Stolper Co
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Stolper Co reported 88 stock positions worth $300.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 6.0% of the portfolio, followed by Apple (AAPL, 5.1%) and JPMorgan Chase (JPM, 4.7%). Compared with Q3 2024, it opened 2 new positions, sold out of 2, added to 44 and reduced 42. The biggest buy was a new position in Genuine Parts (GPC) and the biggest sale an exit from Dow (DOW).
- Most Recent 13F
- Q2 2026
- Location
- TULSA, OK
- CIK
- 0001808195
- Portfolio Value
- $300.2M (Q4 2024)
- SEC Filing
- 0001808195-25-000001 ↗ filed Jan 14, 2025
Holdings Value
Holdings 88 stocks · $300.2M
| BRK.B Berkshire Hathaway Inc. Class B | 6.00% | 39,725 | $18.0M | Reduce -1.2% |
| AAPL Apple Inc. | 5.09% | 61,034 | $15.3M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 4.70% | 58,840 | $14.1M | Reduce -1.9% |
| OKE Oneok Inc. | 4.20% | 125,635 | $12.6M | Reduce -0.9% |
| ORCL Oracle Corp. | 3.23% | 58,256 | $9.7M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 3.18% | 50,089 | $9.5M | Add +0.6% |
| DFS Discover Financial Services | 2.99% | 51,817 | $9.0M | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 2.75% | 16,311 | $8.3M | Add +0.2% |
| AFL Aflac Inc. | 2.72% | 78,947 | $8.2M | Reduce -1.8% |
| GS Goldman Sachs Group Inc. | 2.63% | 13,795 | $7.9M | Reduce -1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.59% | 177,023 | $7.8M | Add +0.3% |
| CVX Chevron Corp. | 2.52% | 52,295 | $7.6M | Add +1.4% |
| CSCO Cisco Systems Inc. | 2.50% | 126,823 | $7.5M | Add +0.8% |
| NOC Northrop Grumman Corp. | 2.31% | 14,798 | $6.9M | Add +1.0% |
| MSFT Microsoft Corp. | 2.27% | 16,187 | $6.8M | Reduce -0.7% |
| HPQ HP Inc. | 2.24% | 206,119 | $6.7M | Add +1.4% |
| DVA Davita Inc. | 2.13% | 42,842 | $6.4M | Reduce -0.0% |
| KO The Coca-Cola Co. | 2.12% | 102,192 | $6.4M | Add +1.4% |
| UNP Union Pacific Corp. | 2.10% | 27,623 | $6.3M | Add +1.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.09% | 81,535 | $6.3M | Add +0.5% |
| PSX Phillips 66 | 1.76% | 46,284 | $5.3M | Add +1.5% |
| HD Home Depot Inc. | 1.75% | 13,472 | $5.2M | Add +0.8% |
| GPC Genuine Parts Co. | 1.73% | 44,485 | $5.2M | New |
| QCOM Qualcomm Inc. | 1.72% | 33,674 | $5.2M | Add +1.5% |
| DHI D.R. Horton Inc. | 1.71% | 36,706 | $5.1M | Add +0.9% |
| JNJ Johnson & Johnson | 1.65% | 34,295 | $5.0M | Add +1.5% |
| UPS United Parcel Service Class B | 1.49% | 35,558 | $4.5M | Add +1.8% |
| DVN Devon Energy Corp. | 1.46% | 134,255 | $4.4M | Add +2.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.24% | 16,958 | $3.7M | Reduce -0.1% |
| MS Morgan Stanley | 1.03% | 24,523 | $3.1M | Reduce -0.0% |
| T AT&T Inc. | 0.96% | 126,055 | $2.9M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.87% | 26,138 | $2.6M | Add +1.1% |
| ABBV Abbvie Inc. | 0.86% | 14,506 | $2.6M | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.86% | 23,923 | $2.6M | Add +0.8% |
| KR Kroger Co. | 0.77% | 38,019 | $2.3M | Add +0.9% |
| MET Metlife Inc. | 0.75% | 27,621 | $2.3M | Add +0.8% |
| DLR Digital Realty Trust Inc. | 0.75% | 12,648 | $2.2M | Add +0.5% |
| MMM 3M Co. | 0.72% | 16,700 | $2.2M | Add +0.6% |
| EVRG Evergy Inc. | 0.71% | 34,461 | $2.1M | Add +1.3% |
