Stolper Co

CIK 0001808195 • 7 13F filings • Apr 8, 2025 – Jul 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $305K87 positionsView on SEC.gov

			% of Portfolio
3M COMPANY	COM	$2K	0.8%	16,711 SH
ABBVIE INCORPORATED	COM	$3K	1.0%	14,310 SH
ABRDN TOTAL DYNAMIC DIVIDEND C	COM	$796	0.3%	94,896 SH
ADAMS DIVERSIFIED EQUITY FD	COM	$2K	0.6%	96,094 SH
ADVENT CONV & INCOME FD	COM	$641	0.2%	55,592 SH
AFLAC INCORPORATED	COM	$9K	2.8%	78,051 SH
ALIBABA GROUP HLDG LIMITED SPO	COM	$3K	0.8%	19,485 SH
ALPHABET INCORPORATED CAP STK	COM	$8K	2.5%	49,725 SH
ALTRIA GROUP INCORPORATED	COM	$2K	0.8%	39,383 SH
APPLE INCORPORATED	COM	$13K	4.3%	59,666 SH
ARCHER DANIELS MIDLAND COMPANY	COM	$2K	0.5%	33,691 SH
AT&T INCORPORATED	COM	$4K	1.2%	126,517 SH
BANK AMERICA CORPORATION	COM	$7K	2.4%	175,262 SH
BANK NEW YORK MELLON CORPORATI	COM	$7K	2.2%	81,088 SH
BERKSHIRE HATHAWAY INCORPORATE	COM	$21K	6.8%	39,055 SH
BLACKROCK CR ALLOCATION INCOME	COM	$810	0.3%	75,549 SH
BLACKROCK ENHANCED EQUITY DIVI	COM	$532	0.2%	61,895 SH
BLACKROCK ENHANCED GLOBAL DIVI	COM	$661	0.2%	60,950 SH
BLACKROCK RES & COMMODITIES ST	COM	$619	0.2%	66,372 SH
BLACKROCK SCIENCE & TECHNOLOGY	COM	$579	0.2%	17,551 SH
BLACKSTONE STRATEGIC CRED 2027	COM	$686	0.2%	56,774 SH
CBRE GBL REAL ESTATE INCORPORA	COM	$505	0.2%	97,791 SH
CHEVRON CORPORATION NEW	COM	$9K	2.9%	52,340 SH
CISCO SYSTEMS INCORPORATED	COM	$8K	2.6%	126,261 SH
COCA COLA COMPANY	COM	$7K	2.4%	102,587 SH
CVS HEALTH CORPORATION	COM	$2K	0.6%	24,798 SH
D R HORTON INCORPORATED	COM	$5K	1.5%	36,621 SH
DAVITA INCORPORATED	COM	$6K	2.1%	42,380 SH
DEVON ENERGY CORPORATION NEW	COM	$5K	1.7%	134,671 SH
DIGITAL RLTY TR INCORPORATED R	COM	$2K	0.6%	12,709 SH
DISCOVER FINL SVCS	COM	$9K	2.8%	50,756 SH
EVERGY INCORPORATED	COM	$2K	0.8%	34,630 SH
EXXON MOBIL CORPORATION	COM	$3K	0.9%	24,034 SH
GABELLI DIVID & INCOME TR	COM	$986	0.3%	40,873 SH
GENERAL AMERN INVS COMPANY INC	COM	$296	0.1%	5,879 SH
GENUINE PARTS COMPANY	COM	$5K	1.7%	44,212 SH
GOLDMAN SACHS GROUP INCORPORAT	COM	$7K	2.4%	13,394 SH
HOME DEPOT INCORPORATED	COM	$5K	1.6%	13,450 SH
HP INCORPORATED	COM	$6K	1.9%	206,152 SH
INTERNATIONAL BUSINESS MACHINE	COM	$4K	1.4%	16,878 SH
INVESCO HIGH YIELD EQUITY DIVI	COM	$620	0.2%	28,859 SH
ISHARES TR 1 3 YR TREAS BD	COM	$672	0.2%	8,118 SH
ISHARES TR CORE MSCI EAFE	COM	$351	0.1%	4,636 SH
