Stillwater Capital Advisors, LLC

CIK: 0001482970SEC EDGAR →

Portfolio Value

$930K

Holdings

70

As of

Q4 2025

New Positions

2

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BROADCOM INC

210,173$73K
7.82%
2

APPLE INC

241,973$66K
7.07%
3

NVIDIA CORPORATION

336,484$63K
6.75%
4

MICROSOFT CORP

111,207$54K
5.78%
5

ALPHABET INC

155,015$49K
5.22%
6

SELECT SECTOR SPDR TR

322,831$46K
5.00%
7

ELI LILLY & CO

34,366$37K
3.97%
8

JPMORGAN CHASE & CO.

109,019$35K
3.78%
9

RTX CORPORATION

176,565$32K
3.48%
10

CONSTELLATION ENERGY CORP

82,631$29K
3.14%

Quarterly Changes

Top Buys

LLY↑ Increased
$37K
BLK↑ Increased
$20K
MRK↑ Increased
$4K
TMUS↑ Increased
$3K
HD↑ Increased
$3K

Top Sells

MSFT↓ Decreased
$54K
GOOGL↓ Decreased
$11K
AAPL↓ Decreased
$4K
CAT↓ Decreased
$4K
MAR↓ Decreased
$4K

New Positions (2)

$897 · 5K shares
$224 · 2K shares

Closed Positions (3)

$668 · 8K shares
$229 · 3K shares
$17 · 11K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services36$309K33.2%
Technology8$257K27.6%
Healthcare6$78K8.4%
Communication Services5$69K7.4%
Consumer Cyclical5$67K7.2%
Industrials3$57K6.1%
Consumer Defensive2$38K4.1%
Utilities1$29K3.1%
Energy1$18K1.9%
Unknown2$8K0.9%
Basic Materials1$1K0.1%