Investor
Stolper Co
CIK 0001808195 · filed 2026-04-13 · SEC filing
13F book
$352.5K
Positions
93
4 new · 0 sold
Largest name
5.2%
Bank New York Mellon Corp
Est. mark
$13.4K
Price effect on 89 names still held. Flow −$399.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Bank New York Mellon Corp | — | 37.9K | $18.2K | 5.2% | $13.8K | Cut$8.92K |
| Jpmorgan Chase & Co. | — | 55K | $16.2K | 4.6% | −$1.54K | Cut−$1.74K |
| Apple Inc. | AAPL | 57.5K | $14.6K | 4.1% | −$1.04K | Cut−$1.09K |
| Alphabet Inc | — | 48.6K | $14K | 4.0% | −$1.31K | Cut−$1.38K |
| Pgim High Yield Bond Fund In | — | 127.7K | $11.5K | 3.3% | $3.01K | Added$11K |
| Chevron Corp New | CVX | 54.7K | $11.3K | 3.2% | $2.96K | Added$3.02K |
| International Business Machs | — | 12.6K | $10.7K | 3.0% | $6.93K | Cut$5.9K |
| American Elec Pwr Co Inc | — | 81.2K | $10.6K | 3.0% | $1.27K | Added$1.32K |
| Nuveen Dow 30 Dynmc Overwrt | — | 14.7K | $10K | 2.8% | $9.81K | Cut$9.48K |
| Coca Cola Co | KO | 125.2K | $9.71K | 2.8% | $807 | Added$2.37K |
| Allison Transmission Hldgs I | — | 82.3K | $9.63K | 2.7% | $1.4K | Added$2.46K |
| Bank America Corp | — | 79.5K | $9.43K | 2.7% | $5.06K | Cut−$103 |
| Capital One Finl Corp | — | 49.1K | $8.95K | 2.5% | −$2.94K | Cut−$3.29K |
| Aflac Inc | AFL | 77.7K | $8.52K | 2.4% | −$44 | Added−$12 |
| Procter And Gamble Co | PG | 46.8K | $8.52K | 2.4% | $526 | Added$6.58K |
| At&T Inc | — | 173.4K | $8.45K | 2.4% | $3.09K | Added$5.25K |
| Johnson & Johnson | JNJ | 34.2K | $8.37K | 2.4% | $1.28K | Added$1.29K |
| Cvs Health Corp | CVS | 105.6K | $8.03K | 2.3% | −$88 | Added$5.9K |
| Verizon Communications Inc | VZ | 71.8K | $7.24K | 2.1% | $3.27K | Added$5.03K |
| Us Bancorp Del | — | 27.9K | $6.76K | 1.9% | $5.27K | Cut$4.12K |
| Devon Energy Corp New | — | 43.1K | $6.63K | 1.9% | $5.05K | Cut$2.65K |
| Morgan Stanley | — | 17.4K | $6.46K | 1.8% | $3.36K | Cut$2.05K |
| Digital Rlty Tr Inc | — | 110.9K | $5.58K | 1.6% | −$1.4K | Added$3.5K |
| Davita Inc. | DVA | 37.2K | $5.1K | 1.4% | $877 | Cut$271 |
| Home Depot, Inc. | HD | 44.2K | $4.68K | 1.3% | −$3.23K | Added$9 |
| Invesco Exchange Traded Fd T | — | 13.8K | $4.53K | 1.3% | $4.25K | Cut$3.91K |
| Shell Plc | — | 34.2K | $4.4K | 1.2% | $1.74K | Added$2.09K |
| Flaherty & Crumrine Pfd Secs | — | 25.3K | $4.29K | 1.2% | $3.87K | Cut$3.74K |
| Nuveen Cr Strategies Income | — | 24.9K | $4.1K | 1.2% | $3.97K | Cut$2.88K |
| Ishares Tr | — | 16K | $3.88K | 1.1% | $700 | Added$3.47K |
| Archer-Daniels-Midland Co | ADM | 130.9K | $3.79K | 1.1% | −$1.05K | Added$1.68K |
| Metlife Inc | — | 31K | $3.73K | 1.1% | $1.21K | Added$1.42K |
| Lockheed Martin Corp | LMT | 5.47K | $3.31K | 0.9% | $660 | Added$665 |
| Vanguard Index Fds | — | 31.1K | $3.29K | 0.9% | −$244 | Added$3K |
| AbbVie Inc. | ABBV | 14.6K | $3.18K | 0.9% | −$160 | Cut−$183 |
| Exxon Mobil Corp | — | 36K | $2.95K | 0.8% | −$981 | Added−$123 |
| Select Sector Spdr Tr | — | 31.7K | $2.95K | 0.8% | $1.78K | Cut$853 |
| Ppl Corp | — | 17.2K | $2.84K | 0.8% | $2.24K | Cut$813 |
| Totalenergies Se | TTE | 31.1K | $2.83K | 0.8% | — | New |
| Altria Group, Inc. | MO | 41.3K | $2.73K | 0.8% | $341 | Added$368 |
| Blackstone Strategic Cred 20 | — | 25.9K | $2.67K | 0.8% | $2.36K | Cut$1.95K |
| Totalenergies Se | TTE | 49.7K | $2.58K | 0.7% | −$415 | Added$557 |
| Select Sector Spdr Tr | — | 26.2K | $2.53K | 0.7% | $999 | Added$1.67K |
| Alibaba Group Hldg Ltd | — | 20.1K | $2.52K | 0.7% | −$424 | Added−$420 |
| Eaton Vance Tax-Managed Buy- | — | 13.7K | $2.46K | 0.7% | $1.72K | Added$2.31K |
