Stolper Co

CIK

1808195

Location

TULSA, OK

Portfolio Value

Small $389,260,600

Diversification

Diversified

Filing Date

Global Rank

#2,980 / 8,603 ▲ 439 · as of Mar 2026

Top Industry

Insurance - Diversified 10.3%

3Y Alpha vs SPY

-2.2%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.3%

SPY

+76.0%

Annualised alpha

-2.3%

Max drawdown

−14.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

82 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.3%

+4.2 pts

Top 5

29.8%

+5.4 pts

Top 10

47.2%

+7.7 pts

HHI

346

Diversified+86

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	32.2%	$125,253,954	36
Energy	12.8%	$49,889,698	6
Healthcare	11.2%	$43,569,551	7
Consumer Defensive	10.6%	$41,250,484	6
Technology	9.4%	$36,720,682	6
Consumer Cyclical	8.1%	$31,399,306	6
Real Estate	6.5%	$25,366,704	3
Utilities	4.5%	$17,407,327	4
Industrials	2.5%	$9,773,097	6
Communication Services	2.2%	$8,629,797	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OKE	Oneok Inc /New/	+122,019	248,207	$22,435,430
DLR	Digital Realty Trust, Inc.	+97,471	110,907	$19,986,550
ADM	Archer-Daniels-Midland Co	+94,021	130,864	$9,512,504
ISD	PGIM High Yield Bond Fund, Inc.	+88,105	127,738	$1,681,032
CVS	CVS HEALTH Corp	+78,765	105,571	$7,582,109
UNH	Unitedhealth Group Inc	+46,121	62,424	$16,891,310
PM	Philip Morris International Inc.	+45,800	62,795	$10,382,525
BRK-B	Berkshire Hathaway Inc	+45,781	83,639	$40,079,808
T	At&T Inc.	+44,367	173,401	$5,026,894
BST	BlackRock Science & Technology Trust	+43,001	61,528	$2,236,542
STAG	STAG Industrial, Inc.	+39,883	58,133	$2,096,275
GAM	General American Investors Co Inc	+35,784	42,161	$2,465,153
PG	PROCTER & GAMBLE Co	+33,232	46,763	$6,754,447
HD	Home Depot, Inc.	+30,664	44,229	$14,546,475
SO	Southern Co	+28,750	54,499	$5,260,243
QCOM	Qualcomm Inc/De	+24,996	58,680	$7,556,810
GHY	PGIM Global High Yield Fund, Inc.	+23,540	66,438	$774,002
KO	Coca Cola Co	+20,095	125,159	$9,518,341
VZ	Verizon Communications Inc	+17,388	71,771	$3,602,903
STEW	SRH Total Return Fund, Inc.	+15,925	17,596	$300,891
PDX	PIMCO Dynamic Income Strategy Fund	+15,913	40,357	$890,275
MSFT	Microsoft Corp	+13,936	29,873	$11,058,088
ALSN	Allison Transmission Holdings Inc	+8,991	82,270	$9,630,526
PLD	Prologis, Inc.	+8,089	24,844	$3,283,879
BOE	BlackRock Enhanced Global Dividend Trust	+7,152	70,957	$777,688
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JQC	Nuveen Credit Strategies Income Fund	−218,724	24,908	$121,301
CSCO	Cisco Systems, Inc.	−123,563	1,630	$126,471
BAC	Bank Of America Corp /De/	−93,852	79,508	$3,876,015
DVN	Devon Energy Corp/De	−65,492	43,117	$2,169,647
MEGI	NYLI CBRE Global Infrastructure Megatrends Term Fund	−57,680	7,904	$116,109
BCX	BlackRock Resources & Commodities Strategy Trust	−51,405	18,786	$226,371
TY	TRI-CONTINENTAL Corp	−43,205	18,450	$582,835
BNY	Bank of New York Mellon Corp	−41,708	37,900	$4,496,077
PPL	PPL Corp	−40,616	17,155	$655,321
RVT	Royce Small-Cap Trust, Inc.	−39,251	13,843	$229,793
GPC	Genuine Parts Co	−37,840	6,377	$674,367
BGB	Blackstone Strategic Credit 2027 Term Fund	−34,486	25,931	$289,130
PFE	Pfizer Inc	−28,240	33,058	$928,268
EVRG	Evergy, Inc.	−25,426	10,394	$851,476
MRK	Merck & Co., Inc.	−23,141	7,547	$907,828
DIAX	Nuveen Dow 30sm Dynamic Overwrite Fund	−21,781	14,709	$207,396
USB	US Bancorp De	−21,647	27,854	$1,448,686
UPS	United Parcel Service Inc	−17,482	12,181	$1,198,366
BTZ	Blackrock Credit Allocation Income Trust	−16,307	65,772	$664,297
NOC	Northrop Grumman Corp /De/	−13,430	1,345	$917,612
UNP	Union Pacific Corp	−12,535	14,972	$3,632,506
TXN	Texas Instruments Inc	−10,430	1,671	$324,407
DHI	Horton D R Inc /De/	−9,936	26,862	$3,686,003
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	−7,975	25,275	$391,509
GDV	Gabelli Dividend & Income Trust	−7,846	33,851	$911,607
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TTE	TotalEnergies SE	31,150	$2,834,027
V	Visa Inc.	2,799	$845,969
XYL	Xylem Inc.	3,189	$381,085
VRSK	Verisk Analytics, Inc.	1,766	$335,098
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

