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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001808195
Total reported value
$387.3M
$387.3M
87 檔
15.0%
At the close of Q1 2024, Stolper Co disclosed equity holdings valued at approximately $387.3M, spread across 87 reported holdings.
During Q1 2024, Stolper Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, JPM, AAPL) accounted for 15.0% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.09% | +4.90% | -0.18% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.35% | -0.04% | -0.14% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.91% | +0.11% | -7.01% | |
| 4 | OKE | Oneok Inc | Stock-Energy | 3.72% | +2.62% | +0.63% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.91% | +1.42% | -2.13% | |
| 6 | CVX | Chevron CORP | Stock-Energy | 2.86% | -0.85% | +4.64% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.68% | +0.04% | -0.54% | |
| 8 | PSX | Phillips 66 | Stock-Energy | 2.64% | +1.97% | -0.21% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.60% | — | +0.23% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | +1.04% | -7.94% | |
| 11 | AFL | Aflac Inc | Stock-Financials | 2.45% | -0.08% | +1.30% | |
| 12 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.43% | +1.92% | +0.43% | |
| 13 | DFSEUR | Discover Financial Services | Stock-Other | 2.40% | — | +0.39% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 2.40% | -0.14% | +0.35% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 2.37% | +1.59% | +1.33% | |
| 16 | DVN | Devon Energy CORP | Stock-Energy | 2.34% | -0.20% | — | |
| 17 | HPQ | Hp Inc | Stock-Tech | 2.19% | — | +0.39% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 2.16% | +2.70% | +0.57% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.15% | -0.54% | +0.90% | |
| 20 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.12% | +1.19% | +0.05% | |
| 21 | DVA | Davita Inc | Stock-Healthcare | 2.11% | +0.52% | -0.10% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.10% | +3.12% | +0.19% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.99% | -0.65% | EXIT | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.85% | -0.10% | +9.81% | |
| 25 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.79% | +0.40% | +14.56% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.78% | +0.09% | +0.51% | |
| 27 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.63% | -2.28% | +0.64% | |
| 28 | DOW | Dow Inc | Stock-Materials | 1.61% | — | +0.60% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.26% | +0.37% | -0.42% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 1.18% | -1.91% | -0.97% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.86% | EXIT | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | +0.06% | +0.13% | |
| 33 | TGT | Target CORP | Stock-Consumer Disc | 0.84% | +0.14% | +0.67% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.83% | -0.59% | +10.10% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.79% | -1.74% | +22.22% | |
| 36 | KR | Kroger Co | Stock-Consumer Staples | 0.79% | — | +3.54% | |
| 37 | MET | Metlife Inc | Stock-Financials | 0.78% | -0.40% | -0.15% | |
| 38 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.75% | -1.10% | EXIT | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -1.93% | +1.29% | |
| 40 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.71% | — | +1.79% | |
| 41 | UGI | Ugi CORP | Stock-Utilities | 0.70% | — | +0.55% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.70% | -1.48% | +16.29% | |
| 43 | SHEL | Shell Plc-adr | Stock-Energy | 0.69% | -0.64% | +0.43% | |
| 44 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.69% | -0.75% | EXIT | |
| 45 | PLD | Prologis Inc | Stock-Real Estate | 0.69% | +0.45% | +0.52% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | +0.39% | +1.07% | |
| 47 | ADX | Adams Diversified Equity | Stock-Other | 0.67% | +0.05% | +0.12% | |
| 48 | CVS | Cvs Health CORP | Stock-Healthcare | 0.67% | -1.59% | +3.80% | |
| 49 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.66% | -0.97% | +1.37% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.64% | +0.42% | +0.21% |
According to official SEC Form 13F filings, Stolper Co reported a total U.S. public equity portfolio value of $387.3M across 87 disclosed positions in Q1 2024.
During Q1 2024, Stolper Co's top holdings by market value included BRK-B (6.1%)、JPM (4.3%)、AAPL (3.9%). The largest single position, BRK-B, represented 6.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In Q1 2024, Stolper Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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