Stillwater Capital Advisors, LLC: 13F holdings
CIK 14829702026Q2
| Positions | 71 |
|---|
| Reported value | $980.6m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 71 (+3 vs prior quarter) |
|---|
| Reported value | $980.6m (+11.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 235,679 | $68.2m | 7.0% |
| AVGO BROADCOM INC | 174,055 | $65.7m | 6.7% |
| XLK SELECT SECTOR SPDR TR | 325,758 | $62.1m | 6.3% |
| NVDA NVIDIA CORPORATION | 302,869 | $60.6m | 6.2% |
| GOOGL ALPHABET INC | 151,093 | $54.0m | 5.5% |
| CAT CATERPILLAR INC | 40,469 | $43.1m | 4.4% |
| MSFT MICROSOFT CORP | 109,483 | $40.8m | 4.2% |
| LLY ELI LILLY & CO | 33,909 | $40.7m | 4.1% |
| JPM JPMORGAN CHASE & CO | 106,504 | $34.9m | 3.6% |
| RTX RTX CORPORATION | 172,121 | $32.7m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1482970")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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