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Stolper Co

Period ended Sep 30, 2026 · Latest filing Oct 13, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $387,231

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. BERKSHIRE HATHAWAY INCORPORATE · COM · 084670702 · shares: $19,950
  2. APPLE INCORPORATED · COM · 037833100 · shares: $19,392
  3. JPMORGAN CHASE & COMPANY · COM · 46625H100 · shares: $18,243
  4. ALPHABET INCORPORATED CAP STK · COM · 02079K107 · shares: $15,289
  5. CHEVRON CORPORATION · COM · 166764100 · shares: $11,678
  6. BANK OF NY MELLON CORPORATION · COM · 064058100 · shares: $11,588
  7. ONEOK INCORPORATED NEW · COM · 30609A109 · shares: $11,349
  8. GOLDMAN SACHS GROUP INCORPORAT · COM · 38141G104 · shares: $11,222
  9. CISCO SYSTEMS INCORPORATED · COM · 17275R102 · shares: $10,161
  10. AMERICAN ELEC PWR COMPANY INCO · COM · 025537101 · shares: $10,018

Reported holdings

90 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
BERKSHIRE HATHAWAY INCORPORATECOM084670702 — 40,064 shares $19,950
APPLE INCORPORATEDCOM037833100 — 58,232 shares $19,392
JPMORGAN CHASE & COMPANYCOM46625H100 — 55,144 shares $18,243
ALPHABET INCORPORATED CAP STKCOM02079K107 — 44,871 shares $15,289
CHEVRON CORPORATIONCOM166764100 — 57,187 shares $11,678
BANK OF NY MELLON CORPORATIONCOM064058100 — 80,122 shares $11,588
ONEOK INCORPORATED NEWCOM30609A109 — 133,093 shares $11,349
GOLDMAN SACHS GROUP INCORPORATCOM38141G104 — 12,464 shares $11,222
CISCO SYSTEMS INCORPORATEDCOM17275R102 — 94,406 shares $10,161
AMERICAN ELEC PWR COMPANY INCOCOM025537101 — 84,438 shares $10,018
CAPITAL ONE FINL CORPORATIONCOM14040H105 — 51,276 shares $9,900
ALLISON TRANSMISSION HLDGS INCCOM01973R101 — 86,109 shares $9,753
BANK OF AMER CORPORATIONCOM060505104 — 177,284 shares $9,650
JOHNSON & JOHNSONCOM478160104 — 35,720 shares $9,457
COCA COLA COMPANYCOM191216100 — 109,365 shares $9,414
AFLAC INCORPORATEDCOM001055102 — 79,402 shares $8,876
MICROSOFT CORPORATIONCOM594918104 — 17,158 shares $8,800
PHILLIPS 66COM718546104 — 33,253 shares $8,490
UNION PAC CORPORATIONCOM907818108 — 30,368 shares $8,264
NATIONAL FUEL GAS COMPANYCOM636180101 — 108,611 shares $8,239
NORTHROP GRUMMAN CORPORATIONCOM666807102 — 16,059 shares $7,764
DEVON ENERGY CORPORATION NEWCOM25179M103 — 164,733 shares $7,584
UNITEDHEALTH GROUP INCORPORATECOM91324P102 — 18,632 shares $6,839
GENUINE PARTS COMPANYCOM372460105 — 49,982 shares $6,285
DAVITA INCORPORATEDCOM23918K108 — 35,038 shares $6,129
D R HORTON INCORPORATEDCOM23331A109 — 41,898 shares $5,725
MERCK & COMPANY INCORPORATEDCOM58933Y105 — 31,490 shares $4,576
HOME DEPOT INCORPORATEDCOM437076102 — 16,077 shares $4,574
MORGAN STANLEY COM NEWCOM617446448 — 23,653 shares $4,449
EXXONMOBIL HOLDINGS CORPORATIOCOM30233Q108 — 25,376 shares $4,130
ABBVIE INCORPORATEDCOM00287Y109 — 14,981 shares $3,919
UNITED PARCEL SVCS INCORPORATECOM911312106 — 39,541 shares $3,695
INTERNATIONAL BUSINESS MACHINECOM459200101 — 16,366 shares $3,599
ACCENTURE PLC IRELAND SHS CLASCOMG1151C101 — 19,358 shares $3,550
TEXAS INSTRS INCORPORATEDCOM882508104 — 12,072 shares $3,381
AT&T INCORPORATEDCOM00206R102 — 134,887 shares $3,291
PHILIP MORRIS INTERNATIONAL INCOM718172109 — 17,227 shares $3,287
