Stolper Co
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Stolper Co reported 87 stock positions worth $304.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 6.8% of the portfolio, followed by JPMorgan Chase (JPM, 4.7%) and Apple (AAPL, 4.3%). Compared with Q4 2024, it opened 1 new position, sold out of 2, added to 53 and reduced 28. The biggest buy was a new position in US Bancorp (USB) and the biggest sale an exit from Kroger (KR).
- Most Recent 13F
- Q2 2026
- Location
- TULSA, OK
- CIK
- 0001808195
- Portfolio Value
- $304.9M (Q1 2025)
- SEC Filing
- 0001808195-25-000006 ↗ filed Apr 8, 2025
Holdings Value
Holdings 87 stocks · $304.9M
| BRK.B Berkshire Hathaway Inc. Class B | 6.82% | 39,055 | $20.8M | Reduce -1.7% |
| JPM JPMorgan Chase & Co. | 4.65% | 57,813 | $14.2M | Reduce -1.8% |
| AAPL Apple Inc. | 4.35% | 59,666 | $13.3M | Reduce -2.2% |
| OKE Oneok Inc. | 4.06% | 124,649 | $12.4M | Reduce -0.8% |
| CVX Chevron Corp. | 2.87% | 52,340 | $8.8M | Add +0.1% |
| AFL Aflac Inc. | 2.85% | 78,051 | $8.7M | Reduce -1.1% |
| DFS Discover Financial Services | 2.84% | 50,756 | $8.7M | Reduce -2.0% |
| UNH Unitedhealth Group Inc. | 2.76% | 16,096 | $8.4M | Reduce -1.3% |
| ORCL Oracle Corp. | 2.65% | 57,817 | $8.1M | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 2.56% | 126,261 | $7.8M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 2.55% | 49,725 | $7.8M | Reduce -0.7% |
| NOC Northrop Grumman Corp. | 2.48% | 14,796 | $7.6M | Reduce -0.0% |
| KO The Coca-Cola Co. | 2.41% | 102,587 | $7.3M | Add +0.4% |
| GS Goldman Sachs Group Inc. | 2.40% | 13,394 | $7.3M | Reduce -2.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.40% | 175,262 | $7.3M | Reduce -1.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.23% | 81,088 | $6.8M | Reduce -0.6% |
| DVA Davita Inc. | 2.13% | 42,380 | $6.5M | Reduce -1.1% |
| UNP Union Pacific Corp. | 2.12% | 27,351 | $6.5M | Reduce -1.0% |
| MSFT Microsoft Corp. | 1.99% | 16,166 | $6.1M | Reduce -0.1% |
| HPQ HP Inc. | 1.87% | 206,152 | $5.7M | Add +0.0% |
| PSX Phillips 66 | 1.87% | 46,147 | $5.7M | Reduce -0.3% |
| JNJ Johnson & Johnson | 1.86% | 34,215 | $5.7M | Reduce -0.2% |
| GPC Genuine Parts Co. | 1.73% | 44,212 | $5.3M | Reduce -0.6% |
| QCOM Qualcomm Inc. | 1.69% | 33,571 | $5.2M | Reduce -0.3% |
| DVN Devon Energy Corp. | 1.65% | 134,671 | $5.0M | Add +0.3% |
| HD Home Depot Inc. | 1.62% | 13,450 | $4.9M | Reduce -0.2% |
| DHI D.R. Horton Inc. | 1.53% | 36,621 | $4.7M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.38% | 16,878 | $4.2M | Reduce -0.5% |
| UPS United Parcel Service Class B | 1.29% | 35,672 | $3.9M | Add +0.3% |
| T AT&T Inc. | 1.17% | 126,517 | $3.6M | Add +0.4% |
| ABBV Abbvie Inc. | 0.98% | 14,310 | $3.0M | Reduce -1.4% |
| MS Morgan Stanley | 0.94% | 24,608 | $2.9M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.94% | 24,034 | $2.9M | Add +0.5% |
