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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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