Stolper Co Top Holdings and 13F Report (2026) About Stolper CoInvestment ActivityStolper Co has $352.50 thousand in total holdings as of March 31, 2026.Stolper Co owns shares of 96 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 17.43% of the portfolio was purchased this quarter.About 61.94% of the portfolio was sold this quarter.This quarter, Stolper Co has purchased 92 new stocks and bought additional shares in 48 stocks.Stolper Co sold shares of 42 stocks and completely divested from 0 stocks this quarter.Largest Holdings BNY $18,162JPMorgan Chase & Co. $16,174Apple $14,601Alphabet $13,951PGIM High Yield Bond Fund $11,546 Largest New Holdings this Quarter F92124100 - TOTALENERGIES SE ACT $2,834 Holding92826C839 - Visa $846 Holding98419M100 - Xylem $381 Holding92345Y106 - Verisk Analytics $335 Holding Largest Purchases this Quarter PGIM High Yield Bond Fund 88,105 shares (about $7.96K)Procter & Gamble 33,232 shares (about $6.05K)CVS Health 78,765 shares (about $5.99K)Digital Realty Trust 97,471 shares (about $4.90K)Home Depot 30,664 shares (about $3.24K) Largest Sales this Quarter Cisco Systems 123,563 shares (about $40.25K)Nuveen Credit Strategies Income Fund 218,724 shares (about $35.99K)BNY 41,708 shares (about $19.99K)NORTHROP GRUMMAN CORPORATION 21,781 shares (about $14.86K)Bank of America 93,852 shares (about $11.13K) 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 PortfolioSectorBKBNY$18,162$19,987 ▼-52.4%37,9005.2%FinanceJPMJPMorgan Chase & Co.$16,174$176 ▼-1.1%54,9844.6%FinanceAAPLApple$14,601$44 ▼-0.3%57,5314.1%Computer and TechnologyGOOGAlphabet$13,951$59 ▼-0.4%48,6324.0%Computer and TechnologyISDPGIM High Yield Bond Fund$11,546$7,964 ▲222.3%127,7383.3%Financial ServicesCVXChevron$11,311$60 ▲0.5%54,6713.2%EnergyIBMInternational Business Machines$10,659$2,937 ▼-21.6%12,6003.0%Computer and TechnologyAEPAmerican Electric Power$10,640$42 ▲0.4%81,1743.0%UtilitiesNORTHROP GRUMMAN CORPORATION$10,035$14,860 ▼-59.7%14,7092.8%COMKOCocaCola$9,711$1,559 ▲19.1%125,1592.8%Consumer StaplesALSNAllison Transmission$9,631$1,053 ▲12.3%82,2702.7%Auto/Tires/TrucksBACBank of America$9,432$11,134 ▼-54.1%79,5082.7%FinanceCOFCapital One Financial$8,951$262 ▼-2.8%49,0652.5%FinanceAFLAflac$8,523$32 ▲0.4%77,6902.4%FinancePGProcter & Gamble$8,519$6,054 ▲245.6%46,7632.4%Consumer StaplesTAT&T$8,453$2,163 ▲34.4%173,4012.4%Computer and TechnologyJNJJohnson & Johnson$8,371$3 ▲0.0%34,2472.4%MedicalCVSCVS Health$8,029$5,990 ▲293.8%105,5712.3%MedicalUSBU.S. Bancorp$6,758$5,252 ▼-43.7%27,8541.9%FinanceDVNDevon Energy$6,627$10,066 ▼-60.3%43,1171.9%EnergyMSMorgan Stanley$6,457$2,740 ▼-29.8%17,4421.8%FinanceDLRDigital Realty Trust$5,581$4,905 ▲725.4%110,9071.6%FinanceDVADaVita$5,100$732 ▼-12.6%37,1661.4%MedicalHDHome Depot$4,677$3,243 ▲226.1%44,2291.3%Retail/WholesalePEYInvesco High Yield Equity Dividend Achievers ETF$4,526$5,429 ▼-54.5%13,7611.3%ETFVZVerizon Communications$4,467$10,249 ▼-69.6%16,5081.3%Computer and TechnologySHELShell$4,400$351 ▲8.7%34,1691.2%EnergyFFCFlaherty & Crumrine Preferred Securities Income Fund$4,288$1,353 ▼-24.0%25,2751.2%Financial ServicesJQCNuveen Credit Strategies Income Fund$4,099$35,994 ▼-89.8%24,9081.2%Financial ServicesIEFAiShares Core MSCI EAFE ETF$3,876$2,766 ▲249.1%15,9901.1%ETFADMArcher Daniels Midland$3,794$2,726 ▲255.2%130,8641.1%Consumer StaplesMETMetLife$3,730$211 ▲6.0%31,0051.1%FinanceLMTLockheed Martin$3,308$5 ▲0.2%5,4740.9%AerospaceABBVAbbVie$3,177$22 ▼-0.7%14,6060.9%MedicalVOOVanguard S&P 500 ETF$3,012$2,966 ▲6,428.8%30,6200.9%ETFXOMExxonMobil$2,950$858 ▲41.0%36,0100.8%EnergyXLIIndustrial Select Sector SPDR Fund$2,949$2,352 ▼-44.4%31,7150.8%ETFPPLPPL$2,836$6,714 ▼-70.3%17,1550.8%UtilitiesTOTALENERGIES SE ACT$2,834$2,834 ▲New Holding31,1500.8%COMVZVerizon Communications$2,774$44 ▲1.6%55,2630.8%Computer and TechnologyMOAltria Group$2,728$27 ▲1.0%41,3340.8%Consumer StaplesBGBBlackstone Strategic Credit 2027 Term Fund$2,665$3,544 ▼-57.1%25,9310.8%Financial ServicesTTETotalEnergies$2,584$972 ▲60.3%49,6840.7%EnergyXLUUtilities Select Sector SPDR Fund$2,532$671 ▲36.1%26,2350.7%ETFBABAAlibaba Group$2,522$4 ▲0.1%20,0990.7%Retail/WholesaleETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$2,460$587 ▲31.3%13,6510.7%Financial ServicesUPSUnited Parcel Service$2,365$3,394 ▼-58.9%12,1810.7%TransportationMRKMerck & Co., Inc.