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: $387K91 positionsView on SEC.gov

			% of Portfolio
ABBVIE INCORPORATED	COM	$4K	1.0%Prev: 0.9%	15,019 SH	Increased+755 SH
ABRDN HEALTHCARE OPPORTUNITIES	COM	$742	0.2%	39,612 SH	New
ABRDN TOTAL DYNAMIC DIVIDEND C	COM	$1K	0.3%Prev: 0.3%	104,186 SH	Increased+5,679 SH
ADAMS DIVERSIFIED EQUITY FD	COM	$3K	0.7%Prev: 0.7%	107,587 SH	Increased+8,756 SH
ADVENT CONV & INCOME FD	COM	$861	0.2%Prev: 0.2%	65,745 SH	Increased+4,748 SH
AFLAC INCORPORATED	COM	$9K	2.4%Prev: 2.7%	79,106 SH	Increased+1,992 SH
ALIBABA GROUP HLDG LIMITED SPO	COM	$2K	0.6%Prev: 0.7%	24,913 SH	Increased+5,409 SH
ALLISON TRANSMISSION HLDGS INC	COM	$10K	2.5%	85,388 SH	New
ALPHABET INCORPORATED CAP STK	COM	$16K	4.1%Prev: 2.9%	44,833 SH	Increased-4,609 SH
ALTRIA GROUP INCORPORATED	COM	$3K	0.8%Prev: 0.8%	41,966 SH	Increased+2,556 SH
AMERICAN ELEC PWR COMPANY INCO	COM	$11K	3.0%Prev: 2.7%	83,895 SH	Increased+3,889 SH
APPLE INCORPORATED	COM	$17K	4.3%Prev: 4.0%	58,187 SH	Increased-607 SH
AT&T INCORPORATED	COM	$3K	0.7%Prev: 1.2%	133,346 SH	Decreased+7,730 SH
BANK OF AMER CORPORATION	COM	$10K	2.6%	176,763 SH	New
BANK OF NY MELLON CORPORATION	COM	$12K	3.0%	80,034 SH	New
BERKSHIRE HATHAWAY INCORPORATE	COM	$20K	5.1%Prev: 6.1%	39,843 SH	Increased+1,591 SH
BLACKROCK CR ALLOCATION	COM	$897	0.2%	87,774 SH	New
BLACKROCK ENERGY & RES TR	COM	$861	0.2%	58,102 SH	New
BLACKROCK ENHANCED EQUITY DIVI	COM	$656	0.2%Prev: 0.2%	68,503 SH	Increased+4,832 SH
BLACKROCK ENHANCED GLOBAL	COM	$808	0.2%	66,870 SH	New
BLACKROCK ENHANCED INTL DIV TR	COM	$705	0.2%	122,752 SH	New
BLACKROCK RES & COMMODITIES ST	COM	$824	0.2%Prev: 0.2%	72,889 SH	Increased+3,620 SH
BLACKROCK SCIENCE & TECHNOLOGY	COM	$983	0.3%Prev: 0.2%	19,378 SH	Increased+988 SH
BLACKSTONE STRATEGIC CRED 2027	COM	$729	0.2%Prev: 0.2%	64,513 SH	Increased+5,196 SH
CANADIAN NATL RY COMPANY	COM	$3K	0.8%	25,286 SH	New
CAPITAL ONE FINL CORPORATION	COM	$10K	2.6%Prev: 3.5%	50,972 SH	Decreased+231 SH
CENTRAL SECS CORPORATION	COM	$235	0.1%Prev: 0.1%	4,477 SH	Increased+136 SH
CHEVRON CORPORATION	COM	$9K	2.4%	56,778 SH	New
CISCO SYSTEMS INCORPORATED	COM	$11K	2.8%Prev: 2.8%	93,845 SH	Increased-30,814 SH
COCA COLA COMPANY	COM	$9K	2.3%Prev: 2.4%	108,584 SH	Increased+6,883 SH
CVS HEALTH CORPORATION	COM	$3K	0.7%Prev: 0.6%	27,604 SH	Increased+2,782 SH
D R HORTON INCORPORATED	COM	$7K	1.7%Prev: 1.5%	41,568 SH	Increased+5,265 SH
DAVITA INCORPORATED	COM	$8K	2.0%Prev: 2.0%	34,820 SH	Increased-6,880 SH
