Stolper Co - Portfolio overview

Stolper Co has 92 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BK - BERKSHIRE HATHAWAY INCORPORATE, 5.32%
2. JPM - JPMORGAN CHASE & COMPANY, 4.73%
3. AAPL - APPLE INCORPORATED, 4.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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