| MO Altria Group Inc. | 0.68% | 39,258 | $2.1M | Add +0.4% |
| PG The Procter & Gamble Co. | 0.68% | 12,239 | $2.1M | Add +0.7% |
| PM Philip Morris International | 0.68% | 16,940 | $2.0M | Add +0.3% |
| MCD McDonald's Corp. | 0.67% | 6,988 | $2.0M | Add +1.1% |
| SO The Southern Co. | 0.67% | 24,510 | $2.0M | Add +1.0% |
| VZ Verizon Communications Inc. | 0.65% | 48,995 | $2.0M | Add +1.3% |
| ADX Adams Diversified Equity | 0.63% | 94,165 | $1.9M | Add +3.9% |
| SHEL Shell PLC-ADR | 0.60% | 28,735 | $1.8M | Add +1.3% |
| TGT Target Corp. | 0.60% | 13,287 | $1.8M | Add +1.4% |
| STAG Stag Industrial Inc. | 0.59% | 51,957 | $1.8M | Add +1.3% |
| PPL PPL Corp. | 0.58% | 53,930 | $1.8M | Add +1.4% |
| TY Tri-Continental Corp. | 0.58% | 55,019 | $1.7M | Add +3.7% |
| ADM Archer-Daniels-Midland Co. | 0.56% | 33,416 | $1.7M | Add +1.5% |
| BABA Alibaba Group Holding-SP ADR | 0.55% | 19,601 | $1.7M | Reduce -1.3% |
| PLD Prologis Inc. | 0.54% | 15,316 | $1.6M | Add +1.5% |
| TTE Totalenergies SE -Spon ADR | 0.52% | 28,418 | $1.5M | Add +1.1% |
| NEM Newmont Corp. | 0.46% | 37,402 | $1.4M | Reduce -1.9% |
| PFE Pfizer Inc. | 0.44% | 49,985 | $1.3M | Add +0.2% |
| XJQCX Nuveen Credit Strategies Inc. | 0.40% | 213,107 | $1.2M | Reduce -2.5% |
| IDV iShares International Select | 0.33% | 36,237 | $992K | Reduce -1.3% |
| XGDVX Gabelli Dividend & Income TR | 0.33% | 40,547 | $979K | Reduce -1.5% |
| CVS CVS Health Corp. | 0.32% | 21,429 | $962K | Reduce -10.2% |
| XAODX Abrdn Total Dynamic Dividend | 0.26% | 93,968 | $790K | Reduce -1.8% |
| XLE SS Energy Select Sector | 0.26% | 9,163 | $785K | Reduce -1.8% |
| BTZ BlackRock Credit Allocation | 0.26% | 74,602 | $780K | Reduce -1.1% |
| RVT Royce Small-Cap Trust Inc. | 0.25% | 47,501 | $751K | Add +1.3% |
| XNIEX Virtus Equity & Convertible | 0.25% | 30,406 | $750K | Reduce -1.6% |
| BGB Blackstone Strategic Credit | 0.23% | 56,125 | $686K | Reduce -1.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.22% | 8,894 | $673K | Reduce -3.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.22% | 8,020 | $657K | Reduce -1.0% |
| XBOEX BlackRock Enh GLBL DVD TR | 0.22% | 60,408 | $651K | Reduce -1.6% |
| AVK Advent Convert & Income | 0.22% | 54,928 | $647K | Reduce -2.2% |
| BST BlackRock Science & Tech TR | 0.21% | 17,390 | $636K | Reduce -1.0% |
| PEY Invesco High Yield Equity Di | 0.20% | 28,580 | $608K | Reduce -1.0% |
| BCX BlackRock Resources & Commod | 0.19% | 65,720 | $561K | Reduce -1.6% |
| JPC Nuveen Prefered & Income Opp | 0.17% | 65,889 | $518K | Reduce -2.0% |
| BDJ BlackRock Enhanced Eqty DVD | 0.17% | 61,201 | $507K | Reduce -1.4% |
| ISD Pgim High Yield Bond Fund | 0.17% | 36,804 | $503K | Reduce -2.7% |
| GHY Pgim Global High Yield Fund | 0.16% | 40,134 | $494K | Reduce -2.8% |
| DIAX Nuveen Dow 30 Dynamic Overwr | 0.16% | 32,541 | $490K | Reduce -0.9% |
| PFF iShares Preferred & Income S | 0.16% | 15,313 | $481K | Reduce -1.5% |
| CBRE GBL REAL ESTATE INC FD | 0.15% | 96,598 | $465K | Reduce -2.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 4,636 | $326K | Reduce -1.8% |
| GAM General American Investors | 0.10% | 5,879 | $300K | Add +6.7% |
