Filed: 4/8/2025ACC: 0001808195-25-000006
📋 What this filing means
STOLPER CO filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $304.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$304.9K
Total AUM (reported)
4.05M
Total Shares
Allocation by class
COM$304.9K100.0%
Portfolio Concentration
Top 3$48.2K15.8%
4–10$62.8K20.6%
11–25$95.7K31.4%
Rest$98.2K32.2%
Top 3 weight
15.8%
Top 10 weight
36.4%
Voting Authority Distribution
Total shares with voting rights: 4.05M
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
4.05M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole87
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings87
Rows:
BERKSHIRE HATHAWAY INCORPORATE
SOLEShares39.05K
TypeSH
Market value$20.8K
6.82%
Sole
0.00
Shared
0.00
None
39.05K
JPMORGAN CHASE & COMPANY.
SOLEShares57.81K
TypeSH
Market value$14.2K
4.65%
Sole
0.00
Shared
0.00
None
57.81K
APPLE INCORPORATED
SOLEShares59.67K
TypeSH
Market value$13.3K
4.35%
Sole
0.00
Shared
0.00
None
59.67K
ONEOK INCORPORATED NEW
SOLEShares124.65K
TypeSH
Market value$12.4K
4.06%
Sole
0.00
Shared
0.00
None
124.65K
CHEVRON CORPORATION NEW
SOLEShares52.34K
TypeSH
Market value$8.8K
2.87%
Sole
0.00
Shared
0.00
None
52.34K
AFLAC INCORPORATED
SOLEShares78.05K
TypeSH
Market value$8.7K
2.85%
Sole
0.00
Shared
0.00
None
78.05K
DISCOVER FINL SVCS
SOLEShares50.76K
TypeSH
Market value$8.7K
2.84%
Sole
0.00
Shared
0.00
None
50.76K
UNITEDHEALTH GROUP INCORPORATE
SOLEShares16.10K
TypeSH
Market value$8.4K
2.76%
Sole
0.00
Shared
0.00
None
16.10K
ORACLE CORPORATION
SOLEShares57.82K
TypeSH
Market value$8.1K
2.65%
Sole
0.00
Shared
0.00
None
57.82K
CISCO SYSTEMS INCORPORATED
SOLEShares126.26K
TypeSH
Market value$7.8K
2.56%
Sole
0.00
Shared
0.00
None
126.26K
ALPHABET INCORPORATED CAP STK
SOLEShares49.73K
TypeSH
Market value$7.8K
2.55%
Sole
0.00
Shared
0.00
None
49.73K
NORTHROP GRUMMAN CORPORATION
SOLEShares14.80K
TypeSH
Market value$7.6K
2.48%
Sole
0.00
Shared
0.00
None
14.80K
COCA COLA COMPANY
SOLEShares102.59K
TypeSH
Market value$7.3K
2.41%
Sole
0.00
Shared
0.00
None
102.59K
GOLDMAN SACHS GROUP INCORPORAT
SOLEShares13.39K
TypeSH
Market value$7.3K
2.40%
Sole
0.00
Shared
0.00
None
13.39K
BANK AMERICA CORPORATION
SOLEShares175.26K
TypeSH
Market value$7.3K
2.40%
Sole
0.00
Shared
0.00
None
175.26K
BANK NEW YORK MELLON CORPORATI
SOLEShares81.09K
TypeSH
Market value$6.8K
2.23%
Sole
0.00
Shared
0.00
None
81.09K
DAVITA INCORPORATED
SOLEShares42.38K
TypeSH
Market value$6.5K
2.13%
Sole
0.00
Shared
0.00
None
42.38K
UNION PAC CORPORATION
SOLEShares27.35K
TypeSH
Market value$6.5K
2.12%
Sole
0.00
Shared
0.00
None
27.35K
MICROSOFT CORPORATION
SOLEShares16.17K
TypeSH
Market value$6.1K
1.99%
Sole
0.00
Shared
0.00
None
16.17K
HP INCORPORATED
SOLEShares206.15K
TypeSH
Market value$5.7K
1.87%
Sole
0.00
Shared
0.00
None
