Stolper Co
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Stolper Co reported 89 stock positions worth $304.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 6.1% of the portfolio, followed by JPMorgan Chase (JPM, 5.4%) and Apple (AAPL, 4.0%). Compared with Q1 2025, it opened 4 new positions, sold out of 2, added to 44 and reduced 39. The biggest buy was a new position in Capital One Financial (COF) and the biggest sale an exit from Discover Financial Services (DFS).
- Most Recent 13F
- Q2 2026
- Location
- TULSA, OK
- CIK
- 0001808195
- Portfolio Value
- $304.4M (Q2 2025)
- SEC Filing
- 0001808195-25-000008 ↗ filed Jul 10, 2025
Holdings Value
Holdings 89 stocks · $304.4M
| BRK.B Berkshire Hathaway Inc. Class B | 6.10% | 38,252 | $18.6M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 5.44% | 57,092 | $16.6M | Reduce -1.3% |
| AAPL Apple Inc. | 3.96% | 58,794 | $12.1M | Reduce -1.5% |
| COF Capital One Financial Corp. | 3.55% | 50,741 | $10.8M | New |
| OKE Oneok Inc. | 3.28% | 122,417 | $10.0M | Reduce -1.8% |
| GS Goldman Sachs Group Inc. | 3.08% | 13,244 | $9.4M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 2.88% | 49,442 | $8.8M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 2.84% | 124,659 | $8.6M | Reduce -1.3% |
| AEP American Electric Power | 2.73% | 80,006 | $8.3M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.69% | 173,290 | $8.2M | Reduce -1.1% |
| AFL Aflac Inc. | 2.67% | 77,114 | $8.1M | Reduce -1.2% |
| MSFT Microsoft Corp. | 2.61% | 15,972 | $7.9M | Reduce -1.2% |
| CVX Chevron Corp. | 2.47% | 52,614 | $7.5M | Add +0.5% |
| NOC Northrop Grumman Corp. | 2.40% | 14,640 | $7.3M | Reduce -1.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.39% | 79,758 | $7.3M | Reduce -1.6% |
| KO The Coca-Cola Co. | 2.36% | 101,701 | $7.2M | Reduce -0.9% |
| UNP Union Pacific Corp. | 2.05% | 27,173 | $6.3M | Reduce -0.7% |
| DVA Davita Inc. | 1.95% | 41,700 | $5.9M | Reduce -1.6% |
| PSX Phillips 66 | 1.79% | 45,635 | $5.4M | Reduce -1.1% |
| QCOM Qualcomm Inc. | 1.74% | 33,165 | $5.3M | Reduce -1.2% |
| GPC Genuine Parts Co. | 1.73% | 43,531 | $5.3M | Reduce -1.5% |
| JNJ Johnson & Johnson | 1.71% | 34,016 | $5.2M | Reduce -0.6% |
| HPQ HP Inc. | 1.65% | 205,576 | $5.0M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 1.63% | 15,915 | $5.0M | Reduce -1.1% |
| HD Home Depot Inc. | 1.60% | 13,301 | $4.9M | Reduce -1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.55% | 16,007 | $4.7M | Reduce -5.2% |
| DHI D.R. Horton Inc. | 1.54% | 36,303 | $4.7M | Reduce -0.9% |
| T AT&T Inc. | 1.19% | 125,616 | $3.6M | Reduce -0.7% |
| DVN Devon Energy Corp. | 1.16% | 111,450 | $3.5M | Reduce -17.2% |
| MS Morgan Stanley | 1.15% | 24,780 | $3.5M | Add +0.7% |
| PM Philip Morris International | 1.00% | 16,736 | $3.0M | Reduce -0.4% |
| UPS United Parcel Service Class B | 1.00% | 30,133 | $3.0M | Reduce -15.5% |
| ABBV Abbvie Inc. | 0.87% | 14,264 | $2.6M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.86% | 24,363 | $2.6M | Add +1.4% |