ISHARES TR INTL SEL DIV ETF	COM	$1K	0.4%	36,653 SH
ISHARES TR PFD AND INCM SEC	COM	$476	0.2%	15,502 SH
JOHNSON & JOHNSON	COM	$6K	1.9%	34,215 SH
JPMORGAN CHASE & COMPANY.	COM	$14K	4.7%	57,813 SH
MCDONALDS CORPORATION	COM	$2K	0.7%	7,032 SH
MERCK & COMPANY INCORPORATED	COM	$2K	0.8%	26,363 SH
METLIFE INCORPORATED	COM	$2K	0.7%	27,674 SH
MICROSOFT CORPORATION	COM	$6K	2.0%	16,166 SH
MORGAN STANLEY COM NEW	COM	$3K	0.9%	24,608 SH
NEWMONT CORPORATION	COM	$2K	0.6%	38,815 SH
NORTHROP GRUMMAN CORPORATION	COM	$8K	2.5%	14,796 SH
NUVEEN CR STRATEGIES INCOME FD	COM	$1K	0.4%	215,603 SH
NUVEEN DOW 30 DYNMC OVERWRT FD	COM	$477	0.2%	32,936 SH
NUVEEN PREFERRED & INCOME OPPO	COM	$531	0.2%	66,647 SH
ONEOK INCORPORATED NEW	COM	$12K	4.1%	124,649 SH
ORACLE CORPORATION	COM	$8K	2.7%	57,817 SH
PFIZER INCORPORATED	COM	$1K	0.4%	51,589 SH
PGIM GLOBAL HIGH YIELD FD FORM	COM	$545	0.2%	40,606 SH
PGIM HIGH YIELD BOND FUND INCO	COM	$531	0.2%	37,239 SH
PHILIP MORRIS INTERNATIONAL IN	COM	$3K	0.9%	16,797 SH
PHILLIPS 66	COM	$6K	1.9%	46,147 SH
PPL CORPORATION	COM	$2K	0.6%	54,138 SH
PROCTER AND GAMBLE COMPANY	COM	$2K	0.7%	12,332 SH
PROLOGIS INCORPORATED. REIT	COM	$2K	0.6%	15,423 SH
QUALCOMM INCORPORATED	COM	$5K	1.7%	33,571 SH
ROYCE SMALL CAP TRUST INCORPOR	COM	$695	0.2%	48,832 SH
SCHWAB U.S. LARGE-CAP GROWTH E	COM	$241	0.1%	9,606 SH
SHELL PLC SPON ADS	COM	$2K	0.7%	28,980 SH
SOUTHERN COMPANY	COM	$2K	0.7%	24,636 SH
SPDR ENERGY SELECT SECTOR FUND	COM	$862	0.3%	9,228 SH
SPDR INDUSTRIAL SELECT SECTOR	COM	$222	0.1%	1,697 SH
SPDR UTILITIES SELECT SECTOR F	COM	$707	0.2%	8,972 SH
SRH TOTAL RETURN FUND INCORPOR	COM	$309	0.1%	17,912 SH
STAG INDL INCORPORATED REIT	COM	$2K	0.6%	52,443 SH
TARGET CORPORATION	COM	$1K	0.5%	13,390 SH
TOTALENERGIES SE SPONSORED ADS	COM	$2K	0.6%	28,700 SH
TRI CONTL CORPORATION	COM	$2K	0.6%	55,368 SH
UNION PAC CORPORATION	COM	$6K	2.1%	27,351 SH
UNITED PARCEL SERVICE INCORPOR	COM	$4K	1.3%	35,672 SH
UNITEDHEALTH GROUP INCORPORATE	COM	$8K	2.8%	16,096 SH
US BANCORP DEL	COM	$2K	0.7%	48,038 SH
VANGUARD INDEX FUNDS S&P 500 E	COM	$247	0.1%	480 SH
VERIZON COMMUNICATIONS INCORPO	COM	$2K	0.7%	49,518 SH
VIRTUS EQUITY & CONV INCM FD	COM	$680	0.2%	30,731 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001808195-26-000006	—	View
Jan 12, 2026	Q4 2025	13F-HR	0001808195-26-000001	$339K	View
Oct 10, 2025	Q3 2025