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STOLPER CO 13F portfolio summary

STOLPER CO of STOLPER CO has 91 current stock holdings with a reported portfolio value of $387.3M. The portfolio 1 year return is +32.32%. Top holdings include BRK-B (5.15%), JPM (4.66%), AAPL (4.35%), GOOG (4.09%), GS (3.24%).

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STOLPER CO

STOLPER CO
Latest filing: 2026-06-30

STOLPER CO runs STOLPER CO and currently holds 91 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $387.32M. Their top holdings are BRK-B, JPM, AAPL, GOOG, GS. The top five represent 21.5% of reported portfolio weight. STOLPER CO ranks #537 out of 1000 investors tracked by Alpha Score. In the most recent quarter, STOLPER CO initiated 4 new positions. They added to 46 existing positions. They trimmed 33 positions. Their current best-performing preview position is GS with returns of +757.07%.

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Top 5 Holdings
BRK-B5.1%
JPM4.7%
AAPL4.3%
GOOG4.1%
GS3.2%
Top 5: 21.5%
Portfolio Returns
1 Year
+32.32%
#323/1000
3 Year
+63.84%
#588/1000
5 Year
+72.17%
#520/1000

Portfolio Value

$387.32M

Alpha Score

55.5

#537 of 1000

Holdings

91

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91 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
BRK-B
BERKSHIRE HATHAWAY INCORPORATE
5.15%$352.10$495.77+40.80%
Trimmed
-52.36%
JPM
JPMORGAN CHASE & COMPANY
4.66%$94.74$351.64+271.16%
Added
+0.38%
AAPL
APPLE INCORPORATED
4.35%$69.74$309.35+343.58%
Added
+1.14%
GOOG
ALPHABET INCORPORATED CAP STK
4.09%$106.25$341.75+221.65%
Trimmed
-7.81%
GS
GOLDMAN SACHS GROUP INCORPORAT
3.24%$406.44$1,039.41+155.74%
Trimmed
-36.46%
BK
BANK OF NY MELLON CORPORATION
2.99%$93.56$141.91+51.68%
Added
+111.17%
OKE
ONEOK INCORPORATED NEW
2.97%$58.05$93.35+60.81%
Trimmed
-46.70%
AEP
AMERICAN ELEC PWR COMPANY INCO
2.96%$105.06$120.94+15.12%
Added
+3.35%
CSCO
CISCO SYSTEMS INCORPORATED
2.85%$116.14$111.04-4.39%
Added
+5657.36%
COF
CAPITAL ONE FINL CORPORATION
2.64%$212.32$217.98+2.67%
Added
+3.89%

Showing 1-10 of 91