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CIK: 0001808195
Total reported value
$387.3M
$387.3M
93 檔
19.2%
At the close of Q1 2026, Stolper Co disclosed equity holdings valued at approximately $387.3M, spread across 93 reported holdings.
In Q1 2026, Stolper Co displayed an active expansion posture, initiating 4 new positions and adding to 48 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BNY, JPM, AAPL) accounted for 19.2% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 5.27% | -2.28% | -52.39% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.70% | -0.04% | -1.08% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.24% | +0.11% | -0.30% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.05% | +0.04% | -0.42% | |
| 5 | ISD | Pgim High Yield Bond Fund | Stock-Other | 3.35% | -3.21% | +222.30% | |
| 6 | CVX | Chevron CORP | Stock-Energy | 3.28% | -0.85% | +0.54% | |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 3.09% | -1.91% | -21.60% | |
| 8 | AEP | American Electric Power | Stock-Utilities | 3.09% | -0.13% | +0.40% | |
| 9 | XDIAX | Nuveen Dow 30 Dynamic Overwr | Stock-Other | 2.91% | -2.91% | EXIT | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.82% | -0.54% | +19.13% | |
| 11 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 2.80% | -0.31% | +12.27% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 2.74% | -0.14% | -54.14% | |
| 13 | COF | Capital One Financial CORP | Stock-Financials | 2.60% | +0.04% | -2.84% | |
| 14 | AFL | Aflac Inc | Stock-Financials | 2.47% | -0.08% | +0.37% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.47% | -1.93% | +245.60% | |
| 16 | T | At&t Inc | Stock-Comm Services | 2.45% | -1.74% | +34.38% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.43% | -0.10% | +0.04% | |
| 18 | CVS | Cvs Health CORP | Stock-Healthcare | 2.33% | -1.59% | +293.83% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.10% | -1.48% | +31.97% | |
| 20 | USB | US Bancorp | Stock-Financials | 1.96% | -1.17% | -43.73% | |
| 21 | DVN | Devon Energy CORP | Stock-Energy | 1.92% | -0.20% | -60.30% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 1.87% | -0.59% | -29.79% | |
| 23 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.62% | -0.97% | +725.45% | |
| 24 | DVA | Davita Inc | Stock-Healthcare | 1.48% | +0.52% | -12.55% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.36% | +0.09% | +226.05% | |
| 26 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 1.31% | -1.12% | -54.53% | |
| 27 | SHEL | Shell Plc-adr | Stock-Energy | 1.28% | -0.64% | +8.67% | |
| 28 | XJQCX | Nuveen Credit Strategies Inc | Stock-Other | 1.19% | -0.86% | -89.78% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.13% | -1.02% | +249.13% | |
| 30 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.10% | -1.10% | EXIT | |
| 31 | MET | Metlife Inc | Stock-Financials | 1.08% | -0.40% | +6.01% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.96% | -0.25% | +0.16% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.88% | +6528.78% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | +0.06% | -0.67% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.86% | EXIT | |
| 36 | XLI | Ss Industrial Select Sector | ETF-Other | 0.86% | -0.78% | -44.36% | |
| 37 | PPL | Ppl CORP | Stock-Utilities | 0.82% | -0.24% | -70.31% | |
| 38 | TTE | TotalEnergies SE | Stock-Other | 0.82% | -0.19% | — | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.79% | -0.01% | +0.98% | |
| 40 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.75% | -0.75% | EXIT | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.74% | -0.52% | +36.09% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.73% | -0.11% | +0.14% | |
| 43 | ETV | Eaton Vance T/m Buy-writ Opp | Stock-Other | 0.71% | -0.67% | +31.34% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.69% | +0.40% | -58.94% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | +0.37% | -75.41% | |
