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CIK: 0001808195
Total reported value
$387.2M
$387.2M
88 檔
18.0%
At the close of Q4 2024, Stolper Co disclosed equity holdings valued at approximately $387.2M, spread across 88 reported holdings.
Stolper Co executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 3 holdings and trimming 41 positions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, JPM) accounted for 18.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.00% | — | -1.19% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.09% | +0.66% | -0.71% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.70% | +0.05% | -1.92% | |
| 4 | OKE | Oneok Inc | Stock-Energy | 4.20% | -2.97% | EXIT | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 3.23% | — | -0.41% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.18% | -0.14% | +0.60% | |
| 7 | DFSEUR | Discover Financial Services | Stock-Other | 2.99% | — | -1.04% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.75% | -0.22% | +0.22% | |
| 9 | AFL | Aflac Inc | Stock-Financials | 2.72% | -0.10% | -1.84% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.63% | -0.34% | -1.39% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 2.59% | -0.11% | +0.26% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.52% | +0.59% | +1.41% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 2.50% | -0.23% | +0.75% | |
| 14 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.31% | -0.09% | +1.00% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | +0.62% | -0.69% | |
| 16 | HPQ | Hp Inc | Stock-Tech | 2.24% | — | +1.40% | |
| 17 | DVA | Davita Inc | Stock-Healthcare | 2.13% | -0.42% | -0.03% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.12% | +0.15% | +1.37% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 2.10% | +0.01% | +0.98% | |
| 20 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.09% | — | +0.53% | |
| 21 | PSX | Phillips 66 | Stock-Energy | 1.76% | +0.07% | +1.52% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.75% | -0.27% | +0.81% | |
| 23 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.73% | +0.12% | — | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.72% | — | +1.47% | |
| 25 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.71% | -0.27% | +0.93% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.65% | +0.11% | +1.47% | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.49% | -0.14% | +1.83% | |
| 28 | DVN | Devon Energy CORP | Stock-Energy | 1.46% | +0.24% | +2.31% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 1.24% | -0.25% | -0.11% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 1.03% | -0.13% | -0.04% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.96% | +0.14% | +0.52% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.87% | +0.13% | +1.05% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.86% | +0.03% | +0.47% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | — | +0.75% | |
| 35 | KR | Kroger Co | Stock-Consumer Staples | 0.77% | — | +0.95% | |
| 36 | MET | Metlife Inc | Stock-Financials | 0.75% | +0.08% | +0.82% | |
| 37 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.75% | -0.01% | +0.51% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.72% | — | +0.58% | |
| 39 | EVRG | Evergy Inc | Stock-Utilities | 0.71% | -0.07% | +1.31% | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.68% | -0.05% | +0.37% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | — | +0.67% | |
| 42 | PM | Philip Morris International | Stock-Consumer Staples | 0.68% | +0.05% | +0.30% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.07% | +1.10% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.67% | -0.08% | +0.98% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.65% | +0.06% | +1.25% | |
| 46 | ADX | Adams Diversified Equity | Stock-Other | 0.63% | -0.01% | +3.87% | |
