Latest Stillwater Capital Advisors, LLC Stock Portfolio

Stillwater Capital Advisors, LLC Performance:

2026 Q1: -4.54%YTD: -4.54%2025: 29.47%

Performance for 2026 Q1 is -4.54%, and YTD is -4.54%, and 2025 is 29.47%.

About Stillwater Capital Advisors, LLC and 13F Hedge Fund Stock Holdings

Stillwater Capital Advisors, LLC is a hedge fund based in Devon, PA. On 2026-04-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Stillwater Capital Advisors, LLC reported an equity portfolio of $876.1 Millions as of 31 Mar, 2026.

The top stock holdings of Stillwater Capital Advisors, LLC are AAPL, AVGO, NVDA. The fund has invested 6.9% of it's portfolio in APPLE INC and 6.2% of portfolio in BROADCOM INC.

The fund managers got completely rid off MONDELEZ INTL INC (MDLZ), ELEVANCE HEALTH INC FORMERLY (ANTX) and INTERNATIONAL BUSINESS MACHS (IBM) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ALPHABET INC (GOOG) and SELECT SECTOR SPDR TR (XLB). Stillwater Capital Advisors, LLC opened new stock positions in HONEYWELL INTL INC (HON), STATE STR SPDR S&P MIDCAP 40 (MDY) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), SELECT SECTOR SPDR TR (XLB) and SPDR SERIES TRUST (BIL).

Stillwater Capital Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Stillwater Capital Advisors, LLC made a return of -4.54% in the last quarter. In trailing 12 months, it's portfolio return was 32.63%.

Performance
S&P 500

New Buys

Ticker	$ Bought
honeywell intl inc	23,634,600
state str spdr s&p midcap 40	511,911
vanguard index fds	201,302

New stocks bought by Stillwater Capital Advisors, LLC

Additions

Ticker	% Inc.
ishares tr	58.04
select sector spdr tr	14.02
select sector spdr tr	11.08
spdr series trust	4.86
vanguard whitehall fds	4.63
vanguard index fds	4.52
ishares tr	4.18
ishares tr	4.09

Additions to existing portfolio by Stillwater Capital Advisors, LLC

Reductions

Ticker	% Reduced
ishares tr	-25.82
alphabet inc	-21.6
select sector spdr tr	-21.58
sherwin williams co	-17.57
ishares tr	-17.00
broadcom inc	-16.36
ishares tr	-16.16
nvidia corporation	-9.33

Stillwater Capital Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
mondelez intl inc	-10,682,200
astrazeneca plc	-224,861
workday inc	-213,277
elevance health inc formerly	-331,621
international business machs	-231,044

Stillwater Capital Advisors, LLC got rid off the above stocks

Sector Distribution

Stillwater Capital Advisors, LLC has about 28.6% of it's holdings in Others sector.

Sector	%
Others	28.6
Technology	23.9
Industrials	9.9
Healthcare	8.3
Communication Services	7.4
Consumer Cyclical	7.3
Financial Services	5.7
Consumer Defensive	3.4
Energy	2.8
Utilities	2.6

Market Cap. Distribution

Stillwater Capital Advisors, LLC has about 71.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	63.1
UNALLOCATED	28.5
LARGE-CAP	8.3

Stocks belong to which Index?

About 71.4% of the stocks held by Stillwater Capital Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	71.4
Others	28.6

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.7 %
XLB	select sector spdr tr	36.5 %
LRCX	lam research corp	24.8 %
CAT	caterpillar inc	23.5 %
T	at&t inc	16.6 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	7.3 M
CAT	caterpillar inc	5.6 M
WMT	walmart inc	3.1 M
MRK	merck & co inc	2.7 M
RTX	rtx corporation	1.7 M

Top 5 Losers (%)		%
ORCL	oracle corp	-24.5 %
MSFT	microsoft corp	-23.3 %
CEG	constellation energy corp	-20.8 %
UNH	unitedhealth group inc	-18.0 %
TSLA	tesla inc	-17.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-12.5 M
AVGO	broadcom inc	-7.1 M
CEG	constellation energy corp	-6.1 M
LLY	eli lilly & co	-5.3 M
AAPL	apple inc	-4.3 M

Stillwater Capital Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Stillwater Capital Advisors, LLC

Stillwater Capital Advisors, LLC has 68 stocks in it's portfolio. About 48.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Stillwater Capital Advisors, LLC last quarter.

Last Reported on: 10 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.88	237,492	60,273,000	reduced	-1.85

ABBV	abbvie inc	2.22	89,500	19,465,400	reduced	-1.24

ABC	cencora inc	0.06	1,709	536,866	unchanged	0.00

AMZN	amazon com inc	2.55	107,198	22,326,200	reduced	-0.94

ANTX	elevance health inc formerly	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	6.21	175,788	54,408,000	reduced	-16.36

AZN	astrazeneca plc	0.00	0.00	0.00	sold off	-100

BIL	spdr series trust	0.44	39,735	3,839,160	added	4.86

CAT	caterpillar inc	3.30	40,858	28,946,400	reduced	-1.67

CEG	constellation energy corp	2.59	81,383	22,726,200	reduced	-1.51

FULT	fulton finl corp pa	0.05	21,517	437,656	unchanged	0.00

GD	general dynamics corp	0.04	1,046	358,945	unchanged	0.00

GOOG	alphabet inc	5.00	152,339	43,806,600	reduced	-1.73

GOOG	alphabet inc	0.07	2,229	639,411	reduced	-21.6

HD	home depot inc	1.87	49,921	16,418,700	reduced	-1.05

HON	honeywell intl inc	2.70	104,564	23,634,600	new

IBM	international business machs	0.00	0.00	0.00	sold off	-100

IJR	ishares tr	2.18	44,885	19,139,000	added	4.09

IJR	ishares tr	2.09	100,837	18,293,800	reduced	-5.88

IJR	ishares tr	0.67	50,063	5,890,410	reduced	-16.16