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: $352K96 positionsView on SEC.gov

			% of Portfolio
ABBVIE INCORPORATED	COM	$3K	0.9%Prev: 1.0%	14,606 SH	Increased+296 SH
ABRDN HEALTHCARE OPPORTUNITIES	COM	$643	0.2%	38,280 SH	New
ABRDN TOTAL DYNAMIC DIVIDEND C	COM	$930	0.3%Prev: 0.3%	100,968 SH	Increased+6,072 SH
ADAMS DIVERSIFIED EQUITY FD	COM	$2K	0.6%Prev: 0.6%	103,675 SH	Increased+7,581 SH
ADVENT CONV & INCOME FD	COM	$703	0.2%Prev: 0.2%	63,026 SH	Increased+7,434 SH
AFLAC INCORPORATED	COM	$9K	2.4%Prev: 2.8%	77,690 SH	Decreased-361 SH
ALIBABA GROUP HLDG LIMITED SPO	COM	$3K	0.7%Prev: 0.8%	20,099 SH	Decreased+614 SH
ALLISON TRANSMISSION HLDGS INC	COM	$10K	2.7%	82,270 SH	New
ALPHABET INCORPORATED CAP STK	COM	$14K	4.0%Prev: 2.5%	48,632 SH	Increased-1,093 SH
ALTRIA GROUP INCORPORATED	COM	$3K	0.8%Prev: 0.8%	41,334 SH	Increased+1,951 SH
AMERICAN ELEC PWR COMPANY INCO	COM	$11K	3.0%	81,174 SH	New
APPLE INCORPORATED	COM	$15K	4.1%Prev: 4.3%	57,531 SH	Increased-2,135 SH
AT&T INCORPORATED	COM	$4K	1.1%Prev: 1.2%	130,864 SH	Increased+4,347 SH
BANK AMERICA CORPORATION	COM	$8K	2.4%Prev: 2.4%	173,401 SH	Increased-1,861 SH
BANK NEW YORK MELLON CORPORATI	COM	$9K	2.7%Prev: 2.2%	79,508 SH	Increased-1,580 SH
BERKSHIRE HATHAWAY INCORPORATE	COM	$18K	5.2%Prev: 6.8%	37,900 SH	Decreased-1,155 SH
BLACKROCK CR ALLOCATION	COM	$845	0.2%	83,639 SH	New
BLACKROCK ENHANCED EQUITY DIVI	COM	$567	0.2%Prev: 0.2%	65,772 SH	Increased+3,877 SH
BLACKROCK ENHANCED GLOBAL	COM	$709	0.2%	64,662 SH	New
BLACKROCK RES & COMMODITIES ST	COM	$855	0.2%Prev: 0.2%	70,957 SH	Increased+4,585 SH
BLACKROCK SCIENCE & TECHNOLOGY	COM	$683	0.2%Prev: 0.2%	18,786 SH	Increased+1,235 SH
BLACKSTONE STRATEGIC CRED 2027	COM	$686	0.2%Prev: 0.2%	61,528 SH
CANADIAN NATL RY COMPANY	COM	$3K	0.8%	25,931 SH	New
CAPITAL ONE FINL CORPORATION	COM	$9K	2.5%	49,065 SH	New
CENTRAL SECS CORPORATION	COM	$222	0.1%	4,477 SH	New
CHEVRON CORPORATION	COM	$11K	3.2%	54,671 SH	New
CHUBB LIMITED SWITZ	COM	$531	0.2%	1,630 SH	New
CISCO SYSTEMS INCORPORATED	COM	$10K	2.8%Prev: 2.6%	125,159 SH	Increased-1,102 SH
COCA COLA COMPANY	COM	$8K	2.3%Prev: 2.4%	105,571 SH	Increased+2,984 SH
CVS HEALTH CORPORATION	COM	$2K	0.5%Prev: 0.6%	26,862 SH	Increased+2,064 SH
D R HORTON INCORPORATED	COM	$5K	1.4%Prev: 1.5%	37,166 SH	Increased+545 SH
DAVITA INCORPORATED	COM	$7K	1.9%Prev: 2.1%	43,117 SH	Increased+737 SH
DEVON ENERGY CORPORATION NEW	COM	$6K	1.6%Prev: 1.7%	110,907 SH	Increased-23,764 SH
DIGITAL RLTY TR INCORPORATED R	COM	$2K	0.7%Prev: 0.6%	13,651 SH	Increased+942 SH
