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: $330K89 positionsView on SEC.gov

			% of Portfolio
ABBVIE INCORPORATED	COM	$3K	1.0%Prev: 1.0%	14,713 SH	Decreased-306 SH
ABRDN HEALTHCARE OPPORTUNITIES	COM	$643	0.2%Prev: 0.2%	37,193 SH	Decreased-2,419 SH
ABRDN TOTAL DYNAMIC DIVIDEND C	COM	$936	0.3%Prev: 0.3%	98,990 SH	Decreased-5,196 SH
ADAMS DIVERSIFIED EQUITY FD	COM	$2K	0.7%Prev: 0.7%	100,140 SH	Decreased-7,447 SH
ADVENT CONV & INCOME FD	COM	$781	0.2%Prev: 0.2%	61,086 SH	Decreased-4,659 SH
AFLAC INCORPORATED	COM	$9K	2.6%Prev: 2.4%	76,864 SH	Decreased-2,242 SH
ALIBABA GROUP HLDG LIMITED SPO	COM	$3K	1.1%Prev: 0.6%	19,512 SH	Increased-5,401 SH
ALLISON TRANSMISSION HLDGS INC	COM	$6K	1.9%Prev: 2.5%	75,606 SH	Decreased-9,782 SH
ALPHABET INCORPORATED CAP STK	COM	$12K	3.6%Prev: 4.1%	48,960 SH	Decreased+4,127 SH
ALTRIA GROUP INCORPORATED	COM	$3K	0.8%Prev: 0.8%	40,073 SH	Decreased-1,893 SH
AMERICAN ELEC PWR COMPANY INCO	COM	$9K	2.7%Prev: 3.0%	79,952 SH	Decreased-3,943 SH
APPLE INCORPORATED	COM	$15K	4.5%Prev: 4.3%	58,528 SH	Decreased+341 SH
ARCHER DANIELS MIDLAND COMPANY	COM	$2K	0.7%	36,229 SH	New
AT&T INCORPORATED	COM	$4K	1.1%Prev: 0.7%	126,614 SH	Increased-6,732 SH
BANK AMERICA CORPORATION	COM	$9K	2.7%	172,784 SH	New
BANK NEW YORK MELLON CORPORATI	COM	$9K	2.6%	79,307 SH	New
BERKSHIRE HATHAWAY INCORPORATE	COM	$19K	5.7%Prev: 5.1%	37,719 SH	Decreased-2,124 SH
BLACKROCK CR ALLOCATION INCOME	COM	$887	0.3%	80,296 SH	New
BLACKROCK ENHANCED EQUITY DIVI	COM	$581	0.2%Prev: 0.2%	63,734 SH	Decreased-4,769 SH
BLACKROCK ENHANCED GLOBAL DIVI	COM	$729	0.2%	63,046 SH	New
BLACKROCK RES & COMMODITIES ST	COM	$705	0.2%Prev: 0.2%	69,351 SH	Decreased-3,538 SH
BLACKROCK SCIENCE & TECHNOLOGY	COM	$761	0.2%Prev: 0.3%	18,401 SH	Decreased-977 SH
BLACKSTONE STRATEGIC CRED 2027	COM	$720	0.2%Prev: 0.2%	59,133 SH	Decreased-5,380 SH
CAPITAL ONE FINL CORPORATION	COM	$11K	3.3%Prev: 2.6%	50,476 SH	Increased-496 SH
CENTRAL SECS CORPORATION	COM	$220	0.1%Prev: 0.1%	4,291 SH	Decreased-186 SH
CHEVRON CORPORATION NEW	COM	$8K	2.5%	53,135 SH	New
CISCO SYSTEMS INCORPORATED	COM	$9K	2.6%Prev: 2.8%	124,446 SH	Decreased+30,601 SH
COCA COLA COMPANY	COM	$7K	2.1%Prev: 2.3%	103,030 SH	Decreased-5,554 SH
CVS HEALTH CORPORATION	COM	$2K	0.6%Prev: 0.7%	25,883 SH	Decreased-1,721 SH
D R HORTON INCORPORATED	COM	$6K	1.9%Prev: 1.7%	36,229 SH	Decreased-5,339 SH
DAVITA INCORPORATED	COM	$6K	1.7%Prev: 2.0%	41,638 SH	Decreased+6,818 SH
DEVON ENERGY CORPORATION NEW	COM	$4K	1.2%Prev: 1.7%	111,240 SH	Decreased-50,199 SH
