Stolper Co
SEC Form 13F institutional filer · CIK 0001808195
13F-HR · 63 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
44.6%
Stolper Co — $277K AUM allocation strategy
Stolper Co files SEC Form 13F and reports $277K of long US equity value across 63 reported holdings for 2026-03-31.
Its largest sector bet is Financials 26.9%, followed by Communication Services 10.7% and Information Technology 9.1%.
The top 10 holdings account for 45% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Stolper Co — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$277K
total across 63 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
45% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$OKE +122K sh · −$8.07K+$DLR +97.5K sh · +$3.5K+$ADM +94K sh · +$1.68K
Biggest trims (shares)
−$CSCO −124K sh · −$9.11K−$BAC −93.9K sh · −$103−$DVN −65.5K sh · +$2.65K
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks11.7%—
- Asset Management & Custody Banks6.6%—
- Integrated Telecommunication Services5.7%—
- Technology Hardware, Storage & Peripherals5.3%—
- Interactive Media & Services5.0%—
- Integrated Oil & Gas4.1%—
- IT Consulting & Other Services3.9%—
- Electric Utilities3.9%—
- Other holdings54.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BNY | The Bank of New York Mellon Corporation | 37.9K | $18.2K | -41.7K | 6.6% |
| $JPM | JP Morgan Chase & Co | 55K | $16.2K | -598 | 5.8% |
| $AAPL | Apple Inc | 57.5K | $14.6K | -175 | 5.3% |
| $GOOGL | Alphabet Inc | 48.6K | $14K | -207 | 5.0% |
| $CVX | Chevron Corporation | 54.7K | $11.3K | +291 | 4.1% |
| $IBM | International Business Machines Corporation | 12.6K | $10.7K | -3.47K | 3.8% |
| $AEP | American Electric Power Company Inc | 81.2K | $10.6K | +323 | 3.8% |
| $KO | Coca-Cola Company | 125K | $9.71K | +20.1K | 3.5% |
| $BAC | Bank of America Corporation | 79.5K | $9.43K | -93.9K | 3.4% |
| $COF | Capital One Financial Corporation | 49.1K | $8.95K | -1.44K | 3.2% |
…and 53 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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