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CIK: 0001808195
Total reported value
$387.3M
$387.3M
89 檔
17.6%
As reported in its official Q2 2025 Form 13F filing, Stolper Co's tracked investment portfolio stood at $387.3M with 89 total positions.
During Q2 2025, 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 17.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.10% | +4.90% | -2.06% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.44% | -0.04% | -1.25% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.96% | +0.11% | -1.46% | |
| 4 | COF | Capital One Financial CORP | Stock-Financials | 3.55% | +0.04% | — | |
| 5 | OKE | Oneok Inc | Stock-Energy | 3.28% | +2.62% | -1.79% | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.08% | +3.12% | -1.12% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.88% | +0.04% | -0.57% | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 2.84% | +2.70% | -1.27% | |
| 9 | AEP | American Electric Power | Stock-Utilities | 2.73% | -0.13% | — | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 2.69% | -0.14% | -1.13% | |
| 11 | AFL | Aflac Inc | Stock-Financials | 2.67% | -0.08% | -1.20% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | +1.04% | -1.20% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.47% | -0.85% | +0.52% | |
| 14 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.40% | +1.92% | -1.05% | |
| 15 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.39% | -2.28% | -1.64% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.36% | -0.54% | -0.86% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 2.05% | +1.59% | -0.65% | |
| 18 | DVA | Davita Inc | Stock-Healthcare | 1.95% | +0.52% | -1.60% | |
| 19 | PSX | Phillips 66 | Stock-Energy | 1.79% | +1.97% | -1.11% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.74% | -0.65% | EXIT | |
| 21 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.73% | +1.39% | -1.54% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.71% | -0.10% | -0.58% | |
| 23 | HPQ | Hp Inc | Stock-Tech | 1.65% | — | -0.28% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.63% | +1.42% | -1.12% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.60% | +0.09% | -1.11% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.55% | -1.91% | -5.16% | |
| 27 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.54% | +1.19% | -0.87% | |
| 28 | T | At&t Inc | Stock-Comm Services | 1.19% | -1.74% | -0.71% | |
| 29 | DVN | Devon Energy CORP | Stock-Energy | 1.16% | -0.20% | -17.24% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 1.15% | -0.59% | +0.70% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 1.00% | +0.29% | -0.36% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.00% | +0.40% | -15.53% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.87% | +0.06% | -0.32% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.86% | EXIT | |
| 35 | MMM | 3m Co | Stock-Industrials | 0.83% | — | -0.26% | |
| 36 | EVRG | Evergy Inc | Stock-Utilities | 0.78% | +0.77% | -0.17% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.76% | -0.01% | +0.07% | |
| 38 | NEM | Newmont CORP | Stock-Materials | 0.74% | — | -0.16% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | +0.37% | +8.00% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.74% | +0.42% | -0.67% | |
| 41 | MET | Metlife Inc | Stock-Financials | 0.73% | -0.40% | +0.09% | |
| 42 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.73% | -0.97% | +0.17% | |
| 43 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.73% | -0.11% | +0.10% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.71% | -1.17% | +0.04% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.71% | -1.48% | +0.36% | |
| 46 | ADX | Adams Diversified Equity | Stock-Other | 0.70% | +0.05% | +2.85% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | +0.39% | -0.23% | |
| 48 | SHEL | Shell Plc-adr | Stock-Energy | 0.67% | -0.64% | -0.05% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -1.93% | -0.11% | |
| 50 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.63% | — | +0.31% |
According to official SEC Form 13F filings, Stolper Co reported a total U.S. public equity portfolio value of $387.3M across 89 disclosed positions in Q2 2025.
During Q2 2025, Stolper Co's top holdings by market value included BRK-B (6.1%)、JPM (5.4%)、AAPL (4.0%). The largest single position, BRK-B, represented 6.1% of total portfolio value.
In Q2 2025, 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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