Stolper Co

CIK

1808195

Location

TULSA, OK

Portfolio Value

Small $363,043,756

Diversification

Diversified

Filing Date

Global Rank

#3,391 / 8,700 ▲ 3443

Top Industry

Banks - Diversified 10.9%

Period ended 2 months ago

Filed Jul 14, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

80 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.5%

−5.1 pts

Top 5

21.8%

−21.8 pts

Top 10

36.7%

−36.2 pts

HHI

242

Diversified−386

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	34.5%	$125,372,575	36
Energy	13.5%	$49,052,415	7
Technology	11.7%	$42,418,357	5
Healthcare	10.1%	$36,729,158	7
Consumer Cyclical	8.9%	$32,328,400	6
Industrials	7.2%	$26,286,169	5
Utilities	5.4%	$19,531,335	4
Consumer Defensive	5.2%	$18,927,201	5
Real Estate	2.0%	$7,239,027	3
Communication Services	1.4%	$5,159,119	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JQC	Nuveen Credit Strategies Income Fund	+235,438	260,346	$1,265,281
DVN	Devon Energy Corp/De	+118,322	161,439	$6,670,659
BAC	Bank Of America Corp /De/	+97,255	176,763	$10,071,955
CSCO	Cisco Systems, Inc.	+92,215	93,845	$11,023,033
MEGI	NYLI CBRE Global Infrastructure Megatrends Term Fund	+60,652	68,556	$1,042,051
BCX	BlackRock Resources & Commodities Strategy Trust	+54,103	72,889	$824,374
TY	TRI-CONTINENTAL Corp	+46,874	65,324	$2,248,452
PPL	PPL Corp	+44,925	62,080	$2,256,608
RVT	Royce Small-Cap Trust, Inc.	+42,951	56,794	$1,048,985
GPC	Genuine Parts Co	+42,802	49,179	$5,802,138
BNY	Bank of New York Mellon Corp	+42,134	80,034	$11,573,716
BGB	Blackstone Strategic Credit 2027 Term Fund	+38,582	64,513	$728,996
PFE	Pfizer Inc	+30,553	63,611	$1,531,752
UPS	United Parcel Service Inc	+26,954	39,135	$4,207,012
EVRG	Evergy, Inc.	+26,096	36,490	$3,153,830
MRK	Merck & Co., Inc.	+24,128	31,675	$4,070,237
USB	US Bancorp De	+22,814	50,668	$3,060,347
BTZ	Blackrock Credit Allocation Income Trust	+22,002	87,774	$897,050
UNP	Union Pacific Corp	+15,230	30,202	$8,214,944
DHI	Horton D R Inc /De/	+14,706	41,568	$6,770,595
NOC	Northrop Grumman Corp /De/	+14,563	15,908	$8,102,103
TXN	Texas Instruments Inc	+10,451	12,122	$3,613,204
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	+10,108	35,383	$576,035
GDV	Gabelli Dividend & Income Trust	+9,437	43,288	$1,272,667
MCD	Mcdonalds Corp	+6,808	7,903	$2,136,259
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
OKE	Oneok Inc /New/	−115,925	132,282	$11,500,597
DLR	Digital Realty Trust, Inc.	−96,898	14,009	$2,515,736
ISD	PGIM High Yield Bond Fund, Inc.	−85,509	42,229	$551,510
CVS	CVS HEALTH Corp	−77,967	27,604	$2,855,633
TTE	TotalEnergies SE	−49,540	31,294	$2,433,421
PM	Philip Morris International Inc.	−45,607	17,188	$3,109,481
UNH	Unitedhealth Group Inc	−43,893	18,531	$7,702,039
BRK-B	Berkshire Hathaway Inc	−43,796	39,843	$19,937,038
BST	BlackRock Science & Technology Trust	−42,150	19,378	$982,658
T	At&T Inc.	−40,055	133,346	$2,760,262
GAM	General American Investors Co Inc	−35,854	6,307	$402,071
PG	PROCTER & GAMBLE Co	−32,604	14,159	$2,076,275
HD	Home Depot, Inc.	−28,346	15,883	$5,601,616
