Stillwater Capital Advisors, LLC
CIK: 0001482970SEC EDGAR →
Portfolio Value
$930.4M
Holdings
70
As of
Q4 2025
New Positions
2
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC | 210,173 | $72.7M | 7.82% |
| 2 | APPLE INC | 241,973 | $65.8M | 7.07% |
| 3 | NVIDIA CORPORATION | 336,484 | $62.8M | 6.74% |
| 4 | MICROSOFT CORP | 111,207 | $53.8M | 5.78% |
| 5 | ALPHABET INC | 155,015 | $48.5M | 5.21% |
| 6 | SELECT SECTOR SPDR TR | 322,831 | $46.5M | 5.00% |
| 7 | ELI LILLY & CO | 34,366 | $36.9M | 3.97% |
| 8 | JPMORGAN CHASE & CO. | 109,019 | $35.1M | 3.78% |
| 9 | RTX CORPORATION | 176,565 | $32.4M | 3.48% |
| 10 | CONSTELLATION ENERGY CORP | 82,631 | $29.2M | 3.14% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $309.1M | 33.2% |
| Technology | 8 | $256.8M | 27.6% |
| Healthcare | 6 | $77.7M | 8.4% |
| Communication Services | 5 | $69.0M | 7.4% |
| Consumer Cyclical | 5 | $67.1M | 7.2% |
| Industrials | 3 | $56.5M | 6.1% |
| Consumer Defensive | 2 | $37.8M | 4.1% |
| Utilities | 1 | $29.2M | 3.1% |
| Energy | 1 | $17.9M | 1.9% |
| Unknown | 2 | $8.1M | 0.9% |
| Basic Materials | 1 | $1.1M | 0.1% |