Stolper Co

Registered adviser

CIK

1808195

Location

TULSA, OK

Portfolio Value

Small $386,290,303

Diversification

Diversified

Filing Date

Global Rank

#4,506 / 8,818 ▲ 2513 · as of Jun 2026

Top Industry

Banks - Diversified 10.3%

Period ended 28 days ago

Filed Oct 13, 2026 · 15d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 132962

Roster of Oct 1, 2026

Regulatory AUM

$356,289,476

Main clients

Individuals and high net worth (75% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$356,289,476	Individuals and high net worth (75%)
Feb 2025 to Mar 2026	$307,420,448	Individuals and high net worth (90%)
Mar 2024 to Jan 2025	$264,076,766	Individuals and high net worth (100%)
May 2023 to Feb 2024	$238,517,165	Individuals and high net worth (100%)
Mar 2023 to Apr 2023	$238,517,165	Individuals and high net worth (100%)
Feb 2022 to Feb 2023	$237,404,949	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 35.9%, 43.4 effective positions, active share 70.0% against the Dow Jones Industrial Average as of 2026-07-31; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

9.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.5 quarters (12+), a floor since 63.4% of the book was already held when coverage starts

Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 70.0%; sector active share 36.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

90 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

5.2%

+0.0 pts

Top 5

21.9%

+0.4 pts

Top 10

36.0%

+0.1 pts

HHI

234

Diversified+4

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	31.5%	$121,782,403	36
Energy	14.8%	$57,232,524	8
Technology	12.7%	$48,883,971	6
Healthcare	9.1%	$35,148,412	7
Consumer Cyclical	8.0%	$30,915,660	6
Industrials	6.6%	$25,495,813	5
Communication Services	5.5%	$21,228,936	3
Consumer Defensive	4.6%	$17,633,675	4
Utilities	4.5%	$17,291,647	4
Real Estate	1.8%	$7,024,378	3
Unclassified	0.9%	$3,652,884	8