| STEW SRH Total Return Fund Inc. | 0.10% | 18,064 | $289K | Reduce -1.9% |
| SCHG Schwab US Large-Cap Growth | 0.09% | 9,606 | $268K | Reduce -1.7% |
| VOO Vanguard S&P 500 ETF | 0.09% | 480 | $259K | Reduce -1.8% |
| XLI SS Industrial Select Sector | 0.07% | 1,697 | $224K | Reduce -1.4% |
| CET Central Securities Corp. | 0.07% | 4,444 | $203K | New |
Portfolio Sells Q3 2024 → Q4 2024
| DOW Dow Inc. | Sold out | 0.00% | −1.45 |
| AFL Aflac Inc. | Reduce -1.8% | 2.72% | −0.22 |
| NEM Newmont Corp. | Reduce -1.9% | 0.46% | −0.20 |
| CVS CVS Health Corp. | Reduce -10.2% | 0.32% | −0.17 |
| DVA Davita Inc. | Reduce -0.0% | 2.13% | −0.16 |
| BABA Alibaba Group Holding-SP ADR | Reduce -1.3% | 0.55% | −0.14 |
| CBRE GBL REAL ESTATE INC FD | Reduce -2.7% | 0.15% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 6.00% | −0.06 |
| FRSXX Fidelity Inv Trsry Only-Inst | Sold out | 0.00% | −0.04 |
| IDV iShares International Select | Reduce -1.3% | 0.33% | −0.03 |
| ORCL Oracle Corp. | Reduce -0.4% | 3.23% | −0.03 |
| BCX BlackRock Resources & Commod | Reduce -1.6% | 0.19% | −0.02 |
| MSFT Microsoft Corp. | Reduce -0.7% | 2.27% | −0.02 |
| XAODX Abrdn Total Dynamic Dividend | Reduce -1.8% | 0.26% | −0.02 |
| BTZ BlackRock Credit Allocation | Reduce -1.1% | 0.26% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -3.1% | 0.22% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.8% | 0.11% | −0.01 |
| XJQCX Nuveen Credit Strategies Inc. | Reduce -2.5% | 0.40% | −0.01 |
| XBOEX BlackRock Enh GLBL DVD TR | Reduce -1.6% | 0.22% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -1.5% | 0.16% | −0.01 |
| GHY Pgim Global High Yield Fund | Reduce -2.8% | 0.16% | −0.01 |
| BDJ BlackRock Enhanced Eqty DVD | Reduce -1.4% | 0.17% | −0.01 |
| XLE SS Energy Select Sector | Reduce -1.8% | 0.26% | −0.01 |
| ISD Pgim High Yield Bond Fund | Reduce -2.7% | 0.17% | −0.00 |
| JPC Nuveen Prefered & Income Opp | Reduce -2.0% | 0.17% | −0.00 |
| PEY Invesco High Yield Equity Di | Reduce -1.0% | 0.20% | −0.00 |
| XGDVX Gabelli Dividend & Income TR | Reduce -1.5% | 0.33% | −0.00 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.0% | 0.22% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -1.4% | 0.07% | −0.00 |
| AVK Advent Convert & Income | Reduce -2.2% | 0.22% | −0.00 |
| BGB Blackstone Strategic Credit | Reduce -1.0% | 0.23% | +0.00 |
| STEW SRH Total Return Fund Inc. | Reduce -1.9% | 0.10% | +0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -1.8% | 0.09% | +0.00 |
| DIAX Nuveen Dow 30 Dynamic Overwr | Reduce -0.9% | 0.16% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.7% | 0.09% | +0.01 |
| BST BlackRock Science & Tech TR | Reduce -1.0% | 0.21% | +0.01 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 1.24% | +0.01 |
| XNIEX Virtus Equity & Convertible | Reduce -1.6% | 0.25% | +0.02 |
| MS Morgan Stanley | Reduce -0.0% | 1.03% | +0.19 |
| GS Goldman Sachs Group Inc. | Reduce -1.4% | 2.63% | +0.37 |
| AAPL Apple Inc. | Reduce -0.7% | 5.09% | +0.41 |
| OKE Oneok Inc. | Reduce -0.9% | 4.20% | +0.42 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 4.70% | +0.56 |
| DFS Discover Financial Services | Reduce -1.0% | 2.99% | +0.59 |
Portfolio Buys Q3 2024 → Q4 2024