| United Parcel Service Inc | UPS | 12.2K | $2.37K | 0.7% | $1.16K | Cut−$577 |
| Merck & Co., Inc. | MRK | 7.55K | $2.35K | 0.7% | $1.55K | Cut−$884 |
| Adams Diversified Equity Fd | — | 103.7K | $2.27K | 0.6% | −$144 | Added−$82 |
| Schwab Strategic Tr | — | 17K | $2.25K | 0.6% | $913 | Added$1.95K |
| Qualcomm Inc | — | 58.7K | $2.24K | 0.6% | −$4.48K | Added−$3.52K |
| Microsoft Corp | MSFT | 29.9K | $2.11K | 0.6% | −$6.58K | Added−$5.59K |
| Stag Indl Inc | STAG | 58.1K | $2.1K | 0.6% | −$121 | Added$1.32K |
| Royce Small-Cap Trust, Inc. | RVT | 13.8K | $2K | 0.6% | $1.78K | Cut$1.14K |
| Unitedhealth Group Inc | UNH | 62.4K | $1.97K | 0.6% | −$4.87K | Added−$3.41K |
| D R Horton Inc | — | 26.9K | $1.93K | 0.5% | −$1.94K | Cut−$3.37K |
| Union Pac Corp | — | 15K | $1.81K | 0.5% | −$1.65K | Cut−$4.55K |
| Philip Morris Intl Inc | — | 62.8K | $1.76K | 0.5% | −$2.25K | Added−$963 |
| Oneok Inc /New/ | OKE | 248.2K | $1.21K | 0.3% | −$8.66K | Added−$8.07K |
| Virtus Equity & Conv Incm Fd | — | 37.7K | $1.19K | 0.3% | $218 | Added$379 |
| Target Corp | TGT | 19.4K | $1.19K | 0.3% | −$521 | Added−$205 |
| General Amern Invs Co Inc | — | 42.2K | $1.14K | 0.3% | −$203 | Added$760 |
| Pgim Global High Yield Fd Fo | — | 66.4K | $976 | 0.3% | $101 | Added$447 |
| Abrdn Total Dynamic Dividend | — | 101K | $930 | 0.3% | −$54 | Added−$41 |
| Southern Co | — | 54.5K | $905 | 0.3% | −$1.82K | Added−$1.34K |
| Blackrock Enhanced Global Di | — | 71K | $855 | 0.2% | $22 | Added$108 |
| Tri Contl Corp | — | 18.4K | $847 | 0.2% | $244 | Cut−$1.17K |
| Visa Inc. | V | 2.8K | $846 | 0.2% | — | New |
| Berkshire Hathaway Inc Del | — | 83.6K | $845 | 0.2% | −$18.6K | Added−$18.2K |
| Blackrock Enhanced Equity Di | — | 64.7K | $709 | 0.2% | $96 | Cut$96 |
| Advent Conv & Income Fd | — | 63K | $703 | 0.2% | −$85 | Added−$73 |
| Blackrock Science & Technolo | — | 61.5K | $686 | 0.2% | −$544 | Added−$65 |
| Blackrock Res & Commodities | — | 18.8K | $683 | 0.2% | $477 | Cut−$88 |
| Abrdn Healthcare Opportuniti | — | 38.3K | $643 | 0.2% | −$88 | Added−$79 |
| Northrop Grumman Corp | — | 1.34K | $587 | 0.2% | −$180 | Cut−$7.84K |
| Blackrock Cr Allocation Inco | — | 65.8K | $567 | 0.2% | −$145 | Cut−$322 |
| Prologis Inc. | — | 24.8K | $548 | 0.2% | −$1.77K | Added−$1.59K |
| Mcdonalds Corp | MCD | 1.09K | $547 | 0.2% | $212 | Cut−$1.72K |
| Pimco Dynamic Income Strateg | — | 40.4K | $531 | 0.2% | −$137 | Added$72 |
| Cisco Sys Inc | — | 1.63K | $531 | 0.2% | $405 | Cut−$9.11K |
| Pfizer Inc | PFE | 33.1K | $531 | 0.2% | −$292 | Cut−$995 |
| Gabelli Divid & Income Tr | — | 33.9K | $524 | 0.1% | −$416 | Cut−$634 |
| Phillips 66 | PSX | 43.7K | $509 | 0.1% | −$5.13K | Cut−$5.45K |
| Goldman Sachs Group Inc | — | 19.5K | $427 | 0.1% | −$11K | Added−$10.8K |
| Ishares Tr | — | 4.58K | $415 | 0.1% | $234 | Cut−$1.02K |
| Xylem Inc. | XYL | 3.19K | $381 | 0.1% | — | New |
| Genuine Parts Co | GPC | 6.38K | $373 | 0.1% | −$411 | Cut−$5.06K |
| Verisk Analytics, Inc. | VRSK | 1.77K | $335 | 0.1% | — | New |
| SRH Total Return Fund, Inc. | STEW | 17.6K | $301 | 0.1% | −$230 | Added$42 |
| Nyli Cbre Gbl Infr Megtrnds | — | 7.9K | $290 | 0.1% | $181 | Cut−$612 |
| Texas Instrs Inc | — | 1.67K | $270 | 0.1% | −$20 | Cut−$1.83K |
| Select Sector Spdr Tr | — | 9.17K | $267 | 0.1% | $97 | Cut−$59 |
| Central Secs Corp | — | 4.48K | $222 | 0.1% | −$5 | Held |
| Evergy, Inc. | EVRG | 10.4K | $142 | 0.0% | −$612 | Cut−$2.46K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.