Data as of Q4 2025 (Dec 31, 2025)

Stolper Co

โ€ขCIK: 1808195โ€ขFiling: Q4 2025

**Stolper Co** is a actively managed hedge fund overseeing $339M across 89 distinct positions. The portfolio exhibits significant conviction in established financial and technology sectors, with top holdings including BRK/B at $19.0M and JPM at $17.9M. Further allocations are concentrated in mega-cap technology names such as AAPL ($15.7M) and GOOG ($15.3M). This structure suggests a value-oriented approach targeting resilient, large-cap industrial and financial anchors.

Total AUM
$339.5M
QoQ Performance
+2.9%
Positions
89
Top 10 Concentration
38.1%
Latest Filing
Q4 2025

Top Holdings Allocation

BRK/B
JPM
BRK/B5.6%
JPM5.3%
AAPL4.6%
GOOG4.5%
COF3.6%
GS3.3%
CSCO2.8%
BAC2.8%

๐Ÿ“ˆ Biggest Buys

XLI
SPDR INDUSTRIAL SELECT SECTOR
+3259.2%
0.6% of portfolio
XLU
SPDR UTILITIES SELECT SECTOR F
+111.1%
0.3% of portfolio
CHV
CHEVRON CORPORATION NEW
+2.3%
2.4% of portfolio
OKE
ONEOK INCORPORATED NEW
+2.0%
2.7% of portfolio
XLE
SPDR ENERGY SELECT SECTOR FUND
+84.5%
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

STEW
SRH TOTAL RETURN FUND INCORPOR
-90.7%
0.1% of portfolio
STAG
STAG INDL INCORPORATED REIT
-67.2%
0.2% of portfolio
GS
GOLDMAN SACHS GROUP INCORPORAT
-2.5%
3.3% of portfolio
ALSN
ALLISON TRANSMISSION HLDGS INC
-3.1%
2.1% of portfolio
AAPL
APPLE INCORPORATED
-1.4%
4.6% of portfolio

Sector Breakdown

Other42.4%
Financial21.3%
Technology18.0%
Healthcare6.7%
Industrial3.5%
Consumer Staples2.9%
Consumer2.0%
Communication0.9%

Changes from Q3 2025

โ†‘72 increased
โ†“17 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023