Stillwater Capital Advisors, LLC

CIK

1482970

Location

DEVON, PA

Portfolio Value

Small $980,570,674

Diversification

Diversified

Filing Date

Global Rank

#2,565 / 8,827 ▼ 52

Top Industry

Semiconductors 17.4%

Period ended 4 months ago

Filed Jul 23, 2026 · 4mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 60.6% of the book (60%+)

Turnover

Low turnover

6.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.4 quarters (12+), a floor since 63.6% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 62.5%; sector active share 13.7% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

71 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.7%

+0.8 pts

Top 5

39.1%

+2.0 pts

Top 10

60.6%

+2.8 pts

HHI

526

Diversified+26

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	26.1%	$255,802,803	36
Technology	24.2%	$237,084,209	7
Industrials	10.1%	$99,239,188	5
Financial Services	9.4%	$91,796,041	5
Healthcare	8.9%	$87,050,275	6
Consumer Cyclical	7.2%	$71,051,186	4
Communication Services	7.2%	$70,693,467	4
Consumer Defensive	2.8%	$26,996,993	1
Utilities	2.1%	$20,151,996	1
Energy	2.0%	$19,969,049	1
Basic Materials	0.1%	$735,467	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
IWF	iShares Russell 1000 Growth ETF	+140,760	185,645	$23,051,539
VO	VANGUARD MID-CAP INDEX FUND	+11,814	15,702	$1,265,110
VEA	Vanguard FTSE Developed Markets ETF	+5,292	147,219	$10,489,353
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+3,814	79,556	$12,572,234
VUG	VANGUARD GROWTH INDEX FUND	+3,077	3,682	$317,167
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	+2,002	41,737	$4,972,128
IJS	iShares S&P Small-Cap 600 Value ETF	+1,256	23,595	$3,224,964
VOE	VANGUARD MID-CAP VALUE INDEX FUND	+1,166	23,711	$4,685,293
XLF	State Street Corp	+210	337,370	$18,086,405
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+25	81,153	$12,875,734
VTV	VANGUARD VALUE INDEX FUND	+19	1,045	$227,736
GD	General Dynamics Corp	+1	1,047	$370,889
SPY	Spdr S&P 500 ETF Trust	+1	541	$404,002
IWR	iShares Russell Mid-Cap ETF	+1	10,873	$1,199,509
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−52,587	51,977	$11,637,650
NVDA	Nvidia Corp	−2,217	302,869	$60,601,058
AAPL	Apple Inc.	−1,813	235,679	$68,196,075
AVGO	Broadcom Inc.	−1,733	174,055	$65,749,276
FULT	Fulton Financial Corp	−1,600	19,917	$481,792
ORCL	Oracle Corp	−1,441	3,159	$462,951
WMT	Walmart Inc.	−1,330	238,363	$26,996,993
GOOGL	Alphabet Inc.	−1,246	151,093	$53,996,105
RTX	RTX Corp	−939	172,121	$32,656,517
IYW	iShares, Inc.	−785	100,052	$25,236,115
MRK	Merck & Co., Inc.	−761	179,429	$23,056,626
JPM	Jpmorgan Chase & Co	−757	106,504	$34,861,954
SHW	Sherwin Williams Co	−725	2,136	$735,467
AMZN	Amazon Com Inc	−671	106,527	$25,389,645
XOM	ExxonMobil Holdings Corp	−587	146,058	$19,969,049
IYH	iShares U.S. Healthcare ETF	−580	73,540	$4,927,915
MAR	Marriott International Inc	−575	73,945	$27,403,277
MSFT	Microsoft Corp	−548	109,483	$40,839,348
IYF	iShares U.S. Financials ETF	−482	49,581	$6,322,073
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−464	325,758	$62,063,414
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	−398	120,912	$14,180,559
CAT	Caterpillar Inc	−389	40,469	$43,095,438
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−376	77,733	$3,524,414
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	−280	176,376	$18,895,160
CEG	Constellation Energy Corp	−246	81,137	$20,151,996
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	51,921	$11,478,694
IEFA	iShares Core MSCI EAFE ETF	2,975	$287,325
IBM	International Business Machines Corp	780	$219,343
OPK	Opko Health, Inc.	10,565	$15,847
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
T	At&T Inc.	8,118	$235,340
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 tracked positions · $980,570,674 total · filing declares 71 positions · $980,571,628 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 71 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	235,679	-1,813	$68,196,075	+13.1%	26+	before history	6.95%
AVGO	Broadcom Inc. Technology	Reduced	174,055	-1,733	$65,749,276	+20.8%	26+	before history	6.71%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	325,758	-464	$62,063,414	+43.2%	26+	before history	6.33%
NVDA	Nvidia Corp Technology	Reduced	302,869	-2,217	$60,601,058	+13.9%	18	$24.46	6.18%
GOOGL	Alphabet Inc. Communication Services	Reduced	151,093	-1,246	$53,996,105	+23.3%	26+	before history	5.51%
