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Jon Stolper

Stolper Co

Assets Managed
$387.32M
Holdings
91
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
9.88%(2Q avg: 6.86%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Stolper Co's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 91 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 387.32M in assets, with a quarterly growth rate of 9.88% and a 2-quarter average growth rate of 6.86%. The portfolio is managed by Jon Stolper, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -52.36%
5.15%
$19.937M
39,843 shares@ $500.39 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.39%
4.67%
$18.067M
55,195 shares@ $327.34 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.15%
4.35%
$16.837M
58,187 shares@ $289.37 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -7.81%
4.09%
$15.841M
44,833 shares@ $353.34 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Decreased -36.46%
3.25%
$12.561M
12,420 shares@ $1011.36 avg price
BK
Bank Of New York Mellon Corp
Recent Activity
Increased 111.18%
2.99%
$11.574M
80,034 shares@ $144.62 avg price
OKE
Oneok Inc
Recent Activity
Decreased -46.7%
2.97%
$11.501M
132,282 shares@ $86.95 avg price
AEP
American Electric Power
Recent Activity
Increased 3.36%
2.97%
$11.478M
83,895 shares@ $136.82 avg price
CSCO
Cisco Systems Inc
Recent Activity
Increased 5657.37%
2.85%
$11.023M
93,845 shares@ $117.46 avg price
COF
Capital One Financial Corp
Recent Activity
Increased 3.89%
2.65%
$10.226M
50,972 shares@ $200.62 avg price

1-10 of 91