Stillwater Capital Advisors, LLC holds a focused book of 71 stocks worth $980.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the equity book. Cloning the disclosed picks since 2024 would be +44% (+22.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1482970/holdings"
Use Arkolith to show Stillwater Capital Advisors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.1 points over this window.
Growth of $10,000 cloning Stillwater Capital Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
70% mapped to company sectors
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, no cost basis
Bars show each stock'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% | ▲New New position | |
| 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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 71 | $980.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 68 | $876.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 70 | $930.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 71 | $888.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 70 | $786.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 69 | $716.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 69 | $808.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 73 | $773.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.