Stillwater Investment Management

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

  • Top 5 stock holdings are IVV, IWR, IWM, AAPL, XLK, and represent 50.21% of Stillwater Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: IWR, QQQ, XLV, IWM, XLK, PFE, GILD, VZ, XLB, AMGN.
  • Started 1 new stock position in QQQ.
  • Reduced shares in these 10 stocks: AAPL, TFC, VOO, IVV, MMM, PEP, C, V, MSFT, AMZN.
  • Sold out of its positions in TFC, VOO.
  • Stillwater Investment Management was a net buyer of stock by $182k.
  • Stillwater Investment Management has $372M in assets under management (AUM), dropping by 5.29%.
  • Central Index Key (CIK): 0001478775

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Portfolio Holdings for Stillwater Investment Management

Stillwater Investment Management holds 82 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 26.6 $99M 241k 411.08
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iShares Russell Midcap Index Fund (IWR) 7.2 $27M +2% 385k 69.92
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iShares Russell 2000 Index (IWM) 7.2 $27M 150k 178.40
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Apple (AAPL) 5.8 $22M 131k 164.90
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Technology SPDR (XLK) 3.3 $12M 82k 151.01
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Energy Select Sector SPDR (XLE) 3.0 $11M 137k 82.83
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Financial Select Sector SPDR (XLF) 2.9 $11M 338k 32.15
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Visa (V) 2.2 $8.3M 37k 225.46
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Health Care SPDR (XLV) 1.9 $7.1M +2% 55k 129.46
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Amazon (AMZN) 1.8 $6.6M 64k 103.29
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Costco Wholesale Corporation (COST) 1.6 $6.0M 12k 496.87
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Deere & Company (DE) 1.5 $5.7M 14k 412.87
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McDonald's Corporation (MCD) 1.4 $5.3M 19k 279.61
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Facebook Inc cl a (META) 1.4 $5.2M 25k 211.94
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JPMorgan Chase & Co. (JPM) 1.4 $5.0M 39k 130.31
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Berkshire Hathaway (BRK.B) 1.3 $4.9M 16k 308.77
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Nike (NKE) 1.2 $4.5M 36k 122.64
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Johnson & Johnson (JNJ) 1.2 $4.4M 29k 155.00
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Starbucks Corporation (SBUX) 1.1 $4.2M 41k 104.13
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Alphabet Inc Class A cs (GOOGL) 1.1 $4.1M 40k 103.73
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Caterpillar (CAT) 1.1 $3.9M 17k 228.83
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Materials SPDR (XLB) 1.0 $3.9M 48k 80.66
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Cisco Systems (CSCO) 1.0 $3.9M 74k 52.27
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Amgen (AMGN) 1.0 $3.8M 16k 241.75
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Industrial SPDR (XLI) 1.0 $3.8M 37k 101.18
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Goldman Sachs (GS) 0.9 $3.5M 11k 327.11
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Gilead Sciences (GILD) 0.9 $3.3M 39k 82.97
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Pfizer (PFE) 0.8 $3.1M 76k 40.80
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Procter & Gamble Company (PG) 0.8 $3.0M 20k 148.69
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Marathon Petroleum Corp (MPC) 0.8 $2.9M 21k 134.83
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Microsoft Corporation (MSFT) 0.8 $2.8M 9.8k 288.30
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Alphabet Inc Class C cs (GOOG) 0.8 $2.8M 27k 104.00
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Bank of America Corporation (BAC) 0.7 $2.7M 96k 28.60
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Pepsi (PEP) 0.7 $2.7M -3% 15k 182.30
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Utilities SPDR (XLU) 0.7 $2.5M 37k 67.69
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Comcast Corporation (CMCSA) 0.6 $2.4M 62k 37.91
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Cummins (CMI) 0.6 $2.3M 9.8k 238.89
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Kimberly-Clark Corporation (KMB) 0.6 $2.1M 16k 134.22
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Verizon Communications (VZ) 0.6 $2.1M 54k 38.89
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3M Company (MMM) 0.5 $2.0M -5% 19k 105.11
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Spdr S&p 500 Etf (SPY) 0.5 $1.8M 4.5k 409.40
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Coca-Cola Company (KO) 0.5 $1.8M 29k 62.03
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Select Sector Spdr Tr Communic etfeqty (XLC) 0.5 $1.8M 30k 57.97
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Schwab U S Large Cap Growth ETF (SCHG) 0.5 $1.8M 27k 65.17
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Intel Corporation (INTC) 0.5 $1.7M 53k 32.67
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Walt Disney Company (DIS) 0.5 $1.7M 17k 100.13
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Exxon Mobil Corporation (XOM) 0.4 $1.5M 14k 109.66
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ConocoPhillips (COP) 0.3 $1.2M 12k 99.21
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Xcel Energy (XEL) 0.3 $1.2M 18k 67.44
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Citigroup (C) 0.3 $1.1M -7% 24k 46.89
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U.S. Bancorp (USB) 0.3 $1.1M 31k 36.05
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Phillips 66 (PSX) 0.3 $1.0M 9.9k 101.38
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Home Depot (HD) 0.3 $989k 3.4k 295.14
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Diageo (DEO) 0.3 $966k 5.3k 181.20
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Sch Us Mid-cap Etf etf (SCHM) 0.2 $824k 12k 67.85
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Schwab U S Small Cap ETF (SCHA) 0.2 $805k 19k 41.93
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Novo Nordisk A/S (NVO) 0.2 $766k 4.8k 159.13
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Broadcom (AVGO) 0.2 $726k 1.1k 641.71
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Oracle Corporation (ORCL) 0.2 $704k 7.6k 92.92
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Baxter International (BAX) 0.2 $623k 15k 40.56
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Merck & Co (MRK) 0.2 $592k 5.6k 106.39
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Chevron Corporation (CVX) 0.1 $520k 3.2k 163.16
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Schwab Strategic Tr us dividend eq (SCHD) 0.1 $512k 7.0k 73.16
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UnitedHealth (UNH) 0.1 $498k 1.1k 472.62
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Northrop Grumman Corporation (NOC) 0.1 $457k 989.00 461.72
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iShares S&P 100 Index (OEF) 0.1 $452k 2.4k 187.03
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Taiwan Semiconductor Mfg (TSM) 0.1 $448k 4.8k 93.02
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Boeing Company (BA) 0.1 $445k -2% 2.1k 212.46
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Edwards Lifesciences (EW) 0.1 $403k 4.9k 82.73
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Amphenol Corporation (APH) 0.1 $384k 4.7k 81.73
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Epam Systems (EPAM) 0.1 $359k 1.2k 299.00
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Eli Lilly & Co. (LLY) 0.1 $351k 1.0k 343.54
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Cme (CME) 0.1 $319k -7% 1.7k 191.54
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iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $317k 3.4k 93.59
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Travelers Companies (TRV) 0.1 $316k 1.8k 171.38
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Intercontinental Exchange (ICE) 0.1 $296k 2.8k 104.30
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $237k 3.2k 74.05
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Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $234k +2% 4.8k 48.37
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Vanguard Mid-Cap ETF (VO) 0.1 $231k 1.1k 210.87
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Invesco Qqq Trust Series 1 (QQQ) 0.1 $224k NEW 698.00 320.95
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Lowe's Companies (LOW) 0.1 $203k 1.0k 199.98
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Mountainview Energy (MNVWF) 0.0 $0 19k 0.00
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Past Filings by Stillwater Investment Management

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

View all past filings