Stolper Co

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Stolper Co reported 89 stock positions worth $339.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 5.6% of the portfolio, followed by JPMorgan Chase (JPM, 5.3%) and Apple (AAPL, 4.6%). Compared with Q3 2025, it added to 71 and reduced 18. The biggest buy was SS Industrial Select Sector (XLI, shares +3259%) and the biggest sale Stag Industrial (STAG, shares −67%).

Most Recent 13F
Q2 2026
Location
TULSA, OK
CIK
0001808195
Portfolio Value
$339.5M (Q4 2025)
SEC Filing
0001808195-26-000001 ↗ filed Jan 12, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $277.2M Q1 2024 Q2 2024: $284.1M Q2 2024 Q3 2024: $305.7M Q3 2024 Q4 2024: $300.2M Q4 2024 Q1 2025: $304.9M Q1 2025 Q2 2025: $304.4M Q2 2025 Q3 2025: $330.0M Q3 2025 Q4 2025: $339.5M $339.5M Q4 2025 Q1 2026: $352.5M Q1 2026 Q2 2026: $387.3M Q2 2026

Holdings 89 stocks · $339.5M
BRK.B Berkshire Hathaway Inc. Class B 5.61% 37,858 $19.0M Add +0.4%
JPM JPMorgan Chase & Co. 5.28% 55,582 $17.9M Reduce -1.1%
AAPL Apple Inc. 4.62% 57,706 $15.7M Reduce -1.4%
GOOG Alphabet Inc. Class C 4.51% 48,839 $15.3M Reduce -0.3%
COF Capital One Financial Corp. 3.61% 50,501 $12.2M Add +0.1%
GS Goldman Sachs Group Inc. 3.32% 12,823 $11.3M Reduce -2.5%
CSCO Cisco Systems Inc. 2.84% 125,193 $9.6M Add +0.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.81% 173,360 $9.5M Add +0.3%
AEP American Electric Power 2.75% 80,851 $9.3M Add +1.1%
OKE Oneok Inc. 2.73% 126,188 $9.3M Add +2.0%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 2.72% 79,608 $9.2M Add +0.4%
AFL Aflac Inc. 2.51% 77,401 $8.5M Add +0.7%
NOC Northrop Grumman Corp. 2.48% 14,775 $8.4M Add +1.3%
CVX Chevron Corp. 2.44% 54,380 $8.3M Add +2.3%
MSFT Microsoft Corp. 2.27% 15,937 $7.7M Add +0.1%
KO The Coca-Cola Co. 2.16% 105,064 $7.3M Add +2.0%
ALSN Allison Transmission Holding 2.11% 73,279 $7.2M Reduce -3.1%
JNJ Johnson & Johnson 2.09% 34,235 $7.1M Add +0.8%
UNP Union Pacific Corp. 1.87% 27,507 $6.4M Add +1.4%
PSX Phillips 66 1.75% 46,164 $6.0M Add +1.3%
QCOM Qualcomm Inc. 1.70% 33,684 $5.8M Add +1.7%
GPC Genuine Parts Co. 1.60% 44,217 $5.4M Add +1.7%
UNH Unitedhealth Group Inc. 1.59% 16,303 $5.4M Add +2.4%
DHI D.R. Horton Inc. 1.56% 36,798 $5.3M Add +1.6%
DVA Davita Inc. 1.42% 42,502 $4.8M Add +2.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.40% 16,072 $4.8M Reduce -0.3%
HD Home Depot Inc. 1.38% 13,565 $4.7M Add +2.2%
MS Morgan Stanley 1.30% 24,844 $4.4M Add +0.1%