$2,346$7,193 ▼-75.4%7,5470.7%MedicalADXAdams Diversified Equity Fund$2,269$62 ▲2.8%103,6750.6%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$2,247$1,035 ▲85.4%16,9990.6%ETFQCOMQualcomm$2,242$955 ▲74.2%58,6800.6%Computer and TechnologyMSFTMicrosoft$2,113$986 ▲87.4%29,8730.6%Computer and TechnologySTAGStag Industrial$2,096$1,438 ▲218.5%58,1330.6%FinanceRVTRoyce Small-Cap Trust$1,999$5,668 ▼-73.9%13,8430.6%FinanceUNHUnitedHealth Group$1,972$1,457 ▲282.9%62,4240.6%MedicalDHID.R. Horton$1,929$714 ▼-27.0%26,8620.5%ConstructionUNPUnion Pacific$1,815$1,520 ▼-45.6%14,9720.5%TransportationPMPhilip Morris International$1,763$1,286 ▲269.5%62,7950.5%Consumer StaplesOKEONEOK$1,209$594 ▲96.7%248,2070.3%EnergyTGTTarget$1,190$316 ▲36.2%19,4310.3%Retail/WholesaleGAMGeneral American Investors$1,135$963 ▲561.1%42,1610.3%FinanceGHYPGIM Global High Yield Fund$976$346 ▲54.9%66,4380.3%Financial ServicesAODAberdeen Total Dynamic Dividend Fund$930$13 ▲1.4%100,9680.3%MiscellaneousSOSouthern$905$477 ▲111.7%54,4990.3%UtilitiesBOEBlackRock Enhanced Global Dividend Trust$855$86 ▲11.2%70,9570.2%Financial ServicesTYTri Continental$847$1,983 ▼-70.1%18,4500.2%FinanceVVisa$846$846 ▲New Holding2,7990.2%Business ServicesBRK.BBerkshire Hathaway$845$463 ▲120.9%83,6390.2%FinanceNIEVirtus Equity & Convertible Income Fund$775$12 ▲1.6%33,1730.2%Financial ServicesBDJBlackRock Enhanced Equity Dividend Trust$709$0 ▼-0.1%64,6620.2%Financial ServicesAVKAdvent Convertible and Income Fund$703$12 ▲1.8%63,0260.2%Financial ServicesBSTBlackRock Science and Technology Trust$686$479 ▲232.1%61,5280.2%Financial ServicesBCXBlackrock Resources & Commodities Strategy Trust$683$1,869 ▼-73.2%18,7860.2%Financial ServicesTHQAbrdn Healthcare Opportunities Fund$643$9 ▲1.5%38,2800.2%Financial ServicesNOCNorthrop Grumman$587$5,861 ▼-90.9%1,3450.2%AerospaceBTZBlackRock Credit Allocation Income Trust$567$141 ▼-19.9%65,7720.2%Financial ServicesPLDPrologis$548$178 ▲48.3%24,8440.2%FinanceMCDMcDonald's$547$3,166 ▼-85.3%1,0950.2%Retail/WholesalePGIM HIGH YIELD BOND FUND INCO$531$209 ▲65.1%40,3570.2%COMPFEPfizer$531$454 ▼-46.1%33,0580.2%MedicalCSCOCisco Systems$531$40,253 ▼-98.7%1,6300.2%Computer and TechnologyGDVThe Gabelli Dividend & Income Trust$524$121 ▼-18.8%33,8510.1%Financial ServicesPSXPhillips 66$509$29 ▼-5.3%43,7010.1%EnergyGSThe Goldman Sachs Group$427$147 ▲52.4%19,5470.1%FinanceNIEVirtus Equity & Convertible Income Fund$417$2,573 ▼-86.1%4,5520.1%Financial ServicesIDViShares International Select Dividend ETF$415$2,874 ▼-87.4%4,5800.1%ETFXYLXylem$381$381 ▲New Holding3,1890.1%Business ServicesGPCGenuine Parts$373$2,213 ▼-85.6%6,3770.1%Retail/WholesaleVRSKVerisk Analytics$335$335 ▲New Holding1,7660.1%Business ServicesSTEWSRH Total Return Fund$301$272 ▲953.0%17,5960.1%FinanceMEGIMainStay CBRE Global Infrastructure Megatrends Term Fund$290$2,116 ▼-87.9%7,9040.1%VOOVanguard S&P 500 ETF$2800.0%4690.1%ETFTXNTexas Instruments$270$1,685 ▼-86.2%1,6710.1%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$267$245 ▼-47.9%9,1700.1%ETFCENTRAL SECS CORPORATION$2220.0%4,4770.1%COMEATON VANCE TAX-MANAGED BUY-$142$347 ▼-71.0%10,3940.0%COMShowing 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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