Stolper Co
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$352K
Q ending 2026-03-31
Prior quarter
$339K
Q ending 2025-12-31
Change
+3.8% QoQ · +15.6% YoY
Positions
93
reported holdings
Largest positions
All 93 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Incorporate | BNY | Shares | $18K | 38K |
| Jpmorgan Chase & Company | JPM | Shares | $16K | 55K |
| Apple Incorporated | AAPL | Shares | $15K | 58K |
| Alphabet Incorporated Cap Stk | GOOG | Shares | $14K | 49K |
| Oneok Incorporated New | ISD | Shares | $12K | 128K |
| Chevron Corporation | CVX | Shares | $11K | 55K |
| Goldman Sachs Group Incorporat | IBM | Shares | $11K | 13K |
| American Elec Pwr Company Inco | AEP | Shares | $11K | 81K |
| Northrop Grumman Corporation | XDIAX | Shares | $10K | 15K |
| Cisco Systems Incorporated | KO | Shares | $10K | 125K |
| Allison Transmission Hldgs Inc | ALSN | Shares | $10K | 82K |
| Bank New York Mellon Corporati | BAC | Shares | $9K | 80K |
| Capital One Finl Corporation | COF | Shares | $9K | 49K |
| Aflac Incorporated | AFL | Shares | $9K | 78K |
| Phillips 66 | PG | Shares | $9K | 47K |
| Bank America Corporation | T | Shares | $8K | 173K |
| Johnson & Johnson | JNJ | Shares | $8K | 34K |
| Coca Cola Company | CVS | Shares | $8K | 106K |
| Unitedhealth Group Incorporate | VZ | Shares | $7K | 72K |
| Union Pac Corporation | USB | Shares | $7K | 28K |
| Davita Incorporated | DVN | Shares | $7K | 43K |
| Microsoft Corporation | MS | Shares | $6K | 17K |
| Devon Energy Corporation New | DLR | Shares | $6K | 111K |
| D R Horton Incorporated | DVA | Shares | $5K | 37K |
| Genuine Parts Company | HD | Shares | $5K | 44K |
| Home Depot Incorporated | PEY | Shares | $5K | 14K |
| Qualcomm Incorporated | SHEL | Shares | $4K | 34K |
| Exxon Mobil Corporation | XFFCX | Shares | $4K | 25K |
| Morgan Stanley Com New | XJQCX | Shares | $4K | 25K |
| International Business Machine | IEFA | Shares | $4K | 16K |
| At&T Incorporated | ADM | Shares | $4K | 131K |
| Merck & Company Incorporated | MET | Shares | $4K | 31K |
| Lockheed Martin Corporation | LMT | Shares | $3K | 5K |
| United Parcel Svcs Incorporate | VOO | Shares | $3K | 31K |
| Abbvie Incorporated | ABBV | Shares | $3K | 15K |
| Evergy Incorporated | XOM | Shares | $3K | 36K |
| Shell Plc Spon Ads | XLI | Shares | $3K | 32K |
| Philip Morris International In | PPL | Shares | $3K | 17K |
| Totalenergies Se Act | Shares | $3K | 31K | |
| Altria Group Incorporated | MO | Shares | $3K | 41K |
| Canadian Natl Ry Company | BGB | Shares | $3K | 26K |
| Us Bancorp Com New | TTEN | Shares | $3K | 50K |
| Southern Company | XLU | Shares | $3K | 26K |
| Alibaba Group Hldg Limited Spo | BABA | Shares | $3K | 20K |
| Digital Rlty Tr Incorporated R | ETV | Shares | $2K | 14K |
| Texas Instrs Incorporated | UPS | Shares | $2K | 12K |
| Mcdonalds Corporation | MRK | Shares | $2K | 8K |
| Adams Diversified Equity Fd | ADX | Shares | $2K | 104K |
| Prologis Incorporated. Reit | SCHG | Shares | $2K | 17K |
| Ppl Corporation | QCOM | Shares | $2K | 59K |
| Metlife Incorporated | MSFT | Shares | $2K | 30K |
| Stag Industrial Incorporated R | STAG | Shares | $2K | 58K |
| Procter & Gamble Company | RVT | Shares | $2K | 14K |
| Tri Contl Corporation | UNH | Shares | $2K | 62K |
| Cvs Health Corporation | DHI | Shares | $2K | 27K |
| Target Corporation | UNP | Shares | $2K | 15K |
| Pfizer Incorporated | PM | Shares | $2K | 63K |
| Nuveen Cr Strategies Income Fd | OKE | Shares | $1K | 248K |
| Universal Display Corporation | XNIEX | Shares | $1K | 38K |
| State Street Energy Select Sec | TGT | Shares | $1K | 19K |
| Gabelli Divid & Income Tr | GAM | Shares | $1K | 42K |
| Nyli Cbre Gbl Infr Megtrnds Tr | GHY | Shares | $976 | 66K |
| Abrdn Total Dynamic Dividend C | XAODX | Shares | $930 | 101K |
| Royce Small Cap Trust Incorpor | SO | Shares | $905 | 54K |
| Blackrock Res & Commodities St | XBOEX | Shares | $855 | 71K |
| State Street Utilities Select | TY | Shares | $847 | 18K |
| Visa Incorporated Com Class A | V | Shares | $846 | 3K |
| Blackrock Cr Allocation | BRK/B | Shares | $845 | 84K |
| Blackrock Enhanced Global | BDJ | Shares | $709 | 65K |
| Advent Conv & Income Fd | AVK | Shares | $703 | 63K |
| Blackstone Strategic Cred 2027 | BST | Shares | $686 | 62K |
| Blackrock Science & Technology | BCX | Shares | $683 | 19K |
| Abrdn Healthcare Opportunities | THQ | Shares | $643 | 38K |
| Moodys Corporation | NOC | Shares | $587 | 1K |
| Blackrock Enhanced Equity Divi | BTZ | Shares | $567 | 66K |
| Pimco Dynamic Income Strategy | PLD | Shares | $548 | 25K |
| Mastercard Incorporated Class | MCD | Shares | $547 | 1K |
| Chubb Limited Switz | CSCO | Shares | $531 | 2K |
| Nuveen S&P 500 Dynamic Overwri | PFE | Shares | $531 | 33K |
| Pgim High Yield Bond Fund Inco | PDX | Shares | $531 | 40K |
| Flaherty & Crumrin Preferred & | XGDVX | Shares | $524 | 34K |
| Pgim Global High Yield Fd Form | PSX | Shares | $509 | 44K |
| Gentex Corporation | GS | Shares | $427 | 20K |
| Ishares Tr Core Msci Eafe | IDV | Shares | $415 | 5K |
| Xylem Incorporated | XYL | Shares | $381 | 3K |
| General Amern Invs Company Inc | GPC | Shares | $373 | 6K |
| Verisk Analytics Incorporated | VRSK | Shares | $335 | 2K |
| Srh Total Return Fund Incorpor | STEW | Shares | $301 | 18K |
| Novo-Nordisk A S | MEGI | Shares | $290 | 8K |
| State Street Industrial Select | TXN | Shares | $270 | 2K |
| Schwab U.S. Large-Cap Growth E | XLE | Shares | $267 | 9K |
| Central Secs Corporation | CET | Shares | $222 | 4K |
| Eaton Vance Tax-Managed Buy- | EVRG | Shares | $142 | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.