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Stolper Co Portfolio
$387.2M across 90 positions as of 2026-09-30, with 36% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+11.6%
-2.9% a year vs the S&P 500
3 years
+15.6%
-5.6% a year vs the S&P 500
5 years
+10.2%
-2.0% a year vs the S&P 500
Quarters ahead
9 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +7.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +1.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +8.9% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +1.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +2.4% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -3.7% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | $20M | 5.2% | 40,064 |
| AAPLApple Inc | $19.4M | 5.0% | 58,232 |
| JPMJPMorgan Chase & Co | $18.2M | 4.7% | 55,144 |
| GOOGAlphabet Inc | $15.3M | 3.9% | 44,871 |
| CVXChevron Corp | $11.7M | 3.0% | 57,187 |
| BANK OF NY MELLON CORPORATION | $11.6M | 3.0% | 80,122 |
| OKEONEOK Inc | $11.3M | 2.9% | 133,093 |
| GSGoldman Sachs Group Inc | $11.2M | 2.9% | 12,464 |
| CSCOCisco Systems Inc | $10.2M | 2.6% | 94,406 |
| AEPAmerican Electric Power Company Inc | $10M | 2.6% | 84,438 |
| COFCapital One Financial Corp | $9.9M | 2.6% | 51,276 |
| ALSNAllison Transmission Holdings, Inc. Common Stock | $9.8M | 2.5% | 86,109 |
| BACBank of America Corp | $9.7M | 2.5% | 177,284 |
| JNJJohnson & Johnson | $9.5M | 2.4% | 35,720 |
| KOCoca-Cola Co | $9.4M | 2.4% | 109,365 |
| AFLAflac Inc | $8.9M | 2.3% | 79,402 |
| MSFTMicrosoft Corp | $8.8M | 2.3% | 17,158 |
| PSXPhillips 66 | $8.5M | 2.2% | 33,253 |
| UNPUnion Pacific Corp | $8.3M | 2.1% | 30,368 |
| NFGNational Fuel Gas Co | $8.2M | 2.1% | 108,611 |
| NOCNorthrop Grumman Corp | $7.8M | 2.0% | 16,059 |
| DVNDevon Energy Corp | $7.6M | 2.0% | 164,733 |
| UNHUnitedHealth Group Inc | $6.8M | 1.8% | 18,632 |
| GPCGenuine Parts Co | $6.3M | 1.6% | 49,982 |
| DVADaVita Inc | $6.1M | 1.6% | 35,038 |
| DHID.R. Horton Inc | $5.7M | 1.5% | 41,898 |
| MRKMerck & Co Inc | $4.6M | 1.2% | 31,490 |
| HDHome Depot Inc | $4.6M | 1.2% | 16,077 |
| MSMorgan Stanley | $4.4M | 1.1% | 23,653 |
| XOMExxonmobil Holdings Corp | $4.1M | 1.1% | 25,376 |
| ABBVAbbVie Inc | $3.9M | 1.0% | 14,981 |
| UPSUnited Parcel Service Inc | $3.7M | 1.0% | 39,541 |
| IBMInternational Business Machines Corp | $3.6M | 0.9% | 16,366 |
| ACCENTURE PLC IRELAND SHS CLAS | $3.6M | 0.9% | 19,358 |
| TXNTexas Instruments Inc | $3.4M | 0.9% | 12,072 |
| TAT&T Inc | $3.3M | 0.8% | 134,887 |
| PMPhilip Morris International Inc | $3.3M | 0.8% | 17,227 |
| SHELShell PLC | $3.1M | 0.8% | 32,261 |
| CNICanadian National Railway Co | $3M | 0.8% | 25,304 |
| METMetLife Inc | $2.9M | 0.8% | 31,268 |
| USBUS Bancorp | $2.9M | 0.8% | 50,846 |
| EVRGEvergy Inc | $2.9M | 0.7% | 36,786 |
