Stillwater Capital Advisors
Latest statistics and disclosures from Stillwater Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AVGO, NVDA, GOOGL, XLK, and represent 29.11% of Stillwater Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: HON (+$24M), XLC, XLI, IWF, MDY, VYM, XLK, VEA, IJR, VTV.
- Started 3 new stock positions in MDY, VTV, HON.
- Reduced shares in these 10 stocks: MDLZ (-$11M), AVGO (-$11M), NVDA (-$5.5M), XLP, IYW, AAPL, IYF, GOOGL, RTX, JPM.
- Sold out of its positions in ELV, AstraZeneca, IBM, MDLZ, WDAY.
- Stillwater Capital Advisors was a net seller of stock by $-10M.
- Stillwater Capital Advisors has $876M in assets under management (AUM), dropping by -5.84%.
- Central Index Key (CIK): 0001482970
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Portfolio Holdings for Stillwater Capital Advisors
Stillwater Capital Advisors holds 68 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.9 | $60M | 238k | 253.79 |
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| Broadcom (AVGO) | 6.2 | $54M | -16% | 176k | 309.51 |
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| NVIDIA Corporation (NVDA) | 6.1 | $53M | -9% | 305k | 174.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $44M | 152k | 287.56 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 4.9 | $43M | 326k | 132.90 |
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| Microsoft Corporation (MSFT) | 4.6 | $41M | 110k | 370.17 |
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| Raytheon Technologies Corp (RTX) | 3.8 | $33M | 173k | 192.90 |
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| JPMorgan Chase & Co. (JPM) | 3.6 | $32M | 107k | 294.16 |
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| Eli Lilly & Co. (LLY) | 3.6 | $31M | 34k | 919.78 |
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| Wal-Mart Stores (WMT) | 3.4 | $30M | 240k | 124.28 |
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| Caterpillar (CAT) | 3.3 | $29M | 41k | 708.46 |
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| Exxon Mobil Corporation (XOM) | 2.8 | $25M | 147k | 169.66 |
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| Marriott Intl Cl A (MAR) | 2.8 | $24M | 75k | 327.07 |
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| Honeywell International (HON) | 2.7 | $24M | NEW | 105k | 226.03 |
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| Constellation Energy (CEG) | 2.6 | $23M | 81k | 279.25 |
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| Amazon (AMZN) | 2.5 | $22M | 107k | 208.27 |
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| Merck & Co (MRK) | 2.5 | $22M | 180k | 120.29 |
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| Select Sector Spdr Tr State Street Com (XLC) | 2.2 | $20M | +11% | 177k | 110.86 |
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| Abbvie (ABBV) | 2.2 | $20M | 90k | 217.49 |
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| Metropcs Communications (TMUS) | 2.2 | $19M | 93k | 210.03 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.2 | $19M | +4% | 45k | 426.40 |
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| Ishares Tr U.s. Tech Etf (IYW) | 2.1 | $18M | -5% | 101k | 181.42 |
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| Visa Com Cl A (V) | 2.1 | $18M | 60k | 302.24 |
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| Blackrock (BLK) | 2.0 | $18M | 19k | 961.71 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 1.9 | $17M | 337k | 49.37 |
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| Home Depot (HD) | 1.9 | $16M | 50k | 328.89 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 1.6 | $14M | +14% | 88k | 161.73 |
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| Select Sector Spdr Tr State Street Con (XLY) | 1.5 | $13M | 121k | 108.98 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 1.4 | $12M | 81k | 146.61 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $11M | +4% | 76k | 148.10 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $9.1M | +3% | 142k | 64.08 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.7 | $6.5M | -21% | 79k | 81.98 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.7 | $5.9M | -16% | 50k | 117.66 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.6 | $5.5M | -3% | 90k | 61.26 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.5 | $4.6M | -8% | 74k | 61.64 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $4.2M | +4% | 23k | 184.28 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $4.1M | 19k | 213.67 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.4 | $3.8M | +4% | 40k | 96.62 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.4 | $3.6M | 78k | 45.89 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $2.6M | +4% | 22k | 118.45 |
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| Ishares Tr Us Consum Discre (IYC) | 0.2 | $2.1M | -16% | 22k | 96.92 |
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| Ishares Tr Us Industrials (IYJ) | 0.2 | $1.6M | -7% | 11k | 147.54 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | -2% | 5.2k | 248.02 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $1.3M | 31k | 40.83 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $1.3M | -2% | 25k | 49.97 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.1M | 3.9k | 287.18 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.1M | 4.3k | 261.92 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.1M | -2% | 11k | 97.23 |
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| Sherwin-Williams Company (SHW) | 0.1 | $917k | -17% | 2.9k | 320.55 |
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| Ishares Tr Us Consm Staples (IYK) | 0.1 | $744k | -25% | 11k | 70.03 |
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| Oracle Corporation (ORCL) | 0.1 | $677k | 4.6k | 147.11 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $639k | -21% | 2.2k | 286.86 |
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| Tesla Motors (TSLA) | 0.1 | $604k | 1.6k | 371.75 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $569k | +58% | 4.6k | 124.31 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $566k | 1.8k | 320.81 |
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| AmerisourceBergen (COR) | 0.1 | $537k | 1.7k | 314.14 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $512k | NEW | 830.00 | 616.76 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $501k | 2.3k | 213.66 |
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| Fulton Financial (FULT) | 0.0 | $438k | 22k | 20.34 |
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| Meta Platforms Cl A (META) | 0.0 | $387k | 677.00 | 572.13 |
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| General Dynamics Corporation (GD) | 0.0 | $359k | 1.0k | 343.16 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $351k | -6% | 540.00 | 650.03 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $306k | 2.0k | 151.41 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $267k | 4.7k | 56.79 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $264k | 605.00 | 436.79 |
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| UnitedHealth (UNH) | 0.0 | $252k | 931.00 | 270.59 |
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| At&t (T) | 0.0 | $235k | 8.1k | 28.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $201k | NEW | 1.0k | 196.20 |
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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 2026 Q1 filed April 10, 2026
- 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