| MMM 3M Co. | 0.83% | 16,667 | $2.5M | Reduce -0.3% |
| EVRG Evergy Inc. | 0.78% | 34,571 | $2.4M | Reduce -0.2% |
| MO Altria Group Inc. | 0.76% | 39,410 | $2.3M | Add +0.1% |
| NEM Newmont Corp. | 0.74% | 38,752 | $2.3M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.74% | 28,472 | $2.3M | Add +8.0% |
| SO The Southern Co. | 0.74% | 24,471 | $2.2M | Reduce -0.7% |
| MET Metlife Inc. | 0.73% | 27,698 | $2.2M | Add +0.1% |
| DLR Digital Realty Trust Inc. | 0.73% | 12,730 | $2.2M | Add +0.2% |
| BABA Alibaba Group Holding-SP ADR | 0.73% | 19,504 | $2.2M | Add +0.1% |
| USB US Bancorp | 0.71% | 48,055 | $2.2M | Add +0.0% |
| VZ Verizon Communications Inc. | 0.71% | 49,695 | $2.1M | Add +0.4% |
| ADX Adams Diversified Equity | 0.70% | 98,831 | $2.1M | Add +2.9% |
| MCD McDonald's Corp. | 0.67% | 7,016 | $2.0M | Reduce -0.2% |
| SHEL Shell PLC-ADR | 0.67% | 28,966 | $2.0M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.64% | 12,319 | $2.0M | Reduce -0.1% |
| STAG Stag Industrial Inc. | 0.63% | 52,603 | $1.9M | Add +0.3% |
| TY Tri-Continental Corp. | 0.61% | 58,389 | $1.8M | Add +5.5% |
| PPL PPL Corp. | 0.60% | 54,189 | $1.8M | Add +0.1% |
| ADM Archer-Daniels-Midland Co. | 0.60% | 34,443 | $1.8M | Add +2.2% |
| TTE Totalenergies SE -Spon ADR | 0.58% | 28,744 | $1.8M | Add +0.1% |
| CVS CVS Health Corp. | 0.56% | 24,822 | $1.7M | Add +0.1% |
| PLD Prologis Inc. | 0.55% | 16,016 | $1.7M | Add +3.8% |
| TGT Target Corp. | 0.47% | 14,651 | $1.4M | Add +9.4% |
| PFE Pfizer Inc. | 0.44% | 55,477 | $1.3M | Add +7.5% |
| XJQCX Nuveen Credit Strategies Inc. | 0.42% | 238,694 | $1.3M | Add +10.7% |
| IDV iShares International Select | 0.42% | 36,691 | $1.3M | Add +0.1% |
| XGDVX Gabelli Dividend & Income TR | 0.36% | 41,561 | $1.1M | Add +1.7% |
| BTZ BlackRock Credit Allocation | 0.29% | 80,493 | $879K | Add +6.5% |
| XAODX Abrdn Total Dynamic Dividend | 0.29% | 98,507 | $873K | Add +3.8% |
| XLE SS Energy Select Sector | 0.27% | 9,531 | $808K | Add +3.3% |
| XNIEX Virtus Equity & Convertible | 0.25% | 31,905 | $763K | Add +3.8% |
| RVT Royce Small-Cap Trust Inc. | 0.25% | 50,531 | $760K | Add +3.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.25% | 9,137 | $746K | Add +1.8% |
| AVK Advent Convert & Income | 0.24% | 60,997 | $739K | Add +9.7% |
| BGB Blackstone Strategic Credit | 0.24% | 59,317 | $719K | Add +4.5% |
| XBOEX BlackRock Enh GLBL DVD TR | 0.23% | 63,010 | $715K | Add +3.4% |
| BST BlackRock Science & Tech TR | 0.23% | 18,390 | $702K | Add +4.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.22% | 8,250 | $684K | Add +1.6% |
| BCX BlackRock Resources & Commod | 0.22% | 69,269 | $655K | Add +4.4% |
| PEY Invesco High Yield Equity Di | 0.20% | 29,786 | $608K | Add +3.2% |
| BDJ BlackRock Enhanced Eqty DVD | 0.19% | 63,671 | $566K | Add +2.9% |
| GHY Pgim Global High Yield Fund | 0.18% | 41,892 | $562K | Add +3.2% |
| CBRE GBL REAL ESTATE INC FD | 0.18% | 105,933 | $560K | Add +8.3% |
| JPC Nuveen Prefered & Income Opp | 0.18% | 69,231 | $555K | Add +3.9% |
| ISD Pgim High Yield Bond Fund | 0.18% | 39,041 | $553K | Add +4.8% |
