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Jon Stolper

@Stolper Co

Latest period2024 - Q4ReportedManaged Assets$300.207MTotal holdings88
Assets growth rate-1.78%Assets growth rate (2-Q avg)2.91%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stolper Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Stolper Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 300.207M in assets, with a quarterly growth rate of -1.78% and a 2-quarter average growth rate of 2.91%. The portfolio is managed by Jon Stolper, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Incorporate
Recent Activity
Decreased -1.18%
6%
$18.007M
39,725 shares@ $453.3 avg price
AAPLApple Incorporated
Recent Activity
Decreased -0.71%
5.1%
$15.284M
61,034 shares@ $250.42 avg price
JPMJpmorgan Chase & Company.
Recent Activity
Decreased -1.92%
4.7%
$14.105M
58,840 shares@ $239.72 avg price
OKEOneok Incorporated New
Recent Activity
Decreased -0.87%
4.21%
$12.614M
125,635 shares@ $100.41 avg price
ORCLOracle Corporation
Recent Activity
Decreased -0.41%
3.24%
$9.708M
58,256 shares@ $166.65 avg price
GOOGAlphabet Incorporated Cap Stk
Recent Activity
Increased 0.61%
3.18%
$9.539M
50,089 shares@ $190.45 avg price
DFSDiscover Finl Svcs
Recent Activity
Decreased -1.04%
2.99%
$8.976M
51,817 shares@ $173.23 avg price
UNHUnitedhealth Group Incorporate
Recent Activity
Increased 0.23%
2.75%
$8.251M
16,311 shares@ $505.86 avg price
AFLAflac Incorporated
Recent Activity
Decreased -1.83%
2.73%
$8.166M
78,947 shares@ $103.44 avg price
GSGoldman Sachs Group Incorporat
Recent Activity
Decreased -1.38%
2.64%
$7.899M
13,795 shares@ $572.6 avg price