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Portfolio (Quarterly) Guide ↗

Stolper Co

· CIK 0001808195
13F Portfolio $387M AUM 91 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 47 Added 33 Reduced 9 Exited
Page 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INCORPORATED Technology 58,187.0 $16.8M 4.35% +656.0 +1.1% $289.36 +8.9%
2 BK BANK OF NY MELLON CORPORATION Financial Services 80,034.0 $11.6M 2.99% +42K +111.2% $144.61 -1.9%
3 AEP AMERICAN ELEC PWR COMPANY INCO Utilities 83,895.0 $11.5M 2.96% +3K +3.4% $136.81 -7.9%
4 CSCO CISCO SYSTEMS INCORPORATED Technology 93,845.0 $11.0M 2.85% +92K +5657.4% $117.46 -6.8%
5 COF CAPITAL ONE FINL CORPORATION Financial Services 50,972.0 $10.2M 2.64% +2K +3.9% $200.62 +7.1%
6 BAC BANK OF AMER CORPORATION Financial Services 176,763.0 $10.1M 2.60% +97K +122.3% $56.98 +9.5%
7 ALSN ALLISON TRANSMISSION HLDGS INC Consumer Cyclical 85,388.0 $9.6M 2.49% +3K +3.8% $112.74 +13.4%
8 CVX CHEVRON CORPORATION Energy 56,778.0 $9.4M 2.43% +2K +3.9% $165.77 +24.7%
9 AFL AFLAC INCORPORATED Financial Services 79,106.0 $9.3M 2.40% +1K +1.8% $117.25 -0.3%
10 JNJ JOHNSON & JOHNSON Healthcare 35,608.0 $9.0M 2.33% +1K +4.0% $253.96 +6.0%
11 PSX PHILLIPS 66 Energy 48,609.0 $8.2M 2.12% +5K +11.2% $169.04 +43.3%
12 UNP UNION PAC CORPORATION Industrials 30,202.0 $8.2M 2.12% +15K +101.7% $272.00 +12.7%
13 NOC NORTHROP GRUMMAN CORPORATION Industrials 15,908.0 $8.1M 2.09% +15K +1082.8% $509.30 +11.2%
14 DHI D R HORTON INCORPORATED Consumer Cyclical 41,568.0 $6.8M 1.75% +15K +54.8% $162.89 -8.6%
15 DVN DEVON ENERGY CORPORATION NEW Energy 161,439.0 $6.7M 1.72% +118K +274.4% $41.32 +19.1%
16 GPC GENUINE PARTS COMPANY Consumer Cyclical 49,179.0 $5.8M 1.50% +43K +671.2% $117.98 +12.1%
17 MS MORGAN STANLEY COM NEW Financial Services 23,635.0 $4.9M 1.28% +6K +35.5% $209.05 -0.0%
18 IBM INTERNATIONAL BUSINESS MACHINE Technology 16,248.0 $4.6M 1.18% +4K +28.9% $281.20 -16.5%
19 UPS UNITED PARCEL SVCS INCORPORATE Industrials 39,135.0 $4.2M 1.09% +27K +221.3% $107.50 -4.5%
20 MRK MERCK & COMPANY INCORPORATED Healthcare 31,675.0 $4.1M 1.05% +24K +319.7% $128.49 +17.3%
Page 1 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.1%
Energy 13.2%
Technology 12.0%
Healthcare 10.4%
Consumer Cyclical 9.1%
Industrials 7.4%
Communication Services 5.9%
Utilities 5.5%
Consumer Defensive 5.3%
Real Estate 2.0%