Stolper Co
92 holdingsFiling period: 2026-06-30Current AUM: $410.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Incorporate | 39.8K | $19.9M | $19.9M | 4.86% | -43,796 | 2026-06-30 |
| 2 | JPM | JPMorgan Chase & Company | 55.2K | $18.1M | $18.6M | 4.54% | +211 | 2026-06-30 |
| 3 | AAPL | Apple Incorporated | 58.2K | $16.8M | $20.1M | 4.89% | +656 | 2026-06-30 |
| 4 | GOOG | Alphabet Incorporated Cap Stk | 44.8K | $15.8M | $12.5M | 3.04% | -3,799 | 2026-06-30 |
| 5 | GS | Goldman Sachs Group Incorporat | 12.4K | $12.6M | $11.1M | 2.71% | -7,127 | 2026-06-30 |
| 6 | BK | Bank of NY Mellon Corporation | 80.0K | $11.6M | $11.6M | 2.82% | +42.1K | 2026-06-30 |
| 7 | OKE | Oneok Incorporated New | 132.3K | $11.5M | $12.8M | 3.13% | -115,925 | 2026-06-30 |
| 8 | AEP | American Elec Pwr Company Inco | 83.9K | $11.5M | $10.9M | 2.66% | +2.7K | 2026-06-30 |
| 9 | CSCO | Cisco Systems Incorporated | 93.8K | $11.0M | $9.8M | 2.39% | +92.2K | 2026-06-30 |
| 10 | COF | Capital One Finl Corporation | 51.0K | $10.2M | $10.4M | 2.55% | +1.9K | 2026-06-30 |
| 11 | BAC | Bank of Amer Corporation | 176.8K | $10.1M | $8.8M | 2.16% | +97.3K | 2026-06-30 |
| 12 | ALSN | Allison Transmission Hldgs Inc | 85.4K | $9.6M | $9.2M | 2.25% | +3.1K | 2026-06-30 |
| 13 | CVX | Chevron Corporation | 56.8K | $9.4M | $13.4M | 3.26% | +2.1K | 2026-06-30 |
| 14 | AFL | Aflac Incorporated | 79.1K | $9.3M | $9.8M | 2.39% | +1.4K | 2026-06-30 |
| 15 | JNJ | Johnson & Johnson | 35.6K | $9.0M | $9.7M | 2.37% | +1.4K | 2026-06-30 |
| 16 | KO | Coca Cola Company | 108.6K | $8.8M | $10.2M | 2.49% | -16,575 | 2026-06-30 |
| 17 | NFG | National Fuel Gas Company | 108.0K | $8.3M | $8.6M | 2.10% | -- | 2026-06-30 |
| 18 | PSX | Phillips 66 | 48.6K | $8.2M | $13.7M | 3.35% | +4.9K | 2026-06-30 |
| 19 | UNP | Union Pac Corporation | 30.2K | $8.2M | $9.2M | 2.24% | +15.2K | 2026-06-30 |
| 20 | NOC | Northrop Grumman Corporation | 15.9K | $8.1M | $8.9M | 2.16% | +14.6K | 2026-06-30 |
| 21 | DVA | Davita Incorporated | 34.8K | $7.7M | $6.5M | 1.59% | -2,346 | 2026-06-30 |
| 22 | UNH | Unitedhealth Group Incorporate | 18.5K | $7.7M | $7.5M | 1.84% | -43,893 | 2026-06-30 |
| 23 | DHI | D R Horton Incorporated | 41.6K | $6.8M | $6.1M | 1.48% | +14.7K | 2026-06-30 |
| 24 | DVN | Devon Energy Corporation New | 161.4K | $6.7M | $8.4M | 2.05% | +118.3K | 2026-06-30 |
| 25 | MSFT | Microsoft Corporation | 17.1K | $6.4M | $8.9M | 2.18% | -12,780 | 2026-06-30 |
← Scroll →
Page 1 of 4