Stolper Co
94 holdingsFiling period: 2026-03-31Current AUM: $385.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BK | BERKSHIRE HATHAWAY INCORPORATE | 37.9K | $18.2M | $18.2M | 4.71% | -41,708 | 2026-03-31 |
| 2 | JPM | JPMORGAN CHASE & COMPANY | 55.0K | $16.2M | $19.3M | 5.01% | -598 | 2026-03-31 |
| 3 | AAPL | APPLE INCORPORATED | 57.5K | $14.6M | $17.8M | 4.61% | -175 | 2026-03-31 |
| 4 | GOOG | ALPHABET INCORPORATED CAP STK | 48.6K | $14.0M | $17.3M | 4.50% | -207 | 2026-03-31 |
| 5 | ISD | ONEOK INCORPORATED NEW | 127.7K | $11.5M | $10.9M | 2.83% | +88.1K | 2026-03-31 |
| 6 | CVX | CHEVRON CORPORATION | 54.7K | $11.3M | $10.8M | 2.79% | +291 | 2026-03-31 |
| 7 | IBM | GOLDMAN SACHS GROUP INCORPORAT | 12.6K | $10.7M | $9.8M | 2.55% | -3,472 | 2026-03-31 |
| 8 | AEP | AMERICAN ELEC PWR COMPANY INCO | 81.2K | $10.6M | $10.4M | 2.69% | +323 | 2026-03-31 |
| 9 | XDIAX | NORTHROP GRUMMAN CORPORATION | 14.7K | $10.0M | $10.0M | 2.60% | -21,781 | 2026-03-31 |
| 10 | KO | CISCO SYSTEMS INCORPORATED | 125.2K | $9.7M | $11.2M | 2.90% | +20.1K | 2026-03-31 |
| 11 | ALSN | ALLISON TRANSMISSION HLDGS INC | 82.3K | $9.6M | $9.4M | 2.44% | +9.0K | 2026-03-31 |
| 12 | BAC | BANK NEW YORK MELLON CORPORATI | 79.5K | $9.4M | $12.0M | 3.11% | -93,852 | 2026-03-31 |
| 13 | COF | CAPITAL ONE FINL CORPORATION | 49.1K | $9.0M | $10.3M | 2.66% | -1,436 | 2026-03-31 |
| 14 | AFL | AFLAC INCORPORATED | 77.7K | $8.5M | $9.9M | 2.57% | +289 | 2026-03-31 |
| 15 | PG | PHILLIPS 66 | 46.8K | $8.5M | $8.5M | 2.21% | +33.2K | 2026-03-31 |
| 16 | T | BANK AMERICA CORPORATION | 173.4K | $8.5M | $6.8M | 1.76% | +44.4K | 2026-03-31 |
| 17 | JNJ | JOHNSON & JOHNSON | 34.2K | $8.4M | $8.8M | 2.28% | +12 | 2026-03-31 |
| 18 | CVS | COCA COLA COMPANY | 105.6K | $8.0M | $11.7M | 3.03% | +78.8K | 2026-03-31 |
| 19 | VZ | UNITEDHEALTH GROUP INCORPORATE | 71.8K | $7.2M | $6.8M | 1.75% | +17.4K | 2026-03-31 |
| 20 | USB | UNION PAC CORPORATION | 27.9K | $6.8M | $8.2M | 2.12% | -21,647 | 2026-03-31 |
| 21 | DVN | DAVITA INCORPORATED | 43.1K | $6.6M | $5.9M | 1.54% | -65,492 | 2026-03-31 |
| 22 | MS | MICROSOFT CORPORATION | 17.4K | $6.5M | $8.3M | 2.14% | -7,402 | 2026-03-31 |
| 23 | DLR | DEVON ENERGY CORPORATION NEW | 110.9K | $5.6M | $5.8M | 1.51% | +97.5K | 2026-03-31 |
| 24 | DVA | D R HORTON INCORPORATED | 37.2K | $5.1M | $8.0M | 2.07% | -5,336 | 2026-03-31 |
| 25 | HD | GENUINE PARTS COMPANY | 44.2K | $4.7M | $4.7M | 1.22% | +30.7K | 2026-03-31 |
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