Stolper Co 13F 持仓 · 2026年Q2
Stolper 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 91 只证券，申报市值合计 3.87 亿美元。前几大持仓：BRKB（5.15%）、JPM（4.66%）、AAPL（4.35%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INCORPORATE | $19.9M | 5.15% | 39,843 | 减持 |
| 2 | JPM | JPMORGAN CHASE & COMPANY | $18.1M | 4.66% | 55,195 | 增持 |
| 3 | AAPL | APPLE INCORPORATED | $16.8M | 4.35% | 58,187 | 增持 |
| 4 | GOOG | ALPHABET INCORPORATED CAP STK | $15.8M | 4.09% | 44,833 | 减持 |
| 5 | GS | GOLDMAN SACHS GROUP INCORPORAT | $12.6M | 3.24% | 12,420 | 减持 |
| 6 | BNY | BANK OF NY MELLON CORPORATION | $11.6M | 2.99% | 80,034 | 增持 |
| 7 | OKE | ONEOK INCORPORATED NEW | $11.5M | 2.97% | 132,282 | 减持 |
| 8 | AEP | AMERICAN ELEC PWR COMPANY INCO | $11.5M | 2.96% | 83,895 | 增持 |
| 9 | CSCO | CISCO SYSTEMS INCORPORATED | $11.0M | 2.85% | 93,845 | 增持 |
| 10 | COF | CAPITAL ONE FINL CORPORATION | $10.2M | 2.64% | 50,972 | 增持 |
| 11 | BAC | BANK OF AMER CORPORATION | $10.1M | 2.60% | 176,763 | 增持 |
| 12 | ALSN | ALLISON TRANSMISSION HLDGS INC | $9.6M | 2.49% | 85,388 | 增持 |
| 13 | CVX | CHEVRON CORPORATION | $9.4M | 2.43% | 56,778 | 增持 |
| 14 | AFL | AFLAC INCORPORATED | $9.3M | 2.39% | 79,106 | 增持 |
| 15 | JNJ | JOHNSON & JOHNSON | $9.0M | 2.33% | 35,608 | 增持 |
| 16 | KO | COCA COLA COMPANY | $8.8M | 2.28% | 108,584 | 减持 |
| 17 | NFG | NATIONAL FUEL GAS COMPANY | $8.3M | 2.15% | 108,024 | 新建仓 |
| 18 | PSX | PHILLIPS 66 | $8.2M | 2.12% | 48,609 | 增持 |
| 19 | UNP | UNION PAC CORPORATION | $8.2M | 2.12% | 30,202 | 增持 |
| 20 | NOC | NORTHROP GRUMMAN CORPORATION | $8.1M | 2.09% | 15,908 | 增持 |
| 21 | DVA | DAVITA INCORPORATED | $7.7M | 2.00% | 34,820 | 减持 |
| 22 | UNH | UNITEDHEALTH GROUP INCORPORATE | $7.7M | 1.99% | 18,531 | 减持 |
| 23 | DHI | D R HORTON INCORPORATED | $6.8M | 1.75% | 41,568 | 增持 |
| 24 | DVN | DEVON ENERGY CORPORATION NEW | $6.7M | 1.72% | 161,439 | 增持 |
| 25 | MSFT | MICROSOFT CORPORATION | $6.4M | 1.65% | 17,093 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR