Stillwater Capital Advisors, LLC
Stillwater Capital Advisors, LLC reported 71 holdings worth US$981M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Stillwater Capital Advisors, LLC reported 71 holdings worth US$981M as of Jun 30, 2026. Largest: Apple Inc, Broadcom Inc. and Nvidia Corporation. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 71
- Value as reported
- US$981M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 236K | US$68.2M | 7.0% |
| Broadcom Inc. | 174K | US$65.7M | 6.7% |
| Nvidia Corporation | 303K | US$60.6M | 6.2% |
| Alphabet Inc (google) Class C | 153K | US$54.8M | 5.6% |
| Caterpillar, Inc. | 40,469 | US$43.1M | 4.4% |
| Microsoft Corp. | 109K | US$40.8M | 4.2% |
| Eli Lilly And Company | 33,909 | US$40.7M | 4.1% |
| Jp Morgan Chase & Co. | 107K | US$34.9M | 3.6% |
| Rtx Corporation | 172K | US$32.7M | 3.3% |
| Marriott International | 73,945 | US$27.4M | 2.8% |
| Walmart Inc. | 238K | US$27M | 2.8% |
| Amazon.com, Inc. | 107K | US$25.4M | 2.6% |
| Merck & Company, Inc. | 179K | US$23.1M | 2.4% |
| Abbvie Inc. | 89,325 | US$22.5M | 2.3% |
| Visa Inc. | 59,970 | US$20.6M | 2.1% |
| Constellation Energy Corporation | 81,137 | US$20.2M | 2.1% |
| Exxon Mobil Corporation | 146K | US$20M | 2.0% |
| Blackrock, Inc. | 18,502 | US$17.8M | 1.8% |
| Home Depot, Inc. (the) | 49,850 | US$17.6M | 1.8% |
| T-mobile Us, Inc. | 92,580 | US$15.5M | 1.6% |
| Lam Research Corporation | 2,345 | US$1.02M | 0.10% |
| Sherwin-williams Company (the) | 2,136 | US$735K | 0.08% |
| Tesla, Inc. | 1,610 | US$677K | 0.07% |
| Cencora, Inc. | 1,709 | US$484K | 0.05% |
| Fulton Financial Corporation | 19,917 | US$482K | 0.05% |
| Oracle Corporation | 3,159 | US$463K | 0.05% |
| Meta Platforms, Inc. | 677 | US$381K | 0.04% |
| General Dynamics Corporation | 1,047 | US$371K | 0.04% |
| Unitedhealth Group Incorporated | 830 | US$345K | 0.04% |
| International Business Machines Corporation | 780 | US$219K | 0.02% |
| Opko Health, Inc. | 10,565 | US$15,848 | <0.01% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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