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: $339K89 positionsView on SEC.gov

			% of Portfolio
ABBVIE INCORPORATED	COM	$3K	1.0%Prev: 1.0%	14,705 SH	Decreased-8 SH
ABRDN HEALTHCARE OPPORTUNITIES	COM	$722	0.2%Prev: 0.2%	37,732 SH	Increased+539 SH
ABRDN TOTAL DYNAMIC DIVIDEND C	COM	$971	0.3%Prev: 0.3%	99,588 SH	Increased+598 SH
ADAMS DIVERSIFIED EQUITY FD	COM	$2K	0.7%Prev: 0.7%	100,835 SH	Increased+695 SH
ADVENT CONV & INCOME FD	COM	$776	0.2%Prev: 0.2%	61,919 SH	Decreased+833 SH
AFLAC INCORPORATED	COM	$9K	2.5%Prev: 2.6%	77,401 SH	Decreased+537 SH
ALIBABA GROUP HLDG LIMITED SPO	COM	$3K	0.9%Prev: 1.1%	20,070 SH	Decreased+558 SH
ALLISON TRANSMISSION HLDGS INC	COM	$7K	2.1%Prev: 1.9%	73,279 SH	Increased-2,327 SH
ALPHABET INCORPORATED CAP STK	COM	$15K	4.5%Prev: 3.6%	48,839 SH	Increased-121 SH
ALTRIA GROUP INCORPORATED	COM	$2K	0.7%Prev: 0.8%	40,931 SH	Decreased+858 SH
AMERICAN ELEC PWR COMPANY INCO	COM	$9K	2.7%Prev: 2.7%	80,851 SH	Increased+899 SH
APPLE INCORPORATED	COM	$16K	4.6%Prev: 4.5%	57,706 SH	Increased-822 SH
ARCHER DANIELS MIDLAND COMPANY	COM	$2K	0.6%Prev: 0.7%	36,843 SH	Decreased+614 SH
AT&T INCORPORATED	COM	$3K	0.9%Prev: 1.1%	129,034 SH	Decreased+2,420 SH
BANK AMERICA CORPORATION	COM	$10K	2.8%Prev: 2.7%	173,360 SH	Increased+576 SH
BANK NEW YORK MELLON CORPORATI	COM	$9K	2.7%Prev: 2.6%	79,608 SH	Increased+301 SH
BERKSHIRE HATHAWAY INCORPORATE	COM	$19K	5.6%Prev: 5.7%	37,858 SH	Increased+139 SH
BLACKROCK CR ALLOCATION INCOME	COM	$889	0.3%Prev: 0.3%	82,079 SH	Increased+1,783 SH
BLACKROCK ENHANCED EQUITY DIVI	COM	$613	0.2%Prev: 0.2%	64,696 SH	Increased+962 SH
BLACKROCK ENHANCED GLOBAL DIVI	COM	$747	0.2%Prev: 0.2%	63,805 SH	Increased+759 SH
BLACKROCK RES & COMMODITIES ST	COM	$771	0.2%Prev: 0.2%	70,191 SH	Increased+840 SH
BLACKROCK SCIENCE & TECHNOLOGY	COM	$751	0.2%Prev: 0.2%	18,527 SH	Decreased+126 SH
BLACKSTONE STRATEGIC CRED 2027	COM	$712	0.2%Prev: 0.2%	60,417 SH	Decreased+1,284 SH
CAPITAL ONE FINL CORPORATION	COM	$12K	3.6%Prev: 3.3%	50,501 SH	Increased+25 SH
CENTRAL SECS CORPORATION	COM	$227	0.1%Prev: 0.1%	4,477 SH	Increased+186 SH
CHEVRON CORPORATION NEW	COM	$8K	2.4%Prev: 2.5%	54,380 SH	Increased+1,245 SH
CISCO SYSTEMS INCORPORATED	COM	$10K	2.8%Prev: 2.6%	125,193 SH	Increased+747 SH
COCA COLA COMPANY	COM	$7K	2.2%Prev: 2.1%	105,064 SH	Increased+2,034 SH
CVS HEALTH CORPORATION	COM	$2K	0.6%Prev: 0.6%	26,806 SH	Increased+923 SH
