Filed: 1/14/2025ACC: 0001808195-25-000001
📋 What this filing means
STOLPER CO filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $300.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$300.2K
Total AUM (reported)
4.03M
Total Shares
Allocation by class
COM$300.2K100.0%
Portfolio Concentration
Top 3$47.4K15.8%
4–10$65.2K21.7%
11–25$94.7K31.5%
Rest$93.0K31.0%
Top 3 weight
15.8%
Top 10 weight
37.5%
Voting Authority Distribution
Total shares with voting rights: 4.03M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.03M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole88
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings88
Rows:
BERKSHIRE HATHAWAY INCORPORATE
SOLEShares39.73K
TypeSH
Market value$18.0K
6.00%
Sole
0.00
Shared
0.00
None
39.73K
APPLE INCORPORATED
SOLEShares61.03K
TypeSH
Market value$15.3K
5.09%
Sole
0.00
Shared
0.00
None
61.03K
JPMORGAN CHASE & COMPANY.
SOLEShares58.84K
TypeSH
Market value$14.1K
4.70%
Sole
0.00
Shared
0.00
None
58.84K
ONEOK INCORPORATED NEW
SOLEShares125.64K
TypeSH
Market value$12.6K
4.20%
Sole
0.00
Shared
0.00
None
125.64K
ORACLE CORPORATION
SOLEShares58.26K
TypeSH
Market value$9.7K
3.23%
Sole
0.00
Shared
0.00
None
58.26K
ALPHABET INCORPORATED CAP STK
SOLEShares50.09K
TypeSH
Market value$9.5K
3.18%
Sole
0.00
Shared
0.00
None
50.09K
DISCOVER FINL SVCS
SOLEShares51.82K
TypeSH
Market value$9.0K
2.99%
Sole
0.00
Shared
0.00
None
51.82K
UNITEDHEALTH GROUP INCORPORATE
SOLEShares16.31K
TypeSH
Market value$8.3K
2.75%
Sole
0.00
Shared
0.00
None
16.31K
AFLAC INCORPORATED
SOLEShares78.95K
TypeSH
Market value$8.2K
2.72%
Sole
0.00
Shared
0.00
None
78.95K
GOLDMAN SACHS GROUP INCORPORAT
SOLEShares13.79K
TypeSH
Market value$7.9K
2.63%
Sole
0.00
Shared
0.00
None
13.79K
BANK AMERICA CORPORATION
SOLEShares177.02K
TypeSH
Market value$7.8K
2.59%
Sole
0.00
Shared
0.00
None
177.02K
CHEVRON CORPORATION NEW
SOLEShares52.30K
TypeSH
Market value$7.6K
2.52%
Sole
0.00
Shared
0.00
None
52.30K
CISCO SYSTEMS INCORPORATED
SOLEShares126.82K
TypeSH
Market value$7.5K
2.50%
Sole
0.00
Shared
0.00
None
126.82K
NORTHROP GRUMMAN CORPORATION
SOLEShares14.80K
TypeSH
Market value$6.9K
2.31%
Sole
0.00
Shared
0.00
None
14.80K
MICROSOFT CORPORATION
SOLEShares16.19K
TypeSH
Market value$6.8K
2.27%
Sole
0.00
Shared
0.00
None
16.19K
HP INCORPORATED
SOLEShares206.12K
TypeSH
Market value$6.7K
2.24%
Sole
0.00
Shared
0.00
None
206.12K
DAVITA INCORPORATED
SOLEShares42.84K
TypeSH
Market value$6.4K
2.13%
Sole
0.00
Shared
0.00
None
42.84K
COCA COLA COMPANY
SOLEShares102.19K
TypeSH
Market value$6.4K
2.12%
Sole
0.00
Shared
0.00
None
102.19K
UNION PAC CORPORATION
SOLEShares27.62K
TypeSH
Market value$6.3K
2.10%
Sole
0.00
Shared
0.00
None
27.62K
BANK NEW YORK MELLON CORPORATI
SOLEShares81.53K
TypeSH
Market value$6.3K
2.09%
Sole
0.00
Shared
0.00
