Stolper Co

CIK 0001808195 · TULSA, OK · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

Stolper Co reported 91 positions worth $387.3K as of June 30, 2026 (13F filed July 14, 2026). Largest holding: BRK-B (5.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$387.3K
2026 Q2
Positions
91
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
35.9%
Est. Net Flow (Q)
2026 Q2
10 / 91 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INCORPORATESH$19.9K5.15%39,843
2JPMJPMORGAN CHASE & COMPANYSH$18.1K4.66%55,195
3AAPLAPPLE INCORPORATEDSH$16.8K4.35%58,187
4GOOGALPHABET INCORPORATED CAP STK SH$15.8K4.09%44,833
5GSGOLDMAN SACHS GROUP INCORPORATSH$12.6K3.24%12,420
6BNYBANK OF NY MELLON CORPORATIONSH$11.6K2.99%80,034
7OKEONEOK INCORPORATED NEWSH$11.5K2.97%132,282
8AEPAMERICAN ELEC PWR COMPANY INCOSH$11.5K2.96%83,895
9CSCOCISCO SYSTEMS INCORPORATEDSH$11.0K2.85%93,845
10COFCAPITAL ONE FINL CORPORATIONSH$10.2K2.64%50,972

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Stolper Co hold as of Q2 2026?

Stolper Co reported 91 positions worth $387.3K in its Q2 2026 13F filing. Largest positions: BRK-B (5.1%), JPM (4.7%), AAPL (4.3%), GOOG (4.1%) and GS (3.2%).

What did Stolper Co buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Stolper Co sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.