Stolper Co

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$284M
Signature - Title
Jon Stolper - Chief Investment Officer
Location
1924 S Utica Ave Ste 805, Tulsa, OK
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 87 $284M +$5.34M -$259K +$5.08M BRKB, AAPL, JPM, OKE, GOOG 13F-HR 8/8/2024, 04:54 PM
Q1 2024 87 $277M +$13.7M -$3.45M +$10.2M BRKB, JPM, AAPL, OKE, UNH 13F-HR 4/9/2024, 10:34 AM
Q4 2023 87 $248M +$4.12M -$6.6M -$2.48M BRKB, AAPL, JPM, OKE, UNH 13F-HR 1/12/2024, 12:21 PM
Q3 2023 84 $231M +$3.64M -$4.44M -$802K BRKB, AAPL, JPM, UNH, OKE 13F-HR 10/10/2023, 10:34 AM
Q2 2023 85 $238M +$1.94M -$6.65M -$4.7M BRKB, AAPL, JPM, UNH, OKE 13F-HR 7/10/2023, 01:10 PM
Q1 2023 85 $233M +$9.1M -$5.02M +$4.08M BRKB, AAPL, OKE, UNH, JPM 13F-HR 4/11/2023, 09:57 AM
Q4 2022 85 $228M +$14.1M -$15.6M -$1.46M BRKB, AAPL, UNH, OKE, JPM 13F-HR 1/11/2023, 09:09 AM
Q3 2022 81 $203M +$7.12M -$1.39M +$5.73M BRKB, AAPL, UNH, OKE, CVX 13F-HR 10/7/2022, 12:12 PM
Q2 2022 82 $213M +$8.92M -$4.7M +$4.22M BRKB, AAPL, UNH, OKE, NOC 13F-HR 7/8/2022, 01:36 PM
Q1 2022 86 $236M +$17.9M -$8.58M +$9.32M BRKB, AAPL, OKE, UNH, JPM Restatement 4/14/2022, 10:58 AM
Q4 2021 86 $224M $0 $0 AAPL, BRKB, JPM, UNH, MSFT New Holdings 1/11/2022, 10:12 AM
Q4 2021 86 $224M +$2.89M -$6.8M -$3.91M AAPL, BRKB, JPM, UNH, MSFT 13F-HR 1/11/2022, 09:56 AM
Q3 2021 85 $209M +$8.88M -$6.99M +$1.89M BRKB, AAPL, JPM, OKE, MSFT 13F-HR 10/13/2021, 02:04 PM
Q2 2021 88 $212M +$8.75M -$3.69M +$5.07M BRKB, AAPL, JPM, OKE, UNH 13F-HR 7/15/2021, 01:28 PM
Q1 2021 86 $194M +$7.35M -$8.76M -$1.41M BRKB, AAPL, JPM, OKE, UNH 13F-HR 4/9/2021, 10:08 AM
Q4 2020 88 $178M +$12.8M -$11.1M +$1.66M AAPL, BRKB, JPM, UNH, MSFT 13F-HR 1/11/2021, 03:37 PM
Q3 2020 86 $155M +$17.8M -$12.3M +$5.47M AAPL, BRKB, MSFT, JPM, UNH 13F-HR 10/8/2020, 04:06 PM
Q2 2020 83 $153M +$4.5M -$10.8M -$6.33M AAPL, BRKB, MSFT, JPM, UNH 13F-HR 7/9/2020, 12:13 PM
Q1 2020 84 $139M $0 $0 AAPL, BRKB, JPM, UNH, MSFT 13F-HR 4/14/2020, 11:12 AM