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CIK: 0001808195
Total reported value
$387.3M
$387.3M
87 檔
17.9%
During the Q1 2025 filing period, Stolper Co (CIK: 0001808195) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $387.3M across 87 reported positions.
In Q1 2025, Stolper Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.82% | +4.90% | -1.69% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.65% | -0.04% | -1.75% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.35% | +0.11% | -2.24% | |
| 4 | OKE | Oneok Inc | Stock-Energy | 4.06% | +2.62% | -0.78% | |
| 5 | CVX | Chevron CORP | Stock-Energy | 2.87% | -0.85% | +0.09% | |
| 6 | AFL | Aflac Inc | Stock-Financials | 2.85% | -0.08% | -1.13% | |
| 7 | DFSEUR | Discover Financial Services | Stock-Other | 2.84% | — | -2.05% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.76% | +1.42% | -1.32% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.65% | — | -0.75% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 2.56% | +2.70% | -0.44% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.55% | +0.04% | -0.73% | |
| 12 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.48% | +1.92% | -0.01% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.41% | -0.54% | +0.39% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.40% | +3.12% | -2.91% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 2.40% | -0.14% | -0.99% | |
| 16 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.23% | -2.28% | -0.55% | |
| 17 | DVA | Davita Inc | Stock-Healthcare | 2.13% | +0.52% | -1.08% | |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 2.12% | +1.59% | -0.98% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | +1.04% | -0.13% | |
| 20 | HPQ | Hp Inc | Stock-Tech | 1.87% | — | +0.02% | |
| 21 | PSX | Phillips 66 | Stock-Energy | 1.87% | +1.97% | -0.30% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.86% | -0.10% | -0.23% | |
| 23 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.73% | +1.39% | -0.61% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.69% | -0.65% | EXIT | |
| 25 | DVN | Devon Energy CORP | Stock-Energy | 1.65% | -0.20% | +0.31% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.62% | +0.09% | -0.16% | |
| 27 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.53% | +1.19% | -0.23% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.38% | -1.91% | -0.47% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.29% | +0.40% | +0.32% | |
| 30 | T | At&t Inc | Stock-Comm Services | 1.17% | -1.74% | +0.37% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.98% | +0.06% | -1.35% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.94% | -0.59% | +0.35% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.86% | EXIT | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.87% | +0.29% | -0.84% | |
| 35 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.85% | -0.11% | -0.59% | |
| 36 | MMM | 3m Co | Stock-Industrials | 0.80% | — | +0.07% | |
| 37 | EVRG | Evergy Inc | Stock-Utilities | 0.78% | +0.77% | +0.49% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.78% | +0.37% | +0.86% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.78% | -0.01% | +0.32% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.74% | +0.42% | +0.51% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.74% | -1.48% | +1.07% | |
| 42 | MET | Metlife Inc | Stock-Financials | 0.73% | -0.40% | +0.19% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.72% | +0.39% | +0.63% | |
| 44 | SHEL | Shell Plc-adr | Stock-Energy | 0.70% | -0.64% | +0.85% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -1.93% | +0.76% | |
| 46 | USB | US Bancorp | Stock-Financials | 0.67% | -1.17% | — | |
| 47 | PPL | Ppl CORP | Stock-Utilities | 0.64% | -0.24% | +0.39% | |
| 48 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.62% | — | +0.94% | |
| 49 | NEM | Newmont CORP | Stock-Materials | 0.61% | — | +3.78% | |
| 50 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.61% | -0.75% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | OKE | Oneok Inc | — | NEW | New buy |
| 5 | CVX | Chevron CORP | — | NEW | New buy |
| 6 | AFL | Aflac Inc | — | NEW | New buy |
| 7 | DFSEUR | Discover Financial Services | — | NEW | New buy |
| 8 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 9 | ORCL | Oracle CORP | — | NEW | New buy |
| 10 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 12 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 13 | KO | Coca-cola Co/the | — | NEW | New buy |
| 14 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 15 | BAC | Bank Of America CORP | — | NEW | New buy |
| 16 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 17 | DVA | Davita Inc | — | NEW | New buy |
| 18 | UNP | Union Pacific CORP | — | NEW | New buy |
| 19 | MSFT | Microsoft CORP | — | NEW | New buy |
| 20 | HPQ | Hp Inc | — | NEW | New buy |
| 21 | PSX | Phillips 66 | — | NEW | New buy |
| 22 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 23 | GPC | Genuine Parts Co | — | NEW | New buy |
| 24 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 25 | DVN | Devon Energy CORP | — | NEW | New buy |
| 26 | HD | Home Depot Inc | — | NEW | New buy |
| 27 | DHI | Dr Horton Inc | — | NEW | New buy |
| 28 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 29 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 30 | T | At&t Inc | — | NEW | New buy |
| 31 | ABBV | Abbvie Inc | — | NEW | New buy |
| 32 | MS | Morgan Stanley | — | NEW | New buy |
| 33 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 34 | PM | Philip Morris International | — | NEW | New buy |
| 35 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 36 | MMM | 3m Co | — | NEW | New buy |
| 37 | EVRG | Evergy Inc | — | NEW | New buy |
| 38 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 39 | MO | Altria Group Inc | — | NEW | New buy |
| 40 | SO | Southern Co/the | — | NEW | New buy |
| 41 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 42 | MET | Metlife Inc | — | NEW | New buy |
| 43 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 44 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 45 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 46 | USB | US Bancorp | — | NEW | New buy |
| 47 | PPL | Ppl CORP | — | NEW | New buy |
| 48 | STAG | Stag Industrial Inc | — | NEW | New buy |
| 49 | NEM | Newmont CORP | — | NEW | New buy |
| 50 | TTEN | Totalenergies Se -spon Adr | — | NEW | New buy |
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 2025.
During Q1 2025, Stolper Co's top holdings by market value included BRK-B (6.8%)、JPM (4.7%)、AAPL (4.3%). The largest single position, BRK-B, represented 6.8% 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.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, JPM, AAPL) accounted for 17.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $20.8M
In Q1 2025, Stolper Co made 50 total portfolio adjustments, initiating 50 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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