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: $304K89 positionsView on SEC.gov

			% of Portfolio
3M COMPANY	COM	$3K	0.8%	16,667 SH	New
ABBVIE INCORPORATED	COM	$3K	0.9%Prev: 0.9%	14,264 SH	Decreased-342 SH
ABRDN TOTAL DYNAMIC DIVIDEND C	COM	$873	0.3%Prev: 0.3%	98,507 SH	Decreased-2,461 SH
ADAMS DIVERSIFIED EQUITY FD	COM	$2K	0.7%Prev: 0.6%	98,831 SH	Decreased-4,844 SH
ADVENT CONV & INCOME FD	COM	$739	0.2%Prev: 0.2%	60,997 SH	Increased-2,029 SH
AFLAC INCORPORATED	COM	$8K	2.7%Prev: 2.4%	77,114 SH	Decreased-576 SH
ALIBABA GROUP HLDG LIMITED SPO	COM	$2K	0.7%Prev: 0.7%	19,504 SH	Decreased-595 SH
ALPHABET INCORPORATED CAP STK	COM	$9K	2.9%Prev: 4.0%	49,442 SH	Decreased+810 SH
ALTRIA GROUP INCORPORATED	COM	$2K	0.8%Prev: 0.8%	39,410 SH	Decreased-1,924 SH
AMERICAN ELEC PWR COMPANY INCO	COM	$8K	2.7%Prev: 3.0%	80,006 SH	Decreased-1,168 SH
APPLE INCORPORATED	COM	$12K	4.0%Prev: 4.1%	58,794 SH	Decreased+1,263 SH
ARCHER DANIELS MIDLAND COMPANY	COM	$2K	0.6%	34,443 SH	New
AT&T INCORPORATED	COM	$4K	1.2%Prev: 1.1%	125,616 SH	Decreased-5,248 SH
BANK AMERICA CORPORATION	COM	$8K	2.7%Prev: 2.4%	173,290 SH	Decreased-111 SH
BANK NEW YORK MELLON CORPORATI	COM	$7K	2.4%Prev: 2.7%	79,758 SH	Decreased+250 SH
BERKSHIRE HATHAWAY INCORPORATE	COM	$19K	6.1%Prev: 5.2%	38,252 SH	Increased+352 SH
BLACKROCK CR ALLOCATION INCOME	COM	$879	0.3%	80,493 SH	New
BLACKROCK ENHANCED EQUITY DIVI	COM	$566	0.2%Prev: 0.2%	63,671 SH	Decreased-2,101 SH
BLACKROCK ENHANCED GLOBAL DIVI	COM	$715	0.2%	63,010 SH	New
BLACKROCK RES & COMMODITIES ST	COM	$655	0.2%Prev: 0.2%	69,269 SH	Decreased-1,688 SH
BLACKROCK SCIENCE & TECHNOLOGY	COM	$702	0.2%Prev: 0.2%	18,390 SH	Increased-396 SH
BLACKSTONE STRATEGIC CRED 2027	COM	$719	0.2%Prev: 0.2%	59,317 SH	Increased-2,211 SH
CAPITAL ONE FINL CORPORATION	COM	$11K	3.5%Prev: 2.5%	50,741 SH	Increased+1,676 SH
CBRE GBL REAL ESTATE INCORPORA	COM	$560	0.2%	105,933 SH	New
CENTRAL SECS CORPORATION	COM	$208	0.1%Prev: 0.1%	4,341 SH	Decreased-136 SH
CHEVRON CORPORATION NEW	COM	$8K	2.5%	52,614 SH	New
CISCO SYSTEMS INCORPORATED	COM	$9K	2.8%Prev: 2.8%	124,659 SH	Decreased-500 SH
COCA COLA COMPANY	COM	$7K	2.4%Prev: 2.3%	101,701 SH	Decreased-3,870 SH
CVS HEALTH CORPORATION	COM	$2K	0.6%Prev: 0.5%	24,822 SH	Decreased-2,040 SH
D R HORTON INCORPORATED	COM	$5K	1.5%Prev: 1.4%	36,303 SH	Decreased-863 SH
DAVITA INCORPORATED	COM	$6K	2.0%Prev: 1.9%	41,700 SH	Decreased-1,417 SH
