Portfolio (Quarterly)
Guide ↗
Stolper Co
· CIK 0001808195| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | NORTHROP GRUMMAN CORPORATION | — | 14,709 | $10.0M | 2.85% | SOLD |
| 2 | ADM | AT&T INCORPORATED | Consumer Defensive | 130,864 | $3.8M | 1.08% | SOLD |
| 3 | XOM | EVERGY INCORPORATED | Energy | 36,010 | $3.0M | 0.84% | SOLD |
| 4 | TTE | US BANCORP COM NEW | Energy | 49,684 | $2.6M | 0.73% | SOLD |
| 5 | QCOM | PPL CORPORATION | Technology | 58,680 | $2.2M | 0.64% | SOLD |
| 6 | V | VISA INCORPORATED COM CLASS A | Financial Services | 2,799 | $846K | 0.24% | SOLD |
| 7 | XYL | XYLEM INCORPORATED | Industrials | 3,189 | $381K | 0.11% | SOLD |
| 8 | VRSK | VERISK ANALYTICS INCORPORATED | Industrials | 1,766 | $335K | 0.10% | SOLD |
| 9 | XLE | SCHWAB U.S. LARGE-CAP GROWTH E | — | 9,170 | $267K | 0.08% | SOLD |
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%