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CIK: 0001808195
Total reported value
$387.2M
$387.2M
91 檔
21.5%
According to the latest 13F quarterly dataset, Stolper Co managed an equity portfolio of $387.2M at the end of Q2 2026, spanning 91 distinct U.S. exchange-listed positions.
Stolper Co executed strategic sector rebalancing during Q2 2026, establishing 7 new positions while fully exiting 9 holdings and trimming 33 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.15% | — | -52.36% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.66% | +0.05% | +0.38% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.35% | +0.66% | +1.14% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.09% | -0.14% | -7.81% | |
| 5 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.24% | -0.34% | -36.46% | |
| 6 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.99% | — | +111.17% | |
| 7 | OKE | Oneok Inc | Stock-Energy | 2.97% | -2.97% | EXIT | |
| 8 | AEP | American Electric Power | Stock-Utilities | 2.96% | -0.37% | +3.35% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.85% | -0.23% | +5657.36% | |
| 10 | COF | Capital One Financial CORP | Stock-Financials | 2.64% | -0.08% | +3.89% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 2.60% | -0.11% | +122.32% | |
| 12 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 2.49% | +0.03% | +3.79% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.43% | +0.59% | +3.85% | |
| 14 | AFL | Aflac Inc | Stock-Financials | 2.39% | -0.10% | +1.82% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.33% | +0.11% | +3.97% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.28% | +0.15% | -13.24% | |
| 17 | NFG | National Fuel Gas Co | Stock-Energy | 2.15% | -0.02% | — | |
| 18 | PSX | Phillips 66 | Stock-Energy | 2.12% | +0.07% | +11.23% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 2.12% | +0.01% | +101.72% | |
| 20 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.09% | -0.09% | +1082.75% | |
| 21 | DVA | Davita Inc | Stock-Healthcare | 2.00% | -0.42% | -6.31% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.99% | -0.22% | -70.31% | |
| 23 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.75% | -0.27% | +54.75% | |
| 24 | DVN | Devon Energy CORP | Stock-Energy | 1.72% | +0.24% | +274.42% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | +0.62% | -42.78% | |
| 26 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.50% | +0.12% | +671.19% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.45% | -0.27% | -64.09% | |
| 28 | MS | Morgan Stanley | Stock-Financials | 1.28% | -0.13% | +35.51% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 1.18% | -0.25% | +28.95% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.09% | -0.14% | +221.28% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.05% | +0.13% | +319.70% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.98% | +0.03% | +2.83% | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 0.93% | -0.06% | +625.43% | |
| 34 | ✓ | Stock-Other | 0.89% | +0.18% | — | ||
| 35 | EVRG | Evergy Inc | Stock-Utilities | 0.81% | -0.07% | +251.07% | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.80% | +0.05% | -72.63% | |
| 37 | USB | US Bancorp | Stock-Financials | 0.79% | -0.03% | +81.91% | |
| 38 | MO | Altria Group Inc | Stock-Consumer Staples | 0.78% | -0.05% | +1.53% | |
| 39 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.78% | — | — | |
| 40 | CVS | Cvs Health CORP | Stock-Healthcare | 0.74% | -0.13% | -73.85% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.71% | +0.14% | -23.10% | |
| 42 | ADX | Adams Diversified Equity | Stock-Other | 0.71% | -0.01% | +3.77% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.71% | — | -1.50% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.68% | -0.08% | -49.33% | |
| 45 | MET | Metlife Inc | Stock-Financials | 0.68% | +0.08% | +0.53% | |
| 46 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.65% | -0.01% | -87.37% | |