| PM Philip Morris International | 0.87% | 16,797 | $2.7M | Reduce -0.8% |
| BABA Alibaba Group Holding-SP ADR | 0.85% | 19,485 | $2.6M | Reduce -0.6% |
| MMM 3M Co. | 0.80% | 16,711 | $2.5M | Add +0.1% |
| EVRG Evergy Inc. | 0.78% | 34,630 | $2.4M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.78% | 26,363 | $2.4M | Add +0.9% |
| MO Altria Group Inc. | 0.78% | 39,383 | $2.4M | Add +0.3% |
| SO The Southern Co. | 0.74% | 24,636 | $2.3M | Add +0.5% |
| VZ Verizon Communications Inc. | 0.74% | 49,518 | $2.2M | Add +1.1% |
| MET Metlife Inc. | 0.73% | 27,674 | $2.2M | Add +0.2% |
| MCD McDonald's Corp. | 0.72% | 7,032 | $2.2M | Add +0.6% |
| SHEL Shell PLC-ADR | 0.70% | 28,980 | $2.1M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.69% | 12,332 | $2.1M | Add +0.8% |
| USB US Bancorp | 0.67% | 48,038 | $2.0M | New |
| PPL PPL Corp. | 0.64% | 54,138 | $2.0M | Add +0.4% |
| STAG Stag Industrial Inc. | 0.62% | 52,443 | $1.9M | Add +0.9% |
| NEM Newmont Corp. | 0.61% | 38,815 | $1.9M | Add +3.8% |
| TTE Totalenergies SE -Spon ADR | 0.61% | 28,700 | $1.9M | Add +1.0% |
| ADX Adams Diversified Equity | 0.60% | 96,094 | $1.8M | Add +2.0% |
| DLR Digital Realty Trust Inc. | 0.60% | 12,709 | $1.8M | Add +0.5% |
| PLD Prologis Inc. | 0.57% | 15,423 | $1.7M | Add +0.7% |
| TY Tri-Continental Corp. | 0.56% | 55,368 | $1.7M | Add +0.6% |
| CVS CVS Health Corp. | 0.55% | 24,798 | $1.7M | Add +15.7% |
| ADM Archer-Daniels-Midland Co. | 0.53% | 33,691 | $1.6M | Add +0.8% |
| TGT Target Corp. | 0.46% | 13,390 | $1.4M | Add +0.8% |
| PFE Pfizer Inc. | 0.43% | 51,589 | $1.3M | Add +3.2% |
| XJQCX Nuveen Credit Strategies Inc. | 0.38% | 215,603 | $1.2M | Add +1.2% |
| IDV iShares International Select | 0.37% | 36,653 | $1.1M | Add +1.1% |
| XGDVX Gabelli Dividend & Income TR | 0.32% | 40,873 | $986K | Add +0.8% |
| XLE SS Energy Select Sector | 0.28% | 9,228 | $862K | Add +0.7% |
| BTZ BlackRock Credit Allocation | 0.27% | 75,549 | $810K | Add +1.3% |
| XAODX Abrdn Total Dynamic Dividend | 0.26% | 94,896 | $796K | Add +1.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.23% | 8,972 | $707K | Add +0.9% |
| RVT Royce Small-Cap Trust Inc. | 0.23% | 48,832 | $695K | Add +2.8% |
| BGB Blackstone Strategic Credit | 0.23% | 56,774 | $686K | Add +1.2% |
| XNIEX Virtus Equity & Convertible | 0.22% | 30,731 | $680K | Add +1.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.22% | 8,118 | $672K | Add +1.2% |
| XBOEX BlackRock Enh GLBL DVD TR | 0.22% | 60,950 | $661K | Add +0.9% |
| AVK Advent Convert & Income | 0.21% | 55,592 | $641K | Add +1.2% |
| PEY Invesco High Yield Equity Di | 0.20% | 28,859 | $620K | Add +1.0% |
| BCX BlackRock Resources & Commod | 0.20% | 66,372 | $619K | Add +1.0% |
| BST BlackRock Science & Tech TR | 0.19% | 17,551 | $579K | Add +0.9% |
| GHY Pgim Global High Yield Fund | 0.18% | 40,606 | $545K | Add +1.2% |
