Stolper Co
CIK 1808195 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $387K
- 持仓
- 91
- 截至
- 2026年6月30日
按 13F 价值排名第 9269（共 9443） · 前 98.2%
投资组合价值同比（季度）：+11.1% 13F不披露现金
- 前十大持仓权重
- 35.90%
- 前二十五大持仓权重
- 68.02%
- 持仓高于 1%
- 31
- 有效持仓数量
- 43.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 26.36% 估计买入 $96993 · 卖出 $174162
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 82.0% 仍持有
- 新仓位
- 7
- 增加
- 51
- 减少
- 31
- 已结清
- 8
本页内容
行业细分
Financials
11.1%
Energy
10.5%
Financial Services
10.1%
Healthcare
9.5%
Industrials
8.2%
Technology
8.1%
Utilities
7.2%
Communication Services
4.1%
Consumer Staples
3.9%
Communications
2.8%
Retail
2.6%
Consumer products
2.3%
Consumer Discretionary
2.0%
Real Estate
1.9%
Telecommunication
1.3%
Logistics & Transportation
1.1%
其他/未映射
13.3%
完整投资组合 91 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| BRKB | $19937 | 5.15% | 39843 | $19092 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $18067 | 4.66% | 55195 | $1893 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $16837 | 4.35% | 58187 | $2236 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $15841 | 4.09% | 44833 | $1890 | 下跌 ×6 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $12561 | 3.24% | 12420 | $12134 | 下跌 ×1 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $11574 | 2.99% | 80034 | $-6588 | 上涨 ×1 | ||
| OKE ONEOK, Inc. Common Stock | $11501 | 2.97% | 132282 | $10292 | 下跌 ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $11478 | 2.96% | 83895 | $838 | 上涨 ×3 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $11023 | 2.85% | 93845 | $10492 | 上涨 ×1 | ||
| COF Capital One Financial Corporation Common Stock | $10226 | 2.64% | 50972 | $1275 | 上涨 ×1 | ||
| BAC Bank of America Corporation Common Stock | $10072 | 2.60% | 176763 | $640 | 上涨 ×1 | ||
| ALSN Allison Transmission Holdings, Inc. Common Stock | $9627 | 2.49% | 85388 | $-4 | 上涨 ×2 | ||
| CVX Chevron Corporation Common Stock | $9412 | 2.43% | 56778 | $-1899 | 上涨 ×6 | ||
| AFL AFLAC Incorporated Common Stock | $9275 | 2.39% | 79106 | $752 | 上涨 ×3 | ||
| JNJ Johnson & Johnson Common Stock | $9043 | 2.33% | 35608 | $672 | 上涨 ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $8825 | 2.28% | 108584 | $-886 | 下跌 ×1 | ||
| NFG National Fuel Gas Company Common Stock | $8341 | 2.15% | 108024 | 上涨 ×1 | |||
| PSX Phillips 66 Common Stock | $8217 | 2.12% | 48609 | $7708 | 上涨 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $8215 | 2.12% | 30202 | $6400 | 上涨 ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $8102 | 2.09% | 15908 | $7515 | 上涨 ×1 | ||
| DVA DaVita Inc. Common Stock | $7747 | 2.00% | 34820 | $2647 | 下跌 ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $7702 | 1.99% | 18531 | $5730 | 下跌 ×1 | ||
| DHI D.R. Horton, Inc. Common Stock | $6771 | 1.75% | 41568 | $4842 | 上涨 ×1 | ||
| DVN Devon Energy Corporation Common Stock | $6671 | 1.72% | 161439 | $44 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $6376 | 1.65% | 17093 | $4263 | 下跌 ×1 | ||
| GPC Genuine Parts Company Common Stock | $5802 | 1.50% | 49179 | $5429 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $5602 | 1.45% | 15883 | $925 | 下跌 ×1 | ||
