340.9%COMEVERGY INCORPORATED$3,154$2,256 â–²251.1%36,4900.8%COMPMPhilip Morris International$3,109$8,249 â–¼-72.6%17,1880.8%Consumer StaplesUSBU.S. Bancorp$3,060$1,378 â–²81.9%50,6680.8%FinanceMOAltria Group$3,019$45 â–²1.5%41,9660.8%Consumer StaplesCNICanadian National Railway$3,015$3,015 â–²New Holding25,2860.8%IndustrialsCVSCVS Health$2,856$8,067 â–¼-73.9%27,6040.7%HealthcareTAT&T$2,760$829 â–¼-23.1%133,3460.7%Communication ServicesADXAdams Diversified Equity Fund$2,749$100 â–²3.8%107,5870.7%FinanceLMTLockheed Martin$2,747$42 â–¼-1.5%5,3920.7%IndustrialsSOSouthern$2,643$2,573 â–¼-49.3%27,6170.7%UtilitiesMETMetLife$2,637$14 â–²0.5%31,1690.7%FinanceDLRDigital Realty Trust$2,516$17,403 â–¼-87.4%14,0090.6%Real EstateSHELShell$2,478$171 â–¼-6.5%31,9620.6%EnergyTOTALENERGIES SE ACT$2,433$11 â–²0.5%31,2940.6%COMVZVerizon Communications$2,399$59 â–²2.5%56,6570.6%Communication ServicesBABAAlibaba Group$2,391$462 â–²24.0%24,9130.6%Consumer DiscretionaryPLDPrologis$2,377$989 â–¼-29.4%17,5430.6%Real EstateSTAGStag Industrial$2,347$134 â–²6.1%61,6590.6%Real EstatePPLPPL$2,257$1,633 â–²261.9%62,0800.6%UtilitiesTYTri Continental$2,248$1,613 â–²254.1%65,3240.6%FinanceMCDMcDonald's$2,136$1,840 â–²621.7%7,9030.6%Consumer DiscretionaryPGProcter & Gamble$2,076$4,780 â–¼-69.7%14,1590.5%Consumer StaplesTGTTarget$1,897$640 â–¼-25.2%14,5270.5%Consumer StaplesIDViShares International Select Dividend ETF$1,560$1,370 â–²722.2%37,6560.4%ETFPFEPfizer$1,532$736 â–²92.4%63,6110.4%HealthcareGDVThe Gabelli Dividend & Income Trust$1,273$278 â–²27.9%43,2880.3%FinanceJQCNuveen Credit Strategies Income Fund$1,265$1,144 â–²945.2%260,3460.3%FinanceAODAberdeen Total Dynamic Dividend Fund$1,074$33 â–²3.2%104,1860.3%FinanceRVTRoyce Small-Cap Trust$1,049$793 â–²310.3%56,7940.3%FinanceMEGIMainStay CBRE Global Infrastructure Megatrends Term Fund$1,042$922 â–²767.4%68,5560.3%BSTBlackRock Science and Technology Trust$983$2,138 â–¼-68.5%19,3780.3%FinanceNIEVirtus Equity & Convertible Income Fund$925$803 â–²656.9%34,4550.2%FinanceBTZBlackRock Credit Allocation Income Trust$897$225 â–²33.5%87,7740.2%FinanceBGRBlackRock Energy and Resources Trust$861$861 â–²New Holding58,1020.2%FinanceAVKAdvent Convertible and Income Fund$861$36 â–²4.3%65,7450.2%FinanceXLUUtilities Select Sector SPDR Fund$860$330 â–¼-27.7%18,9620.2%ETFBCXBlackrock Resources & Commodities Strategy Trust$824$612 â–²288.0%72,8890.2%FinanceBOEBlackRock Enhanced Global Dividend Trust$808$49 â–¼-5.8%66,8700.2%FinanceTHQAbrdn Healthcare Opportunities Fund$742$25 â–²3.5%39,6120.2%FinancePEYInvesco High Yield Equity Dividend Achievers ETF$739$420 â–²131.6%31,8690.2%ETFBGBBlackstone Strategic Credit 2027 Term Fund$729$436 â–²148.8%64,5130.2%FinanceBGYBlackRock Enhanced International Dividend Trust$705$705 â–²New Holding122,7520.2%FinanceBDJBlackRock Enhanced Equity Dividend Trust$656$37 â–²5.9%68,5030.2%FinanceFFCFlaherty & Crumrine Preferred Securities Income Fund$576$165 â–²40.0%35,3830.1%FinanceGHYPGIM Global High Yield Fund$554$250 â–¼-31.1%45,7890.1%FinanceISDPGIM High Yield Bond Fund$552$1,118 â–¼-66.9%42,2290.1%FinancePIMCO DYNAMIC INCOME STRATEGY$542$298 â–¼-35.5%26,0470.1%COMIEFAiShares Core MSCI EAFE ETF$442$1,101 â–¼-71.4%4,5800.1%ETFGAMGeneral American Investors$402$2,285 â–¼-85.0%6,3070.1%FinanceVOOVanguard S&P 500 ETF$3220.0%4690.1%ETFSTEWSRH Total Return Fund$3150.0%17,5960.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$310$265 â–¼-46.1%9,1700.1%ETFXLIIndustrial Select Sector SPDR Fund$304$5,564 â–¼-94.8%1,6430.1%ETFCENTRAL SECS CORPORATION$2350.0%4,4770.1%COMIEMGiShares Core MSCI Emerging Markets ETF$232$232 â–²New Holding2,7980.1%ETFIJHiShares Core S&P Mid-Cap ETF$216$216 â–²New Holding2,8020.1%ETFETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$155$49 â–¼-23.9%10,3940.0%FinanceNORTHROP GRUMMAN CORPORATION$0$10,035 â–¼-100.0%00.0%COMADMArcher Daniels Midland$0$3,794 â–¼-100.0%00.0%Consumer StaplesXOMExxonMobil$0$2,950 â–¼-100.0%00.0%EnergyTTETotalEnergies$0$2,584 â–¼-100.0%00.0%EnergyQCOMQualcomm$0$2,242 â–¼-100.0%00.0%TechnologyVVisa$0$846 â–¼-100.0%00.0%FinanceXYLXylem$0$381 â–¼-100.0%00.0%IndustrialsVRSKVerisk Analytics$0$335 â–¼-100.0%00.0%IndustrialsXLEEnergy Select Sector SPDR Fund$0$267 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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