DVN Devon Energy Corp. 1.17% 108,609 $4.0M Reduce -2.4%
ABBV Abbvie Inc. 0.99% 14,705 $3.4M Reduce -0.1%
MRK Merck & Co. Inc. 0.95% 30,688 $3.2M Add +1.3%
T AT&T Inc. 0.94% 129,034 $3.2M Add +1.9%
XOM Exxon Mobil Corp. 0.91% 25,535 $3.1M Add +2.6%
BABA Alibaba Group Holding-SP ADR 0.87% 20,070 $2.9M Add +2.9%
UPS United Parcel Service Class B 0.87% 29,663 $2.9M Reduce -1.6%
PM Philip Morris International 0.80% 16,995 $2.7M Add +0.8%
LMT Lockheed Martin Corp. 0.78% 5,465 $2.6M Add +1.1%
USB US Bancorp 0.78% 49,501 $2.6M Add +1.1%
EVRG Evergy Inc. 0.77% 35,820 $2.6M Add +1.8%
MO Altria Group Inc. 0.70% 40,931 $2.4M Add +2.1%
ADX Adams Diversified Equity 0.69% 100,835 $2.4M Add +0.7%
SHEL Shell PLC-ADR 0.68% 31,444 $2.3M Add +3.4%
MET Metlife Inc. 0.68% 29,247 $2.3M Add +3.1%
MCD McDonald's Corp. 0.67% 7,432 $2.3M Add +3.2%
SO The Southern Co. 0.66% 25,749 $2.2M Add +3.2%
VZ Verizon Communications Inc. 0.65% 54,383 $2.2M Add +3.6%
PLD Prologis Inc. 0.63% 16,755 $2.1M Add +1.1%
CVS CVS Health Corp. 0.63% 26,806 $2.1M Add +3.6%
ADM Archer-Daniels-Midland Co. 0.62% 36,843 $2.1M Add +1.7%
TXN Texas Instruments Inc. 0.62% 12,101 $2.1M Add +1.7%
XLI SS Industrial Select Sector 0.62% 57,005 $2.1M Add +3259.2%
DLR Digital Realty Trust Inc. 0.61% 13,436 $2.1M Add +3.6%
TTE Totalenergies SE -Spon ADR 0.60% 30,989 $2.0M Add +1.6%
PPL PPL Corp. 0.60% 57,771 $2.0M Add +4.3%
TY Tri-Continental Corp. 0.59% 61,655 $2.0M Add +5.7%
PG The Procter & Gamble Co. 0.57% 13,531 $1.9M Add +3.8%
PFE Pfizer Inc. 0.45% 61,298 $1.5M Add +4.5%
IDV iShares International Select 0.42% 36,301 $1.4M Reduce -0.8%
TGT Target Corp. 0.41% 14,271 $1.4M Reduce -7.1%
XJQCX Nuveen Credit Strategies Inc. 0.36% 243,632 $1.2M Add +2.3%
XGDVX Gabelli Dividend & Income TR 0.34% 41,697 $1.2M Add +0.6%
XAODX Abrdn Total Dynamic Dividend 0.29% 99,588 $971K Add +0.6%
MEGI Nylim CBRE GB Infra Mtrnd TF filed as NYLI CBRE GBL INFR MEGTRNDS 0.27% 65,584 $902K Add +1.3%
BTZ BlackRock Credit Allocation 0.26% 82,079 $889K Add +2.2%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.25% 19,278 $862K Add +5.6%
RVT Royce Small-Cap Trust Inc. 0.25% 53,094 $855K Add +3.3%
XNIEX Virtus Equity & Convertible 0.24% 32,642 $813K Add +2.3%
STAG Stag Industrial Inc. 0.23% 18,250 $779K Reduce -67.2%
AVK Advent Convert & Income 0.23% 61,919 $776K Add +1.4%
BCX BlackRock Resources & Commod 0.23% 70,191 $771K Add +1.2%
BST BlackRock Science & Tech TR 0.22% 18,527 $751K Add +0.7%
XBOEX BlackRock Enh GLBL DVD TR 0.22% 63,805 $747K Add +1.2%