| MS Morgan Stanley Common Stock | $4941 | 1.28% | 23635 | $-1516 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $4569 | 1.18% | 16248 | $-6090 | 上涨 ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $4207 | 1.09% | 39135 | $1842 | 上涨 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $4070 | 1.05% | 31675 | $1724 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $3779 | 0.98% | 15019 | $602 | 上涨 ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $3613 | 0.93% | 12122 | $3343 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 30233Q108) | $3450 | 0.89% | 25234 | 上涨 ×1 | |||
| EVRG Evergy, Inc. - Common Stock | $3154 | 0.81% | 36490 | $3012 | 上涨 ×1 | ||
| PM Philip Morris International Inc Common Stock | $3109 | 0.80% | 17188 | $1346 | 下跌 ×1 | ||
| USB U.S. Bancorp Common Stock | $3060 | 0.79% | 50668 | $-3698 | 上涨 ×1 | ||
| MO Altria Group, Inc. | $3019 | 0.78% | 41966 | $291 | 上涨 ×6 | ||
| CNI Canadian National Railway Company Common Stock | $3015 | 0.78% | 25286 | 上涨 ×1 | |||
| CVS CVS Health Corporation Common Stock | $2856 | 0.74% | 27604 | $-5173 | 下跌 ×1 | ||
| T AT&T Inc. | $2760 | 0.71% | 133346 | $-5693 | 下跌 ×1 | ||
| ADX Adams Diversified Equity Fund Inc. | $2749 | 0.71% | 107587 | $480 | 上涨 ×6 | ||
| LMT Lockheed Martin Corporation Common Stock | $2747 | 0.71% | 5392 | $-561 | 下跌 ×1 | ||
| SO Southern Company (The) Common Stock | $2643 | 0.68% | 27617 | $1738 | 下跌 ×1 | ||
| MET MetLife, Inc. Common Stock | $2637 | 0.68% | 31169 | $-1093 | 上涨 ×6 | ||
| DLR Digital Realty Trust, Inc. Common Stock | $2516 | 0.65% | 14009 | $-3065 | 下跌 ×1 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $2478 | 0.64% | 31962 | $-1922 | 下跌 ×1 | ||
| TTE TotalEnergies SE Ordinary Shares | $2433 | 0.63% | 31294 | $-401 | 上涨 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $2399 | 0.62% | 56657 | $-2068 | 上涨 ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $2391 | 0.62% | 24913 | $-131 | 上涨 ×5 | ||
| PLD Prologis, Inc. Common Stock | $2377 | 0.61% | 17543 | $1829 | 下跌 ×1 | ||
| STAG Stag Industrial, Inc. Common Stock | $2347 | 0.61% | 61659 | $251 | 上涨 ×2 | ||
| PPL PPL Corporation Common Stock | $2257 | 0.58% | 62080 | $-579 | 上涨 ×1 | ||
| TY Tri Continental Corporation Common Stock | $2248 | 0.58% | 65324 | $1401 | 上涨 ×1 | ||
| MCD McDonald's Corporation Common Stock | $2136 | 0.55% | 7903 | $1589 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2076 | 0.54% | 14159 | $-6443 | 下跌 ×1 | ||
| TGT Target Corporation Common Stock | $1897 | 0.49% | 14527 | $707 | 下跌 ×1 | ||
| IDV | $1560 | 0.40% | 37656 | $1145 | 上涨 ×1 | ||
| PFE Pfizer, Inc. Common Stock | $1532 | 0.40% | 63611 | $1001 | 上涨 ×1 | ||
| GDV Gabelli Dividend & Income Trust Common Shares of Beneficial Interest | $1273 | 0.33% | 43288 | $749 | 上涨 ×1 | ||
| JQC Nuveen Credit Strategies Income Fund Shares of Beneficial Interest | $1265 | 0.33% | 260346 | $-2834 | 上涨 ×1 | ||
| AOD abrdn Total Dynamic Dividend Fund Common Shares of Beneficial Interest | $1074 | 0.28% | 104186 | $144 | 上涨 ×6 | ||
| RVT Royce Small-Cap Trust, Inc. Common Stock | $1049 | 0.27% | 56794 | $-950 | 上涨 ×1 | ||
| MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund Common Shares | $1042 | 0.27% | 68556 | $752 | 上涨 ×1 | ||
| BST BlackRock Science and Technology Trust Common Shares of Beneficial Interest | $983 | 0.25% | 19378 | $297 | 下跌 ×1 | ||
| NIE Virtus Equity & Convertible Income Fund Common Shares of Beneficial Interest | $925 | 0.24% | 34455 | $508 | 上涨 ×1 | ||