DEVON ENERGY CORPORATION NEW	COM	$4K	1.2%Prev: 1.6%	111,450 SH	Decreased+543 SH
DIGITAL RLTY TR INCORPORATED R	COM	$2K	0.7%Prev: 0.7%	12,730 SH	Decreased-921 SH
EVERGY INCORPORATED	COM	$2K	0.8%Prev: 0.8%	34,571 SH	Decreased-1,439 SH
EXXON MOBIL CORPORATION	COM	$3K	0.9%Prev: 1.2%	24,363 SH	Decreased-912 SH
GABELLI DIVID & INCOME TR	COM	$1K	0.4%Prev: 0.3%	41,561 SH	Decreased-600 SH
GENERAL AMERN INVS COMPANY INC	COM	$327	0.1%Prev: 0.1%	5,843 SH	Decreased-534 SH
GENUINE PARTS COMPANY	COM	$5K	1.7%Prev: 1.3%	43,531 SH	Increased-698 SH
GOLDMAN SACHS GROUP INCORPORAT	COM	$9K	3.1%Prev: 3.0%	13,244 SH	Decreased+644 SH
HOME DEPOT INCORPORATED	COM	$5K	1.6%Prev: 1.3%	13,301 SH	Increased-460 SH
HP INCORPORATED	COM	$5K	1.7%	205,576 SH	New
INTERNATIONAL BUSINESS MACHINE	COM	$5K	1.6%Prev: 1.1%	16,007 SH	Increased+17 SH
INVESCO HIGH YIELD EQUITY DIVI	COM	$608	0.2%	29,786 SH	New
ISHARES TR 1 3 YR TREAS BD	COM	$684	0.2%	8,250 SH	New
ISHARES TR CORE MSCI EAFE	COM	$432	0.1%Prev: 0.1%	5,177 SH	Increased+597 SH
ISHARES TR INTL SEL DIV ETF	COM	$1K	0.4%	36,691 SH	New
ISHARES TR PFD AND INCM SEC	COM	$509	0.2%	16,606 SH	New
JOHNSON & JOHNSON	COM	$5K	1.7%Prev: 2.4%	34,016 SH	Decreased-231 SH
JPMORGAN CHASE & COMPANY.	COM	$17K	5.4%	57,092 SH	New
MCDONALDS CORPORATION	COM	$2K	0.7%Prev: 0.7%	7,016 SH	Decreased-531 SH
MERCK & COMPANY INCORPORATED	COM	$2K	0.7%Prev: 1.1%	28,472 SH	Decreased-2,533 SH
METLIFE INCORPORATED	COM	$2K	0.7%Prev: 0.6%	27,698 SH	Increased-2,175 SH
MICROSOFT CORPORATION	COM	$8K	2.6%Prev: 1.8%	15,972 SH	Increased-1,470 SH
MORGAN STANLEY COM NEW	COM	$3K	1.1%Prev: 1.2%	24,780 SH	Decreased-128 SH
NEWMONT CORPORATION	COM	$2K	0.7%	38,752 SH	New
NORTHROP GRUMMAN CORPORATION	COM	$7K	2.4%Prev: 2.8%	14,640 SH	Decreased-69 SH
NUVEEN CR STRATEGIES INCOME FD	COM	$1K	0.4%Prev: 0.3%	238,694 SH	Increased-9,513 SH
NUVEEN DOW 30 DYNMC OVERWRT FD	COM	$509	0.2%	35,524 SH	New
NUVEEN PREFERRED & INCOME OPPO	COM	$555	0.2%	69,231 SH	New
NVIDIA CORPORATION	COM	$340	0.1%	2,150 SH	New
ONEOK INCORPORATED NEW	COM	$10K	3.3%Prev: 3.3%	122,417 SH	Decreased-5,321 SH
PFIZER INCORPORATED	COM	$1K	0.4%Prev: 0.5%	55,477 SH	Decreased-7,318 SH
PGIM GLOBAL HIGH YIELD FD FORM	COM	$562	0.2%Prev: 0.1%	41,892 SH	Increased-1,809 SH
PGIM HIGH YIELD BOND FUND INCO	COM	$553	0.2%Prev: 0.2%	39,041 SH	Increased-1,316 SH
PHILIP MORRIS INTERNATIONAL IN	COM	$3K	1.0%Prev: 0.8%	16,736 SH	Increased-419 SH
