Stillwater Capital Advisors, LLC

13F filer · CIK 0001482970

Reported Jul 23, 2026

Net seller this quarter

13F portfolio value$981MU.S. long equity reported on 13F

Positions372 new · 1 closed

Net flow last quarter-$4.24MBuys minus sells

Top 10 positions weight47.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 202637 positions
AAPLApple Inc.	$68.2M	6.95%	0.00%	-0.8%	Q2 2013
AVGOBroadcom Inc.	$65.7M	6.71%	0.00%	-1.0%	Q1 2019
NVDANvidia Corp	$60.6M	6.18%	0.00%	-0.7%	Q2 2018
GOOGLAlphabet Inc.	$54M	5.51%	0.00%	-0.8%	Q4 2015
CATCaterpillar Inc	$43.1M	4.39%	0.01%	-1.0%	Q4 2013
MSFTMicrosoft Corp	$40.8M	4.16%	0.00%	-0.5%	Q4 2013
LLYELI LILLY & Co	$40.7M	4.15%	0.00%	-0.4%	Q4 2021
JPMJPMorgan Chase & Co	$34.9M	3.56%	0.00%	-0.7%	Q2 2013
RTXRTX Corp	$32.7M	3.33%	0.01%	-0.5%	Q2 2020
MARMarriott International Inc	$27.4M	2.79%	0.03%	-0.8%	Q1 2019
WMTWalmart Inc.	$27M	2.75%	0.00%	-0.6%	Q4 2017
AMZNAmazon Com Inc	$25.4M	2.59%	0.00%	-0.6%	Q3 2014
MRKMerck & Co., Inc.	$23.1M	2.35%	0.01%	-0.4%	Q2 2013
ABBVAbbVie Inc.	$22.5M	2.29%	0.01%	-0.2%	Q1 2014
VVisa Inc.	$20.6M	2.10%	0.00%	-0.2%	Q2 2013
CEGConstellation Energy Corp	$20.2M	2.06%	0.02%	-0.3%	Q3 2024
XOMExxonMobil Holdings Corp	$20M	2.04%	0.00%	-0.4%	Q2 2013
BLKBlackRock, Inc.	$17.8M	1.81%	0.01%	-0.4%	Q2 2013
HDHome Depot, Inc.	$17.6M	1.79%	0.01%	-0.1%	Q3 2016
TMUST-Mobile US, Inc.	$15.5M	1.58%	0.01%	0.0%	Q3 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$12.6M	1.28%	Not reported	+5.0%	Q3 2016
HONHoneywell International Inc	$11.6M	1.19%	0.02%	-0.6%	Q4 2013
HONAHoneywell Aerospace Inc.	$11.5M	1.17%	Not reported	-0.7%	Q2 2026
LRCXLam Research Corp	$1.02M	0.10%	0.00%	Not reported	Q2 2020
GOOGAlphabet Inc.	$788K	0.08%	Not reported	Not reported	Q3 2020
SHWSherwin Williams Co	$735K	0.08%	0.00%	-25.3%	Q4 2019
TSLATesla, Inc.	$677K	0.07%	0.00%	-0.9%	Q1 2023
MDYSPDR S&P Midcap 400 ETF Trust	$584K	0.06%	Not reported	Not reported	Q1 2026
CORCencora, Inc.	$484K	0.05%	0.00%	Not reported	Q4 2023
FULTFulton Financial Corp	$482K	0.05%	0.01%	-7.4%	Q4 2024
ORCLOracle Corp	$463K	0.05%	0.00%	-31.3%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$404K	0.04%	Not reported	+0.2%	Q1 2014
METAMeta Platforms, Inc.	$381K	0.04%	Not reported	Not reported	Q1 2017
