Stolper Co Portfolio Holdings
Q3 2025•61 long positions•$302.8M portfolio value
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Holding69 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $19.0M 6.26% | -$268.0K Sold | 0.002% 37.7K shares | 38.3K → 37.7K −$268.0K | -1.39% | $1.08T Mega Cap | Q1 2020 Held for 5y 8m | |
Banks - Diversified Financial Services | $17.7M 5.86% | -$272.2K Sold | 0.002% 56.2K shares | 57.1K → 56.2K −$272.2K | -1.51% | $867.35B Mega Cap | Q1 2020 Held for 5y 8m | |
Consumer Electronics Technology | $14.9M 4.92% | -$67.7K Sold | 0.0% 58.5K shares | 58.8K → 58.5K −$67.7K | -0.45% | $3.78T Mega Cap | Q1 2020 Held for 5y 8m | |
Internet Content & Information Communication Services | $11.9M 3.94% | -$117.4K Sold | 0.0% 49.0K shares | 49.4K → 49.0K −$117.4K | -0.97% | $2.95T Mega Cap | Q1 2023 Held for 2y 8m | |
Financial - Credit Services Financial Services | $10.7M 3.54% | -$56.3K Sold | 0.008% 50.5K shares | 50.7K → 50.5K −$56.3K | -0.52% | $135.95B Large Cap | Q2 2025 Held for 5 months | |
Financial - Capital Markets Financial Services | $10.5M 3.46% | -$76.4K Sold | 0.004% 13.1K shares | 13.2K → 13.1K −$76.4K | -0.72% | $241.07B Mega Cap | Q1 2020 Held for 5y 8m | |
Oil & Gas Midstream Energy | $9.0M 2.98% | +$93.6K Bought | 0.02% 123.7K shares | 122.4K → 123.7K +$93.6K | +1.05% | $46.0B Large Cap | Q1 2020 Held for 5y 8m | |
Regulated Electric Utilities | $9.0M 2.97% | -$6.1K Sold | 0.015% 80.0K shares | 80.0K → 80.0K −$6.1K | -0.07% | $60.2B Large Cap | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $8.9M 2.94% | -$26.1K Sold | 0.002% 172.8K shares | 173.3K → 172.8K −$26.1K | -0.29% | $382.12B Mega Cap | Q1 2020 Held for 5y 8m | |
Aerospace & Defense Industrials | $8.9M 2.94% | -$30.5K Sold | 0.01% 14.6K shares | 14.6K → 14.6K −$30.5K | -0.34% | $87.2B Large Cap | Q4 2020 Held for 4y 11m | |
Asset Management Financial Services | $8.6M 2.85% | -$49.1K Sold | 0.011% 79.3K shares | 79.8K → 79.3K −$49.1K | -0.57% | $76.8B Large Cap | Q1 2020 Held for 5y 8m | |
Insurance - Life Financial Services | $8.6M 2.84% | -$27.9K Sold | 0.014% 76.9K shares | 77.1K → 76.9K −$27.9K | -0.32% | $59.7B Large Cap | Q1 2020 Held for 5y 8m | |
Communication Equipment Technology | $8.5M 2.81% | -$14.6K Sold | 0.003% 124.4K shares | 124.7K → 124.4K −$14.6K | -0.17% | $270.48B Mega Cap | Q1 2020 Held for 5y 8m | |
Oil & Gas Integrated Energy | $8.3M 2.72% | +$80.9K Bought | 0.003% 53.1K shares | 52.6K → 53.1K +$80.9K | +0.99% | $312.88B Mega Cap | Q1 2020 Held for 5y 8m | |
Software - Infrastructure Technology | $8.2M 2.72% | -$27.5K Sold | 0.0% 15.9K shares | 16.0K → 15.9K −$27.5K | -0.33% | $3.85T Mega Cap | Q1 2020 Held for 5y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $6.8M 2.26% | +$88.1K Bought | 0.002% 103.0K shares | 101.7K → 103.0K +$88.1K | +1.31% | $285.42B Mega Cap | Q1 2020 Held for 5y 8m | |
