Stolper Co
Top Portfolio Positions
82 positions ·
$355,290,248 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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% |
Holdings in PDX
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $890,275 | 40,357 | Shares | Sole | 2026-04-13 | |
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