Stillwater Capital Advisors, LLC
CIK 1482970
13F filing for Q2 2026・No. 2,622
- Holdings
- US$980.57M
- Quarter change
- +US$104.49M
- Entries
- 71
- Net bought (estimate)
- +US$8.75M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 2
- Cut 44
- Added 14
- Corporate actions 2
- Unchanged 8
Largest holdings
71 stocks worth US$980.57M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 235,679 | US$68.2M | 6.95% |
| AVGOBroadcomCOM | Cut | 174,055 | US$65.75M | 6.71% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Cut | 325,758 | US$62.06M | 6.33% |
| NVDANvidiaCOM | Cut | 302,869 | US$60.6M | 6.18% |
| GOOGLAlphabetCAP STK CL A | Cut | 151,093 | US$54M | 5.51% |
| CATCATERPILLAR INCCOM | Cut | 40,469 | US$43.1M | 4.39% |
| MSFTMicrosoftCOM | Cut | 109,483 | US$40.84M | 4.16% |
| LLYELI LILLY & COCOM | Cut | 33,909 | US$40.67M | 4.15% |
| JPMJPMORGAN CHASE & COCOM | Cut | 106,504 | US$34.86M | 3.56% |
| RTXRTX CORPORATIONCOM | Cut | 172,121 | US$32.66M | 3.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.