Auto - Parts Consumer Cyclical | $6.4M 2.12% | +$6.4M New | 0.09% 75.6K shares | 0 → 75.6K +$6.4M | New | $7.1B Mid Cap | Q3 2025 Held for 2 months | |
Railroads Industrials | $6.4M 2.12% | -$8.5K Sold | 0.005% 27.1K shares | 27.2K → 27.1K −$8.5K | -0.13% | $140.18B Large Cap | Q1 2020 Held for 5y 8m | |
Drug Manufacturers - General Healthcare | $6.3M 2.08% | -$10.4K Sold | 0.001% 34.0K shares | 34.0K → 34.0K −$10.4K | -0.16% | $446.55B Mega Cap | Q1 2020 Held for 5y 8m | |
Oil & Gas Refining & Marketing Energy | $6.2M 2.05% | -$9.1K Sold | 0.011% 45.6K shares | 45.6K → 45.6K −$9.1K | -0.15% | $55.0B Large Cap | Q1 2020 Held for 5y 8m | |
Residential Construction Consumer Cyclical | $6.1M 2.03% | -$12.5K Sold | 0.012% 36.2K shares | 36.3K → 36.2K −$12.5K | -0.2% | $50.5B Large Cap | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $6.0M 1.99% | -$5.0K Sold | 0.031% 43.5K shares | 43.5K → 43.5K −$5.0K | -0.08% | $19.3B Large Cap | Q4 2024 Held for 11 months | |
Medical - Care Facilities Healthcare | $5.5M 1.83% | -$8.2K Sold | 0.058% 41.6K shares | 41.7K → 41.6K −$8.2K | -0.15% | $9.5B Mid Cap | Q2 2022 Held for 3y 5m | |
Semiconductors Technology | $5.5M 1.82% | -$9.3K Sold | 0.003% 33.1K shares | 33.2K → 33.1K −$9.3K | -0.17% | $179.50B Large Cap | Q4 2022 Held for 2y 11m | |
Medical - Healthcare Plans Healthcare | $5.5M 1.81% | +$345.3 Bought | 0.002% 15.9K shares | 15.9K → 15.9K +$345.3 | +0.01% | $312.73B Mega Cap | Q1 2020 Held for 5y 8m | |
Home Improvement Consumer Cyclical | $5.4M 1.78% | -$9.3K Sold | 0.001% 13.3K shares | 13.3K → 13.3K −$9.3K | -0.17% | $403.32B Mega Cap | Q3 2020 Held for 5y 2m | |
Information Technology Services Technology | $4.5M 1.5% | +$33.3K Bought | 0.002% 16.1K shares | 16.0K → 16.1K +$33.3K | +0.74% | $262.84B Mega Cap | Q1 2020 Held for 5y 8m | |
Financial - Capital Markets Financial Services | $3.9M 1.3% | +$8.3K Bought | 0.002% 24.8K shares | 24.8K → 24.8K +$8.3K | +0.21% | $253.75B Mega Cap | Q1 2022 Held for 3y 8m | |
Oil & Gas Exploration & Production Energy | $3.9M 1.29% | -$7.4K Sold | 0.018% 111.2K shares | 111.5K → 111.2K −$7.4K | -0.19% | $22.3B Large Cap | Q1 2024 Held for 1y 8m | |
Telecommunications Services Communication Services | $3.6M 1.18% | +$28.2K Bought | 0.002% 126.6K shares | 125.6K → 126.6K +$28.2K | +0.79% | $201.93B Mega Cap | Q1 2020 Held for 5y 8m | |
Drug Manufacturers - General Healthcare | $3.4M 1.13% | +$104.0K Bought | 0.001% 14.7K shares | 14.3K → 14.7K +$104.0K | +3.15% | $409.03B Mega Cap | Q1 2020 Held for 5y 8m | |
Oil & Gas Integrated Energy | $2.8M 0.927% | +$59.5K Bought | 0.001% 24.9K shares | 24.4K → 24.9K +$59.5K | +2.17% | $480.68B Mega Cap | Q1 2020 Held for 5y 8m | |
Tobacco Consumer Defensive | $2.7M 0.903% | +$19.3K Bought | 0.001% 16.9K shares | 16.7K → 16.9K +$19.3K | +0.71% | $252.48B Mega Cap | Q1 2020 Held for 5y 8m | |