D R HORTON INCORPORATED	COM	$5K	1.6%Prev: 1.9%	36,798 SH	Decreased+569 SH
DAVITA INCORPORATED	COM	$5K	1.4%Prev: 1.7%	42,502 SH	Decreased+864 SH
DEVON ENERGY CORPORATION NEW	COM	$4K	1.2%Prev: 1.2%	108,609 SH	Increased-2,631 SH
DIGITAL RLTY TR INCORPORATED R	COM	$2K	0.6%Prev: 0.7%	13,436 SH	Decreased+465 SH
EATON VANCE TAX-MANAGED BUY- W	COM	$149	0.0%Prev: 0.0%	10,394 SH	Decreased-158 SH
EVERGY INCORPORATED	COM	$3K	0.8%Prev: 0.8%	35,820 SH	Decreased+635 SH
EXXON MOBIL CORPORATION	COM	$3K	0.9%Prev: 0.9%	25,535 SH	Increased+644 SH
FLAHERTY & CRUMRINE PREFERRED	COM	$549	0.2%Prev: 0.2%	33,250 SH	Increased+930 SH
GABELLI DIVID & INCOME TR	COM	$1K	0.3%Prev: 0.3%	41,697 SH	Increased+259 SH
GENERAL AMERN INVS COMPANY INC	COM	$375	0.1%Prev: 0.1%	6,377 SH	Increased+534 SH
GENUINE PARTS COMPANY	COM	$5K	1.6%Prev: 1.8%	44,217 SH	Decreased+722 SH
GOLDMAN SACHS GROUP INCORPORAT	COM	$11K	3.3%Prev: 3.2%	12,823 SH	Increased-325 SH
HOME DEPOT INCORPORATED	COM	$5K	1.4%Prev: 1.6%	13,565 SH	Decreased+287 SH
INTERNATIONAL BUSINESS MACHINE	COM	$5K	1.4%Prev: 1.4%	16,072 SH	Increased-53 SH
INVESCO HIGH YIELD EQUITY DIVI	COM	$617	0.2%Prev: 0.2%	30,267 SH	Decreased+548 SH
ISHARES TR CORE MSCI EAFE	COM	$410	0.1%Prev: 0.1%	4,580 SH	Increased-97 SH
ISHARES TR INTL SEL DIV ETF	COM	$1K	0.4%Prev: 0.4%	36,301 SH	Increased-275 SH
JOHNSON & JOHNSON	COM	$7K	2.1%Prev: 1.9%	34,235 SH	Increased+275 SH
JPMORGAN CHASE & COMPANY.	COM	$18K	5.3%Prev: 5.4%	55,582 SH	Increased-647 SH
LOCKHEED MARTIN CORPORATION	COM	$3K	0.8%Prev: 0.8%	5,465 SH	Decreased+58 SH
MCDONALDS CORPORATION	COM	$2K	0.7%Prev: 0.7%	7,432 SH	Increased+229 SH
MERCK & COMPANY INCORPORATED	COM	$3K	1.0%Prev: 0.8%	30,688 SH	Increased+406 SH
METLIFE INCORPORATED	COM	$2K	0.7%Prev: 0.7%	29,247 SH	Decreased+873 SH
MICROSOFT CORPORATION	COM	$8K	2.3%Prev: 2.5%	15,937 SH	Decreased+18 SH
MORGAN STANLEY COM NEW	COM	$4K	1.3%Prev: 1.2%	24,844 SH	Increased+12 SH
NORTHROP GRUMMAN CORPORATION	COM	$8K	2.5%Prev: 2.7%	14,775 SH	Decreased+185 SH
NUVEEN CR STRATEGIES INCOME FD	COM	$1K	0.4%Prev: 0.4%	243,632 SH	Decreased+5,555 SH
NUVEEN DOW 30 DYNMC OVERWRT FD	COM	$557	0.2%Prev: 0.2%	36,490 SH	Increased+1,038 SH
NYLI CBRE GBL INFR MEGTRNDS TR	COM	$902	0.3%Prev: 0.3%	65,584 SH	Decreased+820 SH
ONEOK INCORPORATED NEW	COM	$9K	2.7%Prev: 2.7%	126,188 SH	Increased+2,488 SH