None
81.53K
PHILLIPS 66
SOLEShares46.28K
TypeSH
Market value$5.3K
1.76%
Sole
0.00
Shared
0.00
None
46.28K
HOME DEPOT INCORPORATED
SOLEShares13.47K
TypeSH
Market value$5.2K
1.75%
Sole
0.00
Shared
0.00
None
13.47K
GENUINE PARTS COMPANY
SOLEShares44.48K
TypeSH
Market value$5.2K
1.73%
Sole
0.00
Shared
0.00
None
44.48K
QUALCOMM INCORPORATED
SOLEShares33.67K
TypeSH
Market value$5.2K
1.72%
Sole
0.00
Shared
0.00
None
33.67K
D R HORTON INCORPORATED
SOLEShares36.71K
TypeSH
Market value$5.1K
1.71%
Sole
0.00
Shared
0.00
None
36.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INCORPORATESOLE | COM | 39.73K | SH | $18.0K 6.00% | 0.00 | 0.00 | 39.73K |
APPLE INCORPORATEDSOLE | COM | 61.03K | SH | $15.3K 5.09% | 0.00 | 0.00 | 61.03K |
JPMORGAN CHASE & COMPANY.SOLE | COM | 58.84K | SH | $14.1K 4.70% | 0.00 | 0.00 | 58.84K |
ONEOK INCORPORATED NEWSOLE | COM | 125.64K | SH | $12.6K 4.20% | 0.00 | 0.00 | 125.64K |
ORACLE CORPORATIONSOLE | COM | 58.26K | SH | $9.7K 3.23% | 0.00 | 0.00 | 58.26K |
ALPHABET INCORPORATED CAP STKSOLE | COM | 50.09K | SH | $9.5K 3.18% | 0.00 | 0.00 | 50.09K |
DISCOVER FINL SVCSSOLE | COM | 51.82K | SH | $9.0K 2.99% | 0.00 | 0.00 | 51.82K |
UNITEDHEALTH GROUP INCORPORATESOLE | COM | 16.31K | SH | $8.3K 2.75% | 0.00 | 0.00 | 16.31K |
AFLAC INCORPORATEDSOLE | COM | 78.95K | SH | $8.2K 2.72% | 0.00 | 0.00 | 78.95K |
GOLDMAN SACHS GROUP INCORPORATSOLE | COM | 13.79K | SH | $7.9K 2.63% | 0.00 | 0.00 | 13.79K |
BANK AMERICA CORPORATIONSOLE | COM | 177.02K | SH | $7.8K 2.59% | 0.00 | 0.00 | 177.02K |
CHEVRON CORPORATION NEWSOLE | COM | 52.30K | SH | $7.6K 2.52% | 0.00 | 0.00 | 52.30K |
CISCO SYSTEMS INCORPORATEDSOLE | COM | 126.82K | SH | $7.5K 2.50% | 0.00 | 0.00 | 126.82K |
NORTHROP GRUMMAN CORPORATIONSOLE | COM | 14.80K | SH | $6.9K 2.31% | 0.00 | 0.00 | 14.80K |
MICROSOFT CORPORATIONSOLE | COM | 16.19K | SH | $6.8K 2.27% | 0.00 | 0.00 | 16.19K |
HP INCORPORATEDSOLE | COM | 206.12K | SH | $6.7K 2.24% | 0.00 | 0.00 | 206.12K |
DAVITA INCORPORATEDSOLE | COM | 42.84K | SH | $6.4K 2.13% | 0.00 | 0.00 | 42.84K |
COCA COLA COMPANYSOLE | COM | 102.19K | SH | $6.4K 2.12% | 0.00 | 0.00 | 102.19K |
UNION PAC CORPORATIONSOLE | COM | 27.62K | SH | $6.3K 2.10% | 0.00 | 0.00 | 27.62K |
BANK NEW YORK MELLON CORPORATISOLE | COM | 81.53K | SH | $6.3K 2.09% | 0.00 | 0.00 | 81.53K |
PHILLIPS 66SOLE | COM | 46.28K | SH | $5.3K 1.76% | 0.00 | 0.00 | 46.28K |
HOME DEPOT INCORPORATEDSOLE | COM | 13.47K | SH | $5.2K 1.75% | 0.00 | 0.00 | 13.47K |
GENUINE PARTS COMPANYSOLE | COM | 44.48K | SH | $5.2K 1.73% | 0.00 | 0.00 | 44.48K |
QUALCOMM INCORPORATEDSOLE | COM | 33.67K | SH | $5.2K 1.72% | 0.00 | 0.00 | 33.67K |
D R HORTON INCORPORATEDSOLE | COM | 36.71K | SH | $5.1K 1.71% | 0.00 | 0.00 | 36.71K |
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