Stillwater Capital Advisors
Latest statistics and disclosures from Stillwater Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, AAPL, NVDA, MSFT, GOOGL, and represent 32.63% of Stillwater Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$23M), XLY (+$7.1M), XLC, XLU, VYM, IWF, ORCL, VEA, XLE, XLB.
- Started 2 new stock positions in AstraZeneca, ORCL.
- Reduced shares in these 10 stocks: AVGO, NVDA, IYW, , AAPL, GOOGL, OKE, LRCX, XLF, VO.
- Sold out of its positions in OKE, OPK, LNWO.
- Stillwater Capital Advisors was a net buyer of stock by $37M.
- Stillwater Capital Advisors has $930M in assets under management (AUM), dropping by 4.75%.
- Central Index Key (CIK): 0001482970
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Portfolio Holdings for Stillwater Capital Advisors
Stillwater Capital Advisors holds 70 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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| Broadcom (AVGO) | 7.8 | $73M | 210k | 346.10 |
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| Apple (AAPL) | 7.1 | $66M | 242k | 271.86 |
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| NVIDIA Corporation (NVDA) | 6.7 | $63M | 337k | 186.50 |
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| Microsoft Corporation (MSFT) | 5.8 | $54M | 111k | 483.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $49M | 155k | 313.00 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 5.0 | $47M | +97% | 323k | 143.97 |
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| Eli Lilly & Co. (LLY) | 4.0 | $37M | 34k | 1074.67 |
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| JPMorgan Chase & Co. (JPM) | 3.8 | $35M | 109k | 322.22 |
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| Raytheon Technologies Corp (RTX) | 3.5 | $32M | 177k | 183.40 |
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| Constellation Energy (CEG) | 3.1 | $29M | 83k | 353.27 |
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| Wal-Mart Stores (WMT) | 2.9 | $27M | 244k | 111.41 |
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| Amazon (AMZN) | 2.7 | $25M | 108k | 230.82 |
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| Caterpillar (CAT) | 2.6 | $24M | 42k | 572.86 |
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| Marriott Intl Cl A (MAR) | 2.5 | $24M | 76k | 310.24 |
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| Ishares Tr U.s. Tech Etf (IYW) | 2.3 | $21M | -3% | 107k | 199.68 |
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| Visa Com Cl A (V) | 2.3 | $21M | 61k | 350.71 |
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| Abbvie (ABBV) | 2.2 | $21M | 91k | 228.49 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.2 | $20M | +6% | 43k | 473.30 |
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| Blackrock (BLK) | 2.2 | $20M | 19k | 1070.35 |
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| Merck & Co (MRK) | 2.1 | $19M | 183k | 105.26 |
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| Metropcs Communications (TMUS) | 2.0 | $19M | 93k | 203.04 |
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| Select Sector Spdr Tr State Street Com (XLC) | 2.0 | $19M | +15% | 159k | 117.72 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 2.0 | $19M | 338k | 54.77 |
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| Exxon Mobil Corporation (XOM) | 1.9 | $18M | 149k | 120.34 |
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| Home Depot (HD) | 1.9 | $17M | 51k | 344.10 |
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| Select Sector Spdr Tr State Street Con (XLY) | 1.5 | $14M | +98% | 120k | 119.41 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 1.3 | $12M | 80k | 154.80 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 1.3 | $12M | 77k | 155.12 |
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| Mondelez Intl Cl A (MDLZ) | 1.1 | $11M | 198k | 53.83 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.1 | $10M | +17% | 72k | 143.52 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $8.6M | +11% | 137k | 62.47 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.8 | $7.8M | 101k | 77.68 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.8 | $7.7M | 60k | 128.93 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.6 | $5.3M | 81k | 65.10 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.4 | $4.1M | +21% | 93k | 44.71 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $4.1M | -2% | 19k | 210.34 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $3.8M | +17% | 22k | 177.37 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.4 | $3.6M | +16% | 38k | 94.19 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.4 | $3.4M | +98% | 79k | 42.69 |
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| Ishares Tr Us Consum Discre (IYC) | 0.3 | $2.7M | 26k | 103.13 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $2.4M | +17% | 21k | 113.72 |
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| Ishares Tr Us Industrials (IYJ) | 0.2 | $1.8M | 12k | 148.17 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | +25% | 5.3k | 246.18 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $1.3M | 32k | 40.35 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $1.2M | +99% | 26k | 45.35 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.1M | -13% | 3.9k | 290.22 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | 3.5k | 324.03 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.1M | -12% | 4.3k | 257.95 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.1M | 11k | 96.27 |
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| Ishares Tr Us Consm Staples (IYK) | 0.1 | $958k | 14k | 66.92 |
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| Oracle Corporation (ORCL) | 0.1 | $898k | NEW | 4.6k | 194.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $892k | 2.8k | 313.76 |
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| Tesla Motors (TSLA) | 0.1 | $735k | 1.6k | 449.72 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $591k | 1.8k | 335.27 |
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| AmerisourceBergen (COR) | 0.1 | $577k | +38% | 1.7k | 337.75 |
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| Meta Platforms Cl A (META) | 0.0 | $450k | -8% | 681.00 | 660.09 |
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| Fulton Financial (FULT) | 0.0 | $416k | 22k | 19.33 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $401k | -33% | 2.3k | 171.18 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $395k | +7% | 579.00 | 681.97 |
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| General Dynamics Corporation (GD) | 0.0 | $352k | 1.0k | 336.60 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $348k | +10% | 2.9k | 120.18 |
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| Anthem (ELV) | 0.0 | $332k | 946.00 | 350.55 |
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| UnitedHealth (UNH) | 0.0 | $307k | +12% | 931.00 | 330.11 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $295k | 605.00 | 487.86 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $285k | 2.0k | 141.14 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $257k | -10% | 4.7k | 54.71 |
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| International Business Machines (IBM) | 0.0 | $231k | 780.00 | 296.21 |
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| Astrazeneca Sponsored Adr | 0.0 | $225k | NEW | 2.4k | 91.93 |
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| Workday Cl A (WDAY) | 0.0 | $213k | 993.00 | 214.78 |
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| At&t (T) | 0.0 | $204k | 8.2k | 24.84 |
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Past Filings by Stillwater Capital Advisors
SEC 13F filings are viewable for Stillwater Capital Advisors going back to 2010
- Stillwater Capital Advisors 2025 Q4 filed Jan. 14, 2026
- Stillwater Capital Advisors 2025 Q3 filed Oct. 9, 2025
- Stillwater Capital Advisors 2025 Q2 filed July 16, 2025
- Stillwater Capital Advisors 2025 Q1 filed April 17, 2025
- Stillwater Capital Advisors 2024 Q4 filed Jan. 16, 2025
- Stillwater Capital Advisors 2024 Q3 filed Oct. 15, 2024
- Stillwater Capital Advisors 2024 Q2 filed July 11, 2024
- Stillwater Capital Advisors 2024 Q1 filed April 16, 2024
- Stillwater Capital Advisors 2023 Q4 filed Jan. 18, 2024
- Stillwater Capital Advisors 2023 Q3 filed Oct. 10, 2023
- Stillwater Capital Advisors 2023 Q2 filed July 12, 2023
- Stillwater Capital Advisors 2023 Q1 filed May 1, 2023
- Stillwater Capital Advisors 2022 Q4 filed Jan. 12, 2023
- Stillwater Capital Advisors 2022 Q3 filed Oct. 14, 2022
- Stillwater Capital Advisors 2022 Q2 filed July 13, 2022
- Stillwater Capital Advisors 2022 Q1 filed April 21, 2022