Stolper CO Portfolio Holdings

Stolper CO

  • $339 Million
  • Q4 2025

Stolper CO has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $339 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $19M, Jpmorgan Chase & CO with a value of $17.9M, Apple Inc. with a value of $15.7M, Alphabet Inc. with a value of $15.3M, and Capital One Financial Corp with a value of $12.2M.

Examining the 13F form we can see an increase of $9.46M in the current position value, from $330M to 339M.

Below you can find more details about Stolper CO portfolio as well as his latest detailed transactions.

Portfolio value $339 Million
Financial Services: $116 Million
Technology: $45.7 Million
Energy: $34.9 Million
Consumer Cyclical: $27.8 Million
Healthcare: $27.5 Million
Communication Services: $20.7 Million
Industrials: $20.4 Million
Consumer Defensive: $17.9 Million
Other: $28.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$19 Million 5.61% of portfolio
37,858
Q4 2025 Added 0.37%
$881B
$17.9 Million 5.28% of portfolio
55,582
Q4 2025 Reduced 1.15%
$4.3T
$15.7 Million 4.62% of portfolio
57,706
Q4 2025 Reduced 1.4%
$1.74T
$15.3 Million 4.51% of portfolio
48,839
Q4 2025 Reduced 0.25%
$77.2B
$12.2 Million 3.61% of portfolio
50,501
Q4 2025 Added 0.05%
$265B
$11.3 Million 3.32% of portfolio
12,823
Q4 2025 Reduced 2.47%
$319B
$9.64 Million 2.84% of portfolio
125,193
Q4 2025 Added 0.6%
$413B
$9.54 Million 2.81% of portfolio
173,360
Q4 2025 Added 0.33%
$62.3B
$9.32 Million 2.75% of portfolio
80,851
Q4 2025 Added 1.12%
$31.5B
$9.28 Million 2.73% of portfolio
126,188
Q4 2025 Added 2.01%
$89.3B
$9.24 Million 2.72% of portfolio
79,608
Q4 2025 Added 0.38%
$72.3B
$8.54 Million 2.51% of portfolio
77,401
Q4 2025 Added 0.7%
$86.7B
$8.43 Million 2.48% of portfolio
14,775
Q4 2025 Added 1.27%
$303B
$8.29 Million 2.44% of portfolio
54,380
Q4 2025 Added 2.34%
$3.78T
$7.71 Million 2.27% of portfolio
15,937
Q4 2025 Added 0.11%
$306B
$7.35 Million 2.16% of portfolio
105,064
Q4 2025 Added 1.97%
$522B
$7.09 Million 2.09% of portfolio
34,235
Q4 2025 Added 0.81%
$136B
$6.36 Million 1.87% of portfolio
27,507
Q4 2025 Added 1.36%
$68.5B
$5.96 Million 1.75% of portfolio
46,164
Q4 2025 Added 1.31%
$187B
$5.76 Million 1.7% of portfolio
33,684
Q4 2025 Added 1.74%
$18B
$5.44 Million 1.6% of portfolio
44,217
Q4 2025 Added 1.66%
$300B
$5.38 Million 1.59% of portfolio
16,303
Q4 2025 Added 2.43%
$49.5B
$5.3 Million 1.56% of portfolio
36,798
Q4 2025 Added 1.57%
$11.1B
$4.83 Million 1.42% of portfolio
42,502
Q4 2025 Added 2.08%
$266B
$4.76 Million 1.4% of portfolio
16,072
Q4 2025 Reduced 0.33%
$367B
$4.67 Million 1.37% of portfolio
13,565
Q4 2025 Added 2.16%
$270B
$4.41 Million 1.3% of portfolio
24,844
Q4 2025 Added 0.05%
$23.5B
$3.98 Million 1.17% of portfolio
108,609
Q4 2025 Reduced 2.37%
$414B
$3.36 Million 0.99% of portfolio
14,705
Q4 2025 Reduced 0.05%
$235B
$3.23 Million 0.95% of portfolio
30,688
Q4 2025 Added 1.34%
$181B
$3.21 Million 0.94% of portfolio
129,034
Q4 2025 Added 1.91%
$490B
$3.07 Million 0.91% of portfolio
25,535
Q4 2025 Added 2.59%
$68.7B
$2.94 Million 0.87% of portfolio
29,663
Q4 2025 Reduced 1.58%
$418B
$2.94 Million 0.87% of portfolio
20,070
Q4 2025 Added 2.86%
$237B
$2.73 Million 0.8% of portfolio
16,995
Q4 2025 Added 0.83%
$67.6B
$2.64 Million 0.78% of portfolio
49,501
Q4 2025 Added 1.06%
$123B
$2.64 Million 0.78% of portfolio
5,465
Q4 2025 Added 1.07%
$17.6B
$2.6 Million 0.76% of portfolio
35,820
Q4 2025 Added 1.8%
$104B
$2.36 Million 0.7% of portfolio
40,931
Q4 2025 Added 2.14%
$2.73B
$2.35 Million 0.69% of portfolio
100,835
Q4 2025 Added 0.69%
$62.7B
$2.31 Million 0.68% of portfolio
29,247
Q4 2025 Added 3.08%
$270B
$2.31 Million 0.68% of portfolio
31,444
Q4 2025 Added 3.43%
$224B
$2.27 Million 0.67% of portfolio
7,432
Q4 2025 Added 3.18%
$98.6B
$2.25 Million 0.66% of portfolio
25,749
Q4 2025 Added 3.24%
$172B
$2.22 Million 0.65% of portfolio
54,383
Q4 2025 Added 3.6%
$114B
$2.14 Million 0.63% of portfolio
16,755
Q4 2025 Added 1.09%
$103B
$2.13 Million 0.63% of portfolio
26,806
Q4 2025 Added 3.57%
$177B
$2.1 Million 0.62% of portfolio
12,101
Q4 2025 Added 1.72%
$32.2B
$2.12 Million 0.62% of portfolio
36,843
Q4 2025 Added 1.69%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $339 Million
  • Prior Value $330 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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