DIGITAL RLTY TR INCORPORATED R	COM	$2K	0.7%Prev: 0.6%	12,971 SH	Decreased-1,038 SH
EATON VANCE TAX-MANAGED BUY- W	COM	$150	0.0%	10,552 SH	New
EVERGY INCORPORATED	COM	$3K	0.8%Prev: 0.8%	35,185 SH	Decreased-1,305 SH
EXXON MOBIL CORPORATION	COM	$3K	0.9%	24,891 SH	New
FLAHERTY & CRUMRINE PREFERRED	COM	$546	0.2%	32,320 SH	New
GABELLI DIVID & INCOME TR	COM	$1K	0.3%Prev: 0.3%	41,438 SH	Decreased-1,850 SH
GENERAL AMERN INVS COMPANY INC	COM	$363	0.1%Prev: 0.1%	5,843 SH	Decreased-464 SH
GENUINE PARTS COMPANY	COM	$6K	1.8%Prev: 1.5%	43,495 SH	Increased-5,684 SH
GOLDMAN SACHS GROUP INCORPORAT	COM	$10K	3.2%Prev: 3.2%	13,148 SH	Decreased+728 SH
HOME DEPOT INCORPORATED	COM	$5K	1.6%Prev: 1.4%	13,278 SH	Decreased-2,605 SH
INTERNATIONAL BUSINESS MACHINE	COM	$5K	1.4%Prev: 1.2%	16,125 SH	Decreased-123 SH
INVESCO HIGH YIELD EQUITY DIVI	COM	$626	0.2%Prev: 0.2%	29,719 SH	Decreased-2,150 SH
ISHARES TR CORE MSCI EAFE	COM	$408	0.1%Prev: 0.1%	4,677 SH	Decreased+97 SH
ISHARES TR INTL SEL DIV ETF	COM	$1K	0.4%Prev: 0.4%	36,576 SH	Decreased-1,080 SH
JOHNSON & JOHNSON	COM	$6K	1.9%Prev: 2.3%	33,960 SH	Decreased-1,648 SH
JPMORGAN CHASE & COMPANY.	COM	$18K	5.4%	56,229 SH	New
LOCKHEED MARTIN CORPORATION	COM	$3K	0.8%Prev: 0.7%	5,407 SH	Decreased+15 SH
MCDONALDS CORPORATION	COM	$2K	0.7%Prev: 0.6%	7,203 SH	Increased-700 SH
MERCK & COMPANY INCORPORATED	COM	$3K	0.8%Prev: 1.1%	30,282 SH	Decreased-1,393 SH
METLIFE INCORPORATED	COM	$2K	0.7%Prev: 0.7%	28,374 SH	Decreased-2,795 SH
MICROSOFT CORPORATION	COM	$8K	2.5%Prev: 1.6%	15,919 SH	Increased-1,174 SH
MORGAN STANLEY COM NEW	COM	$4K	1.2%Prev: 1.3%	24,832 SH	Decreased+1,197 SH
NORTHROP GRUMMAN CORPORATION	COM	$9K	2.7%Prev: 2.1%	14,590 SH	Increased-1,318 SH
NUVEEN CR STRATEGIES INCOME FD	COM	$1K	0.4%Prev: 0.3%	238,077 SH	Decreased-22,269 SH
NUVEEN DOW 30 DYNMC OVERWRT FD	COM	$528	0.2%	35,452 SH	New
NYLI CBRE GBL INFR MEGTRNDS TR	COM	$951	0.3%Prev: 0.3%	64,764 SH	Decreased-3,792 SH
ONEOK INCORPORATED NEW	COM	$9K	2.7%Prev: 3.0%	123,700 SH	Decreased-8,582 SH
PFIZER INCORPORATED	COM	$1K	0.5%Prev: 0.4%	58,647 SH	Decreased-4,964 SH
PGIM GLOBAL HIGH YIELD FD FORM	COM	$537	0.2%Prev: 0.1%	41,724 SH	Decreased-4,065 SH
PGIM HIGH YIELD BOND FUND INCO	COM	$562	0.2%Prev: 0.1%	39,069 SH	Increased-3,160 SH
PHILIP MORRIS INTERNATIONAL IN	COM	$3K	0.8%Prev: 0.8%	16,855 SH	Decreased-333 SH
PHILLIPS 66	COM	$6K	1.9%Prev: 2.1%	45,568 SH	Decreased-3,041 SH