GDGeneral Dynamics Corp	$371K	0.04%	0.00%	+0.1%	Q1 2025
UNHUnitedhealth Group Inc	$345K	0.04%	0.00%	-10.9%	Q2 2018
IBMInternational Business Machines Corp	$219K	0.02%	0.00%	Not reported	Q2 2013
OPKOpko Health, Inc.	$15.8K	0.00%	0.00%	Not reported	Q2 2024
Q1 2026Reported Apr 10, 202635 positions
AAPLApple Inc.	$60.3M	6.88%	0.00%	-1.9%	Q2 2013
AVGOBroadcom Inc.	$54.4M	6.21%	0.00%	-16.4%	Q1 2019
NVDANvidia Corp	$53.2M	6.07%	0.00%	-9.3%	Q2 2018
GOOGLAlphabet Inc.	$43.8M	5.00%	0.00%	-1.7%	Q4 2015
MSFTMicrosoft Corp	$40.7M	4.65%	0.00%	-1.1%	Q4 2013
RTXRTX Corp	$33.4M	3.81%	0.01%	-2.0%	Q2 2020
JPMJPMorgan Chase & Co	$31.6M	3.60%	0.00%	-1.6%	Q2 2013
LLYELI LILLY & Co	$31.3M	3.57%	0.00%	-0.9%	Q4 2021
WMTWalmart Inc.	$29.8M	3.40%	0.00%	-1.6%	Q4 2017
CATCaterpillar Inc	$28.9M	3.30%	0.01%	-1.7%	Q4 2013
XOMExxonMobil Holdings Corp	$24.9M	2.84%	0.00%	-1.2%	Q2 2013
MARMarriott International Inc	$24.4M	2.78%	0.03%	-1.4%	Q1 2019
HONHoneywell International Inc	$23.6M	2.70%	0.02%	Not reported	Q4 2013
CEGConstellation Energy Corp	$22.7M	2.59%	0.02%	-1.5%	Q3 2024
AMZNAmazon Com Inc	$22.3M	2.55%	0.00%	-0.9%	Q3 2014
MRKMerck & Co., Inc.	$21.7M	2.47%	0.01%	-1.3%	Q2 2013
ABBVAbbVie Inc.	$19.5M	2.22%	0.01%	-1.2%	Q1 2014
TMUST-Mobile US, Inc.	$19.4M	2.22%	0.01%	-0.9%	Q3 2023
VVisa Inc.	$18.2M	2.07%	0.00%	-1.2%	Q2 2013
BLKBlackRock, Inc.	$17.9M	2.04%	0.01%	-1.3%	Q2 2013
HDHome Depot, Inc.	$16.4M	1.87%	0.01%	-1.1%	Q3 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$11.2M	1.28%	Not reported	+4.6%	Q3 2016
SHWSherwin Williams Co	$917K	0.10%	0.00%	-17.6%	Q4 2019
ORCLOracle Corp	$677K	0.08%	0.00%	-0.2%	Q4 2015
GOOGAlphabet Inc.	$639K	0.07%	Not reported	-21.6%	Q3 2020
TSLATesla, Inc.	$604K	0.07%	0.00%	-0.6%	Q1 2023
CORCencora, Inc.	$537K	0.06%	0.00%	Not reported	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$512K	0.06%	Not reported	New	Q1 2026
LRCXLam Research Corp	$501K	0.06%	0.00%	Not reported	Q2 2020
FULTFulton Financial Corp	$438K	0.05%	0.01%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$387K	0.04%	Not reported	-0.6%	Q1 2017
GDGeneral Dynamics Corp	$359K	0.04%	0.00%	Not reported	Q1 2025
SPYSPDR S&P 500 ETF Trust	$351K	0.04%	Not reported	-6.7%	Q1 2014
UNHUnitedhealth Group Inc	$252K	0.03%	0.00%	Not reported	Q2 2018
TAt&T Inc.	$235K	0.03%	0.00%	-1.2%	Q2 2013