EATON VANCE TAX-MANAGED BUY-	COM	$142	0.0%	10,394 SH	New
EVERGY INCORPORATED	COM	$3K	0.8%Prev: 0.8%	36,010 SH	Increased+1,380 SH
EXXON MOBIL CORPORATION	COM	$4K	1.2%Prev: 0.9%	25,275 SH	Increased+1,241 SH
FLAHERTY & CRUMRIN PREFERRED &	COM	$524	0.1%	33,851 SH	New
GABELLI DIVID & INCOME TR	COM	$1K	0.3%Prev: 0.3%	42,161 SH	Increased+1,288 SH
GENERAL AMERN INVS COMPANY INC	COM	$373	0.1%Prev: 0.1%	6,377 SH	Increased+498 SH
GENTEX CORPORATION	COM	$427	0.1%	19,547 SH	New
GENUINE PARTS COMPANY	COM	$5K	1.3%Prev: 1.7%	44,229 SH	Decreased+17 SH
GOLDMAN SACHS GROUP INCORPORAT	COM	$11K	3.0%Prev: 2.4%	12,600 SH	Increased-794 SH
HOME DEPOT INCORPORATED	COM	$5K	1.3%Prev: 1.6%	13,761 SH	Decreased+311 SH
INTERNATIONAL BUSINESS MACHINE	COM	$4K	1.1%Prev: 1.4%	15,990 SH	Decreased-888 SH
ISHARES TR CORE MSCI EAFE	COM	$415	0.1%Prev: 0.1%	4,580 SH	Increased-56 SH
JOHNSON & JOHNSON	COM	$8K	2.4%Prev: 1.9%	34,247 SH	Increased+32 SH
JPMORGAN CHASE & COMPANY	COM	$16K	4.6%	54,984 SH	New
LOCKHEED MARTIN CORPORATION	COM	$3K	0.9%	5,474 SH	New
MASTERCARD INCORPORATED CLASS	COM	$547	0.2%	1,095 SH	New
MCDONALDS CORPORATION	COM	$2K	0.7%Prev: 0.7%	7,547 SH	Increased+515 SH
MERCK & COMPANY INCORPORATED	COM	$4K	1.1%Prev: 0.8%	31,005 SH	Increased+4,642 SH
METLIFE INCORPORATED	COM	$2K	0.6%Prev: 0.7%	29,873 SH	Decreased+2,199 SH
MICROSOFT CORPORATION	COM	$6K	1.8%Prev: 2.0%	17,442 SH	Increased+1,276 SH
MOODYS CORPORATION	COM	$587	0.2%	1,345 SH	New
MORGAN STANLEY COM NEW	COM	$4K	1.2%Prev: 0.9%	24,908 SH	Increased+300 SH
NORTHROP GRUMMAN CORPORATION	COM	$10K	2.8%Prev: 2.5%	14,709 SH	Increased-87 SH
NOVO-NORDISK A S	COM	$290	0.1%	7,904 SH	New
NUVEEN CR STRATEGIES INCOME FD	COM	$1K	0.3%Prev: 0.4%	248,207 SH	Increased+32,604 SH
NUVEEN S&P 500 DYNAMIC OVERWRI	COM	$531	0.2%	33,058 SH	New
NYLI CBRE GBL INFR MEGTRNDS TR	COM	$976	0.3%	66,438 SH	New
ONEOK INCORPORATED NEW	COM	$12K	3.3%Prev: 4.1%	127,738 SH	Decreased+3,089 SH
PFIZER INCORPORATED	COM	$2K	0.5%Prev: 0.4%	62,795 SH	Increased+11,206 SH
PGIM GLOBAL HIGH YIELD FD FORM	COM	$509	0.1%Prev: 0.2%	43,701 SH	Decreased+3,095 SH
PGIM HIGH YIELD BOND FUND INCO	COM	$531	0.2%Prev: 0.2%	40,357 SH
PHILIP MORRIS INTERNATIONAL IN	COM	$3K	0.8%Prev: 0.9%	17,155 SH	Increased+358 SH
PHILLIPS 66	COM	$9K	2.4%Prev: 1.9%	46,763 SH	Increased+616 SH
PIMCO DYNAMIC INCOME STRATEGY	COM	$548	0.2%	24,844 SH	New
PPL CORPORATION	COM	$2K	0.6%Prev: 0.6%	58,680 SH	Increased+4,542 SH
PROCTER & GAMBLE COMPANY	COM	$2K	0.6%	13,843 SH	New