SO	Southern Co	−26,882	27,617	$2,643,223
GHY	PGIM Global High Yield Fund, Inc.	−20,649	45,789	$554,046
KO	Coca Cola Co	−16,575	108,584	$8,824,621
VZ	Verizon Communications Inc	−15,114	56,657	$2,398,857
PDX	PIMCO Dynamic Income Strategy Fund	−14,310	26,047	$542,298
MSFT	Microsoft Corp	−12,780	17,093	$6,376,030
PLD	Prologis, Inc.	−7,301	17,543	$2,376,550
GS	Goldman Sachs Group Inc	−7,127	12,420	$12,561,215
TGT	Target Corp	−4,904	14,527	$1,897,371
BOE	BlackRock Enhanced Global Dividend Trust	−4,087	66,870	$808,458
NIE	Virtus Equity & Convertible Income Fund	−3,270	34,455	$925,461
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	−3,257	10,394	$154,662
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
NFG	National Fuel Gas Co	108,024	$8,340,533
CNI	Canadian National Railway Co	25,286	$3,015,102
BGR	BlackRock Energy & Resources Trust	58,102	$861,071
BGY	BlackRock Enhanced International Dividend Trust	122,752	$704,596
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	48,632	$13,950,575
V	Visa Inc.	2,799	$845,969
XYL	Xylem Inc.	3,189	$381,085
VRSK	Verisk Analytics, Inc.	1,766	$335,098
VB	Vanguard Morningstar Small-Cap ETF	31,089	$283,262
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	67,120	$5,748
ABI	VictoryShares Pioneer Asset-Based Income ETF	13,761	$4,526
AAXJ	iShares MSCI All Country Asia ex Japan ETF	20,570	$4,291
ADM	Archer-Daniels-Midland Co	130,864	$3,794
XOM	ExxonMobil Holdings Corp	36,010	$2,950
FNDA	Schwab Fundamental U.S. Small Company ETF	16,999	$2,247
QCOM	Qualcomm Inc/De	58,680	$2,242
DIAX	Nuveen Dow 30sm Dynamic Overwrite Fund	14,709	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 tracked positions · $363,043,756 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	39,843	-43,796	$19,937,038	+2359312.8%	5.49%
JPM	Jpmorgan Chase & Co Financial Services	Added	55,195	+211	$18,066,979	+11.7%	4.98%
AAPL	Apple Inc. Technology	Added	58,187	+656	$16,836,990	+15.3%	4.64%
GS	Goldman Sachs Group Inc Financial Services	Reduced	12,420	-7,127	$12,561,215	+2941636.5%	3.46%
BNY	Bank of New York Mellon Corp Financial Services	Added	80,034	+42,134	$11,573,716	+63624.9%	3.19%
OKE	Oneok Inc /New/ Energy	Reduced	132,282	-115,925	$11,500,597	+951148.7%	3.17%
AEP	American Electric Power Co Inc Utilities	Added	83,895	+2,721	$11,477,674	+7.9%	3.16%
CSCO	Cisco Systems, Inc. Technology	Added	93,845	+92,215	$11,023,033	+2075800.8%	3.04%
COF	Capital One Financial Corp Financial Services	Added	50,972	+1,907	$10,226,002	+14.2%	2.82%
BAC	Bank Of America Corp /De/ Financial Services	Added	176,763	+97,255	$10,071,955	+106684.9%	2.77%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	Added	85,388	+3,118	$9,626,643	−0.0%	2.65%
CVX	Chevron Corp Energy	Added	56,778	+2,107	$9,411,521	−16.8%	2.59%
AFL	Aflac Inc Financial Services	Added	79,106	+1,416	$9,275,178	+8.8%	2.55%
JNJ	Johnson & Johnson Healthcare	Added	35,608	+1,361	$9,043,363	+8.0%	2.49%
KO	Coca Cola Co Consumer Defensive	Reduced	108,584	-16,575	$8,824,621	−7.3%	2.43%
