Stolper Co
Top Portfolio Positions
82 positions ·
$355,290,248 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| OKE |
Oneok Inc /New/
Energy
|
248,207 | $22,435,430 | 6.31% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
110,907 | $19,986,550 | 5.63% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
62,424 | $16,891,310 | 4.75% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
19,547 | $16,536,566 | 4.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
54,984 | $16,174,093 | 4.55% | |
| AAPL |
Apple Inc.
Technology
|
57,531 | $14,600,792 | 4.11% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
44,229 | $14,546,475 | 4.09% | |
| CVX |
Chevron Corp
Energy
|
54,671 | $11,311,429 | 3.18% | |
| MSFT |
Microsoft Corp
Technology
|
29,873 | $11,058,088 | 3.11% | |
| AEP |
American Electric Power Co Inc
Utilities
|
81,174 | $10,640,287 | 2.99% |
Portfolio Trend
Holdings in DIAX
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,396 | 14,709 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $556,837 | 36,490 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $527,880 | 35,452 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $509,414 | 35,524 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $477,242 | 32,936 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $490,067 | 32,541 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $487,688 | 32,841 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $458,225 | 32,707 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $461,218 | 31,461 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $436,436 | 31,174 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $414,000 | 30,219 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $433,501 | 30,723 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $461,451 | 31,434 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $500,166 | 32,248 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $457,243 | 33,895 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $501,306 | 32,808 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $544,309 | 32,770 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $539,390 | 30,354 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $475,750 | 28,403 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $450,723 | 26,482 | Shares | Sole | 2021-07-15 | |
| No 13F history on record for this holder in this stock. | ||||||