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DVN	Devon Energy Corp	+3,294	164,733	$7,584,307
T	At&T Inc.	+1,541	134,887	$3,291,242
PFE	Pfizer Inc	+1,283	64,894	$1,850,776
VZ	Verizon Communications Inc	+1,079	57,736	$2,648,350
PPL	PPL Corp	+983	63,063	$2,074,142
OKE	Oneok Inc	+811	133,093	$11,348,840
GPC	Genuine Parts Co	+803	49,982	$6,284,736
STAG	STAG Industrial, Inc.	+796	62,455	$2,236,513
KO	Coca Cola Co	+781	109,365	$9,414,139
ALSN	Allison Transmission Holdings Inc	+721	86,109	$9,752,705
NFG	National Fuel Gas Co	+587	108,611	$8,239,230
CSCO	Cisco Systems, Inc.	+561	94,406	$10,160,917
AEP	American Electric Power Co Inc	+543	84,438	$10,017,724
BAC	Bank Of America Corp	+521	177,284	$9,649,568
BABA	Alibaba Group Holding Ltd	+419	25,332	$2,724,203
CVX	Chevron Corp	+409	57,187	$11,678,157
UPS	United Parcel Service Inc	+406	39,541	$3,694,711
DHI	Horton D R Inc	+330	41,898	$5,725,361
COF	Capital One Financial Corp	+304	51,276	$9,899,857
SO	Southern Co	+303	27,920	$2,314,288
SHEL	Shell plc	+299	32,261	$3,066,408
EVRG	Evergy, Inc.	+296	36,786	$2,885,493
AFL	Aflac Inc	+296	79,402	$8,875,555
TTE	TotalEnergies SE	+236	31,530	$2,695,815
PG	PROCTER & GAMBLE Co	+233	14,392	$2,090,869
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PSX	Phillips 66	−15,356	33,253	$8,489,823
BGY	BlackRock Enhanced International Dividend Trust	−2,819	119,933	$675,222
AOD	abrdn Total Dynamic Dividend Fund	−2,471	101,715	$1,033,424
BCX	BlackRock Resources & Commodities Strategy Trust	−1,990	70,899	$841,571
JQC	Nuveen Credit Strategies Income Fund	−1,919	258,427	$1,227,528
TY	TRI-CONTINENTAL Corp	−1,875	63,449	$2,178,838
BDJ	BlackRock Enhanced Equity Dividend Trust	−1,666	66,837	$628,267
ADX	Adams Diversified Equity Fund, Inc.	−1,455	106,132	$2,724,408
MEGI	NYLIM CBRE Global Infrastructure Megatrends Term Fund	−1,286	67,270	$905,454
AVK	Advent Convertible & Income Fund	−1,282	64,463	$738,745
BOE	BlackRock Enhanced Global Dividend Trust	−1,215	65,655	$766,850
BGR	BlackRock Energy & Resources Trust	−1,135	56,967	$962,742
IDV	iShares International Select Dividend ETF	−1,006	36,650	$1,546,263
THQ	abrdn Healthcare Opportunities Fund	−926	38,686	$711,822
GDV	Gabelli Dividend & Income Trust	−915	42,373	$1,198,732
NIE	Virtus Equity & Convertible Income Fund	−836	33,619	$840,475
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	−581	34,802	$519,941
BGB	Blackstone Strategic Credit 2027 Term Fund	−570	63,943	$718,719
PEY	Victory Portfolios II	−527	31,342	$0
RVT	Royce Small-Cap Trust, Inc.	−504	56,290	$964,247
BST	BlackRock Science & Technology Trust	−474	18,904	$944,632
BTZ	Blackrock Credit Allocation Income Trust	−363	87,411	$813,796
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−340	18,622	$734,451
GHY	PGIM Global High Yield Fund, Inc.	−286	45,503	$501,443
PDX	PIMCO Dynamic Income Strategy Fund	−260	25,787	$523,476
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
ACN	Accenture plc	19,358	$3,549,676
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
TGT	Target Corp	14,527	$1,897,371
IJH	iShares Core S&P Mid-Cap ETF	2,802	$216,062
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 tracked positions · $386,290,303 total · filing declares 90 positions · $387,231 · as of Sep 30, 2026