| BDJ BlackRock Enhanced Eqty DVD | 0.17% | 61,895 | $532K | Add +1.1% |
| JPC Nuveen Prefered & Income Opp | 0.17% | 66,647 | $531K | Add +1.1% |
| ISD Pgim High Yield Bond Fund | 0.17% | 37,239 | $531K | Add +1.2% |
| CBRE GBL REAL ESTATE INC FD | 0.17% | 97,791 | $505K | Add +1.2% |
| DIAX Nuveen Dow 30 Dynamic Overwr | 0.16% | 32,936 | $477K | Add +1.2% |
| PFF iShares Preferred & Income S | 0.16% | 15,502 | $476K | Add +1.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.12% | 4,636 | $351K | No change |
| STEW SRH Total Return Fund Inc. | 0.10% | 17,912 | $309K | Reduce -0.8% |
| GAM General American Investors | 0.10% | 5,879 | $296K | No change |
| VOO Vanguard S&P 500 ETF | 0.08% | 480 | $247K | No change |
| SCHG Schwab US Large-Cap Growth | 0.08% | 9,606 | $241K | No change |
| XLI SS Industrial Select Sector | 0.07% | 1,697 | $222K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| KR Kroger Co. | Sold out | 0.00% | −0.77 |
| AAPL Apple Inc. | Reduce -2.2% | 4.35% | −0.74 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 2.55% | −0.63 |
| ORCL Oracle Corp. | Reduce -0.8% | 2.65% | −0.58 |
| MSFT Microsoft Corp. | Reduce -0.1% | 1.99% | −0.28 |
| GS Goldman Sachs Group Inc. | Reduce -2.9% | 2.40% | −0.23 |
| BAC Bank of America Corp. | Reduce -1.0% | 2.40% | −0.19 |
| DHI D.R. Horton Inc. | Reduce -0.2% | 1.53% | −0.18 |
| DFS Discover Financial Services | Reduce -2.0% | 2.84% | −0.15 |
| OKE Oneok Inc. | Reduce -0.8% | 4.06% | −0.15 |
| HD Home Depot Inc. | Reduce -0.2% | 1.62% | −0.13 |
| CET Central Securities Corp. | Sold out | 0.00% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 4.65% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -0.3% | 1.69% | −0.03 |
| DVA Davita Inc. | Reduce -1.1% | 2.13% | −0.01 |
| GPC Genuine Parts Co. | Reduce -0.6% | 1.73% | −0.00 |
| STEW SRH Total Return Fund Inc. | Reduce -0.8% | 0.10% | +0.01 |
| UNH Unitedhealth Group Inc. | Reduce -1.3% | 2.76% | +0.02 |
| UNP Union Pacific Corp. | Reduce -1.0% | 2.12% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.4% | 2.56% | +0.05 |
| PSX Phillips 66 | Reduce -0.3% | 1.87% | +0.11 |
| ABBV Abbvie Inc. | Reduce -1.4% | 0.98% | +0.12 |
| AFL Aflac Inc. | Reduce -1.1% | 2.85% | +0.13 |
| IBM Intl Business Machines Corp. | Reduce -0.5% | 1.38% | +0.13 |
| BNY Bank of New York Mellon Corp. | Reduce -0.6% | 2.23% | +0.14 |
| NOC Northrop Grumman Corp. | Reduce -0.0% | 2.48% | +0.17 |
| PM Philip Morris International | Reduce -0.8% | 0.87% | +0.20 |
| JNJ Johnson & Johnson | Reduce -0.2% | 1.86% | +0.21 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.6% | 0.85% | +0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.7% | 6.82% | +0.82 |
Portfolio Buys Q4 2024 → Q1 2025
| USB US Bancorp | New | 0.67% | +0.67 |
| CVX Chevron Corp. | Add +0.1% | 2.87% | +0.35 |
