Stolper Co
โขCIK: 1808195โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other42.4%
Financial21.3%
Technology18.0%
Healthcare6.7%
Industrial3.5%
Consumer Staples2.9%
Consumer2.0%
Communication0.9%
Changes from Q3 2025
โ72 increased
โ17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023