PFIZER INCORPORATED	COM	$2K	0.4%Prev: 0.5%	61,298 SH	Increased+2,651 SH
PGIM GLOBAL HIGH YIELD FD FORM	COM	$529	0.2%Prev: 0.2%	42,898 SH	Decreased+1,174 SH
PGIM HIGH YIELD BOND FUND INCO	COM	$573	0.2%Prev: 0.2%	39,633 SH	Increased+564 SH
PHILIP MORRIS INTERNATIONAL IN	COM	$3K	0.8%Prev: 0.8%	16,995 SH	Decreased+140 SH
PHILLIPS 66	COM	$6K	1.8%Prev: 1.9%	46,164 SH	Decreased+596 SH
PIMCO DYNAMIC INCOME STRATEGY	COM	$459	0.1%Prev: 0.2%	24,444 SH	Decreased+517 SH
PPL CORPORATION	COM	$2K	0.6%Prev: 0.6%	57,771 SH	Decreased+2,378 SH
PROCTER AND GAMBLE COMPANY	COM	$2K	0.6%Prev: 0.6%	13,531 SH	Decreased+496 SH
PROLOGIS INCORPORATED. REIT	COM	$2K	0.6%Prev: 0.6%	16,755 SH	Increased+181 SH
QUALCOMM INCORPORATED	COM	$6K	1.7%Prev: 1.7%	33,684 SH	Increased+575 SH
ROYCE SMALL CAP TRUST INCORPOR	COM	$855	0.3%Prev: 0.3%	53,094 SH	Increased+1,715 SH
SCHWAB U.S. LARGE-CAP GROWTH E	COM	$299	0.1%Prev: 0.1%	9,170 SH	Increased-99 SH
SHELL PLC SPON ADS	COM	$2K	0.7%Prev: 0.7%	31,444 SH	Increased+1,042 SH
SOUTHERN COMPANY	COM	$2K	0.7%Prev: 0.7%	25,749 SH	Decreased+808 SH
SPDR ENERGY SELECT SECTOR FUND	COM	$326	0.1%Prev: 0.3%	17,596 SH	Decreased+8,058 SH
SPDR INDUSTRIAL SELECT SECTOR	COM	$2K	0.6%Prev: 0.1%	57,005 SH	Increased+55,308 SH
SPDR UTILITIES SELECT SECTOR F	COM	$862	0.3%Prev: 0.2%	19,278 SH	Increased+10,147 SH
SRH TOTAL RETURN FUND INCORPOR	COM	$259	0.1%Prev: 0.1%	1,671 SH	Decreased-16,241 SH
STAG INDL INCORPORATED REIT	COM	$779	0.2%Prev: 0.6%	18,250 SH	Decreased-37,383 SH
TARGET CORPORATION	COM	$1K	0.4%Prev: 0.4%	14,271 SH	Increased-1,088 SH
TEXAS INSTRS INCORPORATED	COM	$2K	0.6%Prev: 0.7%	12,101 SH	Decreased+205 SH
TOTALENERGIES SE SPONSORED ADS	COM	$2K	0.6%Prev: 0.6%	30,989 SH	Increased+487 SH
TRI CONTL CORPORATION	COM	$2K	0.6%Prev: 0.6%	61,655 SH	Increased+3,309 SH
UNION PAC CORPORATION	COM	$6K	1.9%Prev: 1.9%	27,507 SH	Decreased+370 SH
UNITED PARCEL SERVICE INCORPOR	COM	$3K	0.9%Prev: 0.8%	29,663 SH	Increased-476 SH
UNITEDHEALTH GROUP INCORPORATE	COM	$5K	1.6%Prev: 1.7%	16,303 SH	Decreased+387 SH
US BANCORP DEL	COM	$3K	0.8%Prev: 0.7%	49,501 SH	Increased+519 SH
VANGUARD INDEX FUNDS S&P 500 E	COM	$294	0.1%Prev: 0.1%	469 SH	Increased-7 SH
VERIZON COMMUNICATIONS INCORPO	COM	$2K	0.7%Prev: 0.7%	54,383 SH	Decreased+1,890 SH
VIRTUS EQUITY & CONV INCM FD	COM	$813	0.2%Prev: 0.2%	32,642 SH	Increased+719 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