Stolper Co.
Stolper Co is an investment advisory and asset management firm headquartered in Tulsa, Oklahoma. It operates as an SEC-registered investment adviser, managing portfolios for institutional and individual investors. Regulatory filings date back to 2020, and as of 2024, the firm files quarterly Form 13F reports. Its operations are led by Jon Stolper as Chief Investment Officer. Employee count is likely small, reflecting a boutique investment advisory structure.
Investment Strategy
Stolper Co manages diversified portfolios that typically consist of equities, ETFs, and fixed income securities, including positions in large, liquid, and widely held public securities such as ETFs tracking international equities, U.S. treasuries, preferred stocks, and high-dividend equities. The firm appears to follow a disciplined, long-term-oriented strategy focused on asset allocation and risk diversification for its clients.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INCORPORATE | 5.75% | $19.0M | 37,719 | $197.28 | $502.74 | +$381.0K |
J JPM | JPMORGAN CHASE & COMPANY. | 5.37% | $17.7M | 56,229 | $93.85 | $315.43 | +$1.2M |
A AAPL | APPLE INCORPORATED | 4.52% | $14.9M | 58,528 | $67.23 | $254.63 | +$2.8M |
G GOOG | ALPHABET INCORPORATED CAP STK | 3.61% | $11.9M | 48,960 | $106.25 | $243.55 | +$3.2M |
C COF | CAPITAL ONE FINL CORPORATION | 3.25% | $10.7M | 50,476 | $212.76 | $212.58 | -$66.0K |