SHELL PLC SPON ADSCOM780259305 — 32,261 shares $3,066
CANADIAN NATL RY COMPANYCOM136375102 — 25,304 shares $3,009
METLIFE INCORPORATEDCOM59156R108 — 31,268 shares $2,944
US BANCORP COM NEWCOM902973304 — 50,846 shares $2,937
EVERGY INCORPORATEDCOM30034W106 — 36,786 shares $2,885
ALTRIA GROUP INCORPORATEDCOM02209S103 — 42,195 shares $2,841
LOCKHEED MARTIN CORPORATIONCOM539830109 — 5,428 shares $2,764
ADAMS DIVERSIFIED EQUITY FDCOM006212104 — 106,132 shares $2,724
ALIBABA GROUP HLDG LIMITED SPOCOM01609W102 — 25,332 shares $2,724
TOTALENERGIES SE ACTCOMF92124100 — 31,530 shares $2,696
VERIZON COMMUNICATIONS INCORPOCOM92343V104 — 57,736 shares $2,648
DIGITAL RLTY TR INCORPORATED RCOM253868103 — 14,158 shares $2,485
CVS HEALTH CORPORATIONCOM126650100 — 27,753 shares $2,378
SOUTHERN COMPANYCOM842587107 — 27,920 shares $2,314
PROLOGIS INCORPORATED. REITCOM74340W103 — 17,735 shares $2,303
STAG INDUSTRIAL INCORPORATED RCOM85254J102 — 62,455 shares $2,237
TRI CONTL CORPORATIONCOM895436103 — 63,449 shares $2,179
PROCTER & GAMBLE COMPANYCOM742718109 — 14,392 shares $2,091
PPL CORPORATIONCOM69351T106 — 63,063 shares $2,074
MCDONALDS CORPORATIONCOM580135101 — 8,032 shares $1,855
PFIZER INCORPORATEDCOM717081103 — 64,894 shares $1,851
ISHARES TR INTL SEL DIV ETFCOM464288448 — 36,650 shares $1,546
NUVEEN CR STRATEGIES INCOME FDCOM67073D102 — 258,427 shares $1,228
GABELLI DIVID & INCOME TRCOM36242H104 — 42,373 shares $1,199
ABRDN TOTAL DYNAMIC DIVIDEND CCOM00326L100 — 101,715 shares $1,033
ROYCE SMALL CAP TRUST INCORPORCOM780910105 — 56,290 shares $964
BLACKROCK ENERGY & RES TRCOM09250U101 — 56,967 shares $963
BLACKROCK SCIENCE & TECHNOLOGYCOM09258G104 — 18,904 shares $945
NYLIM CBRE GLOBALCOM56064Q107 — 67,270 shares $905
BLACKROCK RES & COMMODITIES STCOM09257A108 — 70,899 shares $842
VIRTUS EQUITY & CONV INCM FDCOM92841M101 — 33,619 shares $840
BLACKROCK CR ALLOCATIONCOM092508100 — 87,411 shares $814
BLACKROCK ENHANCED GLOBALCOM092501105 — 65,655 shares $767
ADVENT CONV & INCOME FDCOM00764C109 — 64,463 shares $739
STATE STREET UTILITIES SELECTCOM81369Y886 — 18,622 shares $734
BLACKSTONE STRATEGIC CRED 2027COM09257R101 — 63,943 shares $719
INVESCO HIGH YIELD EQUITY DIVICOM46137V563 — 31,342 shares $715
ABRDN HEALTHCARE OPPORTUNITIESCOM879105104 — 38,686 shares $712
BLACKROCK ENHANCED INTL DIV TRCOM092524107 — 119,933 shares $675
BLACKROCK ENHANCED EQUITY DIVICOM09251A104 — 66,837 shares $628
PIMCO DYNAMIC INCOME STRATEGYCOM69346N107 — 25,787 shares $523
FLAHERTY & CRUMRIN PREFERRED &COM338478100 — 34,802 shares $520
PGIM GLOBAL HIGH YIELD FD FORMCOM69346J106 — 45,503 shares $501
PGIM HIGH YIELD BOND FUND INCOCOM69346H100 — 42,141 shares $495
ISHARES TR CORE MSCI EAFECOM46432F842 — 4,538 shares $440
GENERAL AMERN INVS COMPANY INCCOM368802104 — 6,307 shares $400
SCHWAB U.S. LARGE-CAP GROWTH ECOM808524300 — 9,170 shares $329
VANGUARD INDEX FUNDS S&P 500 ECOMCOM922908363 — 469 shares $329
SRH TOTAL RETURN FUND INCORPORCOM101507101 — 17,596 shares $306
STATE STREET INDUSTRIAL SELECTCOM81369Y704 — 1,643 shares $274
CENTRAL SECS CORPORATIONCOM155123102 — 4,477 shares $249
ISHARES INCORPORATED CORE MSCICOM46434G103 — 2,798 shares $227
EATON VANCE TAX-MANAGED BUY-COM27828Y108 — 10,394 shares $155