Stillwater Capital Advisors, LLC holds a focused book of 71 reported positions worth $980.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Honeywell International Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the reported non-option book.
Stillwater Capital Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
72% mapped to company sectors
+2 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Stillwater Capital Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 7 / 71 | $4.4B |
| Prospect Hill Management, LLC | 7 / 71 | $235.7M |
| Hoffman, Alan N Investment Management | 8 / 71 | $153.5M |
| Draper Asset Management, LLC | 8 / 71 | $170.5M |
| Trust Asset Management LLC | 29 / 71 | $1.4B |
| IMZ Advisory Inc | 25 / 71 | $262.0M |
| Prosperity Advisers, LLC | 17 / 71 | $108.8M |
| Ketron Financial | 15 / 71 | $248.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Stillwater Capital Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $68.2M | 235.7K | 7.0% | ▼−0.8% Reduced · −2K sh | |
| 2 | Broadcom Inc COM | $65.7M | 174.1K | 6.7% | ▼−1.0% Reduced · −2K sh | |
| 3 | Select Sector SPDR TR ST STR TECHN ETF | $62.1M | 325.8K | 6.3% | ▼−0.1% Reduced · −464 sh | |
| 4 | Nvidia Corporation COM | $60.6M | 302.9K | 6.2% | ▼−0.7% Reduced · −2K sh | |
| 5 | Alphabet Inc CAP STK CL A | $54.0M | 151.1K | 5.5% | ▼−0.8% Reduced · −1K sh | |
| 6 | Caterpillar Inc COM | $43.1M | 40.5K | 4.4% | ▼−0.9% Reduced · −389 sh | |
| 7 | Microsoft Corp COM | $40.8M | 109.5K | 4.2% | ▼−0.5% Reduced · −548 sh | |
| 8 | Eli Lilly & Co COM | $40.7M | 33.9K | 4.1% | ▼−0.4% Reduced · −142 sh | |
| 9 | JPMorgan Chase & Co COM | $34.9M | 106.5K | 3.6% | ▼−0.7% Reduced · −757 sh | |
| 10 | RTX Corporation COM | $32.7M | 172.1K | 3.3% | ▼−0.5% Reduced · −939 sh | |
| 11 | Marriott Intl Inc New CL A | $27.4M | 73.9K | 2.8% | ▼−0.8% Reduced · −575 sh | |
| 12 | Walmart Inc COM | $27.0M | 238.4K | 2.8% | ▼−0.6% Reduced · −1K sh | |
| 13 | Amazon Com Inc COM | $25.4M | 106.5K | 2.6% | ▼−0.6% Reduced · −671 sh | |
| 14 | Ishares TR U.S. TECH ETF | $25.2M | 100.1K | 2.6% | ▼−0.8% Reduced · −785 sh | |
| 15 | Merck & Co Inc COM | $23.1M | 179.4K | 2.4% | ▼−0.4% Reduced · −761 sh | |
| 16 | Ishares TR RUS 1000 GRW ETF | $23.1M | 185.6K | 2.4% | ▲+314% Added · +141K sh | |
| 17 | Abbvie Inc COM | $22.5M | 89.3K | 2.3% | ▼−0.2% Reduced · −175 sh | |
| 18 | Visa Inc COM CL A | $20.6M | 60.0K | 2.1% | ▼−0.2% Reduced · −110 sh | |
| 19 | Constellation Energy Corp COM | $20.2M | 81.1K | 2.1% | ▼−0.3% Reduced · −246 sh | |
| 20 | Exxon Mobil Corp COM | $20.0M | 146.1K | 2.0% | ▼−0.4% Reduced · −587 sh | |
| 21 | Select Sector SPDR TR ST STR SVC ETF | $18.9M | 176.4K | 1.9% | ▼−0.1% Reduced · −280 sh | |
| 22 | Select Sector SPDR TR ST STR FINL ETF | $18.1M | 337.4K | 1.8% | ▲+0.1% Added · +210 sh | |
| 23 | BlackRock Inc COM | $17.8M | 18.5K | 1.8% | ▼−0.3% Reduced · −66 sh | |
| 24 | Home Depot Inc COM | $17.6M | 49.9K | 1.8% | ▼−0.1% Reduced · −71 sh | |