THQ Abrdn Healthcare Opport 0.21% 37,732 $722K Add +1.4%
BGB Blackstone Strategic Credit 0.21% 60,417 $712K Add +2.2%
PEY Invesco High Yield Equity Di 0.18% 30,267 $617K Add +1.8%
BDJ BlackRock Enhanced Eqty DVD 0.18% 64,696 $613K Add +1.5%
ISD Pgim High Yield Bond Fund 0.17% 39,633 $573K Add +1.4%
DIAX Nuveen Dow 30 Dynamic Overwr 0.16% 36,490 $557K Add +2.9%
XFFCX Flaherty & Crumrine Pref Inc. 0.16% 33,250 $549K Add +2.9%
GHY Pgim Global High Yield Fund 0.16% 42,898 $529K Add +2.8%
PDX PIMCO Dynamic Income Strat 0.14% 24,444 $459K Add +2.2%
IEFA iShares Core MSCI Eafe ETF 0.12% 4,580 $410K Reduce -2.1%
GAM General American Investors 0.11% 6,377 $375K Add +9.1%
XLE SS Energy Select Sector 0.10% 17,596 $326K Reduce -7.8%
SCHG Schwab US Large-Cap Growth 0.09% 9,170 $299K Reduce -1.1%
VOO Vanguard S&P 500 ETF 0.09% 469 $294K Reduce -1.5%
STEW SRH Total Return Fund Inc. 0.08% 1,671 $259K Reduce -90.7%
CET Central Securities Corp. 0.07% 4,477 $227K Add +4.3%
ETV Eaton Vance T/M Buy-Writ Opp 0.04% 10,394 $149K Reduce -1.5%

Portfolio Sells Q3 2025 → Q4 2025
STAG Stag Industrial Inc. Reduce -67.2% 0.23% −0.37
XLE SS Energy Select Sector Reduce -7.8% 0.10% −0.16
JPM JPMorgan Chase & Co. Reduce -1.1% 5.28% −0.10
ABBV Abbvie Inc. Reduce -0.1% 0.99% −0.04
STEW SRH Total Return Fund Inc. Reduce -90.7% 0.08% −0.02
DVN Devon Energy Corp. Reduce -2.4% 1.17% −0.01
TGT Target Corp. Reduce -7.1% 0.41% −0.01
IEFA iShares Core MSCI Eafe ETF Reduce -2.1% 0.12% −0.00
ETV Eaton Vance T/M Buy-Writ Opp Reduce -1.5% 0.04% −0.00
SCHG Schwab US Large-Cap Growth Reduce -1.1% 0.09% −0.00
VOO Vanguard S&P 500 ETF Reduce -1.5% 0.09% −0.00
IDV iShares International Select Reduce -0.8% 0.42% +0.02
IBM Intl Business Machines Corp. Reduce -0.3% 1.40% +0.02
UPS United Parcel Service Class B Reduce -1.6% 0.87% +0.10
AAPL Apple Inc. Reduce -1.4% 4.62% +0.11
GS Goldman Sachs Group Inc. Reduce -2.5% 3.32% +0.15
ALSN Allison Transmission Holding Reduce -3.1% 2.11% +0.17
GOOG Alphabet Inc. Class C Reduce -0.3% 4.51% +0.90

Portfolio Buys Q3 2025 → Q4 2025
XLI SS Industrial Select Sector Add +3259.2% 0.62% +0.54
COF Capital One Financial Corp. Add +0.1% 3.61% +0.35
CSCO Cisco Systems Inc. Add +0.6% 2.84% +0.26
MRK Merck & Co. Inc. Add +1.3% 0.95% +0.18
JNJ Johnson & Johnson Add +0.8% 2.09% +0.18
BAC Bank of America Corp. Add +0.3% 2.81% +0.11
BNY Bank of New York Mellon Corp. Add +0.4% 2.72% +0.10
MS Morgan Stanley Add +0.1% 1.30% +0.10
KO The Coca-Cola Co. Add +2.0% 2.16% +0.09
USB US Bancorp Add +1.1% 0.78% +0.06