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

Showing 1–50 of 90 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	40,064	+221	$19,949,868	+0.1%	5.16%
AAPL	Apple Inc. Technology	Added	58,232	+45	$19,392,420	+15.2%	5.02%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	55,144	-51	$18,243,289	+1.0%	4.72%
GOOG	Alphabet Inc. Communication Services	Added	44,871	+38	$15,289,344	−3.5%	3.96%
CVX	Chevron Corp Energy	Added	57,187	+409	$11,678,157	+24.1%	3.02%
BNY	Bank of New York Mellon Corp Financial Services	Added	80,122	+88	$11,588,044	+0.1%	3.00%
OKE	Oneok Inc Energy	Added	133,093	+811	$11,348,840	−1.3%	2.94%
GS	Goldman Sachs Group Inc Financial Services	Added	12,464	+44	$11,222,087	−10.7%	2.91%
CSCO	Cisco Systems, Inc. Technology	Added	94,406	+561	$10,160,917	−7.8%	2.63%
AEP	American Electric Power Co Inc Utilities	Added	84,438	+543	$10,017,724	−12.7%	2.59%
COF	Capital One Financial Corp Financial Services	Added	51,276	+304	$9,899,857	−3.2%	2.56%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	Added	86,109	+721	$9,752,705	+1.3%	2.52%
BAC	Bank Of America Corp Financial Services	Added	177,284	+521	$9,649,568	−4.2%	2.50%
JNJ	Johnson & Johnson Healthcare	Added	35,720	+112	$9,456,512	+4.6%	2.45%
KO	Coca Cola Co Consumer Defensive	Added	109,365	+781	$9,414,139	+6.7%	2.44%
AFL	Aflac Inc Financial Services	Added	79,402	+296	$8,875,555	−4.3%	2.30%
MSFT	Microsoft Corp Technology	Added	17,158	+65	$8,800,338	+38.0%	2.28%
PSX	Phillips 66 Energy	Reduced	33,253	-15,356	$8,489,823	+3.3%	2.20%
UNP	Union Pacific Corp Industrials	Added	30,368	+166	$8,264,043	+0.6%	2.14%
NFG	National Fuel Gas Co Energy	Added	108,611	+587	$8,239,230	−1.2%	2.13%
NOC	Northrop Grumman Corp Industrials	Added	16,059	+151	$7,764,205	−4.2%	2.01%
DVN	Devon Energy Corp Energy	Added	164,733	+3,294	$7,584,307	+13.7%	1.96%
UNH	Unitedhealth Group Inc Healthcare	Added	18,632	+101	$6,839,434	−11.2%	1.77%
GPC	Genuine Parts Co Consumer Cyclical	Added	49,982	+803	$6,284,736	+8.3%	1.63%
DVA	Davita Inc. Healthcare	Added	35,038	+218	$6,128,846	−20.9%	1.59%
DHI	Horton D R Inc Consumer Cyclical	Added	41,898	+330	$5,725,361	−15.4%	1.48%
MRK	Merck & Co., Inc. Healthcare	Reduced	31,490	-185	$4,575,811	+12.4%	1.18%
HD	Home Depot, Inc. Consumer Cyclical	Added	16,077	+194	$4,573,745	−18.3%	1.18%
MS	Morgan Stanley Financial Services	Added	23,653	+18	$4,448,656	−10.0%	1.15%
XOM	ExxonMobil Holdings Corp Energy	Added	25,376	+142	$4,129,944	+19.7%	1.07%
ABBV	AbbVie Inc. Healthcare	Reduced	14,981	-38	$3,918,879	+3.7%	1.01%
UPS	United Parcel Service Inc Industrials	Added	39,541	+406	$3,694,711	−12.2%	0.96%
IBM	International Business Machines Corp Technology	Added	16,366	+118	$3,599,374	−21.2%	0.93%
ACN	Accenture plc Technology	NEW	19,358	NEW	$3,549,676	NEW	0.92%
TXN	Texas Instruments Inc Technology	Reduced	12,072	-50	$3,381,246	−6.4%	0.88%
T	At&T Inc. Communication Services	Added	134,887	+1,541	$3,291,242	+19.2%	0.85%
PM	Philip Morris International Inc. Consumer Defensive	Added	17,227	+39	$3,287,256	+5.7%	0.85%
SHEL	Shell plc Energy	Added	32,261	+299	$3,066,408	+23.7%	0.79%
CNI	Canadian National Railway Co Industrials	Added	25,304	+18	$3,008,645	−0.2%	0.78%
MET	Metlife Inc Financial Services	Added	31,268	+99	$2,944,194	+11.6%	0.76%
USB	US Bancorp De Financial Services	Added	50,846	+178	$2,936,864	−4.0%	0.76%
EVRG	Evergy, Inc. Utilities	Added	36,786	+296	$2,885,493	−8.5%	0.75%
MO	Altria Group, Inc. Consumer Defensive	Added	42,195	+229	$2,841,411	−5.9%	0.74%
LMT	Lockheed Martin Corp Industrials	Added	5,428	+36	$2,764,209	+0.6%	0.72%
ADX	Adams Diversified Equity Fund, Inc. Financial Services	Reduced	106,132	-1,455	$2,724,408	−0.9%	0.71%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	25,332	+419	$2,724,203	+13.9%	0.71%
TTE	TotalEnergies SE Energy	Added	31,530	+236	$2,695,815	+10.8%	0.70%
VZ	Verizon Communications Inc Communication Services	Added	57,736	+1,079	$2,648,350	+10.4%	0.69%
DLR	Digital Realty Trust, Inc. Real Estate	Added	14,158	+149	$2,485,153	−1.2%	0.64%
CVS	CVS HEALTH Corp Healthcare	Added	27,753	+149	$2,378,154	−16.7%	0.62%

Showing the top 50 of 90 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.