| 46 | ADX | Adams Diversified Equity | Stock-Other | 0.66% | +0.05% | +2.82% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.65% | -0.57% | +85.38% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | -0.65% | EXIT | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | +1.04% | +87.44% | |
| 50 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.61% | — | +218.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ISD | Pgim High Yield Bond Fund | +3.2% | +222.30% | Add |
| 2 | XDIAX | Nuveen Dow 30 Dynamic Overwr | +2.8% | -59.69% | Trim |
| 3 | BNY | Bank Of New York Mellon CORP | +2.6% | -52.39% | Trim |
| 4 | PG | Procter & Gamble Co/the | +1.9% | +245.60% | Add |
| 5 | CVS | Cvs Health CORP | +1.7% | +293.83% | Add |
| 6 | IBM | Intl Business Machines CORP | +1.7% | -21.60% | Trim |
| 7 | T | At&t Inc | +1.5% | +34.38% | Add |
| 8 | VZ | Verizon Communications Inc | +1.5% | +31.97% | Add |
| 9 | USB | US Bancorp | +1.2% | -43.73% | Trim |
| 10 | PEY | Invesco High Yield Equity Di | +1.1% | -54.53% | Trim |
| 11 | DLR | Digital Realty Trust Inc | +1% | +725.45% | Add |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +1% | +249.13% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.9% | +6528.78% | Add |
| 14 | CVX | Chevron CORP | +0.8% | +0.54% | Add |
| 15 | XJQCX | Nuveen Credit Strategies Inc | +0.8% | -89.78% | Trim |
| 16 | TTE | TotalEnergies SE | +0.8% | NEW | New buy |
| 17 | DVN | Devon Energy CORP | +0.8% | -60.30% | Trim |
| 18 | ALSN | Allison Transmission Holding | +0.7% | +12.27% | Add |
| 19 | ETV | Eaton Vance T/m Buy-writ Opp | +0.7% | +31.34% | Add |
| 20 | KO | Coca-cola Co/the | +0.7% | +19.13% | Add |
| 21 | SHEL | Shell Plc-adr | +0.6% | +8.67% | Add |
| 22 | MS | Morgan Stanley | +0.6% | -29.79% | Trim |
| 23 | SCHG | Schwab US Large-cap Growth | +0.6% | +85.38% | Add |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.5% | +36.09% | Add |
| 25 | ADM | Archer-daniels-midland Co | +0.5% | +255.19% | Add |
| 26 | MET | Metlife Inc | +0.4% | +6.01% | Add |
| 27 | STAG | Stag Industrial Inc | +0.4% | +218.54% | Add |
| 28 | AEP | American Electric Power | +0.3% | +0.40% | Add |
| 29 | JNJ | Johnson & Johnson | +0.3% | +0.04% | Add |
| 30 | V | Visa Inc-class A Shares | +0.3% | NEW | New buy |
| 31 | XLI | Ss Industrial Select Sector | +0.2% | -44.36% | Trim |
| 32 | PPL | Ppl CORP | +0.2% | -70.31% | Trim |
| 33 | GAM | General American Investors | +0.2% | +561.14% | Add |
| 34 | LMT | Lockheed Martin CORP | +0.2% | +0.16% | Add |
| 35 | TTEN | Totalenergies Se -spon Adr | +0.2% | +60.33% | Add |
| 36 | GHY | Pgim Global High Yield Fund | +0.1% | +54.87% | Add |
| 37 | XYL | Xylem Inc | +0.1% | NEW | New buy |
| 38 | XNIEX | Virtus Equity & Convertible | +0.1% | +15.57% | Add |
| 39 | VRSK | Verisk Analytics Inc | +0.1% | NEW | New buy |
| 40 | MO | Altria Group Inc | +0.1% | +0.98% | Add |
| 41 | DVA | Davita Inc | +0.1% | -12.55% | Trim |
| 42 | XBOEX | Blackrock Enh Glbl Dvd Tr | 0% | +11.21% | Add |
| 43 | BDJ | Blackrock Enhanced Eqty Dvd | 0% | -0.05% | Trim |
| 44 | PDX | Pimco Dynamic Income Strat | 0% | +65.10% | Add |
| 45 | STEW | Srh Total Return Fund Inc | 0% | +953.02% | Add |
| 46 | CET | Central Securities CORP | 0% | — | Unchanged |
| 47 | THQ | Abrdn Healthcare Opport | 0% | +1.45% | Add |
| 48 | BST | Blackrock Science & Tech Tr | 0% | +232.10% | Add |
| 49 | XLE | Ss Energy Select Sector | 0% | -47.89% | Trim |
| 50 | XAODX | Abrdn Total Dynamic Dividend | 0% | +1.39% | Add |
According to official SEC Form 13F filings, Stolper Co reported a total U.S. public equity portfolio value of $387.3M across 93 disclosed positions in Q1 2026.
During Q1 2026, Stolper Co's top holdings by market value included BNY (5.3%)、JPM (4.7%)、AAPL (4.2%). The largest single position, BNY, represented 5.3% 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
TTE
市值: $2.8M
Top Position Liquidated / Trimmed
JPM
前期市值: $17.9M
In Q1 2026, Stolper Co made 92 total portfolio adjustments, initiating 4 new buys, adding to 48 positions, trimming 40 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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