206.15K
PHILLIPS 66
SOLEShares46.15K
TypeSH
Market value$5.7K
1.87%
Sole
0.00
Shared
0.00
None
46.15K
JOHNSON & JOHNSON
SOLEShares34.22K
TypeSH
Market value$5.7K
1.86%
Sole
0.00
Shared
0.00
None
34.22K
GENUINE PARTS COMPANY
SOLEShares44.21K
TypeSH
Market value$5.3K
1.73%
Sole
0.00
Shared
0.00
None
44.21K
QUALCOMM INCORPORATED
SOLEShares33.57K
TypeSH
Market value$5.2K
1.69%
Sole
0.00
Shared
0.00
None
33.57K
DEVON ENERGY CORPORATION NEW
SOLEShares134.67K
TypeSH
Market value$5.0K
1.65%
Sole
0.00
Shared
0.00
None
134.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INCORPORATESOLE | COM | 39.05K | SH | $20.8K 6.82% | 0.00 | 0.00 | 39.05K |
JPMORGAN CHASE & COMPANY.SOLE | COM | 57.81K | SH | $14.2K 4.65% | 0.00 | 0.00 | 57.81K |
APPLE INCORPORATEDSOLE | COM | 59.67K | SH | $13.3K 4.35% | 0.00 | 0.00 | 59.67K |
ONEOK INCORPORATED NEWSOLE | COM | 124.65K | SH | $12.4K 4.06% | 0.00 | 0.00 | 124.65K |
CHEVRON CORPORATION NEWSOLE | COM | 52.34K | SH | $8.8K 2.87% | 0.00 | 0.00 | 52.34K |
AFLAC INCORPORATEDSOLE | COM | 78.05K | SH | $8.7K 2.85% | 0.00 | 0.00 | 78.05K |
DISCOVER FINL SVCSSOLE | COM | 50.76K | SH | $8.7K 2.84% | 0.00 | 0.00 | 50.76K |
UNITEDHEALTH GROUP INCORPORATESOLE | COM | 16.10K | SH | $8.4K 2.76% | 0.00 | 0.00 | 16.10K |
ORACLE CORPORATIONSOLE | COM | 57.82K | SH | $8.1K 2.65% | 0.00 | 0.00 | 57.82K |
CISCO SYSTEMS INCORPORATEDSOLE | COM | 126.26K | SH | $7.8K 2.56% | 0.00 | 0.00 | 126.26K |
ALPHABET INCORPORATED CAP STKSOLE | COM | 49.73K | SH | $7.8K 2.55% | 0.00 | 0.00 | 49.73K |
NORTHROP GRUMMAN CORPORATIONSOLE | COM | 14.80K | SH | $7.6K 2.48% | 0.00 | 0.00 | 14.80K |
COCA COLA COMPANYSOLE | COM | 102.59K | SH | $7.3K 2.41% | 0.00 | 0.00 | 102.59K |
GOLDMAN SACHS GROUP INCORPORATSOLE | COM | 13.39K | SH | $7.3K 2.40% | 0.00 | 0.00 | 13.39K |
BANK AMERICA CORPORATIONSOLE | COM | 175.26K | SH | $7.3K 2.40% | 0.00 | 0.00 | 175.26K |
BANK NEW YORK MELLON CORPORATISOLE | COM | 81.09K | SH | $6.8K 2.23% | 0.00 | 0.00 | 81.09K |
DAVITA INCORPORATEDSOLE | COM | 42.38K | SH | $6.5K 2.13% | 0.00 | 0.00 | 42.38K |
UNION PAC CORPORATIONSOLE | COM | 27.35K | SH | $6.5K 2.12% | 0.00 | 0.00 | 27.35K |
MICROSOFT CORPORATIONSOLE | COM | 16.17K | SH | $6.1K 1.99% | 0.00 | 0.00 | 16.17K |
HP INCORPORATEDSOLE | COM | 206.15K | SH | $5.7K 1.87% | 0.00 | 0.00 | 206.15K |
PHILLIPS 66SOLE | COM | 46.15K | SH | $5.7K 1.87% | 0.00 | 0.00 | 46.15K |
JOHNSON & JOHNSONSOLE | COM | 34.22K | SH | $5.7K 1.86% | 0.00 | 0.00 | 34.22K |
GENUINE PARTS COMPANYSOLE | COM | 44.21K | SH | $5.3K 1.73% | 0.00 | 0.00 | 44.21K |
QUALCOMM INCORPORATEDSOLE | COM | 33.57K | SH | $5.2K 1.69% | 0.00 | 0.00 | 33.57K |
DEVON ENERGY CORPORATION NEWSOLE | COM | 134.67K | SH | $5.0K 1.65% | 0.00 | 0.00 | 134.67K |
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