Q4 2025Reported Jan 14, 202638 positions
AVGOBroadcom Inc.	$72.7M	7.82%	0.00%	-2.0%	Q1 2019
AAPLApple Inc.	$65.8M	7.07%	0.00%	-0.5%	Q2 2013
NVDANvidia Corp	$62.8M	6.74%	0.00%	-1.2%	Q2 2018
MSFTMicrosoft Corp	$53.8M	5.78%	0.00%	0.0%	Q4 2013
GOOGLAlphabet Inc.	$48.5M	5.21%	0.00%	-0.6%	Q4 2015
LLYELI LILLY & Co	$36.9M	3.97%	0.00%	+0.3%	Q4 2021
JPMJPMorgan Chase & Co	$35.1M	3.78%	0.00%	-0.3%	Q2 2013
RTXRTX Corp	$32.4M	3.48%	0.01%	-0.5%	Q2 2020
CEGConstellation Energy Corp	$29.2M	3.14%	0.03%	-0.5%	Q3 2024
WMTWalmart Inc.	$27.1M	2.92%	0.00%	-0.2%	Q4 2017
AMZNAmazon Com Inc	$25M	2.68%	0.00%	+1.2%	Q3 2014
CATCaterpillar Inc	$23.8M	2.56%	0.01%	-0.6%	Q4 2013
MARMarriott International Inc	$23.5M	2.52%	0.03%	0.0%	Q1 2019
VVisa Inc.	$21.3M	2.29%	0.00%	+0.5%	Q2 2013
ABBVAbbVie Inc.	$20.7M	2.23%	0.01%	+0.1%	Q1 2014
BLKBlackRock, Inc.	$20.1M	2.16%	0.01%	+0.2%	Q2 2013
MRKMerck & Co., Inc.	$19.2M	2.06%	0.01%	+0.5%	Q2 2013
TMUST-Mobile US, Inc.	$19M	2.04%	0.01%	+0.2%	Q3 2023
XOMExxonMobil Holdings Corp	$17.9M	1.92%	0.00%	-0.7%	Q2 2013
HDHome Depot, Inc.	$17.4M	1.87%	0.01%	+0.4%	Q3 2016
MDLZMondelez International, Inc.	$10.7M	1.15%	0.02%	-0.5%	Q1 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$10.4M	1.12%	Not reported	+17.2%	Q3 2016
SHWSherwin Williams Co	$1.12M	0.12%	0.00%	Not reported	Q4 2019
ORCLOracle Corp	$898K	0.10%	0.00%	Not reported	Q4 2015
GOOGAlphabet Inc.	$892K	0.10%	Not reported	-0.8%	Q3 2020
TSLATesla, Inc.	$735K	0.08%	0.00%	Not reported	Q1 2023
CORCencora, Inc.	$577K	0.06%	0.00%	+38.3%	Q4 2023
METAMeta Platforms, Inc.	$450K	0.05%	Not reported	-8.5%	Q1 2017
FULTFulton Financial Corp	$416K	0.04%	0.01%	Not reported	Q4 2024
LRCXLam Research Corp	$401K	0.04%	0.00%	-33.0%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$395K	0.04%	Not reported	+7.6%	Q1 2014
GDGeneral Dynamics Corp	$352K	0.04%	0.00%	+0.6%	Q1 2025
ELVElevance Health, Inc.	$332K	0.04%	0.00%	Not reported	Q3 2025
UNHUnitedhealth Group Inc	$307K	0.03%	0.00%	+12.2%	Q2 2018
IBMInternational Business Machines Corp	$231K	0.02%	0.00%	Not reported	Q2 2013
AZNAstrazeneca PLC	$225K	0.02%	Not reported	New	Q4 2025
WDAYWorkday, Inc.	$213K	0.02%	0.00%	Not reported	Q3 2023
TAt&T Inc.	$204K	0.02%	0.00%	Not reported	Q2 2013
Q3 2025Reported Oct 9, 202539 positions
