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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
GOOGAlphabet Incorporated Cap Stk
Recent Activity
Increased 0.61%
3.18%
$9.539M
50,089 shares@ $190.45 avg price
UNHUnitedhealth Group Incorporate
Recent Activity
Increased 0.23%
2.75%
$8.251M
16,311 shares@ $505.86 avg price
BACBank America Corporation
Recent Activity
Increased 0.26%
2.6%
$7.78M
177,023 shares@ $43.95 avg price
CVXChevron Corporation New
Recent Activity
Increased 1.41%
2.53%
$7.574M
52,295 shares@ $144.84 avg price
CSCOCisco Systems Incorporated
Recent Activity
Increased 0.75%
2.51%
$7.508M
126,823 shares@ $59.21 avg price
NOCNorthrop Grumman Corporation
Recent Activity
Increased 1.01%
2.32%
$6.945M
14,798 shares@ $469.33 avg price
HPQHp Incorporated
Recent Activity
Increased 1.4%
2.25%
$6.726M
206,119 shares@ $32.64 avg price
KOCoca Cola Company
Recent Activity
Increased 1.38%
2.12%
$6.362M
102,192 shares@ $62.26 avg price
UNPUnion Pac Corporation
Recent Activity
Increased 0.99%
2.1%
$6.299M
27,623 shares@ $228.04 avg price
BKBank New York Mellon Corporati
Recent Activity
Increased 0.54%
2.09%
$6.264M
81,535 shares@ $76.83 avg price