CAT	Caterpillar Inc Industrials	Reduced	40,469	-389	$43,095,438	+48.9%	14	$245.85	4.39%
MSFT	Microsoft Corp Technology	Reduced	109,483	-548	$40,839,348	+0.3%	26+	before history	4.16%
LLY	ELI LILLY & Co Healthcare	Reduced	33,909	-142	$40,671,475	+29.9%	8	$749.91	4.15%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	106,504	-757	$34,861,954	+10.5%	26+	before history	3.56%
RTX	RTX Corp Industrials	Reduced	172,121	-939	$32,656,517	−2.2%	25	unpriced	3.33%
MAR	Marriott International Inc Consumer Cyclical	Reduced	73,945	-575	$27,403,277	+12.4%	26+	before history	2.79%
WMT	Walmart Inc. Consumer Defensive	Reduced	238,363	-1,330	$26,996,993	−9.4%	26+	before history	2.75%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	106,527	-671	$25,389,645	+13.7%	26+	before history	2.59%
IYW	iShares, Inc.	Reduced	100,052	-785	$25,236,115	+37.9%	26+	before history	2.57%
MRK	Merck & Co., Inc. Healthcare	Reduced	179,429	-761	$23,056,626	+6.4%	26+	before history	2.35%
IWF	iShares Russell 1000 Growth ETF	Added	185,645	+140,760	$23,051,539	+20.4%	26+	before history	2.35%
ABBV	AbbVie Inc. Healthcare	Reduced	89,325	-175	$22,477,743	+15.5%	12	$147.46	2.29%
V	Visa Inc. Financial Services	Reduced	59,970	-110	$20,575,107	+13.3%	26+	before history	2.10%
CEG	Constellation Energy Corp Utilities	Reduced	81,137	-246	$20,151,996	−11.3%	8	$199.37	2.06%
XOM	ExxonMobil Holdings Corp Energy	Reduced	146,058	-587	$19,969,049	−19.7%	11	$105.36	2.04%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Reduced	176,376	-280	$18,895,160	−3.5%	23	unpriced	1.93%
XLF	State Street Corp Financial Services	Added	337,370	+210	$18,086,405	+8.7%	13	$35.84	1.84%
BLK	BlackRock, Inc. Financial Services	Reduced	18,502	-66	$17,790,783	−0.4%	7	$1,014.98	1.81%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	49,850	-71	$17,581,098	+7.1%	26+	before history	1.79%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Reduced	88,077	-205	$16,314,502	+14.3%	26+	before history	1.66%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	92,580	-14	$15,528,443	−20.2%	12	$139.54	1.58%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Reduced	120,912	-398	$14,180,559	+7.3%	26+	before history	1.45%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	81,153	+25	$12,875,734	+8.3%	26+	before history	1.31%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	79,556	+3,814	$12,572,234	+12.1%	26+	before history	1.28%
HON	Honeywell International Inc Industrials	Reduced	51,977	-52,587	$11,637,650	−50.8%	2	unpriced	1.19%
HONA	Honeywell Aerospace Inc. Industrials	NEW	51,921	NEW	$11,478,694	NEW	1	unpriced	1.17%
VEA	Vanguard FTSE Developed Markets ETF	Added	147,219	+5,292	$10,489,353	+15.3%	26+	before history	1.07%
		Reduced	78,828	-241	$6,548,241	+1.0%	26+	before history	0.67%
IYF	iShares U.S. Financials ETF	Reduced	49,581	-482	$6,322,073	+7.3%	26+	before history	0.64%
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	Added	41,737	+2,002	$4,972,128	+29.5%	26+	before history	0.51%
IYH	iShares U.S. Healthcare ETF	Reduced	73,540	-580	$4,927,915	+7.9%	26+	before history	0.50%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	89,601	-187	$4,758,709	−13.5%	26+	before history	0.49%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Added	23,711	+1,166	$4,685,293	+12.8%	20	unpriced	0.48%
IWD	iShares Russell 1000 Value ETF	Reduced	19,085	-240	$4,626,776	+12.1%	26+	before history	0.47%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Reduced	77,733	-376	$3,524,414	−1.7%	26+	before history	0.36%
IJS	iShares S&P Small-Cap 600 Value ETF	Added	23,595	+1,256	$3,224,964	+21.9%	18	unpriced	0.33%
IYC	iShares U.S. Consumer Discretionary ETF	Reduced	21,832	-22	$2,207,215	+4.2%	26+	before history	0.23%
IYJ	iShares U.S. Industrials ETF	Reduced	10,928	-181	$1,821,151	+11.1%	26+	before history	0.19%
IWM	iShares Russell 2000 ETF	Reduced	5,173	-3	$1,554,227	+21.1%	8	unpriced	0.16%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	Reduced	31,080	-81	$1,368,452	+7.6%	13	unpriced	0.14%
VB	Vanguard Index Funds	Held	4,250	0	$1,288,260	+15.7%	8	$228.23	0.13%
		Reduced	25,249	-80	$1,283,406	+1.4%	26+	before history	0.13%
VO	VANGUARD MID-CAP INDEX FUND	Added	15,702	+11,814	$1,265,110	+13.3%	8	unpriced	0.13%
IWR	iShares Russell Mid-Cap ETF	Added	10,873	+1	$1,199,509	+13.5%	8	unpriced	0.12%
LRCX	Lam Research Corp Technology	Held	2,345	0	$1,016,158	+102.8%	8	$86.94	0.10%

Showing the top 50 of 71 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.