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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
PSXPhillips 66
Recent Activity
Increased 1.53%
1.76%
$5.273M
46,284 shares@ $113.93 avg price
HDHome Depot Incorporated
Recent Activity
Increased 0.81%
1.75%
$5.24M
13,472 shares@ $388.96 avg price
QCOMQualcomm Incorporated
Recent Activity
Increased 1.48%
1.73%
$5.173M
33,674 shares@ $153.63 avg price
DHID R Horton Incorporated
Recent Activity
Increased 0.94%
1.71%
$5.132M
36,706 shares@ $139.82 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.47%
1.66%
$4.96M
34,295 shares@ $144.63 avg price
UPSUnited Parcel Service Incorpor
Recent Activity
Increased 1.83%
1.5%
$4.484M
35,558 shares@ $126.11 avg price
DVNDevon Energy Corporation New
Recent Activity
Increased 2.31%
1.47%
$4.394M
134,255 shares@ $32.73 avg price
TAt&t Incorporated
Recent Activity
Increased 0.52%
0.96%
$2.87M
126,055 shares@ $22.77 avg price
MRKMerck & Company Incorporated
Recent Activity
Increased 1.05%
0.87%
$2.6M
26,138 shares@ $99.48 avg price
ABBVAbbvie Incorporated
Recent Activity
Increased 0.48%
0.86%
$2.578M
14,506 shares@ $177.72 avg price