Q3 2026 13F · SEC CIK 1808195

Stolper Co

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $387.2M
Reported positions: 90
Top holdings a year, 3 yrs: +18.8%
Assets under management: $615.7M

Stolper Co is a wealth manager that reported 90 positions worth $387.2M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 5.2%), Apple Inc (AAPL, 5.0%), Jpmorgan Chase & Co (JPM, 4.7%). A portfolio copying its top holdings returned 18.8% a year over the last 3 years, against 20.4% for the S&P 500.

Stolper Co holdings largest 50 of 90 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stolper Co 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	5.2%	5.1%	40,064	+0.6%	$19.9M
AAPLApple Inc	5.0%	4.3%	58,232	+0.1%	$19.4M
JPMJpmorgan Chase & Co	4.7%	4.7%	55,144	-0.1%	$18.2M
GOOGAlphabet Inc	3.9%	4.1%	44,871	+0.1%	$15.3M
CVXChevron Corporation	3.0%	2.4%	57,187	+0.7%	$11.7M
BNYBank of Ny Mellon Corp	3.0%	3.0%	80,122	+0.1%	$11.6M
OKEOneok Inc New	2.9%	—	133,093	—	$11.3M
GSGoldman Sachs Group Inc	2.9%	3.2%	12,464	+0.4%	$11.2M
CSCOCisco Sys Inc	2.6%	2.8%	94,406	+0.6%	$10.2M
AEPAmerican Elec Pwr Co Inc	2.6%	3.0%	84,438	+0.6%	$10.0M
COFCapital One Finl Corp	2.6%	2.6%	51,276	+0.6%	$9.9M
ALSNAllison Transmission Hldgs I	2.5%	2.5%	86,109	+0.8%	$9.8M
BACBank of Amer Corp	2.5%	2.6%	177,284	+0.3%	$9.7M
JNJJohnson & Johnson	2.4%	2.3%	35,720	+0.3%	$9.5M
KOCoca Cola Co	2.4%	2.3%	109,365	+0.7%	$9.4M
AFLAflac Inc	2.3%	2.4%	79,402	+0.4%	$8.9M
MSFTMicrosoft Corp	2.3%	1.6%	17,158	+0.4%	$8.8M
PSXPhillips 66	2.2%	2.1%	33,253	-31.6%	$8.5M
UNPUnion Pac Corp	2.1%	2.1%	30,368	+0.5%	$8.3M
NFGNational Fuel Gas Co	2.1%	2.2%	108,611	+0.5%	$8.2M
NOCNorthrop Grumman Corp	2.0%	2.1%	16,059	+0.9%	$7.8M
DVNDevon Energy Corp New	2.0%	1.7%	164,733	+2.0%	$7.6M
UNHUnitedhealth Group Inc	1.8%	2.0%	18,632	+0.5%	$6.8M
GPCGenuine Parts Co	1.6%	1.5%	49,982	+1.6%	$6.3M
DVADavita Inc	1.6%	2.0%	35,038	+0.6%	$6.1M
DHID R Horton Inc	1.5%	1.7%	41,898	+0.8%	$5.7M
MRKMerck & Co Inc	1.2%	1.1%	31,490	-0.6%	$4.6M
HDHome Depot Inc	1.2%	1.4%	16,077	+1.2%	$4.6M
MSMorgan Stanley	1.1%	1.3%	23,653	+0.1%	$4.4M
XOMExxonmobil Holdings Corp	1.1%	0.9%	25,376	+0.6%	$4.1M
ABBVAbbvie Inc	1.0%	1.0%	14,981	-0.3%	$3.9M
UPSUnited Parcel Svcs Inc	1.0%	1.1%	39,541	+1.0%	$3.7M
IBMInternational Business Machs	0.9%	1.2%	16,366	+0.7%	$3.6M
ACNAccenture PLC Ireland	0.9%	—	19,358	—	$3.5M
TXNTexas Instrs Inc	0.9%	0.9%	12,072	-0.4%	$3.4M
TAt&t Inc	0.8%	0.7%	134,887	+1.2%	$3.3M
PMPhilip Morris Intl Inc	0.8%	0.8%	17,227	+0.2%	$3.3M
SHELShell PLC	0.8%	0.6%	32,261	+0.9%	$3.1M
CNICanadian Natl Ry Co	0.8%	0.8%	25,304	+0.1%	$3.0M
METMetlife Inc	0.8%	0.7%	31,268	+0.3%	$2.9M
USBUS Bancorp	0.8%	0.8%	50,846	+0.4%	$2.9M
EVRGEvergy Inc	0.7%	0.8%	36,786	+0.8%	$2.9M
MOAltria Group Inc	0.7%	0.8%	42,195	+0.5%	$2.8M
LMTLockheed Martin Corp	0.7%	0.7%	5,428	+0.7%	$2.8M
ADXAdams Diversified Equity Fd	0.7%	0.7%	106,132	-1.4%	$2.7M
BABAAlibaba Group Hldg Ltd	0.7%	0.6%	25,332	+1.7%	$2.7M
TTETotalenergies SE	0.7%	0.6%	31,530	+0.8%	$2.7M
VZVerizon Communications Inc	0.7%	0.6%	57,736	+1.9%	$2.6M
DLRDigital Rlty Tr Inc	0.6%	0.7%	14,158	+1.1%	$2.5M
CVSCvs Health Corp	0.6%	0.7%	27,753	+0.5%	$2.4M

What Stolper Co bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

PSX Phillips 66-31.6% shares

Left the top 50

OKE Oneok Inc Newwas 3.0%
SO Southern Cowas 0.7%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +29.9% /yr; S&P 500 +20.1%
3 years: +18.8% /yr; S&P 500 +20.4%
5 years: +11.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$387.2M	90
Q2 2026	$387.3M	91
Q1 2026	$352.5M	93
Q4 2025	$339.5M	89
Q3 2025	$330.0M	89
Q2 2025	$304.4M	89
Q1 2025	$304.9M	87
Q4 2024	$300.2M	88
Q3 2024	$305.7M	89
Q2 2024	$284.1M	87
Q1 2024	$277.2M	87
Q4 2023	$248.3M	87

Questions about Stolper Co's portfolio

What stocks does Stolper Co own?

Stolper Co's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 90 positions worth $387.2M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 5.2%, Apple Inc (AAPL) at 5.0%, Jpmorgan Chase & Co (JPM) at 4.7%, Alphabet Inc (GOOG) at 3.9% and Chevron Corporation (CVX) at 3.0%.

What did Stolper Co buy last quarter?

Stolper Co opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.

What did Stolper Co sell last quarter?

In Q3 2026, Stolper Co cut from its top 50 Oneok Inc New (OKE), cut from its top 50 Southern Co (SO) and Phillips 66 (PSX) (-31.6% shares), compared with its Q2 2026 filing.

How has Stolper Co's portfolio performed?

A portfolio copying Stolper Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +29.9% against +20.1%. Over 5 years: +11.8% a year against +11.6%.

When is Stolper Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Stolper Co's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Stolper Co manage?

Stolper Co reported $615.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $387.2M.