PHILLIPS 66	COM	$5K	1.8%Prev: 2.4%	45,635 SH	Decreased-1,128 SH
PPL CORPORATION	COM	$2K	0.6%Prev: 0.6%	54,189 SH	Decreased-4,491 SH
PROCTER AND GAMBLE COMPANY	COM	$2K	0.6%	12,319 SH	New
PROLOGIS INCORPORATED. REIT	COM	$2K	0.6%Prev: 0.6%	16,016 SH	Decreased-983 SH
QUALCOMM INCORPORATED	COM	$5K	1.7%Prev: 1.2%	33,165 SH	Increased-1,004 SH
ROYCE SMALL CAP TRUST INCORPOR	COM	$760	0.2%Prev: 0.3%	50,531 SH	Decreased-3,968 SH
SCHWAB U.S. LARGE-CAP GROWTH E	COM	$279	0.1%Prev: 0.1%	9,545 SH	Increased+375 SH
SHELL PLC SPON ADS	COM	$2K	0.7%Prev: 0.8%	28,966 SH	Decreased-2,749 SH
SOUTHERN COMPANY	COM	$2K	0.7%Prev: 0.7%	24,471 SH	Decreased-1,764 SH
SPDR ENERGY SELECT SECTOR FUND	COM	$808	0.3%	9,531 SH	New
SPDR INDUSTRIAL SELECT SECTOR	COM	$250	0.1%	1,697 SH	New
SPDR UTILITIES SELECT SECTOR F	COM	$746	0.2%	9,137 SH	New
SRH TOTAL RETURN FUND INCORPOR	COM	$317	0.1%Prev: 0.1%	17,912 SH	Increased+316 SH
STAG INDL INCORPORATED REIT	COM	$2K	0.6%	52,603 SH	New
TARGET CORPORATION	COM	$1K	0.5%Prev: 0.5%	14,651 SH	Decreased-321 SH
TOTALENERGIES SE SPONSORED ADS	COM	$2K	0.6%	28,744 SH	New
TRI CONTL CORPORATION	COM	$2K	0.6%Prev: 0.6%	58,389 SH	Decreased-4,035 SH
UNION PAC CORPORATION	COM	$6K	2.1%Prev: 1.9%	27,173 SH	Decreased-681 SH
UNITED PARCEL SERVICE INCORPOR	COM	$3K	1.0%	30,133 SH	New
UNITEDHEALTH GROUP INCORPORATE	COM	$5K	1.6%Prev: 1.3%	15,915 SH	Increased-593 SH
US BANCORP DEL	COM	$2K	0.7%	48,055 SH	New
VANGUARD INDEX FUNDS S&P 500 E	COM	$270	0.1%Prev: 0.1%	476 SH	Decreased+7 SH
VERIZON COMMUNICATIONS INCORPO	COM	$2K	0.7%Prev: 0.8%	49,695 SH	Decreased-5,568 SH
VIRTUS EQUITY & CONV INCM FD	COM	$763	0.3%Prev: 0.2%	31,905 SH	Decreased-1,268 SH

Sold (vs prior filing)

ABRDN HEALTHCARE OPPORTUNITIES — $643
ALLISON TRANSMISSION HLDGS INC — $10K
BLACKROCK CR ALLOCATION — $845
BLACKROCK ENHANCED GLOBAL — $709
CANADIAN NATL RY COMPANY — $3K
CHEVRON CORPORATION — $11K
CHUBB LIMITED SWITZ — $531
EATON VANCE TAX-MANAGED BUY- — $142
FLAHERTY & CRUMRIN PREFERRED & — $524
GENTEX CORPORATION — $427
JPMORGAN CHASE & COMPANY — $16K
LOCKHEED MARTIN CORPORATION — $3K
MASTERCARD INCORPORATED CLASS — $547
MOODYS CORPORATION — $587
NOVO-NORDISK A S — $290
NUVEEN S&P 500 DYNAMIC OVERWRI — $531
NYLI CBRE GBL INFR MEGTRNDS TR — $976
PIMCO DYNAMIC INCOME STRATEGY — $548
PROCTER & GAMBLE COMPANY — $2K
STAG INDUSTRIAL INCORPORATED R — $2K
… and 11 more

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