PIMCO DYNAMIC INCOME STRATEGY	COM	$597	0.2%Prev: 0.1%	23,927 SH	Increased-2,120 SH
PPL CORPORATION	COM	$2K	0.6%Prev: 0.6%	55,393 SH	Decreased-6,687 SH
PROCTER AND GAMBLE COMPANY	COM	$2K	0.6%	13,035 SH	New
PROLOGIS INCORPORATED. REIT	COM	$2K	0.6%Prev: 0.6%	16,574 SH	Decreased-969 SH
QUALCOMM INCORPORATED	COM	$6K	1.7%	33,109 SH	New
ROYCE SMALL CAP TRUST INCORPOR	COM	$829	0.3%Prev: 0.3%	51,379 SH	Decreased-5,415 SH
SCHWAB U.S. LARGE-CAP GROWTH E	COM	$296	0.1%Prev: 0.1%	9,269 SH	Decreased+99 SH
SHELL PLC SPON ADS	COM	$2K	0.7%Prev: 0.6%	30,402 SH	Decreased-1,560 SH
SOUTHERN COMPANY	COM	$2K	0.7%Prev: 0.7%	24,941 SH	Decreased-2,676 SH
SPDR ENERGY SELECT SECTOR FUND	COM	$852	0.3%	9,538 SH	New
SPDR INDUSTRIAL SELECT SECTOR	COM	$262	0.1%	1,697 SH	New
SPDR UTILITIES SELECT SECTOR F	COM	$796	0.2%	9,131 SH	New
SRH TOTAL RETURN FUND INCORPOR	COM	$325	0.1%Prev: 0.1%	17,912 SH	Increased+316 SH
STAG INDL INCORPORATED REIT	COM	$2K	0.6%	55,633 SH	New
TARGET CORPORATION	COM	$1K	0.4%Prev: 0.5%	15,359 SH	Decreased+832 SH
TEXAS INSTRS INCORPORATED	COM	$2K	0.7%Prev: 0.9%	11,896 SH	Decreased-226 SH
TOTALENERGIES SE SPONSORED ADS	COM	$2K	0.6%	30,502 SH	New
TRI CONTL CORPORATION	COM	$2K	0.6%Prev: 0.6%	58,346 SH	Decreased-6,978 SH
UNION PAC CORPORATION	COM	$6K	1.9%Prev: 2.1%	27,137 SH	Decreased-3,065 SH
UNITED PARCEL SERVICE INCORPOR	COM	$3K	0.8%	30,139 SH	New
UNITEDHEALTH GROUP INCORPORATE	COM	$5K	1.7%Prev: 2.0%	15,916 SH	Decreased-2,615 SH
US BANCORP DEL	COM	$2K	0.7%	48,982 SH	New
VANGUARD INDEX FUNDS S&P 500 E	COM	$291	0.1%Prev: 0.1%	476 SH	Decreased+7 SH
VERIZON COMMUNICATIONS INCORPO	COM	$2K	0.7%Prev: 0.6%	52,493 SH	Decreased-4,164 SH
VIRTUS EQUITY & CONV INCM FD	COM	$802	0.2%Prev: 0.2%	31,923 SH	Decreased-2,532 SH

Sold (vs prior filing)

BANK OF AMER CORPORATION — $10K
BANK OF NY MELLON CORPORATION — $12K
BLACKROCK CR ALLOCATION — $897
BLACKROCK ENERGY & RES TR — $861
BLACKROCK ENHANCED GLOBAL — $808
BLACKROCK ENHANCED INTL DIV TR — $705
CANADIAN NATL RY COMPANY — $3K
CHEVRON CORPORATION — $9K
EATON VANCE TAX-MANAGED BUY- — $155
EXXONMOBIL HOLDINGS CORPORATIO — $3K
FLAHERTY & CRUMRIN PREFERRED & — $576
ISHARES INCORPORATED CORE MSCI — $232
ISHARES TR CORE S&P MCP ETF — $216
JPMORGAN CHASE & COMPANY — $18K
NATIONAL FUEL GAS COMPANY — $8K
PROCTER & GAMBLE COMPANY — $2K
STAG INDUSTRIAL INCORPORATED R — $2K
STATE STREET INDUSTRIAL SELECT — $304
STATE STREET UTILITIES SELECT — $860
TOTALENERGIES SE ACT — $2K
… and 2 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