StockDriftsStockDriftsTop 49 Stillwater Investment Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares S&P 500 ETF | 26.65% | 241.1K | $99.1M | -0.11%(-262) | — | 2023-03-31 | |
| IWR | iShares Russell Midcap ETF | 7.24% | 385.2K | $26.9M | +2.32%(+8.72K) | — | 2023-03-31 | |
| IWM | iShares Russell 2000 ETF | 7.2% | 150.1K | $26.8M | +0.58%(+870) | — | 2023-03-31 | |
| AAPL | Apple Inc. | 5.81% | 131.1K | $21.6M | -1.48%(-1.97K) | — | 2023-03-31 | |
| AMZN | Amazon.com Inc. | 1.77% | 63.7K | $6.6M | -0.72%(-460) | — | 2023-03-31 | |
| DE | Deere & Co. | 1.52% | 13.7K | $5.7M | -0.41%(-56) | — | 2023-03-31 | |
| MCD | McDonalds Corp. | 1.42% | 18.9K | $5.3M | -0.34%(-65) | — | 2023-03-31 | |
| JPM | JP Morgan Chase & Co. | 1.35% | 38.6K | $5.0M | +0.40%(+154) | — | 2023-03-31 | |
| BRKB | Berkshire Hathaway Inc. B | 1.33% | 16.0K | $4.9M | -0.36%(-57) | — | 2023-03-31 | |
| NKE | Nike Inc. | 1.2% | 36.3K | $4.5M | -0.09%(-32) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Stillwater Investment Management, Llc reports $371.96M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are IVV (26.6%), IWR (7.2%) and IWM (7.2%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stillwater Investment Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1478775). View Stillwater Investment Management, Llc’s 13F filings on SEC