DEVON ENERGY CORPORATION NEW	COM	$7K	1.7%Prev: 1.2%	161,439 SH	Increased+49,989 SH
DIGITAL RLTY TR INCORPORATED R	COM	$3K	0.6%Prev: 0.7%	14,009 SH	Increased+1,279 SH
EATON VANCE TAX-MANAGED BUY-	COM	$155	0.0%	10,394 SH	New
EVERGY INCORPORATED	COM	$3K	0.8%Prev: 0.8%	36,490 SH	Increased+1,919 SH
EXXONMOBIL HOLDINGS CORPORATIO	COM	$3K	0.9%	25,234 SH	New
FLAHERTY & CRUMRIN PREFERRED &	COM	$576	0.1%	35,383 SH	New
GABELLI DIVID & INCOME TR	COM	$1K	0.3%Prev: 0.4%	43,288 SH	Increased+1,727 SH
GENERAL AMERN INVS COMPANY INC	COM	$402	0.1%Prev: 0.1%	6,307 SH	Increased+464 SH
GENUINE PARTS COMPANY	COM	$6K	1.5%Prev: 1.7%	49,179 SH	Increased+5,648 SH
GOLDMAN SACHS GROUP INCORPORAT	COM	$13K	3.2%Prev: 3.1%	12,420 SH	Increased-824 SH
HOME DEPOT INCORPORATED	COM	$6K	1.4%Prev: 1.6%	15,883 SH	Increased+2,582 SH
INTERNATIONAL BUSINESS MACHINE	COM	$5K	1.2%Prev: 1.6%	16,248 SH	Decreased+241 SH
INVESCO HIGH YIELD EQUITY DIVI	COM	$739	0.2%Prev: 0.2%	31,869 SH	Increased+2,083 SH
ISHARES INCORPORATED CORE MSCI	COM	$232	0.1%	2,798 SH	New
ISHARES TR CORE MSCI EAFE	COM	$442	0.1%Prev: 0.1%	4,580 SH	Increased-597 SH
ISHARES TR CORE S&P MCP ETF	COM	$216	0.1%	2,802 SH	New
ISHARES TR INTL SEL DIV ETF	COM	$2K	0.4%Prev: 0.4%	37,656 SH	Increased+965 SH
JOHNSON & JOHNSON	COM	$9K	2.3%Prev: 1.7%	35,608 SH	Increased+1,592 SH
JPMORGAN CHASE & COMPANY	COM	$18K	4.7%	55,195 SH	New
LOCKHEED MARTIN CORPORATION	COM	$3K	0.7%	5,392 SH	New
MCDONALDS CORPORATION	COM	$2K	0.6%Prev: 0.7%	7,903 SH	Increased+887 SH
MERCK & COMPANY INCORPORATED	COM	$4K	1.1%Prev: 0.7%	31,675 SH	Increased+3,203 SH
METLIFE INCORPORATED	COM	$3K	0.7%Prev: 0.7%	31,169 SH	Increased+3,471 SH
MICROSOFT CORPORATION	COM	$6K	1.6%Prev: 2.6%	17,093 SH	Decreased+1,121 SH
MORGAN STANLEY COM NEW	COM	$5K	1.3%Prev: 1.1%	23,635 SH	Increased-1,145 SH
NATIONAL FUEL GAS COMPANY	COM	$8K	2.2%	108,024 SH	New
NORTHROP GRUMMAN CORPORATION	COM	$8K	2.1%Prev: 2.4%	15,908 SH	Increased+1,268 SH
NUVEEN CR STRATEGIES INCOME FD	COM	$1K	0.3%Prev: 0.4%	260,346 SH	Decreased+21,652 SH
NYLI CBRE GBL INFR MEGTRNDS TR	COM	$1K	0.3%	68,556 SH	New
ONEOK INCORPORATED NEW	COM	$12K	3.0%Prev: 3.3%	132,282 SH	Increased+9,865 SH
PFIZER INCORPORATED	COM	$2K	0.4%Prev: 0.4%	63,611 SH	Increased+8,134 SH
PGIM GLOBAL HIGH YIELD FD FORM	COM	$554	0.1%Prev: 0.2%	45,789 SH	Decreased+3,897 SH
PGIM HIGH YIELD BOND FUND INCO	COM	$552	0.1%Prev: 0.2%	42,229 SH	Decreased+3,188 SH