Aerospace & Defense Industrials | $2.7M 0.891% | +$2.7M Bought | 0.002% 5.4K shares | — | — | $116.55B Large Cap | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $2.7M 0.883% | +$46.7K Bought | 0.015% 35.2K shares | 34.6K → 35.2K +$46.7K | +1.78% | $17.5B Large Cap | Q3 2024 Held for 1y 2m | |
Tobacco Consumer Defensive | $2.6M 0.874% | +$43.8K Bought | 0.002% 40.1K shares | 39.4K → 40.1K +$43.8K | +1.68% | $110.97B Large Cap | Q1 2020 Held for 5y 8m | |
Drug Manufacturers - General Healthcare | $2.5M 0.839% | +$151.9K Bought | 0.001% 30.3K shares | 28.5K → 30.3K +$151.9K | +6.36% | $209.64B Mega Cap | Q1 2020 Held for 5y 8m | |
Integrated Freight & Logistics Industrials | $2.5M 0.831% | +$501.2 Bought | 0.004% 30.1K shares | 30.1K → 30.1K +$501.2 | +0.02% | $70.8B Large Cap | Q1 2020 Held for 5y 8m | |
Banks - Regional Financial Services | $2.4M 0.782% | +$44.8K Bought | 0.003% 49.0K shares | 48.1K → 49.0K +$44.8K | +1.93% | $75.2B Large Cap | Q1 2025 Held for 8 months | |
Regulated Electric Utilities | $2.4M 0.781% | +$44.5K Bought | 0.002% 24.9K shares | 24.5K → 24.9K +$44.5K | +1.92% | $104.25B Large Cap | Q1 2020 Held for 5y 8m | |
Insurance - Life Financial Services | $2.3M 0.772% | +$55.7K Bought | 0.004% 28.4K shares | 27.7K → 28.4K +$55.7K | +2.44% | $54.8B Large Cap | Q1 2020 Held for 5y 8m | |
Telecommunications Services Communication Services | $2.3M 0.762% | +$123.0K Bought | 0.001% 52.5K shares | 49.7K → 52.5K +$123.0K | +5.63% | $185.31B Large Cap | Q1 2020 Held for 5y 8m | |
REIT - Office Real Estate | $2.2M 0.741% | +$41.7K Bought | 0.004% 13.0K shares | 12.7K → 13.0K +$41.7K | +1.89% | $59.0B Large Cap | Q1 2020 Held for 5y 8m | |
Restaurants Consumer Cyclical | $2.2M 0.723% | +$56.8K Bought | 0.001% 7.2K shares | 7.0K → 7.2K +$56.8K | +2.67% | $216.86B Mega Cap | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $2.2M 0.722% | +$2.2M New | 0.001% 11.9K shares | 0 → 11.9K +$2.2M | New | $167.04B Large Cap | Q3 2025 Held for 2 months | |
Agricultural Farm Products Consumer Defensive | $2.2M 0.715% | +$106.7K Bought | 0.008% 36.2K shares | 34.4K → 36.2K +$106.7K | +5.19% | $28.7B Large Cap | Q1 2024 Held for 1y 8m | |
Regulated Electric Utilities | $2.1M 0.68% | +$44.7K Bought | 0.007% 55.4K shares | 54.2K → 55.4K +$44.7K | +2.22% | $27.5B Large Cap | Q1 2020 Held for 5y 8m | |
Household & Personal Products Consumer Defensive | $2.0M 0.661% | +$110.0K Bought | 0.001% 13.0K shares | 12.3K → 13.0K +$110.0K | +5.81% | $359.62B Mega Cap | Q1 2020 Held for 5y 8m | |
REIT - Industrial Real Estate | $2.0M 0.648% | +$106.9K Bought | 0.03% 55.6K shares | 52.6K → 55.6K +$106.9K | +5.76% | $6.6B Mid Cap | Q1 2020 Held for 5y 8m | |
Medical - Healthcare Plans Healthcare | $2.0M 0.644% | +$80.0K Bought | 0.002% 25.9K shares | 24.8K → 25.9K +$80.0K | +4.27% | $95.6B Large Cap | Q1 2020 Held for 5y 8m |