| 47 | SHEL | Shell Plc-adr | Stock-Energy | 0.60% | +0.15% | +1.32% | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 0.60% | -0.49% | EXIT | |
| 49 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.59% | -0.03% | +1.33% | |
| 50 | PPL | Ppl CORP | Stock-Utilities | 0.58% | -0.04% | +1.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GPC | Genuine Parts Co | +1.7% | NEW | New buy |
| 2 | DFSEUR | Discover Financial Services | +0.6% | -1.04% | Trim |
| 3 | JPM | Jpmorgan Chase & Co | +0.6% | -1.92% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +0.60% | Add |
| 5 | OKE | Oneok Inc | +0.4% | -0.87% | Trim |
| 6 | AAPL | Apple Inc | +0.4% | -0.71% | Trim |
| 7 | GS | Goldman Sachs Group Inc | +0.4% | -1.39% | Trim |
| 8 | CSCO | Cisco Systems Inc | +0.3% | +0.75% | Add |
| 9 | BAC | Bank Of America CORP | +0.3% | +0.26% | Add |
| 10 | MS | Morgan Stanley | +0.2% | -0.04% | Trim |
| 11 | BNY | Bank Of New York Mellon CORP | +0.2% | +0.53% | Add |
| 12 | DLR | Digital Realty Trust Inc | +0.1% | +0.51% | Add |
| 13 | CET | Central Securities CORP | +0.1% | NEW | New buy |
| 14 | KR | Kroger Co | +0.1% | +0.95% | Add |
| 15 | T | At&t Inc | +0.1% | +0.52% | Add |
| 16 | CVX | Chevron CORP | 0% | +1.41% | Add |
| 17 | MO | Altria Group Inc | 0% | +0.37% | Add |
| 18 | XNIEX | Virtus Equity & Convertible | 0% | -1.56% | Trim |
| 19 | EVRG | Evergy Inc | 0% | +1.31% | Add |
| 20 | IBM | Intl Business Machines CORP | 0% | -0.11% | Trim |
| 21 | RVT | Royce Small-cap Trust Inc | 0% | +1.29% | Add |
| 22 | BST | Blackrock Science & Tech Tr | 0% | -0.98% | Trim |
| 23 | SCHG | Schwab US Large-cap Growth | 0% | +293.04% | Add |
| 24 | PM | Philip Morris International | 0% | +0.30% | Add |
| 25 | TY | Tri-continental CORP | 0% | +3.70% | Add |
| 26 | MET | Metlife Inc | 0% | +0.82% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | -1.84% | Trim |
| 28 | XGDVX | Gabelli Dividend & Income Tr | — | -1.49% | Trim |
| 29 | ISD | Pgim High Yield Bond Fund | — | -2.74% | Trim |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | — | -0.99% | Trim |
| 31 | AVK | Advent Convert & Income | — | -2.20% | Trim |
| 32 | BGB | Blackstone Strategic Credit | — | -1.00% | Trim |
| 33 | PPL | Ppl CORP | — | +1.35% | Add |
| 34 | GAM | General American Investors | — | +6.68% | Add |
| 35 | STEW | Srh Total Return Fund Inc | — | -1.92% | Trim |
| 36 | XDIAX | Nuveen Dow 30 Dynamic Overwr | — | -0.91% | Trim |
| 37 | ✓ | Advent Conv & Income Fd | — | EXIT | Sold out |
| 38 | SHEL | Shell Plc-adr | 0% | +1.32% | Add |
| 39 | PG | Procter & Gamble Co/the | 0% | +0.67% | Add |
| 40 | ADX | Adams Diversified Equity | 0% | +3.87% | Add |
| 41 | XJQCX | Nuveen Credit Strategies Inc | 0% | -2.45% | Trim |
| 42 | IEFA | Ishares Core Msci Eafe ETF | 0% | -1.84% | Trim |
| 43 | XBOEX | Blackrock Enh Glbl Dvd Tr | 0% | -1.64% | Trim |
| 44 | PFF | Ishares Preferred & Income S | 0% | -1.50% | Trim |
| 45 | XLE | Ss Energy Select Sector | 0% | -1.84% | Trim |
| 46 | GHY | Pgim Global High Yield Fund | 0% | -2.81% | Trim |
| 47 | BDJ | Blackrock Enhanced Eqty Dvd | 0% | -1.44% | Trim |
| 48 | PEY | Invesco High Yield Equity Di | 0% | -1.03% | Trim |
| 49 | JPC | Nuveen Prefered & Income Opp | 0% | -1.98% | Trim |
| 50 | XLI | Ss Industrial Select Sector | 0% | -1.45% | Trim |
According to official SEC Form 13F filings, Stolper Co reported a total U.S. public equity portfolio value of $387.2M across 88 disclosed positions in Q4 2024.
During Q4 2024, Stolper Co's top holdings by market value included BRK-B (6.0%)、AAPL (5.1%)、JPM (4.7%). The largest single position, BRK-B, represented 6.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
GPC
市值: $5.2M
Top Position Liquidated / Trimmed
DOW
前期市值: $4.4M
In Q4 2024, Stolper Co made 91 total portfolio adjustments, initiating 2 new buys, adding to 45 positions, trimming 41 holdings, and fully liquidating 3 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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