Stolper Co

Q2 2026 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
91
Total value ($000)
$387,320
Net value change ($000)
+34,822 (9.9%)
New positions
7
Sold out positions
9
Turnover %
10.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BRK-B 19,092 2259.4%
GS 12,134 2841.7%
CSCO 10,492 1975.9%
OKE 10,292 851.3%
NFG 8,341 NEW
PSX 7,708 1514.3%
NOC 7,515 1280.2%
UNP 6,400 352.6%
UNH 5,730 290.6%
GPC 5,429 1455.5%
Top Reduces (Value $000, Stocks/ETFs)
ISD -10,994 -95.2%
DIAX -10,035 -100.0%
BK -6,588 -36.3%
PG -6,443 -75.6%
IBM -6,090 -57.1%
T -5,693 -67.3%
CVS -5,173 -64.4%
ADM -3,794 -100.0%
PEY -3,787 -83.7%
FFC -3,712 -86.6%
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