Stolper Co
92 holdingsFiling period: 2026-06-30Current AUM: $408.8Mestimated 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 | 4.88% | -43,796 | 2026-06-30 |
| 2 | JPM | JPMORGAN CHASE & COMPANY | 55.2K | $18.1M | $19.5M | 4.76% | +211 | 2026-06-30 |
| 3 | AAPL | APPLE INCORPORATED | 58.2K | $16.8M | $19.3M | 4.72% | +656 | 2026-06-30 |
| 4 | GOOG | ALPHABET INCORPORATED CAP STK | 44.8K | $15.8M | $15.3M | 3.74% | -3,799 | 2026-06-30 |
| 5 | GS | GOLDMAN SACHS GROUP INCORPORAT | 12.4K | $12.6M | $12.1M | 2.97% | -7,127 | 2026-06-30 |
| 6 | BK | BANK OF NY MELLON CORPORATION | 80.0K | $11.6M | $11.6M | 2.83% | +42.1K | 2026-06-30 |
| 7 | OKE | ONEOK INCORPORATED NEW | 132.3K | $11.5M | $12.5M | 3.07% | -115,925 | 2026-06-30 |
| 8 | AEP | AMERICAN ELEC PWR COMPANY INCO | 83.9K | $11.5M | $10.1M | 2.48% | +2.7K | 2026-06-30 |
| 9 | CSCO | CISCO SYSTEMS INCORPORATED | 93.8K | $11.0M | $10.3M | 2.53% | +92.2K | 2026-06-30 |
| 10 | COF | CAPITAL ONE FINL CORPORATION | 51.0K | $10.2M | $10.5M | 2.58% | +1.9K | 2026-06-30 |
| 11 | BAC | BANK OF AMER CORPORATION | 176.8K | $10.1M | $10.5M | 2.57% | +97.3K | 2026-06-30 |
| 12 | ALSN | ALLISON TRANSMISSION HLDGS INC | 85.4K | $9.6M | $10.5M | 2.56% | +3.1K | 2026-06-30 |
| 13 | CVX | CHEVRON CORPORATION | 56.8K | $9.4M | $12.4M | 3.03% | +2.1K | 2026-06-30 |
| 14 | AFL | AFLAC INCORPORATED | 79.1K | $9.3M | $9.3M | 2.27% | +1.4K | 2026-06-30 |
| 15 | JNJ | JOHNSON & JOHNSON | 35.6K | $9.0M | $9.5M | 2.33% | +1.4K | 2026-06-30 |
| 16 | KO | COCA COLA COMPANY | 108.6K | $8.8M | $9.6M | 2.36% | -16,575 | 2026-06-30 |
| 17 | NFG | NATIONAL FUEL GAS COMPANY | 108.0K | $8.3M | $8.8M | 2.16% | -- | 2026-06-30 |
| 18 | PSX | PHILLIPS 66 | 48.6K | $8.2M | $12.9M | 3.15% | +4.9K | 2026-06-30 |
| 19 | UNP | UNION PAC CORPORATION | 30.2K | $8.2M | $8.6M | 2.10% | +15.2K | 2026-06-30 |
| 20 | NOC | NORTHROP GRUMMAN CORPORATION | 15.9K | $8.1M | $8.5M | 2.07% | +14.6K | 2026-06-30 |
| 21 | DVA | DAVITA INCORPORATED | 34.8K | $7.7M | $6.6M | 1.63% | -2,346 | 2026-06-30 |
| 22 | UNH | UNITEDHEALTH GROUP INCORPORATE | 18.5K | $7.7M | $7.0M | 1.70% | -43,893 | 2026-06-30 |
| 23 | DHI | D R HORTON INCORPORATED | 41.6K | $6.8M | $5.8M | 1.43% | +14.7K | 2026-06-30 |
| 24 | DVN | DEVON ENERGY CORPORATION NEW | 161.4K | $6.7M | $8.3M | 2.03% | +118.3K | 2026-06-30 |
| 25 | MSFT | MICROSOFT CORPORATION | 17.1K | $6.4M | $8.5M | 2.08% | -12,780 | 2026-06-30 |
← Scroll →
Page 1 of 4