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Stolper Co13F | |
| Stolper Co | |
| Last update 2025-07-10 | 89 Stocks (4 new) |
| Value $304.00 Mil | Turnover 7 % |
Stolper Co Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 38,252 | 18,580.0 | -2.06% | 6.100 | -0.14% | 0.000 | -6.14% | +4.97% | 1,026,611.9 | Insurance | |
JPM | JPMorgan Chase & Co | 57,092 | 16,550.0 | -1.25% | 5.440 | -0.06% | 0.000 | +28.96% | +24.59% | 808,074.2 | Banks | |
AAPL | Apple Inc | 58,794 | 12,060.0 | -1.46% | 3.960 | -0.06% | 0.000 | +10.65% | -14.55% | 3,188,201.4 | Hardware | |
COF | Capital One Financial Corp | 50,741 | 10,800.0 | New Holding | 3.550 | +3.55% | 0.010 | +33.50% | +24.01% | 140,578.9 | Credit Services | |
OKE | ONEOK Inc | 122,417 | 9,990.0 | -1.79% | 3.280 | -0.07% | 0.020 | +0.83% | -16.95% | 50,888.8 | Oil & Gas | |
GS | The Goldman Sachs Group Inc | 13,244 | 9,370.0 | -1.12% | 3.080 | -0.03% | 0.000 | +42.71% | +25.57% | 218,452.5 | Capital Markets | |
GOOG | Alphabet Inc | 49,442 | 8,770.0 | -0.57% | 2.880 | -0.01% | 0.000 | +27.04% | +0.09% | 2,301,536.3 | Interactive Media | |
CSCO | Cisco Systems Inc | 124,659 | 8,650.0 | -1.27% | 2.840 | -0.03% | 0.000 | +26.19% | +17.46% | 270,064.0 | Hardware | |
AEP | American Electric Power Co Inc | 80,006 | 8,300.0 | New Holding | 2.730 | +2.73% | 0.010 | +4.03% | +20.14% | 58,125.8 | Utilities - Regulated | |
BAC | Bank of America Corp | 173,290 | 8,200.0 | -1.13% | 2.690 | -0.03% | 0.000 | +30.71% | +10.49% | 356,774.7 | Banks |
Stolper Co's Historical Top Holdings Breakdowns
Stolper Co's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
COF | Capital One Financial Corp | 2025-06-30 | New Buy New Buy | +3.55% | 150.57 ($186.48) 212.76 | $219.54 | 17.73% | New holding | 50,741 | 50,741 | |
| DFS Unlock Delisted | Discover Financial Services | 2025-06-30 | Sold Out Sold Out | -2.84% | 147.04 ($177) 204.07 | $200.05 | 13.02% | Sold Out | 0 | -50,756 | |
AEP | American Electric Power Co Inc | 2025-06-30 | New Buy New Buy | +2.73% | 98.59 ($104.12) 109.27 | $108.75 | 4.45% | New holding | 80,006 | 80,006 | |
ORCL | Oracle Corp | 2025-06-30 | Sold Out Sold Out | -2.65% | 122.82 ($161.13) 218.63 | $246.24 | 52.82% | Sold Out | 0 | -57,817 | |
DVN | Devon Energy Corp | 2025-06-30 | Reduce Reduce | -0.28% | 26.8 ($31.93) 37.92 | $32.70 | 2.41% | Reduce -17.24% | 111,450 | -23,221 | |
UPS | United Parcel Service Inc | 2025-06-30 | Reduce Reduce | -0.20% | 91.92 ($98.57) 110.2 | $98.89 | 0.32% | Reduce -15.53% | 30,133 | -5,539 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -0.14% | 483.48 ($508.26) 539.8 | $475.52 | -6.44% | Reduce -2.06% | 38,252 | -803 | |
NVDA | NVIDIA Corp | 2025-06-30 | New Buy New Buy | +0.11% | 94.31 ($125.57) 157.99 | $172.77 | 37.59% | New holding | 2,150 | 2,150 | |
CET | Central Securities Corp | 2025-06-30 | New Buy New Buy | +0.07% | 40.74 ($45.39) 47.86 | $48.47 | 6.79% | New holding | 4,341 | 4,341 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-06-30 | Reduce Reduce | -0.07% | 221.03 ($257.49) 294.78 | $286.47 | 11.25% | Reduce -5.16% | 16,007 | -871 |
Stolper Co Total Holding History ($B)
Stolper Co's Asset Allocation
Stolper Co Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Stolper Co's Hypothetical Growth since 2025-06-30
Stolper Co's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Stolper Co's Holdings Heat Map
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Stolper Co's Holdings Bubble Chart
Stolper Co News
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