| BTZ BlackRock Credit Allocation Income Trust | $897 | 0.23% | 87774 | $330 | 上涨 ×1 | ||
| AVK Advent Convertible and Income Fund | $861 | 0.22% | 65745 | $158 | 上涨 ×6 | ||
| BGR BlackRock Energy and Resources Trust | $861 | 0.22% | 58102 | 上涨 ×1 | |||
| XLU XLU | $860 | 0.22% | 18962 | $-1672 | 下跌 ×1 | ||
| BCX BlackRock Resources Common Shares of Beneficial Interest | $824 | 0.21% | 72889 | $141 | 上涨 ×1 | ||
| BOE Blackrock Enhanced Global Dividend Trust Common Shares of Beneficial Interest | $808 | 0.21% | 66870 | $-47 | 下跌 ×1 | ||
| THQ abrdn Healthcare Opportunities Fund Shares of Beneficial Interest | $742 | 0.19% | 39612 | $99 | 上涨 ×3 | ||
| PEY Invesco High Yield Equity Dividend Achievers ETF | $739 | 0.19% | 31869 | $-3787 | 上涨 ×1 | ||
| BGB Blackstone Strategic Credit 2027 Term Fund Common Shares of Beneficial Interest | $729 | 0.19% | 64513 | $-1936 | 上涨 ×1 | ||
| BGY Blackrock Enhanced International Dividend Trust | $705 | 0.18% | 122752 | 上涨 ×1 | |||
| BDJ Blackrock Enhanced Equity Dividend Trust | $656 | 0.17% | 68503 | $-53 | 上涨 ×1 | ||
| FFC Flaherty & Crumrine Preferred and Income Securities Fund Incorporated | $576 | 0.15% | 35383 | $-3712 | 上涨 ×1 | ||
| GHY PGIM Global High Yield Fund, Inc. | $554 | 0.14% | 45789 | $-422 | 下跌 ×1 | ||
| ISD PGIM High Yield Bond Fund, Inc. | $552 | 0.14% | 42229 | $-10994 | 下跌 ×1 | ||
| PDX PIMCO Dynamic Income Strategy Fund Common Shares of Beneficial Interest | $542 | 0.14% | 26047 | $11 | 下跌 ×1 | ||
| IEFA | $442 | 0.11% | 4580 | $-3434 | 下跌 ×1 | ||
| GAM General American Investors, Inc. Common Stock | $402 | 0.10% | 6307 | $-733 | 下跌 ×1 | ||
| VOO | $322 | 0.08% | 469 | $-2690 | 下跌 ×1 | ||
| STEW SRH Total Return Fund, Inc. Common Stock | $315 | 0.08% | 17596 | $14 | |||
| SCHG | $310 | 0.08% | 9170 | $-1937 | 下跌 ×1 | ||
| XLI XLI | $304 | 0.08% | 1643 | $-2645 | 下跌 ×2 | ||
| CET | $235 | 0.06% | 4477 | $13 | |||
| IEMG | $232 | 0.06% | 2798 | 上涨 ×1 | |||
| IJH | $216 | 0.06% | 2802 | 上涨 ×1 | |||
| ETV Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest | $155 | 0.04% | 10394 | $-2305 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| BK | 增持 | +42K | -$7K |
| PG | 削减 | -33K | -$6K |
| UNP | 增持 | +15K | +$6K |
| IBM | 增持 | +4K | -$6K |
| UNH | 削减 | -44K | +$6K |
| T | 削减 | -40K | -$6K |
| CVS | 削减 | -78K | -$5K |
| DHI | 增持 | +15K | +$5K |
| MSFT | 削减 | -13K | +$4K |
| USB | 增持 | +23K | -$4K |
10 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| DIAX | 2026年6月30日 | 14709 | $10035 | 不再跟踪 |
| DFS | 2025年6月30日 | 50756 | $8664 | 不再跟踪 |
| ORCL | 2025年6月30日 | 57817 | $8083 | -34.8% |
| HPQ | 2025年9月30日 | 205576 | $5028 | 9.0% |
| ADM | 2026年6月30日 | 130864 | $3794 | 7.8% |
| XOM | 2026年6月30日 | 36010 | $2950 | 22.5% |
| MMM | 2025年9月30日 | 16667 | $2537 | 16.2% |
| KR | 2025年3月31日 | 38019 | $2325 | -17.6% |
| NEM | 2025年9月30日 | 38752 | $2258 | 50.5% |
| QCOM | 2026年6月30日 | 58680 | $2242 | -12.3% |
| V | 2026年6月30日 | 2799 | $846 | 7.1% |
| SHY | 2025年9月30日 | 8250 | $684 | |
| IGR | 2025年9月30日 | 105933 | $560 | -9.6% |
| JPC | 2025年9月30日 | 69231 | $555 | -7.6% |
| PFF | 2025年9月30日 | 16606 | $509 | |
| XYL | 2026年6月30日 | 3189 | $381 | -2.2% |
| NVDA | 2025年9月30日 | 2150 | $340 | 17.5% |
| VRSK | 2026年6月30日 | 1766 | $335 | 4.9% |
| XLE | 2026年6月30日 | 9170 | $267 | 不再跟踪 |
| CET | 2025年3月31日 | 4444 | $203 | 不再跟踪 |