| PFF iShares Preferred & Income S | 0.17% | 16,606 | $509K | Add +7.1% |
| DIAX Nuveen Dow 30 Dynamic Overwr | 0.17% | 35,524 | $509K | Add +7.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 5,177 | $432K | Add +11.7% |
| NVDA Nvidia Corp. | 0.11% | 2,150 | $340K | New |
| GAM General American Investors | 0.11% | 5,843 | $327K | Reduce -0.6% |
| STEW SRH Total Return Fund Inc. | 0.10% | 17,912 | $317K | No change |
| SCHG Schwab US Large-Cap Growth | 0.09% | 9,545 | $279K | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 0.09% | 476 | $270K | Reduce -0.8% |
| XLI SS Industrial Select Sector | 0.08% | 1,697 | $250K | No change |
| CET Central Securities Corp. | 0.07% | 4,341 | $208K | New |
Portfolio Sells Q1 2025 → Q2 2025
| DFS Discover Financial Services | Sold out | 0.00% | −2.84 |
| ORCL Oracle Corp. | Sold out | 0.00% | −2.65 |
| UNH Unitedhealth Group Inc. | Reduce -1.1% | 1.63% | −1.13 |
| OKE Oneok Inc. | Reduce -1.8% | 3.28% | −0.77 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 6.10% | −0.72 |
| DVN Devon Energy Corp. | Reduce -17.2% | 1.16% | −0.49 |
| AAPL Apple Inc. | Reduce -1.5% | 3.96% | −0.38 |
| UPS United Parcel Service Class B | Reduce -15.5% | 1.00% | −0.29 |
| HPQ HP Inc. | Reduce -0.3% | 1.65% | −0.22 |
| DVA Davita Inc. | Reduce -1.6% | 1.95% | −0.17 |
| AFL Aflac Inc. | Reduce -1.2% | 2.67% | −0.17 |
| JNJ Johnson & Johnson | Reduce -0.6% | 1.71% | −0.15 |
| ABBV Abbvie Inc. | Reduce -0.3% | 0.87% | −0.11 |
| PSX Phillips 66 | Reduce -1.1% | 1.79% | −0.08 |
| NOC Northrop Grumman Corp. | Reduce -1.1% | 2.40% | −0.08 |
| UNP Union Pacific Corp. | Reduce -0.7% | 2.05% | −0.07 |
| MCD McDonald's Corp. | Reduce -0.2% | 0.67% | −0.05 |
| KO The Coca-Cola Co. | Reduce -0.9% | 2.36% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.64% | −0.04 |
| SHEL Shell PLC-ADR | Reduce -0.1% | 0.67% | −0.03 |
| HD Home Depot Inc. | Reduce -1.1% | 1.60% | −0.01 |
| SO The Southern Co. | Reduce -0.7% | 0.74% | −0.00 |
| EVRG Evergy Inc. | Reduce -0.2% | 0.78% | −0.00 |
| GPC Genuine Parts Co. | Reduce -1.5% | 1.73% | +0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 0.09% | +0.01 |
| GAM General American Investors | Reduce -0.6% | 0.11% | +0.01 |
| DHI D.R. Horton Inc. | Reduce -0.9% | 1.54% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.6% | 0.09% | +0.01 |
| T AT&T Inc. | Reduce -0.7% | 1.19% | +0.02 |
| MMM 3M Co. | Reduce -0.3% | 0.83% | +0.03 |
| QCOM Qualcomm Inc. | Reduce -1.2% | 1.74% | +0.04 |
| PM Philip Morris International | Reduce -0.4% | 1.00% | +0.13 |
| NEM Newmont Corp. | Reduce -0.2% | 0.74% | +0.13 |
| BNY Bank of New York Mellon Corp. | Reduce -1.6% | 2.39% | +0.16 |
| IBM Intl Business Machines Corp. | Reduce -5.2% | 1.55% | +0.17 |
| CSCO Cisco Systems Inc. | Reduce -1.3% | 2.84% | +0.29 |
| BAC Bank of America Corp. | Reduce -1.1% | 2.69% | +0.29 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 2.88% | +0.33 |
| MSFT Microsoft Corp. | Reduce -1.2% | 2.61% | +0.62 |
