Stolper-Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMM",
  "ABBV",
  "BABA",
  "RVT",
  "JQC",
  "T",
  "ADX",
  "BDJ",
  "BTZ",
  "BST",
  "STEW",
  "ISD",
  "GHY",
  "AOD",
  "AVK",
  "BGB",
  "HD",
  "HPQ",
  "MCD",
  "UNP",
  "QCOM",
  "DIAX",
  "BOE",
  "GAM",
  "MSFT",
  "MS",
  "EVRG",
  "GPC",
  "ADM",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "UNH",
  "AAPL",
  "GS",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "JPC",
  "IEFA",
  "SHEL",
  null,
  "IBM",
  "TGT",
  "UPS",
  "NEM",
  "MET",
  null,
  "STAG",
  "GDV",
  "TY",
  "TTE",
  null,
  "AFL",
  "DHI",
  "USB",
  "VOO",
  null,
  "SCHG",
  "SO",
  "PPL",
  "PSX",
  "BAC",
  "BK",
  "BRK-B",
  "BCX",
  "IGR",
  "CVX",
  "CSCO",
  "KO",
  "CVS",
  "DVA",
  "DVN",
  "DFS",
  "DLR",
  null,
  "GOOG",
  "XOM",
  "JNJ",
  "PLD",
  "PM",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 87
Total Value: 304919
Accession Number: 0001808195-25-000006
Form Type: 13F-HR
CIK: stolper-co
Manager Name: Stolper-Co

Data Enrichment

91% identified

79 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

87 positions • $304.9K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Phillips 66

PSX|718546104

Shares:46.1K

Value:$5.7M

% of Portfolio:1868.7% ($5.7M/$304.9K)

JOHNSON & JOHNSON

JNJ|478160104

Shares:34.2K

Value:$5.7M

% of Portfolio:1860.8% ($5.7M/$304.9K)

GENUINE PARTS CO

GPC|372460105

Shares:44.2K

Value:$5.3M

% of Portfolio:1727.3% ($5.3M/$304.9K)

QUALCOMM INC/DE

QCOM|747525103

Shares:33.6K

Value:$5.2M

% of Portfolio:1691.3% ($5.2M/$304.9K)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:134.7K

Value:$5.0M

% of Portfolio:1651.9% ($5.0M/$304.9K)

HOME DEPOT, INC.

HD|437076102

Shares:13.4K

Value:$4.9M

% of Portfolio:1616.5% ($4.9M/$304.9K)

HORTON D R INC /DE/

DHI|23331A109

Shares:36.6K

Value:$4.7M

% of Portfolio:1527.0% ($4.7M/$304.9K)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:16.9K

Value:$4.2M

% of Portfolio:1376.4% ($4.2M/$304.9K)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:35.7K

Value:$3.9M

% of Portfolio:1286.9% ($3.9M/$304.9K)

AT&T INC.

T|00206R102

Shares:126.5K

Value:$3.6M

% of Portfolio:1173.4% ($3.6M/$304.9K)

AbbVie Inc.

ABBV|00287Y109

Shares:14.3K

Value:$3.0M

% of Portfolio:983.2% ($3.0M/$304.9K)

MORGAN STANLEY

MS|617446448

Shares:24.6K

Value:$2.9M

% of Portfolio:941.6% ($2.9M/$304.9K)

EXXON MOBIL CORP

XOM|30231G102

Shares:24.0K

Value:$2.9M

% of Portfolio:937.3% ($2.9M/$304.9K)

Philip Morris International Inc.

PM|718172109

Shares:16.8K

Value:$2.7M

% of Portfolio:874.3% ($2.7M/$304.9K)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:19.5K

Value:$2.6M

% of Portfolio:845.1% ($2.6M/$304.9K)

3M CO

MMM|88579Y101

Shares:16.7K

Value:$2.5M

% of Portfolio:804.8% ($2.5M/$304.9K)

Evergy, Inc.

EVRG|30034W106

Shares:34.6K

Value:$2.4M

% of Portfolio:783.2% ($2.4M/$304.9K)

Merck & Co., Inc.

MRK|58933Y105

Shares:26.4K

Value:$2.4M

% of Portfolio:775.9% ($2.4M/$304.9K)

ALTRIA GROUP, INC.

MO|02209S103

Shares:39.4K

Value:$2.4M

% of Portfolio:775.3% ($2.4M/$304.9K)

SOUTHERN CO

SO|842587107

Shares:24.6K

Value:$2.3M

% of Portfolio:742.8% ($2.3M/$304.9K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Phillips 66(PSXcusip718546104)	46.1K	QoQ -0.29% (-137) YoY +2.95% (-1.3K)	All Managers (Combined)	$5.7M	1868.7% ($5.7M/$304.9K)	QoQ +8.05% (-$0) YoY -22.16% (-$2)
JOHNSON & JOHNSON(JNJcusip478160104)	34.2K	QoQ -0.23% (-80) YoY +5.43% (+1.8K)	All Managers (Combined)	$5.7M	1860.8% ($5.7M/$304.9K)	QoQ +14.39% (-$1) YoY +10.53% (+$1)
GENUINE PARTS CO(GPCcusip372460105)	44.2K	QoQ -0.61% (-273) YoY NEW(+44.2K)	All Managers (Combined)	$5.3M	1727.3% ($5.3M/$304.9K)	QoQ +1.40% (-$0) YoY NEW(+$5)
QUALCOMM INC/DE(QCOMcusip747525103)	33.6K	QoQ -0.30% (-103) YoY +2.88% (-940)	All Managers (Combined)	$5.2M	1691.3% ($5.2M/$304.9K)	QoQ -0.30% (-$0) YoY -6.64% (-$0)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	134.7K	QoQ +0.30% (+416) YoY +4.29% (-5.5K)	All Managers (Combined)	$5.0M	1651.9% ($5.0M/$304.9K)	QoQ +14.63% (+$1) YoY -22.25% (-$1)
HOME DEPOT, INC.(HDcusip437076102)	13.4K	QoQ -0.16% (-22) YoY +4.66% (-599)	All Managers (Combined)	$4.9M	1616.5% ($4.9M/$304.9K)	QoQ -5.93% (-$0) YoY -0.02% (-$0)
HORTON D R INC /DE/(DHIcusip23331A109)	36.6K	QoQ -0.23% (-85) YoY +2.59% (-925)	All Managers (Combined)	$4.7M	1527.0% ($4.7M/$304.9K)	QoQ -9.27% (-$0) YoY -20.73% (-$1)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	16.9K	QoQ -0.47% (-80) YoY -1.48% (-254)	All Managers (Combined)	$4.2M	1376.4% ($4.2M/$304.9K)	QoQ +12.58% (-$0) YoY +28.27% (-$1)
UNITED PARCEL SERVICE INC(UPScusip911312106)	35.7K	QoQ +0.32% (-114) YoY +6.79% (-2.3K)	All Managers (Combined)	$3.9M	1286.9% ($3.9M/$304.9K)	QoQ -12.48% (-$1) YoY -20.96% (-$1)
AT&T INC.(Tcusip00206R102)	126.5K	QoQ +0.36% (+462) YoY +1.33% (+1.7K)	All Managers (Combined)	$3.6M	1173.4% ($3.6M/$304.9K)	QoQ +24.66% (+$1) YoY +62.85% (+$1)
AbbVie Inc.(ABBVcusip00287Y109)	14.3K	QoQ -1.35% (-196) YoY -1.54% (-224)	All Managers (Combined)	$3.0M	983.2% ($3.0M/$304.9K)	QoQ +16.29% (-$0) YoY +13.26% (-$0)
MORGAN STANLEY(MScusip617446448)	24.6K	QoQ +0.34% (-85) YoY +0.12% (+30)	All Managers (Combined)	$2.9M	941.6% ($2.9M/$304.9K)	QoQ -6.87% (-$0) YoY +24.07% (+$1)
EXXON MOBIL CORP(XOMcusip30231G102)	24.0K	QoQ +0.46% (+111) YoY +0.94% (+225)	All Managers (Combined)	$2.9M	937.3% ($2.9M/$304.9K)	QoQ +11.07% (+$0) YoY +3.25% (+$0)
Philip Morris International Inc.(PMcusip718172109)	16.8K	QoQ -0.84% (-143) YoY -0.65% (-111)	All Managers (Combined)	$2.7M	874.3% ($2.7M/$304.9K)	QoQ +30.75% (-$1) YoY +72.11% (-$1)
Alibaba Group Holding Ltd(BABAcusip01609W102)	19.5K	QoQ -0.59% (-116) YoY +10.35% (+1.8K)	All Managers (Combined)	$2.6M	845.1% ($2.6M/$304.9K)	QoQ +55.05% (-$1) YoY +101.64% (+$1)
3M CO(MMMcusip88579Y101)	16.7K	QoQ +0.06% (+11) YoY +17.79% (+2.5K)	All Managers (Combined)	$2.5M	804.8% ($2.5M/$304.9K)	QoQ +13.82% (+$0) YoY +63.05% (+$1)
Evergy, Inc.(EVRGcusip30034W106)	34.6K	QoQ +0.49% (+169) YoY NEW(+34.6K)	All Managers (Combined)	$2.4M	783.2% ($2.4M/$304.9K)	QoQ +12.58% (+$0) YoY NEW(+$2)
Merck & Co., Inc.(MRKcusip58933Y105)	26.4K	QoQ +0.86% (-225) YoY -0.60% (-160)	All Managers (Combined)	$2.4M	775.9% ($2.4M/$304.9K)	QoQ -9.00% (-$0) YoY -32.40% (-$1)
ALTRIA GROUP, INC.(MOcusip02209S103)	39.4K	QoQ +0.31% (+125) YoY +0.88% (+344)	All Managers (Combined)	$2.4M	775.3% ($2.4M/$304.9K)	QoQ +15.14% (+$0) YoY +38.81% (+$1)
SOUTHERN CO(SOcusip842587107)	24.6K	QoQ +0.51% (+126) YoY +0.27% (+67)	All Managers (Combined)	$2.3M	742.8% ($2.3M/$304.9K)	QoQ +12.23% (+$0) YoY +28.47% (+$1)