Filed: 7/10/2025ACC: 0001808195-25-000008
📋 What this filing means
STOLPER CO filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $304.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$304.4K
Total AUM (reported)
4.12M
Total Shares
Allocation by class
COM$304.4K100.0%
Portfolio Concentration
Top 3$47.2K15.5%
4–10$64.1K21.1%
11–25$93.7K30.8%
Rest$99.5K32.7%
Top 3 weight
15.5%
Top 10 weight
36.6%
Voting Authority Distribution
Total shares with voting rights: 4.12M
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
4.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole89
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings89
Rows:
BERKSHIRE HATHAWAY INCORPORATE
SOLEShares38.25K
TypeSH
Market value$18.6K
6.10%
Sole
0.00
Shared
0.00
None
38.25K
JPMORGAN CHASE & COMPANY.
SOLEShares57.09K
TypeSH
Market value$16.6K
5.44%
Sole
0.00
Shared
0.00
None
57.09K
APPLE INCORPORATED
SOLEShares58.79K
TypeSH
Market value$12.1K
3.96%
Sole
0.00
Shared
0.00
None
58.79K
CAPITAL ONE FINL CORPORATION
SOLEShares50.74K
TypeSH
Market value$10.8K
3.55%
Sole
0.00
Shared
0.00
None
50.74K
ONEOK INCORPORATED NEW
SOLEShares122.42K
TypeSH
Market value$10.0K
3.28%
Sole
0.00
Shared
0.00
None
122.42K
GOLDMAN SACHS GROUP INCORPORAT
SOLEShares13.24K
TypeSH
Market value$9.4K
3.08%
Sole
0.00
Shared
0.00
None
13.24K
ALPHABET INCORPORATED CAP STK
SOLEShares49.44K
TypeSH
Market value$8.8K
2.88%
Sole
0.00
Shared
0.00
None
49.44K
CISCO SYSTEMS INCORPORATED
SOLEShares124.66K
TypeSH
Market value$8.6K
2.84%
Sole
0.00
Shared
0.00
None
124.66K
AMERICAN ELEC PWR COMPANY INCO
SOLEShares80.01K
TypeSH
Market value$8.3K
2.73%
Sole
0.00
Shared
0.00
None
80.01K
BANK AMERICA CORPORATION
SOLEShares173.29K
TypeSH
Market value$8.2K
2.69%
Sole
0.00
Shared
0.00
None
173.29K
AFLAC INCORPORATED
SOLEShares77.11K
TypeSH
Market value$8.1K
2.67%
Sole
0.00
Shared
0.00
None
77.11K
MICROSOFT CORPORATION
SOLEShares15.97K
TypeSH
Market value$7.9K
2.61%
Sole
0.00
Shared
0.00
None
15.97K
CHEVRON CORPORATION NEW
SOLEShares52.61K
TypeSH
Market value$7.5K
2.47%
Sole
0.00
Shared
0.00
None
52.61K
NORTHROP GRUMMAN CORPORATION
SOLEShares14.64K
TypeSH
Market value$7.3K
2.40%
Sole
0.00
Shared
0.00
None
14.64K
BANK NEW YORK MELLON CORPORATI
SOLEShares79.76K
TypeSH
Market value$7.3K
2.39%
Sole
0.00
Shared
0.00
None
79.76K
COCA COLA COMPANY
SOLEShares101.70K
TypeSH
Market value$7.2K
2.36%
Sole
0.00
Shared
0.00
None
101.70K
UNION PAC CORPORATION
SOLEShares27.17K
TypeSH
Market value$6.3K
2.05%
Sole
0.00
Shared
0.00
None
27.17K
DAVITA INCORPORATED
SOLEShares41.70K
TypeSH
Market value$5.9K
1.95%
Sole
0.00
Shared
0.00
None
41.70K
PHILLIPS 66
SOLEShares45.63K
TypeSH
Market value$5.4K
1.79%
Sole
0.00
Shared
0.00
None
45.63K
QUALCOMM INCORPORATED
SOLEShares33.16K
TypeSH
Market value$5.3K
1.74%
Sole
0.00
Shared
0.00
None
33.16K