| 47 | SHEL | Shell Plc-adr | Stock-Energy | 0.64% | +0.15% | -6.46% | |
| 48 | TTE | TotalEnergies SE | Stock-Other | 0.63% | +0.07% | +0.46% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | +0.06% | -21.06% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.62% | +0.08% | +23.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +4.9% | -52.36% | Trim |
| 2 | GS | Goldman Sachs Group Inc | +3.1% | -36.46% | Trim |
| 3 | CSCO | Cisco Systems Inc | +2.7% | +5657.36% | Add |
| 4 | OKE | Oneok Inc | +2.6% | -46.70% | Trim |
| 5 | NFG | National Fuel Gas Co | +2.2% | NEW | New buy |
| 6 | PSX | Phillips 66 | +2% | +11.23% | Add |
| 7 | NOC | Northrop Grumman CORP | +1.9% | +1082.75% | Add |
| 8 | UNP | Union Pacific CORP | +1.6% | +101.72% | Add |
| 9 | UNH | Unitedhealth Group Inc | +1.4% | -70.31% | Trim |
| 10 | GPC | Genuine Parts Co | +1.4% | +671.19% | Add |
| 11 | DHI | Dr Horton Inc | +1.2% | +54.75% | Add |
| 12 | MSFT | Microsoft CORP | +1% | -42.78% | Trim |
| 13 | ✓ | +0.9% | NEW | New buy | |
| 14 | TXN | Texas Instruments Inc | +0.9% | +625.43% | Add |
| 15 | CNI | Canadian Natl Railway Co | +0.8% | NEW | New buy |
| 16 | EVRG | Evergy Inc | +0.8% | +251.07% | Add |
| 17 | DVA | Davita Inc | +0.5% | -6.31% | Trim |
| 18 | PLD | Prologis Inc | +0.5% | -29.39% | Trim |
| 19 | SO | Southern Co/the | +0.4% | -49.33% | Trim |
| 20 | UPS | United Parcel Service-cl B | +0.4% | +221.28% | Add |
| 21 | MCD | Mcdonald's CORP | +0.4% | +621.74% | Add |
| 22 | MRK | Merck & Co. Inc. | +0.4% | +319.70% | Add |
| 23 | TY | Tri-continental CORP | +0.3% | +254.06% | Add |
| 24 | PM | Philip Morris International | +0.3% | -72.63% | Trim |
| 25 | IDV | Ishares International Select | +0.3% | +722.18% | Add |
| 26 | PFE | Pfizer Inc | +0.3% | +92.42% | Add |
| 27 | BGR | Blackrock Enrgy & Res Tr | +0.2% | NEW | New buy |
| 28 | RVT | Royce Small-cap Trust Inc | +0.2% | +310.27% | Add |
| 29 | MEGI | Nyli Cbre Glbl Infr Mega Trm | +0.2% | +767.36% | Add |
| 30 | XGDVX | Gabelli Dividend & Income Tr | +0.2% | +27.88% | Add |
| 31 | XBGYX | Blackrock Enh Intl Dvd Tr | +0.2% | NEW | New buy |
| 32 | TGT | Target CORP | +0.1% | -25.24% | Trim |
| 33 | AAPL | Apple Inc | +0.1% | +1.14% | Add |
| 34 | BGB | Blackstone Strategic Credit | +0.1% | +148.79% | Add |
| 35 | HD | Home Depot Inc | +0.1% | -64.09% | Trim |
| 36 | BTZ | Blackrock Credit Allocation | +0.1% | +33.45% | Add |
| 37 | ABBV | Abbvie Inc | +0.1% | +2.83% | Add |
| 38 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | New buy |
| 39 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | New buy |
| 40 | ADX | Adams Diversified Equity | +0.1% | +3.77% | Add |
| 41 | BST | Blackrock Science & Tech Tr | +0.1% | -68.51% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | 0% | -7.81% | Trim |
| 43 | COF | Capital One Financial CORP | 0% | +3.89% | Add |
| 44 | XFFCX | Flaherty & Crumrine Pref Inc | 0% | +39.99% | Add |
| 45 | AVK | Advent Convert & Income | 0% | +4.31% | Add |
| 46 | XAODX | Abrdn Total Dynamic Dividend | 0% | +3.19% | Add |
| 47 | BCX | Blackrock Resources & Commod | 0% | +288.00% | Add |
| 48 | STAG | Stag Industrial Inc | — | +6.07% | Add |
| 49 | THQ | Abrdn Healthcare Opport | — | +3.48% | Add |
| 50 | CET | Central Securities CORP | — | — | Unchanged |
According to official SEC Form 13F filings, Stolper Co reported a total U.S. public equity portfolio value of $387.2M across 91 disclosed positions in Q2 2026.
During Q2 2026, Stolper Co's top holdings by market value included BRK-B (5.2%)、JPM (4.7%)、AAPL (4.3%). The largest single position, BRK-B, represented 5.2% 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 21.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
NFG
市值: $8.3M
Top Position Liquidated / Trimmed
XDIAX
前期市值: $10.0M
In Q2 2026, Stolper Co made 98 total portfolio adjustments, initiating 7 new buys, adding to 49 positions, trimming 33 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.