AVGOBroadcom Inc.	$70.7M	7.96%	0.00%	-1.5%	Q1 2019
NVDANvidia Corp	$63.5M	7.15%	0.00%	-1.3%	Q2 2018
AAPLApple Inc.	$61.9M	6.97%	0.00%	-1.1%	Q2 2013
MSFTMicrosoft Corp	$57.6M	6.49%	0.00%	-1.1%	Q4 2013
GOOGLAlphabet Inc.	$37.9M	4.27%	0.00%	-0.8%	Q4 2015
JPMJPMorgan Chase & Co	$34.5M	3.88%	0.00%	-1.0%	Q2 2013
RTXRTX Corp	$29.7M	3.34%	0.01%	-0.8%	Q2 2020
CEGConstellation Energy Corp	$27.3M	3.08%	0.03%	-1.1%	Q3 2024
LLYELI LILLY & Co	$26.1M	2.94%	0.00%	+2684.0%	Q4 2021
WMTWalmart Inc.	$25.1M	2.83%	0.00%	-1.6%	Q4 2017
AMZNAmazon Com Inc	$23.5M	2.64%	0.00%	-0.6%	Q3 2014
TMUST-Mobile US, Inc.	$22.3M	2.51%	0.01%	-0.6%	Q3 2023
BLKBlackRock, Inc.	$21.9M	2.46%	0.01%	-0.5%	Q2 2013
ABBVAbbVie Inc.	$21M	2.36%	0.01%	-0.4%	Q1 2014
VVisa Inc.	$20.6M	2.32%	0.00%	-0.5%	Q2 2013
HDHome Depot, Inc.	$20.4M	2.29%	0.01%	-0.6%	Q3 2016
CATCaterpillar Inc	$19.9M	2.24%	0.01%	-0.4%	Q4 2013
MARMarriott International Inc	$19.7M	2.22%	0.03%	-0.7%	Q1 2019
XOMExxonMobil Holdings Corp	$16.9M	1.90%	0.00%	+1.0%	Q2 2013
MRKMerck & Co., Inc.	$15.2M	1.72%	0.01%	-0.5%	Q2 2013
MDLZMondelez International, Inc.	$12.5M	1.40%	0.02%	+1.0%	Q1 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$8.71M	0.98%	Not reported	+0.9%	Q3 2016
SHWSherwin Williams Co	$1.2M	0.14%	0.00%	Not reported	Q4 2019
TSLATesla, Inc.	$727K	0.08%	0.00%	+0.6%	Q1 2023
GOOGAlphabet Inc.	$698K	0.08%	Not reported	-14.4%	Q3 2020
LNWOLight & Wonder, Inc.	$669K	0.08%	0.01%	Not reported	Q3 2022
METAMeta Platforms, Inc.	$546K	0.06%	Not reported	Not reported	Q1 2017
LRCXLam Research Corp	$469K	0.05%	0.00%	Not reported	Q2 2020
FULTFulton Financial Corp	$401K	0.05%	0.01%	-23.2%	Q4 2024
CORCencora, Inc.	$386K	0.04%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$358K	0.04%	Not reported	+0.2%	Q1 2014
GDGeneral Dynamics Corp	$355K	0.04%	0.00%	+0.1%	Q1 2025
ELVElevance Health, Inc.	$306K	0.03%	0.00%	New	Q3 2025
UNHUnitedhealth Group Inc	$287K	0.03%	0.00%	-14.9%	Q2 2018
WDAYWorkday, Inc.	$239K	0.03%	0.00%	Not reported	Q3 2023
TAt&T Inc.	$232K	0.03%	0.00%	+0.7%	Q2 2013
OKEOneok Inc	$229K	0.03%	0.00%	Not reported	Q4 2023
IBMInternational Business Machines Corp	$220K	0.02%	0.00%	Not reported	Q2 2013
OPKOpko Health, Inc.	$17.6K	0.00%	0.00%	Not reported	Q2 2024

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