PROLOGIS INCORPORATED. REIT	COM	$2K	0.6%Prev: 0.6%	16,999 SH	Increased+1,576 SH
QUALCOMM INCORPORATED	COM	$4K	1.2%Prev: 1.7%	34,169 SH	Decreased+598 SH
ROYCE SMALL CAP TRUST INCORPOR	COM	$905	0.3%Prev: 0.2%	54,499 SH	Increased+5,667 SH
SCHWAB U.S. LARGE-CAP GROWTH E	COM	$267	0.1%Prev: 0.1%	9,170 SH	Increased-436 SH
SHELL PLC SPON ADS	COM	$3K	0.8%Prev: 0.7%	31,715 SH	Increased+2,735 SH
SOUTHERN COMPANY	COM	$3K	0.7%Prev: 0.7%	26,235 SH	Increased+1,599 SH
SRH TOTAL RETURN FUND INCORPOR	COM	$301	0.1%Prev: 0.1%	17,596 SH	Decreased-316 SH
STAG INDUSTRIAL INCORPORATED R	COM	$2K	0.6%	58,133 SH	New
STATE STREET ENERGY SELECT SEC	COM	$1K	0.3%	19,431 SH	New
STATE STREET INDUSTRIAL SELECT	COM	$270	0.1%	1,671 SH	New
STATE STREET UTILITIES SELECT	COM	$847	0.2%	18,450 SH	New
TARGET CORPORATION	COM	$2K	0.5%Prev: 0.5%	14,972 SH	Increased+1,582 SH
TEXAS INSTRS INCORPORATED	COM	$2K	0.7%	12,181 SH	New
TOTALENERGIES SE ACT	COM	$3K	0.8%	31,150 SH	New
TRI CONTL CORPORATION	COM	$2K	0.6%Prev: 0.6%	62,424 SH	Increased+7,056 SH
UNION PAC CORPORATION	COM	$7K	1.9%Prev: 2.1%	27,854 SH	Increased+503 SH
UNITED PARCEL SVCS INCORPORATE	COM	$3K	0.9%	30,620 SH	New
UNITEDHEALTH GROUP INCORPORATE	COM	$4K	1.3%Prev: 2.8%	16,508 SH	Decreased+412 SH
UNIVERSAL DISPLAY CORPORATION	COM	$417	0.1%	4,552 SH	New
US BANCORP COM NEW	COM	$3K	0.7%	49,684 SH	New
VANGUARD INDEX FUNDS S&P 500 E	COM	$280	0.1%Prev: 0.1%	469 SH	Increased-11 SH
VERISK ANALYTICS INCORPORATED	COM	$335	0.1%	1,766 SH	New
VERIZON COMMUNICATIONS INCORPO	COM	$3K	0.8%Prev: 0.7%	55,263 SH	Increased+5,745 SH
VIRTUS EQUITY & CONV INCM FD	COM	$775	0.2%Prev: 0.2%	33,173 SH	Increased+2,442 SH
VISA INCORPORATED COM CLASS A	COM	$846	0.2%	2,799 SH	New
XYLEM INCORPORATED	COM	$381	0.1%	3,189 SH	New

Sold (vs prior filing)

3M COMPANY — $2K
ARCHER DANIELS MIDLAND COMPANY — $2K
BLACKROCK CR ALLOCATION INCOME — $810
BLACKROCK ENHANCED GLOBAL DIVI — $661
CBRE GBL REAL ESTATE INCORPORA — $505
CHEVRON CORPORATION NEW — $9K
DISCOVER FINL SVCS — $9K
HP INCORPORATED — $6K
INVESCO HIGH YIELD EQUITY DIVI — $620
ISHARES TR 1 3 YR TREAS BD — $672
ISHARES TR INTL SEL DIV ETF — $1K
ISHARES TR PFD AND INCM SEC — $476
JPMORGAN CHASE & COMPANY. — $14K
NEWMONT CORPORATION — $2K
NUVEEN DOW 30 DYNMC OVERWRT FD — $477
NUVEEN PREFERRED & INCOME OPPO — $531
ORACLE CORPORATION — $8K
PROCTER AND GAMBLE COMPANY — $2K
SPDR ENERGY SELECT SECTOR FUND — $862
SPDR INDUSTRIAL SELECT SECTOR — $222
… and 5 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