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Portfolio (Quarterly) Guide ↗

Stolper Co

· CIK 0001808195
13F Portfolio $339M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New
Page 1 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INCORPORATE 37,858.0 $19.0M 5.61% NEW $502.64
2 JPM JPMORGAN CHASE & COMPANY. Financial Services 55,582.0 $17.9M 5.28% NEW $322.23 -7.2%
3 AAPL APPLE INCORPORATED Technology 57,706.0 $15.7M 4.62% NEW $271.86 +9.6%
4 GOOG ALPHABET INCORPORATED CAP STK Communication Services 48,839.0 $15.3M 4.51% NEW $313.81 +25.6%
5 COF CAPITAL ONE FINL CORPORATION Financial Services 50,501.0 $12.2M 3.60% NEW $242.35 -23.1%
6 GS GOLDMAN SACHS GROUP INCORPORAT Financial Services 12,823.0 $11.3M 3.32% NEW $878.97 +8.6%
7 CSCO CISCO SYSTEMS INCORPORATED Technology 125,193.0 $9.6M 2.84% NEW $77.03 +53.7%
8 BAC BANK AMERICA CORPORATION Financial Services 173,360.0 $9.5M 2.81% NEW $55.00 -9.0%
9 AEP AMERICAN ELEC PWR COMPANY INCO Utilities 80,851.0 $9.3M 2.75% NEW $115.31 +9.2%
10 OKE ONEOK INCORPORATED NEW Energy 126,188.0 $9.3M 2.73% NEW $73.50 +24.6%
11 BK BANK NEW YORK MELLON CORPORATI Financial Services 79,608.0 $9.2M 2.72% NEW $116.09 +16.3%
12 AFL AFLAC INCORPORATED Financial Services 77,401.0 $8.5M 2.51% NEW $110.27 +6.5%
13 NOC NORTHROP GRUMMAN CORPORATION Industrials 14,775.0 $8.4M 2.48% NEW $570.22 -4.9%
14 CVX CHEVRON CORPORATION NEW Energy 54,380.0 $8.3M 2.44% NEW $152.41 +24.3%
15 MSFT MICROSOFT CORPORATION Technology 15,937.0 $7.7M 2.27% NEW $483.59 -13.8%
16 KO COCA COLA COMPANY Consumer Defensive 105,064.0 $7.3M 2.16% NEW $69.91 +15.1%
17 ALSN ALLISON TRANSMISSION HLDGS INC Consumer Cyclical 73,279.0 $7.2M 2.11% NEW $97.90 +19.2%
18 JNJ JOHNSON & JOHNSON Healthcare 34,235.0 $7.1M 2.09% NEW $206.95 +9.2%
19 UNP UNION PAC CORPORATION Industrials 27,507.0 $6.4M 1.87% NEW $231.32 +16.8%
20 PSX PHILLIPS 66 Energy 46,164.0 $6.0M 1.75% NEW $129.04 +34.1%
Page 1 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.6%
Technology 14.7%
Energy 11.2%
Consumer Cyclical 8.9%
Healthcare 8.8%
Communication Services 6.7%
Industrials 6.5%
Consumer Defensive 5.7%
Utilities 5.2%
Real Estate 1.6%