GENUINE PARTS COMPANY
SOLEShares43.53K
TypeSH
Market value$5.3K
1.73%
Sole
0.00
Shared
0.00
None
43.53K
JOHNSON & JOHNSON
SOLEShares34.02K
TypeSH
Market value$5.2K
1.71%
Sole
0.00
Shared
0.00
None
34.02K
HP INCORPORATED
SOLEShares205.58K
TypeSH
Market value$5.0K
1.65%
Sole
0.00
Shared
0.00
None
205.58K
UNITEDHEALTH GROUP INCORPORATE
SOLEShares15.91K
TypeSH
Market value$5.0K
1.63%
Sole
0.00
Shared
0.00
None
15.91K
HOME DEPOT INCORPORATED
SOLEShares13.30K
TypeSH
Market value$4.9K
1.60%
Sole
0.00
Shared
0.00
None
13.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INCORPORATESOLE | COM | 38.25K | SH | $18.6K 6.10% | 0.00 | 0.00 | 38.25K |
JPMORGAN CHASE & COMPANY.SOLE | COM | 57.09K | SH | $16.6K 5.44% | 0.00 | 0.00 | 57.09K |
APPLE INCORPORATEDSOLE | COM | 58.79K | SH | $12.1K 3.96% | 0.00 | 0.00 | 58.79K |
CAPITAL ONE FINL CORPORATIONSOLE | COM | 50.74K | SH | $10.8K 3.55% | 0.00 | 0.00 | 50.74K |
ONEOK INCORPORATED NEWSOLE | COM | 122.42K | SH | $10.0K 3.28% | 0.00 | 0.00 | 122.42K |
GOLDMAN SACHS GROUP INCORPORATSOLE | COM | 13.24K | SH | $9.4K 3.08% | 0.00 | 0.00 | 13.24K |
ALPHABET INCORPORATED CAP STKSOLE | COM | 49.44K | SH | $8.8K 2.88% | 0.00 | 0.00 | 49.44K |
CISCO SYSTEMS INCORPORATEDSOLE | COM | 124.66K | SH | $8.6K 2.84% | 0.00 | 0.00 | 124.66K |
AMERICAN ELEC PWR COMPANY INCOSOLE | COM | 80.01K | SH | $8.3K 2.73% | 0.00 | 0.00 | 80.01K |
BANK AMERICA CORPORATIONSOLE | COM | 173.29K | SH | $8.2K 2.69% | 0.00 | 0.00 | 173.29K |
AFLAC INCORPORATEDSOLE | COM | 77.11K | SH | $8.1K 2.67% | 0.00 | 0.00 | 77.11K |
MICROSOFT CORPORATIONSOLE | COM | 15.97K | SH | $7.9K 2.61% | 0.00 | 0.00 | 15.97K |
CHEVRON CORPORATION NEWSOLE | COM | 52.61K | SH | $7.5K 2.47% | 0.00 | 0.00 | 52.61K |
NORTHROP GRUMMAN CORPORATIONSOLE | COM | 14.64K | SH | $7.3K 2.40% | 0.00 | 0.00 | 14.64K |
BANK NEW YORK MELLON CORPORATISOLE | COM | 79.76K | SH | $7.3K 2.39% | 0.00 | 0.00 | 79.76K |
COCA COLA COMPANYSOLE | COM | 101.70K | SH | $7.2K 2.36% | 0.00 | 0.00 | 101.70K |
UNION PAC CORPORATIONSOLE | COM | 27.17K | SH | $6.3K 2.05% | 0.00 | 0.00 | 27.17K |
DAVITA INCORPORATEDSOLE | COM | 41.70K | SH | $5.9K 1.95% | 0.00 | 0.00 | 41.70K |
PHILLIPS 66SOLE | COM | 45.63K | SH | $5.4K 1.79% | 0.00 | 0.00 | 45.63K |
QUALCOMM INCORPORATEDSOLE | COM | 33.16K | SH | $5.3K 1.74% | 0.00 | 0.00 | 33.16K |
GENUINE PARTS COMPANYSOLE | COM | 43.53K | SH | $5.3K 1.73% | 0.00 | 0.00 | 43.53K |
JOHNSON & JOHNSONSOLE | COM | 34.02K | SH | $5.2K 1.71% | 0.00 | 0.00 | 34.02K |
HP INCORPORATEDSOLE | COM | 205.58K | SH | $5.0K 1.65% | 0.00 | 0.00 | 205.58K |
UNITEDHEALTH GROUP INCORPORATESOLE | COM | 15.91K | SH | $5.0K 1.63% | 0.00 | 0.00 | 15.91K |
HOME DEPOT INCORPORATEDSOLE | COM | 13.30K | SH | $4.9K 1.60% | 0.00 | 0.00 | 13.30K |
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