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Stillwater Capital Advisors, Llc

Portfolio Manager
Stillwater Capital Advisors, LLC
Performance
-6.90% (2026 Q1)
AUM (13F)
$876.09M
# of Holdings
68
Performance Rank
Allocation (Top 20)
74.05%

Stillwater Capital Advisors, Llc Holdings Map

Top 50 Stillwater Capital Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
6.88%237.5K$60.3M
-1.85%(-4.48K)
2025-Q1: 246.4K shares2025-Q2: 245.9K shares2025-Q3: 243.1K shares2025-Q4: 242.0K shares2026-Q1: 237.5K shares
$20.73(+1270.96%)
2026-03-31
AVGO
BROADCOM INC
6.21%175.8K$54.4M
-16.36%(-34.38K)
2025-Q1: 279.7K shares2025-Q2: 217.7K shares2025-Q3: 214.4K shares2025-Q4: 210.2K shares2026-Q1: 175.8K shares
$30.31(+1309.73%)
2026-03-31
NVDA
NVIDIA CORPORATION
6.07%305.1K$53.2M
-9.33%(-31.40K)
2025-Q1: 486.3K shares2025-Q2: 345.1K shares2025-Q3: 340.5K shares2025-Q4: 336.5K shares2026-Q1: 305.1K shares
$27.08(+625.67%)
2026-03-31
GOOGL
ALPHABET INC
5%152.3K$43.8M
-1.73%(-2.68K)
2025-Q1: 157.6K shares2025-Q2: 157.1K shares2025-Q3: 155.9K shares2025-Q4: 155.0K shares2026-Q1: 152.3K shares
$41.79(+829.52%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
4.95%326.2K$43.4M
+1.05%(+3.39K)
2025-Q1: 162.7K shares2025-Q2: 163.3K shares2025-Q3: 163.2K shares2025-Q4: 322.8K shares2026-Q1: 326.2K shares
$54.92(+201.57%)
2026-03-31
MSFT
MICROSOFT CORP
4.65%110.0K$40.7M
-1.06%(-1.18K)
2025-Q1: 113.6K shares2025-Q2: 112.4K shares2025-Q3: 111.2K shares2025-Q4: 111.2K shares2026-Q1: 110.0K shares
$62.24(+561.01%)
2026-03-31
RTX
RTX CORPORATION
3.81%173.1K$33.4M
-1.99%(-3.50K)
2025-Q1: 179.5K shares2025-Q2: 178.8K shares2025-Q3: 177.4K shares2025-Q4: 176.6K shares2026-Q1: 173.1K shares
$62.80(+175.28%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.6%107.3K$31.6M
-1.61%(-1.76K)
2025-Q1: 110.9K shares2025-Q2: 110.5K shares2025-Q3: 109.4K shares2025-Q4: 109.0K shares2026-Q1: 107.3K shares
$51.76(+497.71%)
2026-03-31
LLY
ELI LILLY & CO
3.57%34.1K$31.3M
-0.92%(-315)
2025-Q1: 1.3K shares2025-Q2: 1.2K shares2025-Q3: 34.3K shares2025-Q4: 34.4K shares2026-Q1: 34.1K shares
$756.90(+30.65%)
2026-03-31
WMT
WALMART INC
3.4%239.7K$29.8M
-1.55%(-3.78K)
2025-Q1: 249.8K shares2025-Q2: 248.0K shares2025-Q3: 243.9K shares2025-Q4: 243.5K shares2026-Q1: 239.7K shares
$18.16(+620.33%)
2026-03-31

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