Stolper Co
Top Portfolio Positions
83 positions ·
$395,370,056 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
83,639 | $40,079,808 | 10.14% | |
| OKE |
Oneok Inc /New/
Energy
|
248,207 | $22,435,430 | 5.67% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
110,907 | $19,986,550 | 5.06% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
62,424 | $16,891,310 | 4.27% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
19,547 | $16,536,566 | 4.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
54,984 | $16,174,093 | 4.09% | |
| AAPL |
Apple Inc.
Technology
|
57,531 | $14,600,792 | 3.69% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
44,229 | $14,546,475 | 3.68% | |
| CVX |
Chevron Corp
Energy
|
54,671 | $11,311,429 | 2.86% | |
| MSFT |
Microsoft Corp
Technology
|
29,873 | $11,058,088 | 2.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AVK
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $703,370 | 63,026 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $776,464 | 61,919 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $781,289 | 61,086 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $738,673 | 60,997 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $640,975 | 55,592 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $646,502 | 54,928 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $659,388 | 56,166 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $661,529 | 56,996 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $658,711 | 56,658 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $613,566 | 55,372 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $555,172 | 54,353 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $629,902 | 55,197 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $635,226 | 56,434 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $613,783 | 57,831 | Shares | Sole | 2023-01-11 | |
| 2022-06-30 | $509,396 | 43,415 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $657,903 | 43,146 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $714,116 | 39,729 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $658,011 | 37,585 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $662,516 | 35,309 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $606,837 | 35,270 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $587,546 | 36,526 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $500,305 | 37,206 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $450,157 | 35,345 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $365,169 | 35,247 | Shares | Sole | 2020-04-14 | |
| No 13F history on record for this holder in this stock. | ||||||