82 positions · $389,260,600 total · as of Mar 31, 2026

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

Showing 1–50 of 82 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	Added	83,639	+45,781	$40,079,808	+110.6%	10.30%
OKE	Oneok Inc /New/ Energy	Added	248,207	+122,019	$22,435,430	+141.9%	5.76%
DLR	Digital Realty Trust, Inc. Real Estate	Added	110,907	+97,471	$19,986,550	+861.5%	5.13%
UNH	Unitedhealth Group Inc Healthcare	Added	62,424	+46,121	$16,891,310	+213.9%	4.34%
GS	Goldman Sachs Group Inc Financial Services	Added	19,547	+6,724	$16,536,566	+46.7%	4.25%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	54,984	-598	$16,174,093	−9.7%	4.16%
AAPL	Apple Inc. Technology	Reduced	57,531	-175	$14,600,792	−6.9%	3.75%
HD	Home Depot, Inc. Consumer Cyclical	Added	44,229	+30,664	$14,546,475	+211.6%	3.74%
CVX	Chevron Corp Energy	Added	54,671	+291	$11,311,429	+36.5%	2.91%
MSFT	Microsoft Corp Technology	Added	29,873	+13,936	$11,058,088	+43.5%	2.84%
AEP	American Electric Power Co Inc Utilities	Added	81,174	+323	$10,640,287	+14.1%	2.73%
PM	Philip Morris International Inc. Consumer Defensive	Added	62,795	+45,800	$10,382,525	+280.9%	2.67%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	Added	82,270	+8,991	$9,630,526	+34.2%	2.47%
KO	Coca Cola Co Consumer Defensive	Added	125,159	+20,095	$9,518,341	+29.6%	2.45%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	130,864	+94,021	$9,512,504	+349.1%	2.44%
COF	Capital One Financial Corp Financial Services	Reduced	49,065	-1,436	$8,950,927	−26.9%	2.30%
AFL	Aflac Inc Financial Services	Added	77,690	+289	$8,523,369	−0.1%	2.19%
JNJ	Johnson & Johnson Healthcare	Added	34,247	+12	$8,371,336	+18.2%	2.15%
PSX	Phillips 66 Energy	Reduced	43,701	-2,463	$7,961,448	+33.6%	2.05%
CVS	CVS HEALTH Corp Healthcare	Added	105,571	+78,765	$7,582,109	+256.4%	1.95%
QCOM	Qualcomm Inc/De Technology	Added	58,680	+24,996	$7,556,810	+31.2%	1.94%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	46,763	+33,232	$6,754,447	+248.3%	1.74%
DVA	Davita Inc. Healthcare	Reduced	37,166	-5,336	$5,712,042	+18.3%	1.47%
SO	Southern Co Utilities	Added	54,499	+28,750	$5,260,243	+134.3%	1.35%
T	At&T Inc. Communication Services	Added	173,401	+44,367	$5,026,894	+56.8%	1.29%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	37,900	-41,708	$4,496,077	−51.4%	1.16%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	79,508	-93,852	$3,876,015	−59.3%	1.00%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	26,862	-9,936	$3,686,003	−30.5%	0.95%
UNP	Union Pacific Corp Industrials	Reduced	14,972	-12,535	$3,632,506	−42.9%	0.93%
VZ	Verizon Communications Inc Communication Services	Added	71,771	+17,388	$3,602,903	+62.7%	0.93%
LMT	Lockheed Martin Corp Industrials	Added	5,474	+9	$3,308,430	+25.2%	0.85%
PLD	Prologis, Inc. Real Estate	Added	24,844	+8,089	$3,283,879	+53.5%	0.84%
SHEL	Shell plc Energy	Added	34,169	+2,725	$3,177,717	+37.5%	0.82%
ABBV	AbbVie Inc. Healthcare	Reduced	14,606	-99	$3,176,658	−5.5%	0.82%
IBM	International Business Machines Corp Technology	Reduced	12,600	-3,472	$3,054,114	−35.8%	0.78%
MS	Morgan Stanley Financial Services	Reduced	17,442	-7,402	$2,870,429	−34.9%	0.74%
TTE	TotalEnergies SE Energy	NEW	31,150	NEW	$2,834,027	NEW	0.73%
MO	Altria Group, Inc. Consumer Defensive	Added	41,334	+403	$2,727,630	+15.6%	0.70%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	20,099	+29	$2,521,620	−14.3%	0.65%
GAM	General American Investors Co Inc Financial Services	Added	42,161	+35,784	$2,465,153	+558.2%	0.63%
TGT	Target Corp Consumer Defensive	Added	19,431	+5,160	$2,355,037	+68.8%	0.61%
ADX	Adams Diversified Equity Fund, Inc. Financial Services	Added	103,675	+2,840	$2,269,445	−3.5%	0.58%
BST	BlackRock Science & Technology Trust Financial Services	Added	61,528	+43,001	$2,236,542	+197.8%	0.57%
MET	Metlife Inc Financial Services	Added	31,005	+1,758	$2,192,673	−5.0%	0.56%
DVN	Devon Energy Corp/De Energy	Reduced	43,117	-65,492	$2,169,647	−45.5%	0.56%
STAG	STAG Industrial, Inc. Real Estate	Added	58,133	+39,883	$2,096,275	+212.5%	0.54%
ISD	PGIM High Yield Bond Fund, Inc. Financial Services	Added	127,738	+88,105	$1,681,032	+193.1%	0.43%
USB	US Bancorp De Financial Services	Reduced	27,854	-21,647	$1,448,686	−45.2%	0.37%
UPS	United Parcel Service Inc Industrials	Reduced	12,181	-17,482	$1,198,366	−59.3%	0.31%
AOD	abrdn Total Dynamic Dividend Fund Financial Services	Added	100,968	+1,380	$929,915	−4.2%	0.24%