Stillwater Capital Advisors
Latest statistics and disclosures from Stillwater Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, NVDA, AAPL, MSFT, XLK, and represent 33.75% of Stillwater Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$25M), XLU, VTI, ELV, XOM, MDLZ, IWM, IWR, VYM, VEA.
- Started 2 new stock positions in VTI, ELV.
- Reduced shares in these 10 stocks: AVGO, XLY, NVDA, XLP, AGG, AAPL, MSFT, WMT, JPM, GOOGL.
- Sold out of its position in AGG.
- Stillwater Capital Advisors was a net buyer of stock by $19M.
- Stillwater Capital Advisors has $888M in assets under management (AUM), dropping by 12.95%.
- Central Index Key (CIK): 0001482970
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Portfolio Holdings for Stillwater Capital Advisors
Stillwater Capital Advisors holds 71 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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| Broadcom (AVGO) | 8.0 | $71M | 214k | 329.91 |
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| NVIDIA Corporation (NVDA) | 7.2 | $64M | 341k | 186.58 |
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| Apple (AAPL) | 7.0 | $62M | 243k | 254.63 |
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| Microsoft Corporation (MSFT) | 6.5 | $58M | 111k | 517.95 |
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| Select Sector Spdr Tr Technology (XLK) | 5.2 | $46M | 163k | 281.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $38M | 156k | 243.10 |
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| JPMorgan Chase & Co. (JPM) | 3.9 | $35M | 109k | 315.43 |
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| Raytheon Technologies Corp (RTX) | 3.3 | $30M | 177k | 167.33 |
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| Constellation Energy (CEG) | 3.1 | $27M | 83k | 329.07 |
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| Eli Lilly & Co. (LLY) | 2.9 | $26M | +2683% | 34k | 763.01 |
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| Wal-Mart Stores (WMT) | 2.8 | $25M | 244k | 103.06 |
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| Amazon (AMZN) | 2.6 | $24M | 107k | 219.57 |
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| Metropcs Communications (TMUS) | 2.5 | $22M | 93k | 239.38 |
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| Blackrock (BLK) | 2.5 | $22M | 19k | 1165.87 |
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| Ishares Tr U.s. Tech Etf (IYW) | 2.4 | $22M | 111k | 195.86 |
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| Abbvie (ABBV) | 2.4 | $21M | 91k | 231.54 |
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| Visa Com Cl A (V) | 2.3 | $21M | 61k | 341.38 |
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| Home Depot (HD) | 2.3 | $20M | 50k | 405.19 |
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| Caterpillar (CAT) | 2.2 | $20M | 42k | 477.16 |
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| Marriott Intl Cl A (MAR) | 2.2 | $20M | 76k | 260.44 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.1 | $19M | 40k | 468.42 |
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| Select Sector Spdr Tr Financial (XLF) | 2.1 | $18M | 341k | 53.87 |
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| Exxon Mobil Corporation (XOM) | 1.9 | $17M | 150k | 112.75 |
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| Select Sector Spdr Tr Communication (XLC) | 1.8 | $16M | 138k | 118.37 |
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| Merck & Co (MRK) | 1.7 | $15M | 182k | 83.93 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.6 | $15M | -6% | 61k | 239.64 |
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| Mondelez Intl Cl A (MDLZ) | 1.4 | $13M | 199k | 62.47 |
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| Select Sector Spdr Tr Indl (XLI) | 1.4 | $12M | 78k | 154.23 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.3 | $11M | 81k | 139.17 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $8.7M | 62k | 140.95 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $8.0M | -8% | 102k | 78.37 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.9 | $7.6M | 60k | 126.64 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $7.4M | 123k | 59.92 |
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| Select Sector Spdr Tr Energy (XLE) | 0.8 | $6.8M | 76k | 89.34 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.5 | $4.8M | 82k | 58.72 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $4.1M | -2% | 20k | 203.59 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $3.5M | +130% | 40k | 87.21 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $3.2M | 18k | 174.58 |
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| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.3 | $3.1M | 33k | 94.31 |
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| Ishares Tr Us Consum Discre (IYC) | 0.3 | $2.8M | -4% | 26k | 104.80 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $2.0M | 18k | 110.59 |
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| Ishares Tr Us Industrials (IYJ) | 0.2 | $1.7M | 12k | 145.88 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $1.3M | 32k | 42.13 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.3M | -3% | 4.5k | 293.74 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.2M | -3% | 4.8k | 254.28 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.2M | 3.5k | 346.26 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $1.2M | 13k | 89.62 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.1M | +8% | 11k | 96.55 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.0M | +12% | 4.2k | 241.99 |
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| Ishares Tr Us Consm Staples (IYK) | 0.1 | $975k | -12% | 14k | 68.39 |
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| Tesla Motors (TSLA) | 0.1 | $727k | 1.6k | 444.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $698k | -14% | 2.9k | 243.52 |
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| Scientific Games (LNW) | 0.1 | $669k | 8.0k | 83.94 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $579k | NEW | 1.8k | 328.17 |
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| Meta Platforms Cl A (META) | 0.1 | $546k | 744.00 | 734.38 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $469k | 3.5k | 133.90 |
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| Fulton Financial (FULT) | 0.0 | $401k | -23% | 22k | 18.63 |
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| AmerisourceBergen (COR) | 0.0 | $386k | 1.2k | 312.53 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $358k | 538.00 | 666.25 |
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| General Dynamics Corporation (GD) | 0.0 | $355k | 1.0k | 341.13 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $311k | +5% | 2.6k | 118.83 |
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| Anthem (ELV) | 0.0 | $306k | NEW | 946.00 | 323.12 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $290k | 605.00 | 479.61 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $287k | 2.0k | 142.10 |
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| UnitedHealth (UNH) | 0.0 | $287k | -14% | 830.00 | 345.30 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $281k | -3% | 5.3k | 53.40 |
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| Workday Cl A (WDAY) | 0.0 | $239k | 993.00 | 240.73 |
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| At&t (T) | 0.0 | $232k | 8.2k | 28.24 |
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| Oneok (OKE) | 0.0 | $229k | 3.1k | 72.97 |
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| International Business Machines (IBM) | 0.0 | $220k | 780.00 | 282.16 |
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| Opko Health (OPK) | 0.0 | $18k | 11k | 1.55 |
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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 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
- Stillwater Capital Advisors 2021 Q4 filed Jan. 31, 2022