PHILIP MORRIS INTERNATIONAL IN	COM	$3K	0.8%Prev: 1.0%	17,188 SH	Increased+452 SH
PHILLIPS 66	COM	$8K	2.1%Prev: 1.8%	48,609 SH	Increased+2,974 SH
PIMCO DYNAMIC INCOME STRATEGY	COM	$542	0.1%	26,047 SH	New
PPL CORPORATION	COM	$2K	0.6%Prev: 0.6%	62,080 SH	Increased+7,891 SH
PROCTER & GAMBLE COMPANY	COM	$2K	0.5%	14,159 SH	New
PROLOGIS INCORPORATED. REIT	COM	$2K	0.6%Prev: 0.6%	17,543 SH	Increased+1,527 SH
ROYCE SMALL CAP TRUST INCORPOR	COM	$1K	0.3%Prev: 0.2%	56,794 SH	Increased+6,263 SH
SCHWAB U.S. LARGE-CAP GROWTH E	COM	$310	0.1%Prev: 0.1%	9,170 SH	Increased-375 SH
SHELL PLC SPON ADS	COM	$2K	0.6%Prev: 0.7%	31,962 SH	Increased+2,996 SH
SOUTHERN COMPANY	COM	$3K	0.7%Prev: 0.7%	27,617 SH	Increased+3,146 SH
SRH TOTAL RETURN FUND INCORPOR	COM	$315	0.1%Prev: 0.1%	17,596 SH	Decreased-316 SH
STAG INDUSTRIAL INCORPORATED R	COM	$2K	0.6%	61,659 SH	New
STATE STREET INDUSTRIAL SELECT	COM	$304	0.1%	1,643 SH	New
STATE STREET UTILITIES SELECT	COM	$860	0.2%	18,962 SH	New
TARGET CORPORATION	COM	$2K	0.5%Prev: 0.5%	14,527 SH	Increased-124 SH
TEXAS INSTRS INCORPORATED	COM	$4K	0.9%	12,122 SH	New
TOTALENERGIES SE ACT	COM	$2K	0.6%	31,294 SH	New
TRI CONTL CORPORATION	COM	$2K	0.6%Prev: 0.6%	65,324 SH	Increased+6,935 SH
UNION PAC CORPORATION	COM	$8K	2.1%Prev: 2.1%	30,202 SH	Increased+3,029 SH
UNITED PARCEL SVCS INCORPORATE	COM	$4K	1.1%	39,135 SH	New
UNITEDHEALTH GROUP INCORPORATE	COM	$8K	2.0%Prev: 1.6%	18,531 SH	Increased+2,616 SH
US BANCORP COM NEW	COM	$3K	0.8%	50,668 SH	New
VANGUARD INDEX FUNDS S&P 500 E	COM	$322	0.1%Prev: 0.1%	469 SH	Increased-7 SH
VERIZON COMMUNICATIONS INCORPO	COM	$2K	0.6%Prev: 0.7%	56,657 SH	Increased+6,962 SH
VIRTUS EQUITY & CONV INCM FD	COM	$925	0.2%Prev: 0.3%	34,455 SH	Increased+2,550 SH

Sold (vs prior filing)

3M COMPANY — $3K
ARCHER DANIELS MIDLAND COMPANY — $2K
BANK AMERICA CORPORATION — $8K
BANK NEW YORK MELLON CORPORATI — $7K
BLACKROCK CR ALLOCATION INCOME — $879
BLACKROCK ENHANCED GLOBAL DIVI — $715
CBRE GBL REAL ESTATE INCORPORA — $560
CHEVRON CORPORATION NEW — $8K
EXXON MOBIL CORPORATION — $3K
HP INCORPORATED — $5K
ISHARES TR 1 3 YR TREAS BD — $684
ISHARES TR PFD AND INCM SEC — $509
JPMORGAN CHASE & COMPANY. — $17K
NEWMONT CORPORATION — $2K
NUVEEN DOW 30 DYNMC OVERWRT FD — $509
NUVEEN PREFERRED & INCOME OPPO — $555
NVIDIA CORPORATION — $340
PROCTER AND GAMBLE COMPANY — $2K
QUALCOMM INCORPORATED — $5K
SPDR ENERGY SELECT SECTOR FUND — $808
… and 6 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