| KO The Coca-Cola Co. | Add +0.4% | 2.41% | +0.29 |
| CVS CVS Health Corp. | Add +15.7% | 0.55% | +0.23 |
| T AT&T Inc. | Add +0.4% | 1.17% | +0.22 |
| DVN Devon Energy Corp. | Add +0.3% | 1.65% | +0.19 |
| NEM Newmont Corp. | Add +3.8% | 0.61% | +0.15 |
| SHEL Shell PLC-ADR | Add +0.8% | 0.70% | +0.10 |
| TTE Totalenergies SE -Spon ADR | Add +1.0% | 0.61% | +0.09 |
| MO Altria Group Inc. | Add +0.3% | 0.78% | +0.09 |
| MMM 3M Co. | Add +0.1% | 0.80% | +0.09 |
| VZ Verizon Communications Inc. | Add +1.1% | 0.74% | +0.08 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.94% | +0.08 |
| EVRG Evergy Inc. | Add +0.5% | 0.78% | +0.08 |
| SO The Southern Co. | Add +0.5% | 0.74% | +0.07 |
| PPL PPL Corp. | Add +0.4% | 0.64% | +0.06 |
| MCD McDonald's Corp. | Add +0.6% | 0.72% | +0.05 |
| IDV iShares International Select | Add +1.1% | 0.37% | +0.04 |
| STAG Stag Industrial Inc. | Add +0.9% | 0.62% | +0.04 |
| PLD Prologis Inc. | Add +0.7% | 0.57% | +0.03 |
| XLE SS Energy Select Sector | Add +0.7% | 0.28% | +0.02 |
| BCX BlackRock Resources & Commod | Add +1.0% | 0.20% | +0.02 |
| GHY Pgim Global High Yield Fund | Add +1.2% | 0.18% | +0.01 |
| CBRE GBL REAL ESTATE INC FD | Add +1.2% | 0.17% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.9% | 0.23% | +0.01 |
| ISD Pgim High Yield Bond Fund | Add +1.2% | 0.17% | +0.01 |
| BTZ BlackRock Credit Allocation | Add +1.3% | 0.27% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.8% | 0.69% | +0.01 |
| BDJ BlackRock Enhanced Eqty DVD | Add +1.1% | 0.17% | +0.01 |
| JPC Nuveen Prefered & Income Opp | Add +1.1% | 0.17% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +1.2% | 0.22% | +0.00 |
| PEY Invesco High Yield Equity Di | Add +1.0% | 0.20% | +0.00 |
| XBOEX BlackRock Enh GLBL DVD TR | Add +0.9% | 0.22% | −0.00 |
| XAODX Abrdn Total Dynamic Dividend | Add +1.0% | 0.26% | −0.00 |
| XGDVX Gabelli Dividend & Income TR | Add +0.8% | 0.32% | −0.00 |
| BGB Blackstone Strategic Credit | Add +1.2% | 0.23% | −0.00 |
| PFF iShares Preferred & Income S | Add +1.2% | 0.16% | −0.00 |
| AVK Advent Convert & Income | Add +1.2% | 0.21% | −0.01 |
| DIAX Nuveen Dow 30 Dynamic Overwr | Add +1.2% | 0.16% | −0.01 |
| PFE Pfizer Inc. | Add +3.2% | 0.43% | −0.01 |
| BST BlackRock Science & Tech TR | Add +0.9% | 0.19% | −0.02 |
| RVT Royce Small-Cap Trust Inc. | Add +2.8% | 0.23% | −0.02 |
| XJQCX Nuveen Credit Strategies Inc. | Add +1.2% | 0.38% | −0.02 |
| TY Tri-Continental Corp. | Add +0.6% | 0.56% | −0.02 |
| MET Metlife Inc. | Add +0.2% | 0.73% | −0.02 |
| XNIEX Virtus Equity & Convertible | Add +1.1% | 0.22% | −0.03 |
| ADM Archer-Daniels-Midland Co. | Add +0.8% | 0.53% | −0.03 |
| ADX Adams Diversified Equity | Add +2.0% | 0.60% | −0.04 |
| MS Morgan Stanley | Add +0.3% | 0.94% | −0.09 |
| MRK Merck & Co. Inc. | Add +0.9% | 0.78% | −0.09 |
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 |