Stolper Co
RIA/Wealth
Stolper Co is a RIA/Wealth based in Tulsa, OK led by Jon David Stolper, reporting $307.4M in AUM as of Q3 2025 with 31% Financial Services concentration.
PresidentJon David Stolper
- Portfolio Value
- $302.8M
- Positions
- 61
- Top Holding
- BRK.B at 6.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Stolper Co's portfolio (39.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $19.0M | 6.26% | -$268.0K Sold | 0.00% 37.7K shares | |
Banks - Diversified Financial Services | $17.7M | 5.86% | -$272.2K Sold | 0.00% 56.2K shares | |
Consumer Electronics Technology | $14.9M | 4.92% | -$67.7K Sold | 0.00% 58.5K shares | |
Internet Content & Information Communication Services | $11.9M | 3.94% | -$117.4K Sold | 0.00% 49.0K shares | |
Financial - Credit Services Financial Services | $10.7M | 3.54% | -$56.3K Sold | 0.01% 50.5K shares | |
Financial - Capital Markets Financial Services | $10.5M | 3.46% | -$76.4K Sold | 0.00% 13.1K shares | |
Oil & Gas Midstream Energy | $9.0M | 2.98% | +$93.6K Bought | 0.02% 123.7K shares | |
Regulated Electric Utilities | $9.0M | 2.97% | -$6.1K Sold | 0.01% 80.0K shares | |
Banks - Diversified Financial Services | $8.9M | 2.94% | -$26.1K Sold | 0.00% 172.8K shares | |
Aerospace & Defense Industrials | $8.9M | 2.94% | -$30.5K Sold | 0.01% 14.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Stolper Co's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+6.36% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Stolper Co
GthenA