Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stolper Co (CIK 1808195) reported $352.5M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BK ($18.2M, 5.15%), JPM ($16.2M, 4.59%), AAPL ($14.6M, 4.14%), GOOG ($14.0M, 3.96%), ISD ($11.5M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BK | BERKSHIRE HATHAWAY INCORPORATE | $18.2M | 5.15% | 37,900 | Trimmed |
| 2 | JPM | JPMORGAN CHASE & COMPANY | $16.2M | 4.59% | 54,984 | Trimmed |
| 3 | AAPL | APPLE INCORPORATED | $14.6M | 4.14% | 57,531 | Trimmed |
| 4 | GOOG | ALPHABET INCORPORATED CAP STK | $14.0M | 3.96% | 48,632 | Trimmed |
| 5 | ISD | ONEOK INCORPORATED NEW | $11.5M | 3.28% | 127,738 | Added |
| 6 | CVX | CHEVRON CORPORATION | $11.3M | 3.21% | 54,671 | Added |
| 7 | IBM | GOLDMAN SACHS GROUP INCORPORAT | $10.7M | 3.02% | 12,600 | Trimmed |
| 8 | AEP | AMERICAN ELEC PWR COMPANY INCO | $10.6M | 3.02% | 81,174 | Added |
| 9 | DIAX | NORTHROP GRUMMAN CORPORATION | $10.0M | 2.85% | 14,709 | Trimmed |
| 10 | KO | CISCO SYSTEMS INCORPORATED | $9.7M | 2.75% | 125,159 | Added |
| 11 | ALSN | ALLISON TRANSMISSION HLDGS INC | $9.6M | 2.73% | 82,270 | Added |
| 12 | BAC | BANK NEW YORK MELLON CORPORATI | $9.4M | 2.68% | 79,508 | Trimmed |
| 13 | COF | CAPITAL ONE FINL CORPORATION | $9.0M | 2.54% | 49,065 | Trimmed |
| 14 | PG | PHILLIPS 66 | $8.5M | 2.42% | 46,763 | Added |
| 15 | AFL | AFLAC INCORPORATED | $8.5M | 2.42% | 77,690 | Added |
| 16 | T | BANK AMERICA CORPORATION | $8.5M | 2.40% | 173,401 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $8.4M | 2.37% | 34,247 | Added |
| 18 | CVS | COCA COLA COMPANY | $8.0M | 2.28% | 105,571 | Added |
| 19 | VZ | UNITEDHEALTH GROUP INCORPORATE | $7.2M | 2.05% | 71,771 | Added |
| 20 | USB | UNION PAC CORPORATION | $6.8M | 1.92% | 27,854 | Trimmed |
| 21 | DVN | DAVITA INCORPORATED | $6.6M | 1.88% | 43,117 | Trimmed |
| 22 | MS | MICROSOFT CORPORATION | $6.5M | 1.83% | 17,442 | Trimmed |
| 23 | DLR | DEVON ENERGY CORPORATION NEW | $5.6M | 1.58% | 110,907 | Added |
| 24 | DVA | D R HORTON INCORPORATED | $5.1M | 1.45% | 37,166 | Trimmed |
| 25 | HD | GENUINE PARTS COMPANY | $4.7M | 1.33% | 44,229 | Added |
Source: SEC Form 13F filings · as of 2026-03-31