| MOAltria Group Inc | $2.8M | 0.7% | 42,195 |
| LMTLockheed Martin Corp | $2.8M | 0.7% | 5,428 |
| BABAAlibaba Group Holding Ltd | $2.7M | 0.7% | 25,332 |
| ADAMS DIVERSIFIED EQUITY FD | $2.7M | 0.7% | 106,132 |
| TOTALENERGIES SE ACT | $2.7M | 0.7% | 31,530 |
| VZVerizon Communications Inc | $2.6M | 0.7% | 57,736 |
| DLRDigital Realty Trust Inc | $2.5M | 0.6% | 14,158 |
| CVSCVS Health Corp | $2.4M | 0.6% | 27,753 |
| SOSouthern Co | $2.3M | 0.6% | 27,920 |
| PLDPrologis Inc | $2.3M | 0.6% | 17,735 |
| STAGSTAG Industrial Inc | $2.2M | 0.6% | 62,455 |
| TRI CONTL CORPORATION | $2.2M | 0.6% | 63,449 |
| PGProcter & Gamble Co | $2.1M | 0.5% | 14,392 |
| PPLPPL Corp | $2.1M | 0.5% | 63,063 |
| MCDMcDonald's Corp | $1.9M | 0.5% | 8,032 |
| PFEPfizer Inc | $1.9M | 0.5% | 64,894 |
| IDViShares International Select Dividend ETF | $1.5M | 0.4% | 36,650 |
| NUVEEN CR STRATEGIES INCOME FD | $1.2M | 0.3% | 258,427 |
| GABELLI DIVID & INCOME TR | $1.2M | 0.3% | 42,373 |
| ABRDN TOTAL DYNAMIC DIVIDEND C | $1M | 0.3% | 101,715 |
| RVTRoyce Small-Cap Trust Inc | $964K | 0.2% | 56,290 |
| BLACKROCK ENERGY & RES TR | $963K | 0.2% | 56,967 |
| BLACKROCK SCIENCE & TECHNOLOGY | $945K | 0.2% | 18,904 |
| NYLIM CBRE GLOBAL | $905K | 0.2% | 67,270 |
| BLACKROCK RES & COMMODITIES ST | $842K | 0.2% | 70,899 |
| VIRTUS EQUITY & CONV INCM FD | $840K | 0.2% | 33,619 |
| BTZBlackRock Credit Allocation Income Trust | $814K | 0.2% | 87,411 |
| BLACKROCK ENHANCED GLOBAL | $767K | 0.2% | 65,655 |
| ADVENT CONV & INCOME FD | $739K | 0.2% | 64,463 |
| XLUState Street Utilities Select Sector SPDR ETF | $734K | 0.2% | 18,622 |
| BLACKSTONE STRATEGIC CRED 2027 | $719K | 0.2% | 63,943 |
| INVESCO HIGH YIELD EQUITY DIVI | $715K | 0.2% | 31,342 |
| ABRDN HEALTHCARE OPPORTUNITIES | $712K | 0.2% | 38,686 |
| BLACKROCK ENHANCED INTL DIV TR | $675K | 0.2% | 119,933 |
| BLACKROCK ENHANCED EQUITY DIVI | $628K | 0.2% | 66,837 |
| PIMCO DYNAMIC INCOME STRATEGY | $523K | 0.1% | 25,787 |
| FLAHERTY & CRUMRIN PREFERRED & | $520K | 0.1% | 34,802 |
| PGIM GLOBAL HIGH YIELD FD FORM | $501K | 0.1% | 45,503 |
| ISDPGIM High Yield Bond Fund Inc | $495K | 0.1% | 42,141 |
| IEFAiShares Core MSCI EAFE ETF | $440K | 0.1% | 4,538 |
| GENERAL AMERN INVS COMPANY INC | $400K | 0.1% | 6,307 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $329K | 0.1% | 9,170 |
| VOOVanguard S&P 500 ETF | $329K | 0.1% | 469 |
| SRH TOTAL RETURN FUND INCORPOR | $306K | 0.1% | 17,596 |
| XLIState Street Industrial Select Sector SPDR ETF | $274K | 0.1% | 1,643 |
| CENTRAL SECS CORPORATION | $249K | 0.1% | 4,477 |
| IEMGiShares Core MSCI Emerging Markets ETF | $227K | 0.1% | 2,798 |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | $155K | 0.0% | 10,394 |
Quarter ending 2026-09-30.
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