Stillwater Investment Management

Latest statistics and disclosures from Stillwater Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, IWM, IWR, AAPL, AMZN, and represent 48.66% of Stillwater Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: IWM, XLE, XLF, BRK.B, XLU, DOW, APH, XLV, MMM, PG.
  • Started 1 new stock positions in DOW.
  • Reduced shares in these 10 stocks: IWR, IVV, AAPL, AMZN, IAA, CABO, XLK, JNJ, FB, DE.
  • Sold out of its positions in CABO, IAA.
  • Stillwater Investment Management was a net buyer of stock by $2.7M.
  • Stillwater Investment Management has $348M in assets under management (AUM), dropping by 7.50%.
  • Central Index Key (CIK): 0001478775

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Portfolio Holdings for Stillwater Investment Management

Companies in the Stillwater Investment Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 24.5 $86M 215k 397.82
iShares Russell 2000 Index (IWM) 8.1 $28M +10% 127k 220.94
iShares Russell Midcap Index Fund (IWR) 7.5 $26M -2% 353k 73.93
Apple (AAPL) 5.4 $19M -2% 155k 122.15
Amazon (AMZN) 3.1 $11M -2% 3.5k 3094.01
Financial Select Sector SPDR (XLF) 2.9 $10M +4% 293k 34.05
Technology SPDR (XLK) 2.6 $9.2M 69k 132.81
Visa (V) 2.4 $8.2M 39k 211.74
Facebook Inc cl a (FB) 2.2 $7.6M 26k 294.55
JPMorgan Chase & Co. (JPM) 1.6 $5.6M 37k 152.23
Energy Select Sector SPDR (XLE) 1.6 $5.6M +11% 114k 49.06
3M Company (MMM) 1.6 $5.5M 29k 192.69
Deere & Company (DE) 1.5 $5.3M 14k 374.15
Nike (NKE) 1.4 $4.9M 37k 132.88

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Health Care SPDR (XLV) 1.3 $4.7M +2% 40k 116.74
Johnson & Johnson (JNJ) 1.3 $4.7M 28k 164.36
Costco Wholesale Corporation (COST) 1.3 $4.5M 13k 352.45
Alphabet Inc Class A cs (GOOGL) 1.2 $4.3M 2.1k 2062.59
McDonald's Corporation (MCD) 1.2 $4.2M 19k 224.15
Starbucks Corporation (SBUX) 1.2 $4.2M 39k 109.28
Berkshire Hathaway (BRK.B) 1.2 $4.0M +11% 16k 255.47
Caterpillar (CAT) 1.1 $4.0M 17k 231.85
Amgen (AMGN) 1.1 $3.8M 15k 248.80
Cisco Systems (CSCO) 1.1 $3.8M 74k 51.71
Comcast Corporation (CMCSA) 1.1 $3.7M 69k 54.11
Bank of America Corporation (BAC) 1.0 $3.6M 93k 38.69
Materials SPDR (XLB) 1.0 $3.5M 45k 78.81
Walt Disney Company (DIS) 1.0 $3.5M 19k 184.52
Intel Corporation (INTC) 0.9 $3.2M 50k 64.01
Industrial SPDR (XLI) 0.9 $3.1M 32k 98.46
Goldman Sachs (GS) 0.9 $3.0M 9.3k 327.02
Verizon Communications (VZ) 0.8 $2.9M 50k 58.14
Procter & Gamble Company (PG) 0.8 $2.8M +2% 21k 135.41
Alphabet Inc Class C cs (GOOG) 0.8 $2.7M 1.3k 2068.39
Pfizer (PFE) 0.8 $2.7M 74k 36.23
Pepsi (PEP) 0.7 $2.6M 18k 141.44
Cummins (CMI) 0.7 $2.5M 9.7k 259.06
Gilead Sciences (GILD) 0.7 $2.5M +2% 38k 64.62
Kimberly-Clark Corporation (KMB) 0.6 $2.2M +3% 16k 139.08
Citigroup (C) 0.6 $2.1M 28k 72.74
Microsoft Corporation (MSFT) 0.5 $1.9M 8.1k 235.72
Utilities SPDR (XLU) 0.5 $1.8M +15% 28k 64.05
Select Sector Spdr Tr Communic etfeqty (XLC) 0.5 $1.7M 24k 73.31
U.S. Bancorp (USB) 0.5 $1.7M 31k 55.30
Coca-Cola Company (KO) 0.5 $1.6M 31k 52.70
Baxter International (BAX) 0.4 $1.5M 18k 84.33
Spdr S&p 500 Etf (SPY) 0.4 $1.5M 3.7k 396.28
Xcel Energy (XEL) 0.3 $1.2M 18k 66.49
Marathon Petroleum Corp (MPC) 0.3 $1.1M 21k 53.51
Diageo (DEO) 0.3 $1.0M 6.1k 164.17
Home Depot (HD) 0.3 $976k 3.2k 305.29
Phillips 66 (PSX) 0.2 $805k 9.9k 81.52
Exxon Mobil Corporation (XOM) 0.2 $773k 14k 55.81
ConocoPhillips (COP) 0.2 $772k 15k 52.97
Boeing Company (BA) 0.2 $715k -4% 2.8k 254.63
Paypal Holdings (PYPL) 0.2 $639k 2.6k 242.69
Oracle Corporation (ORCL) 0.2 $579k +2% 8.2k 70.19
Taiwan Semiconductor Mfg (TSM) 0.2 $553k 4.7k 118.36
Broadcom (AVGO) 0.1 $496k 1.1k 463.99
Edwards Lifesciences (EW) 0.1 $480k 5.7k 83.64
Epam Systems (EPAM) 0.1 $476k 1.2k 396.67
Alibaba Group Holding (BABA) 0.1 $453k 2.0k 226.50
Merck & Co (MRK) 0.1 $447k 5.8k 77.07
Activision Blizzard (ATVI) 0.1 $446k 4.8k 92.92
Rio Tinto (RIO) 0.1 $404k 5.2k 77.69
UnitedHealth (UNH) 0.1 $383k 1.0k 372.21
Cme (CME) 0.1 $351k 1.7k 204.43
Novo Nordisk A/S (NVO) 0.1 $317k 4.7k 67.45
Northrop Grumman Corporation (NOC) 0.1 $310k 959.00 323.25
Intercontinental Exchange (ICE) 0.1 $309k 2.8k 111.75
Chevron Corporation (CVX) 0.1 $308k 2.9k 104.66
Amphenol Corporation (APH) 0.1 $304k +100% 4.6k 65.94
Travelers Companies (TRV) 0.1 $276k 1.8k 150.25
Truist Financial Corp equities (TFC) 0.1 $259k 4.4k 58.37
Verisign (VRSN) 0.1 $258k 1.3k 198.46
International Business Machines (IBM) 0.1 $231k -7% 1.7k 132.99
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $223k +2% 2.3k 96.16
Invesco Qqq Trust Series 1 (QQQ) 0.1 $220k 691.00 318.38
Dow (DOW) 0.1 $214k NEW 3.3k 64.07

Past Filings by Stillwater Investment Management

SEC 13F filings are viewable for Stillwater Investment Management going back to 2013

View all past filings