Latest Stolper Co Stock Portfolio
Stolper Co Performance:
2026 Q1: 7.96%YTD: 7.96%2025: 9.41%
Performance for 2026 Q1 is 7.96%, and YTD is 7.96%, and 2025 is 9.41%.
About Stolper Co and 13F Hedge Fund Stock Holdings
Stolper Co is a hedge fund based in Tulsa, OK. On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Stolper Co reported an equity portfolio of $352.5 Millions as of 31 Mar, 2026.
The top stock holdings of Stolper Co are BK, JPM, AAPL. The fund has invested 5.2% of it's portfolio in BERKSHIRE HATHAWAY INCORPORATE and 4.6% of portfolio in JPMORGAN CHASE & COMPANY.
They significantly reduced their stock positions in CHUBB LIMITED SWITZ (CSCO), MOODYS CORPORATION (NOC) and MORGAN STANLEY COM NEW. Stolper Co opened new stock positions in TOTALENERGIES SE ACT, VISA INCORPORATED COM CLASS A (V) and XYLEM INCORPORATED (XYL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FUNDS S&P 500 E (VB), SRH TOTAL RETURN FUND INCORPOR and DEVON ENERGY CORPORATION NEW (DLR).
The top stock holdings of Stolper Co are BK, JPM, AAPL. The fund has invested 5.2% of it's portfolio in BERKSHIRE HATHAWAY INCORPORATE and 4.6% of portfolio in JPMORGAN CHASE & COMPANY.
They significantly reduced their stock positions in CHUBB LIMITED SWITZ (CSCO), MOODYS CORPORATION (NOC) and MORGAN STANLEY COM NEW. Stolper Co opened new stock positions in TOTALENERGIES SE ACT, VISA INCORPORATED COM CLASS A (V) and XYLEM INCORPORATED (XYL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FUNDS S&P 500 E (VB), SRH TOTAL RETURN FUND INCORPOR and DEVON ENERGY CORPORATION NEW (DLR).
Stolper Co Annual Return Estimates Vs S&P 500
Our best estimate is that Stolper Co made a return of 7.96% in the last quarter. In trailing 12 months, it's portfolio return was 15.58%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| totalenergies se act | 2,834,000 |
| visa incorporated com class a | 846,000 |
| xylem incorporated | 381,000 |
| verisk analytics incorporated | 335,000 |
New stocks bought by Stolper Co
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index funds s&p 500 e | 6,528 |
| srh total return fund incorpor | 953 |
| devon energy corporation new | 725 |
| gabelli divid & income tr | 561 |
| coca cola company | 293 |
| tri contl corporation | 282 |
| pfizer incorporated | 269 |
| at&t incorporated | 255 |
Additions to existing portfolio by Stolper Co
Reductions
| Ticker | % Reduced |
|---|---|
| chubb limited switz | -98.7 |
| moodys corporation | -90.9 |
| morgan stanley com new | -89.78 |
| novo-nordisk a s | -87.95 |
| ishares tr core msci eafe | -87.38 |
| state street industrial select | -86.19 |
| general amern invs company inc | -85.58 |
| mastercard incorporated class | -85.27 |
Stolper Co reduced stake in above stock
Sold off
Sector Distribution
Stolper Co has about 24% of it's holdings in Others sector.
- Others
- Financial Services
- Technology
- Healthcare
- Communication Services
- Consumer Defensive
- Energy
- Consumer Cyclical
- Utilities
- Industrials
- Real Estate
| Sector | % |
|---|---|
| Others | 24 |
| Financial Services | 22.5 |
| Technology | 8.6 |
| Healthcare | 8.4 |
| Communication Services | 8.4 |
| Consumer Defensive | 7.9 |
| Energy | 6.4 |
| Consumer Cyclical | 4.9 |
| Utilities | 4.1 |
| Industrials | 2.5 |
| Real Estate | 2.3 |
Market Cap. Distribution
Stolper Co has about 71.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| MEGA-CAP | 41.6 |
| LARGE-CAP | 29.7 |
| UNALLOCATED | 24 |
| MID-CAP | 4.8 |
Stocks belong to which Index?
About 72.7% of the stocks held by Stolper Co either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 72.7 |
| Others | 27.3 |
Stolper Co Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Stolper Co
Stolper Co has 93 stocks in it's portfolio. About 36% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. was the most profitable stock for Stolper Co last quarter.
Last Reported on: 13 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple incorporated | 4.14 | 57,531 | 14,601,000 | reduced | -0.3 | ||
| AAXJ | ishares tr core msci eafe | 0.12 | 4,580 | 415,000 | reduced | -87.38 | ||
| ABBV | abbvie incorporated | 0.90 | 14,606 | 3,177,000 | reduced | -0.67 | ||
| ADM | at&t incorporated | 1.08 | 130,864 | 3,794,000 | added | 255 | ||
| AEP | american elec pwr company inco | 3.02 | 81,174 | 10,640,000 | added | 0.4 | ||
| AFL | aflac incorporated | 2.42 | 77,690 | 8,523,000 | added | 0.37 | ||
| ALSN | allison transmission hldgs inc | 2.73 | 82,270 | 9,631,000 | added | 12.27 | ||
| BABA | alibaba group hldg limited spo | 0.72 | 20,099 | 2,522,000 | added | 0.14 | ||
| BAC | bank new york mellon corporati | 2.68 | 79,508 | 9,432,000 | reduced | -54.14 | ||
| BK | berkshire hathaway incorporate | 5.15 | 37,900 | 18,162,000 | reduced | -52.39 | ||
| COF | capital one finl corporation | 2.54 | 49,065 | 8,951,000 | reduced | -2.84 | ||
| CSCO | chubb limited switz | 0.15 | 1,630 | 531,000 | reduced | -98.7 | ||
| CSD | home depot incorporated | 1.28 | 13,761 | 4,526,000 | reduced | -54.53 | ||
| CVS | coca cola company | 2.28 | 105,571 | 8,029,000 | added | 293 | ||
| CVX | chevron corporation | 3.21 | 54,671 | 11,311,000 | added | 0.54 | ||
| DHI | cvs health corporation | 0.55 | 26,862 | 1,929,000 | reduced | -27.00 | ||
| DLR | devon energy corporation new | 1.58 | 110,907 | 5,581,000 | added | 725 | ||
| DVA | d r horton incorporated | 1.45 | 37,166 | 5,100,000 | reduced | -12.55 | ||
| DVN | davita incorporated | 1.88 | 43,117 | 6,627,000 | reduced | -60.3 | ||
| EVRG | eaton vance tax-managed buy- | 0.04 | 10,394 | 142,000 | reduced | -70.98 | ||