| GPC Genuine Parts Co. | New | 1.73% | +1.73 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 3.18% | +0.45 |
| CSCO Cisco Systems Inc. | Add +0.8% | 2.50% | +0.31 |
| BAC Bank of America Corp. | Add +0.3% | 2.59% | +0.30 |
| BNY Bank of New York Mellon Corp. | Add +0.5% | 2.09% | +0.18 |
| DLR Digital Realty Trust Inc. | Add +0.5% | 0.75% | +0.08 |
| KR Kroger Co. | Add +0.9% | 0.77% | +0.07 |
| CET Central Securities Corp. | New | 0.07% | +0.07 |
| T AT&T Inc. | Add +0.5% | 0.96% | +0.05 |
| CVX Chevron Corp. | Add +1.4% | 2.52% | +0.04 |
| MO Altria Group Inc. | Add +0.4% | 0.68% | +0.03 |
| EVRG Evergy Inc. | Add +1.3% | 0.71% | +0.02 |
| MET Metlife Inc. | Add +0.8% | 0.75% | +0.01 |
| RVT Royce Small-Cap Trust Inc. | Add +1.3% | 0.25% | +0.01 |
| PM Philip Morris International | Add +0.3% | 0.68% | +0.01 |
| PPL PPL Corp. | Add +1.4% | 0.58% | +0.01 |
| TY Tri-Continental Corp. | Add +3.7% | 0.58% | +0.01 |
| GAM General American Investors | Add +6.7% | 0.10% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.7% | 0.68% | −0.01 |
| ADX Adams Diversified Equity | Add +3.9% | 0.63% | −0.01 |
| SHEL Shell PLC-ADR | Add +1.3% | 0.60% | −0.01 |
| MCD McDonald's Corp. | Add +1.1% | 0.67% | −0.01 |
| MMM 3M Co. | Add +0.6% | 0.72% | −0.02 |
| HD Home Depot Inc. | Add +0.8% | 1.75% | −0.03 |
| PFE Pfizer Inc. | Add +0.2% | 0.44% | −0.03 |
| SO The Southern Co. | Add +1.0% | 0.67% | −0.04 |
| XOM Exxon Mobil Corp. | Add +0.8% | 0.86% | −0.05 |
| VZ Verizon Communications Inc. | Add +1.3% | 0.65% | −0.06 |
| UPS United Parcel Service Class B | Add +1.8% | 1.49% | −0.06 |
| TGT Target Corp. | Add +1.4% | 0.60% | −0.07 |
| STAG Stag Industrial Inc. | Add +1.3% | 0.59% | −0.07 |
| ABBV Abbvie Inc. | Add +0.5% | 0.86% | −0.07 |
| TTE Totalenergies SE -Spon ADR | Add +1.1% | 0.52% | −0.08 |
| ADM Archer-Daniels-Midland Co. | Add +1.5% | 0.56% | −0.08 |
| PLD Prologis Inc. | Add +1.5% | 0.54% | −0.08 |
| MRK Merck & Co. Inc. | Add +1.1% | 0.87% | −0.09 |
| UNP Union Pacific Corp. | Add +1.0% | 2.10% | −0.11 |
| QCOM Qualcomm Inc. | Add +1.5% | 1.72% | −0.12 |
| JNJ Johnson & Johnson | Add +1.5% | 1.65% | −0.14 |
| HPQ HP Inc. | Add +1.4% | 2.24% | −0.15 |
| PSX Phillips 66 | Add +1.5% | 1.76% | −0.20 |
| DVN Devon Energy Corp. | Add +2.3% | 1.46% | −0.22 |
| NOC Northrop Grumman Corp. | Add +1.0% | 2.31% | −0.22 |
| KO The Coca-Cola Co. | Add +1.4% | 2.12% | −0.25 |
| UNH Unitedhealth Group Inc. | Add +0.2% | 2.75% | −0.36 |
| DHI D.R. Horton Inc. | Add +0.9% | 1.71% | −0.56 |
Notes & Other Activity Q3 2024 → Q4 2024
| ADVENT CONVERTIBLE AND INCOM | RIGHT 10/17/2024 | Sold out | 56,166 | $1Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 91 | $387.3M | BRK.B, JPM, AAPL, GOOG, GS |
| Q1 2026 | 93 | $352.5M | BNY, JPM, AAPL, GOOG, ISD |
| Q4 2025 | 89 | $339.5M | BRK.B, JPM, AAPL, GOOG, COF |
| Q3 2025Amended | 89 | $330.0M | BRK.B, JPM, AAPL, GOOG, COF |
| Q2 2025 | 89 | $304.4M | BRK.B, JPM, AAPL, COF, OKE |
| Q1 2025 | 87 | $304.9M | BRK.B, JPM, AAPL, OKE, CVX |
| Q4 2024 | 88 | $300.2M | BRK.B, AAPL, JPM, OKE, ORCL |
| Q3 2024 | 88 | $305.7M | BRK.B, AAPL, JPM, OKE, ORCL |
| Q2 2024 | 87 | $284.1M | BRK.B, AAPL, JPM, OKE, GOOG |
| Q1 2024 | 87 | $277.2M | BRK.B, JPM, AAPL, OKE, UNH |