XOM Exxon Mobil Corp. Add +2.6% 0.91% +0.06
PLD Prologis Inc. Add +1.1% 0.63% +0.06
TTE Totalenergies SE -Spon ADR Add +1.6% 0.60% +0.05
CVS CVS Health Corp. Add +3.6% 0.63% +0.04
QCOM Qualcomm Inc. Add +1.7% 1.70% +0.03
SHEL Shell PLC-ADR Add +3.4% 0.68% +0.02
AEP American Electric Power Add +1.1% 2.75% +0.02
THQ Abrdn Healthcare Opport Add +1.4% 0.21% +0.02
ADX Adams Diversified Equity Add +0.7% 0.69% +0.02
BCX BlackRock Resources & Commod Add +1.2% 0.23% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +5.6% 0.25% +0.01
MCD McDonald's Corp. Add +3.2% 0.67% +0.01
BDJ BlackRock Enhanced Eqty DVD Add +1.5% 0.18% +0.00
DIAX Nuveen Dow 30 Dynamic Overwr Add +2.9% 0.16% +0.00
XAODX Abrdn Total Dynamic Dividend Add +0.6% 0.29% +0.00
RVT Royce Small-Cap Trust Inc. Add +3.3% 0.25% +0.00
XGDVX Gabelli Dividend & Income TR Add +0.6% 0.34% +0.00
GAM General American Investors Add +9.1% 0.11% +0.00
CET Central Securities Corp. Add +4.3% 0.07% +0.00
XBOEX BlackRock Enh GLBL DVD TR Add +1.2% 0.22% −0.00
ISD Pgim High Yield Bond Fund Add +1.4% 0.17% −0.00
OKE Oneok Inc. Add +2.0% 2.73% −0.00
PFE Pfizer Inc. Add +4.5% 0.45% −0.00
XNIEX Virtus Equity & Convertible Add +2.3% 0.24% −0.00
XFFCX Flaherty & Crumrine Pref Inc. Add +2.9% 0.16% −0.00
BTZ BlackRock Credit Allocation Add +2.2% 0.26% −0.01
GHY Pgim Global High Yield Fund Add +2.8% 0.16% −0.01
PEY Invesco High Yield Equity Di Add +1.8% 0.18% −0.01
TY Tri-Continental Corp. Add +5.7% 0.59% −0.01
AVK Advent Convert & Income Add +1.4% 0.23% −0.01
BGB Blackstone Strategic Credit Add +2.2% 0.21% −0.01
BST BlackRock Science & Tech TR Add +0.7% 0.22% −0.01
XJQCX Nuveen Credit Strategies Inc. Add +2.3% 0.36% −0.02
MEGI Nylim CBRE GB Infra Mtrnd TF Add +1.3% 0.27% −0.02
PM Philip Morris International Add +0.8% 0.80% −0.03
PPL PPL Corp. Add +4.3% 0.60% −0.03
MET Metlife Inc. Add +3.1% 0.68% −0.03
ADM Archer-Daniels-Midland Co. Add +1.7% 0.62% −0.03
PG The Procter & Gamble Co. Add +3.8% 0.57% −0.04
LMT Lockheed Martin Corp. Add +1.1% 0.78% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 91$387.3MBRK.B, JPM, AAPL, GOOG, GS
Q1 2026 93$352.5MBNY, JPM, AAPL, GOOG, ISD
Q4 2025 89$339.5MBRK.B, JPM, AAPL, GOOG, COF
Q3 2025Amended 89$330.0MBRK.B, JPM, AAPL, GOOG, COF
Q2 2025 89$304.4MBRK.B, JPM, AAPL, COF, OKE
Q1 2025 87$304.9MBRK.B, JPM, AAPL, OKE, CVX
Q4 2024 88$300.2MBRK.B, AAPL, JPM, OKE, ORCL
Q3 2024 88$305.7MBRK.B, AAPL, JPM, OKE, ORCL
Q2 2024 87$284.1MBRK.B, AAPL, JPM, OKE, GOOG
Q1 2024 87$277.2MBRK.B, JPM, AAPL, OKE, UNH