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Home > Institutional Investor > Stolper Co > Profile

Instuitional Investor - Stolper Co

Fund Profile
Filing Period:
Fund Name: Stolper Co
Portfolio Value $300,207
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 39,725 $18,007 5.99%
2.
Apple Inc.
 AAPL 61,034 $15,284 5.09%
3.
Jpmorgan Chase & Co
 JPM 58,840 $14,105 4.69%
4.
Oneok Inc W
 OKE 125,635 $12,614 4.2%
5.
Oracle Corp
 ORCL 58,256 $9,708 3.23%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)