Institutional Fund
Stolper Co
Tulsa, OKCIK 18081956 filings on record
Portfolio Value
$352.5K
Q1 2026
Holdings
93
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+3.8%
from $339.5K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Bank New York Mellon Corp5.2%
- Jpmorgan Chase & Co.4.6%
- Apple Inc4.1%
- Alphabet Inc4.0%
- Pgim High Yield Bond Fund In3.3%
- Chevron Corp New3.2%
- Other75.7%
Portfolio Holdings
93 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bank New York Mellon Corp | 37.9K | $18.2K | 5.2% | −41.7K | Reduced |
| 2 | Jpmorgan Chase & Co. | 55.0K | $16.2K | 4.6% | −598 | Reduced |
| 3 | Apple Inc | 57.5K | $14.6K | 4.1% | −175 | Reduced |
| 4 | Alphabet Inc | 48.6K | $14.0K | 4.0% | −207 | Reduced |
| 5 | Pgim High Yield Bond Fund In | 127.7K | $11.5K | 3.3% | +88.1K | Added |
| 6 | Chevron Corp New | 54.7K | $11.3K | 3.2% | +291 | Added |
| 7 | International Business Machs | 12.6K | $10.7K | 3.0% | −3.5K | Reduced |
| 8 | American Elec Pwr Co Inc | 81.2K | $10.6K | 3.0% | +323 | Added |
| 9 | Nuveen Dow 30 Dynmc Overwrt | 14.7K | $10.0K | 2.8% | −21.8K | Reduced |
| 10 | Coca Cola Co | 125.2K | $9.7K | 2.8% | +20.1K | Added |
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