NFG	National Fuel Gas Co Energy	NEW	108,024	NEW	$8,340,533	NEW	2.30%
PSX	Phillips 66 Energy	Added	48,609	+4,908	$8,217,351	+1614310.8%	2.26%
UNP	Union Pacific Corp Industrials	Added	30,202	+15,230	$8,214,944	+452514.0%	2.26%
NOC	Northrop Grumman Corp /De/ Industrials	Added	15,908	+14,563	$8,102,103	+1380156.0%	2.23%
DVA	Davita Inc. Healthcare	Reduced	34,820	-2,346	$7,746,753	+35.6%	2.13%
UNH	Unitedhealth Group Inc Healthcare	Reduced	18,531	-43,893	$7,702,039	+390469.9%	2.12%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	41,568	+14,706	$6,770,595	+350889.9%	1.86%
DVN	Devon Energy Corp/De Energy	Added	161,439	+118,322	$6,670,659	+100558.8%	1.84%
MSFT	Microsoft Corp Technology	Reduced	17,093	-12,780	$6,376,030	+301652.5%	1.76%
GPC	Genuine Parts Co Consumer Cyclical	Added	49,179	+42,802	$5,802,138	+1555433.0%	1.60%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	15,883	-28,346	$5,601,616	+119669.4%	1.54%
MS	Morgan Stanley Financial Services	Added	23,635	+6,193	$4,940,660	+76416.3%	1.36%
IBM	International Business Machines Corp Technology	Added	16,248	+3,648	$4,569,100	+42766.1%	1.26%
UPS	United Parcel Service Inc Industrials	Added	39,135	+26,954	$4,207,012	+177786.3%	1.16%
MRK	Merck & Co., Inc. Healthcare	Added	31,675	+24,128	$4,070,237	+173396.9%	1.12%
ABBV	AbbVie Inc. Healthcare	Added	15,019	+413	$3,779,381	+19.0%	1.04%
TXN	Texas Instruments Inc Technology	Added	12,122	+10,451	$3,613,204	+1338123.7%	1.00%
EVRG	Evergy, Inc. Utilities	Added	36,490	+26,096	$3,153,830	+2220907.0%	0.87%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	17,188	-45,607	$3,109,481	+176274.4%	0.86%
USB	US Bancorp De Financial Services	Added	50,668	+22,814	$3,060,347	+45184.8%	0.84%
MO	Altria Group, Inc. Consumer Defensive	Added	41,966	+632	$3,019,453	+10.7%	0.83%
CNI	Canadian National Railway Co Industrials	NEW	25,286	NEW	$3,015,102	NEW	0.83%
CVS	CVS HEALTH Corp Healthcare	Reduced	27,604	-77,967	$2,855,633	−62.3%	0.79%
T	At&T Inc. Communication Services	Reduced	133,346	-40,055	$2,760,262	+32554.2%	0.76%
ADX	Adams Diversified Equity Fund, Inc. Financial Services	Added	107,587	+3,912	$2,748,847	+21.1%	0.76%
LMT	Lockheed Martin Corp Industrials	Reduced	5,392	-82	$2,747,008	−17.0%	0.76%
SO	Southern Co Utilities	Reduced	27,617	-26,882	$2,643,223	+291968.8%	0.73%
MET	Metlife Inc Financial Services	Added	31,169	+164	$2,637,209	+70602.7%	0.73%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	14,009	-96,898	$2,515,736	+44976.8%	0.69%
SHEL	Shell plc Energy	Reduced	31,962	-2,207	$2,478,333	+56225.8%	0.68%
TTE	TotalEnergies SE Energy	Reduced	31,294	-49,540	$2,433,421	−14.2%	0.67%
VZ	Verizon Communications Inc Communication Services	Reduced	56,657	-15,114	$2,398,857	−13.7%	0.66%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	24,913	+4,814	$2,391,149	−5.2%	0.66%
PLD	Prologis, Inc. Real Estate	Reduced	17,543	-7,301	$2,376,550	+433577.0%	0.65%
STAG	STAG Industrial, Inc. Real Estate	Added	61,659	+3,526	$2,346,741	+11.9%	0.65%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.