| GS Goldman Sachs Group Inc. | Reduce -1.1% | 3.08% | +0.68 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 5.44% | +0.79 |
Portfolio Buys Q1 2025 → Q2 2025
| COF Capital One Financial Corp. | New | 3.55% | +3.55 |
| AEP American Electric Power | New | 2.73% | +2.73 |
| MS Morgan Stanley | Add +0.7% | 1.15% | +0.21 |
| DLR Digital Realty Trust Inc. | Add +0.2% | 0.73% | +0.13 |
| NVDA Nvidia Corp. | New | 0.11% | +0.11 |
| ADX Adams Diversified Equity | Add +2.9% | 0.70% | +0.11 |
| CET Central Securities Corp. | New | 0.07% | +0.07 |
| ADM Archer-Daniels-Midland Co. | Add +2.2% | 0.60% | +0.07 |
| TY Tri-Continental Corp. | Add +5.5% | 0.61% | +0.05 |
| USB US Bancorp | Add +0.0% | 0.71% | +0.05 |
| IDV iShares International Select | Add +0.1% | 0.42% | +0.04 |
| XJQCX Nuveen Credit Strategies Inc. | Add +10.7% | 0.42% | +0.04 |
| BST BlackRock Science & Tech TR | Add +4.8% | 0.23% | +0.04 |
| AVK Advent Convert & Income | Add +9.7% | 0.24% | +0.03 |
| XGDVX Gabelli Dividend & Income TR | Add +1.7% | 0.36% | +0.03 |
| XNIEX Virtus Equity & Convertible | Add +3.8% | 0.25% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.7% | 0.14% | +0.03 |
| XAODX Abrdn Total Dynamic Dividend | Add +3.8% | 0.29% | +0.03 |
| BTZ BlackRock Credit Allocation | Add +6.5% | 0.29% | +0.02 |
| RVT Royce Small-Cap Trust Inc. | Add +3.5% | 0.25% | +0.02 |
| CBRE GBL REAL ESTATE INC FD | Add +8.3% | 0.18% | +0.02 |
| XBOEX BlackRock Enh GLBL DVD TR | Add +3.4% | 0.23% | +0.02 |
| TGT Target Corp. | Add +9.4% | 0.47% | +0.02 |
| PFE Pfizer Inc. | Add +7.5% | 0.44% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +1.8% | 0.25% | +0.01 |
| BCX BlackRock Resources & Commod | Add +4.4% | 0.22% | +0.01 |
| BDJ BlackRock Enhanced Eqty DVD | Add +2.9% | 0.19% | +0.01 |
| CVS CVS Health Corp. | Add +0.1% | 0.56% | +0.01 |
| BGB Blackstone Strategic Credit | Add +4.5% | 0.24% | +0.01 |
| PFF iShares Preferred & Income S | Add +7.1% | 0.17% | +0.01 |
| DIAX Nuveen Dow 30 Dynamic Overwr | Add +7.9% | 0.17% | +0.01 |
| JPC Nuveen Prefered & Income Opp | Add +3.9% | 0.18% | +0.01 |
| ISD Pgim High Yield Bond Fund | Add +4.8% | 0.18% | +0.01 |
| GHY Pgim Global High Yield Fund | Add +3.2% | 0.18% | +0.01 |
| STAG Stag Industrial Inc. | Add +0.3% | 0.63% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +1.6% | 0.22% | +0.00 |
| MET Metlife Inc. | Add +0.1% | 0.73% | +0.00 |
| PEY Invesco High Yield Equity Di | Add +3.2% | 0.20% | −0.00 |
| PLD Prologis Inc. | Add +3.8% | 0.55% | −0.01 |
| MO Altria Group Inc. | Add +0.1% | 0.76% | −0.02 |
| XLE SS Energy Select Sector | Add +3.3% | 0.27% | −0.02 |
| TTE Totalenergies SE -Spon ADR | Add +0.1% | 0.58% | −0.03 |
| VZ Verizon Communications Inc. | Add +0.4% | 0.71% | −0.03 |
| MRK Merck & Co. Inc. | Add +8.0% | 0.74% | −0.04 |
| PPL PPL Corp. | Add +0.1% | 0.60% | −0.04 |
| XOM Exxon Mobil Corp. | Add +1.4% | 0.86% | −0.07 |
| BABA Alibaba Group Holding-SP ADR | Add +0.1% | 0.73% | −0.12 |
| CVX Chevron Corp. | Add +0.5% | 2.47% | −0.40 |
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 |