Stillwater Capital Advisors, LLC
Filing Date
Global Rank
#2,281
/ 8,605
▼ 26
· as of Mar 2026
Top Industry
Semiconductors
16.7%
3Y Alpha vs SPY
+2.6%
Period ended 3 months ago
Filed Apr 10, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+87.6%
SPY
+76.5%
Annualised alpha
+2.5%
Max drawdown
−20.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.4%
−1.2 pts
Top 5
39.2%
−4.8 pts
Top 10
63.2%
−4.1 pts
HHI
548
Diversified−52
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.6% | $209,796,148 |
| Industrials | 13.4% | $86,323,140 |
| Healthcare | 11.4% | $73,248,282 |
| Financial Services | 10.6% | $68,005,160 |
| Communication Services | 9.9% | $63,876,791 |
| Consumer Cyclical | 9.9% | $63,721,993 |
| Consumer Defensive | 4.6% | $29,789,046 |
| Energy | 3.9% | $24,879,790 |
| Utilities | 3.5% | $22,726,202 |
| Basic Materials | 0.1% | $917,093 |
| Unclassified | 0.1% | $863,093 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | −34,385 | 175,788 | $54,408,143 | |
| NVDA | Nvidia Corp | −31,398 | 305,086 | $53,206,998 | |
| AAPL | Apple Inc. | −4,481 | 237,492 | $60,273,094 | |
| WMT | Walmart Inc. | −3,779 | 239,693 | $29,789,046 | |
| RTX | RTX Corp | −3,505 | 173,060 | $33,383,274 | |
| GOOGL | Alphabet Inc. | −2,676 | 152,339 | $43,806,602 | |
| MRK | Merck & Co., Inc. | −2,318 | 180,190 | $21,675,055 | |
| XOM | Exxon Mobil Corp | −1,833 | 146,645 | $24,879,790 | |
| JPM | Jpmorgan Chase & Co | −1,758 | 107,261 | $31,551,895 | |
| CEG | Constellation Energy Corp | −1,248 | 81,383 | $22,726,202 | |
| MSFT | Microsoft Corp | −1,176 | 110,031 | $40,730,175 | |
| ABBV | AbbVie Inc. | −1,126 | 89,500 | $19,465,355 | |
| MAR | Marriott International Inc /Md/ | −1,090 | 74,520 | $24,373,256 | |
| AMZN | Amazon Com Inc | −1,015 | 107,198 | $22,326,127 | |
| TMUS | T-Mobile US, Inc. | −837 | 92,594 | $19,447,517 | |
| V | Visa Inc. | −704 | 60,080 | $18,158,579 | |
| CAT | Caterpillar Inc | −692 | 40,858 | $28,946,258 | |
| SHW | Sherwin Williams Co | −610 | 2,861 | $917,093 | |
| HD | Home Depot, Inc. | −529 | 49,921 | $16,418,517 | |
| LLY | ELI LILLY & Co | −315 | 34,051 | $31,319,088 | |
| BLK | BlackRock, Inc. | −249 | 18,568 | $17,857,031 | |
| T | At&T Inc. | −99 | 8,118 | $235,340 | |
| SPY | Spdr S&P 500 ETF Trust | −39 | 540 | $351,183 | |
| TSLA | Tesla, Inc. | −9 | 1,625 | $604,093 | |
| ORCL | Oracle Corp | −7 | 4,600 | $676,706 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
4 positions
33 positions ·
$644,146,738 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 237,492 | $60,273,094 | 9.36% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 175,788 | $54,408,143 | 8.45% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 305,086 | $53,206,998 | 8.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 152,339 | $43,806,602 | 6.80% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 110,031 | $40,730,175 | 6.32% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 173,060 | $33,383,274 | 5.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 107,261 | $31,551,895 | 4.90% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 34,051 | $31,319,088 | 4.86% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 239,693 | $29,789,046 | 4.62% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 40,858 | $28,946,258 | 4.49% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 146,645 | $24,879,790 | 3.86% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 74,520 | $24,373,256 | 3.78% | |
| HON |
Honeywell International Inc
Industrials
|
NEW | 104,564 | $23,634,600 | 3.67% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 81,383 | $22,726,202 | 3.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 107,198 | $22,326,127 | 3.47% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 180,190 | $21,675,055 | 3.36% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 89,500 | $19,465,355 | 3.02% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Reduced | 92,594 | $19,447,517 | 3.02% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 60,080 | $18,158,579 | 2.82% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 18,568 | $17,857,031 | 2.77% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 49,921 | $16,418,517 | 2.55% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 2,861 | $917,093 | 0.14% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 4,600 | $676,706 | 0.11% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,625 | $604,093 | 0.09% | |
| COR |
Cencora, Inc.
Healthcare
|
Held | 1,709 | $536,865 | 0.08% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
NEW | 830 | $511,910 | 0.08% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 2,345 | $501,032 | 0.08% | |
| FULT |
Fulton Financial Corp
Financial Services
|
Held | 21,517 | $437,655 | 0.07% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 677 | $387,332 | 0.06% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 1,046 | $359,008 | 0.06% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 540 | $351,183 | 0.05% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 931 | $251,919 | 0.04% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 8,118 | $235,340 | 0.04% |