| 25 | Select Sector SPDR TR ST STR INDL ETF | $16.3M | 88.1K | 1.7% | ▼−0.2% Reduced · −205 sh | |
| 26 | T-Mobile US Inc COM | $15.5M | 92.6K | 1.6% | ▼~0% Reduced · −14 sh | |
| 27 | Select Sector SPDR TR ST STR DISCR ETF | $14.2M | 120.9K | 1.4% | ▼−0.3% Reduced · −398 sh | |
| 28 | Select Sector SPDR TR ST STR CARE ETF | $12.9M | 81.2K | 1.3% | ▲~0% Added · +25 sh | |
| 29 | Vanguard Whitehall FDS HIGH DIV YLD | $12.6M | 79.6K | 1.3% | ▲+5.0% Added · +4K sh | |
| 30 | Honeywell Intl Inc COM | $11.6M | 52.0K | 1.2% | ▲New New position | |
| 31 | Honeywell Aerospace Inc COM | $11.5M | 51.9K | 1.2% | →Listed Newly reportable | |
| 32 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $10.5M | 147.2K | 1.1% | ▲+3.7% Added · +5K sh | |
| 33 | Select Sector SPDR TR ST STR STAPL ETF | $6.5M | 78.8K | 0.7% | ▼−0.3% Reduced · −241 sh | |
| 34 | Ishares TR U.S. FINLS ETF | $6.3M | 49.6K | 0.6% | ▼−1.0% Reduced · −482 sh | |
| 35 | SPDR Series Trust ST STR SP600GRWO | $5.0M | 41.7K | 0.5% | ▲+5.0% Added · +2K sh | |
| 36 | Ishares TR US HLTHCARE ETF | $4.9M | 73.5K | 0.5% | ▼−0.8% Reduced · −580 sh | |
| 37 | Select Sector SPDR TR ST STR ENERG ETF | $4.8M | 89.6K | 0.5% | ▼−0.2% Reduced · −187 sh | |
| 38 | Vanguard Index FDS MCAP VL IDXVIP | $4.7M | 23.7K | 0.5% | ▲+5.2% Added · +1K sh | |
| 39 | Ishares TR RUS 1000 VAL ETF | $4.6M | 19.1K | 0.5% | ▼−1.2% Reduced · −240 sh | |
| 40 | Select Sector SPDR TR ST STR UTIL ETF | $3.5M | 77.7K | 0.4% | ▼−0.5% Reduced · −376 sh | |
| 41 | Ishares TR SP SMCP600VL ETF | $3.2M | 23.6K | 0.3% | ▲+5.6% Added · +1K sh | |
| 42 | Ishares TR US CONSUM DISCRE | $2.2M | 21.8K | 0.2% | ▼−0.1% Reduced · −22 sh | |
| 43 | Ishares TR US INDUSTRIALS | $1.8M | 10.9K | 0.2% | ▼−1.6% Reduced · −181 sh | |
| 44 | Ishares TR RUSSELL 2000 ETF | $1.6M | 5.2K | 0.2% | ▼−0.1% Reduced · −3 sh | |
| 45 | Select Sector SPDR TR ST STR REAL ETF | $1.4M | 31.1K | 0.1% | ▼−0.3% Reduced · −81 sh | |
| 46 | Vanguard Index FDS SMALL CP ETF | $1.3M | 4.3K | 0.1% | —Held | |
| 47 | Select Sector SPDR TR ST STR MATER ETF | $1.3M | 25.2K | 0.1% | ▼−0.3% Reduced · −80 sh | |
| 48 | Vanguard Index FDS MID CAP ETF | $1.3M | 15.7K | 0.1% | ▲+304% Added · +12K sh | |
| 49 | Ishares TR RUS MID CAP ETF | $1.2M | 10.9K | 0.1% | ▲~0% Added · +1 sh | |
| 50 | Lam Research Corp COM NEW | $1.0M | 2.3K | 0.1% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 71 | $980.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 10d | 68 | $876.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 70 | $930.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 9d | 71 | $888.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 16d | 70 | $786.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 69 | $716.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 69 | $808.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 15d | 73 | $773.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.