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CIK: 0001808195
Total reported value
$387.2M
$387.2M
89 檔
19.2%
The Q3 2025 SEC filing reveals that Stolper Co held a total portfolio value of $387.2M, covering 89 public equity positions.
In Q3 2025, Stolper Co displayed an active expansion posture, initiating 11 new positions and adding to 48 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, JPM, AAPL) accounted for 19.2% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.75% | — | -1.39% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.37% | +0.05% | -1.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.52% | +0.66% | -0.45% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.61% | -0.14% | -0.97% | |
| 5 | COF | Capital One Financial CORP | Stock-Financials | 3.25% | -0.08% | -0.52% | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.17% | -0.34% | -0.72% | |
| 7 | OKE | Oneok Inc | Stock-Energy | 2.73% | -2.97% | EXIT | |
| 8 | AEP | American Electric Power | Stock-Utilities | 2.73% | -0.37% | -0.07% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 2.70% | -0.11% | -0.29% | |
| 10 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.69% | -0.09% | -0.34% | |
| 11 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.62% | — | -0.57% | |
| 12 | AFL | Aflac Inc | Stock-Financials | 2.60% | -0.10% | -0.32% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 2.58% | -0.23% | -0.17% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 2.50% | +0.59% | +0.99% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | +0.62% | -0.33% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.07% | +0.15% | +1.31% | |
| 17 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 1.94% | +0.03% | — | |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 1.94% | +0.01% | -0.13% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.91% | +0.11% | -0.16% | |
| 20 | PSX | Phillips 66 | Stock-Energy | 1.88% | +0.07% | -0.15% | |
| 21 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.86% | -0.27% | -0.20% | |
| 22 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.83% | +0.12% | -0.08% | |
| 23 | DVA | Davita Inc | Stock-Healthcare | 1.68% | -0.42% | -0.15% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.67% | — | -0.17% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.67% | -0.22% | +0.01% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.63% | -0.27% | -0.17% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 1.38% | -0.25% | +0.74% | |
| 28 | MS | Morgan Stanley | Stock-Financials | 1.20% | -0.13% | +0.21% | |
| 29 | DVN | Devon Energy CORP | Stock-Energy | 1.18% | +0.24% | -0.19% | |
| 30 | T | At&t Inc | Stock-Comm Services | 1.08% | +0.14% | +0.79% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.06% | +0.08% | +0.04% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | +0.03% | +3.15% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | — | +2.17% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.83% | +0.05% | +0.71% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.82% | — | — | |
| 36 | EVRG | Evergy Inc | Stock-Utilities | 0.81% | -0.07% | +1.78% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.80% | -0.05% | +1.68% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | +0.13% | +6.36% | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.76% | -0.14% | +0.02% | |
| 40 | USB | US Bancorp | Stock-Financials | 0.72% | -0.03% | +1.93% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.72% | -0.08% | +1.92% | |
| 42 | MET | Metlife Inc | Stock-Financials | 0.71% | +0.08% | +2.44% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.70% | +0.06% | +5.63% | |
| 44 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.68% | -0.01% | +1.89% | |
| 45 | ADX | Adams Diversified Equity | Stock-Other | 0.68% | -0.01% | +1.32% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.07% | +2.67% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.66% | -0.06% | — | |
| 48 | SHEL | Shell Plc-adr | Stock-Energy | 0.66% | +0.15% | +4.96% | |
| 49 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.66% | — | +5.19% | |
| 50 | PPL | Ppl CORP | Stock-Utilities | 0.62% | -0.04% | +2.22% |
According to official SEC Form 13F filings, Stolper Co reported a total U.S. public equity portfolio value of $387.2M across 89 disclosed positions in Q3 2025.
During Q3 2025, Stolper Co's top holdings by market value included BRK-B (5.8%)、JPM (5.4%)、AAPL (4.5%). The largest single position, BRK-B, represented 5.8% 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.
Top New Position Initiated
COF
市值: $10.7M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $8.7M
In Q3 2025, Stolper Co made 96 total portfolio adjustments, initiating 11 new buys, adding to 48 positions, trimming 28 holdings, and fully liquidating 9 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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