Stolper Co

Q4 2025 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$339,491
Net value change ($000)
+9,457 (2.9%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 3,402 28.5%
XLI 1,834 700.0%
COF 1,509 14.1%
CSCO 1,129 13.3%
GS 801 7.7%
JNJ 788 12.5%
AAPL 785 5.3%
ALSN 757 11.8%
MRK 688 27.1%
BAC 621 7.0%
Top Reduces (Value $000, Stocks/ETFs)
STAG -1,184 -60.3%
DHI -840 -13.7%
HD -712 -13.2%
DVA -703 -12.7%
GPC -591 -9.8%
BABA -545 -15.6%
MSFT -538 -6.5%
XLE -526 -61.7%
NOC -465 -5.2%
T -371 -10.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type