Stolper Co

Q1 2026 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$352,498
Net value change ($000)
+13,007 (3.8%)
New positions
4
Sold out positions
0
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ISD 10,973 1915.0%
DIAX 9,478 1701.6%
BK 8,920 96.5%
PG 6,580 339.4%
CVS 5,902 277.5%
IBM 5,898 123.9%
T 5,248 163.7%
USB 4,117 155.9%
PEY 3,909 633.5%
FFC 3,739 681.1%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -18,184 -95.6%
GS -10,844 -96.2%
CSCO -9,113 -94.5%
OKE -8,066 -87.0%
NOC -7,838 -93.0%
MSFT -5,594 -72.6%
PSX -5,448 -91.5%
GPC -5,064 -93.1%
UNP -4,548 -71.5%
QCOM -3,520 -61.1%
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