Filed: 4/10/2026ACC: 0001482970-26-000004
📋 What this filing means
STILLWATER CAPITAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $876.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$876.09M
Total AUM (reported)
4.74M
Total Shares
Allocation by class
COM$556.06M63.5%
CAP STK CL A$43.81M5.0%
STATE STREET TEC$43.35M4.9%
CL A$24.76M2.8%
STATE STREET CON$19.70M2.2%
STATE STREET COM$19.58M2.2%
RUS 1000 GRW ETF$19.14M2.2%
Portfolio Concentration
Top 3$167.89M19.2%
4–10$253.94M29.0%
11–25$317.15M36.2%
Rest$137.11M15.7%
Top 3 weight
19.2%
Top 10 weight
48.1%
Voting Authority Distribution
Total shares with voting rights: 4.74M
Sole
Full voting authority
4.74M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
APPLE INC
SOLEShares237.49K
TypeSH
Market value$60.27M
6.88%
Sole
237.49K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares175.79K
TypeSH
Market value$54.41M
6.21%
Sole
175.79K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares305.09K
TypeSH
Market value$53.21M
6.07%
Sole
305.09K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares152.34K
TypeSH
Market value$43.81M
5.00%
Sole
152.34K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares326.22K
TypeSH
Market value$43.35M
4.95%
Sole
326.22K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares110.03K
TypeSH
Market value$40.73M
4.65%
Sole
110.03K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares173.06K
TypeSH
Market value$33.38M
3.81%
Sole
173.06K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares107.26K
TypeSH
Market value$31.55M
3.60%
Sole
107.26K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares34.05K
TypeSH
Market value$31.32M
3.57%
Sole
34.05K
Shared
0.00
None
0.00
WALMART INC
SOLEShares239.69K
TypeSH
Market value$29.79M
3.40%
Sole
239.69K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares40.86K
TypeSH
Market value$28.95M
3.30%
Sole
40.86K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares146.65K
TypeSH
Market value$24.88M
2.84%
Sole
146.65K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares74.52K
TypeSH
Market value$24.37M
2.78%
Sole
74.52K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares104.56K
TypeSH
Market value$23.63M
2.70%
Sole
104.56K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares81.38K
TypeSH
Market value$22.73M
2.59%
Sole
81.38K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares107.20K
TypeSH
Market value$22.33M
2.55%
Sole
107.20K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares180.19K
TypeSH
Market value$21.68M
2.47%
Sole
180.19K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares176.66K
TypeSH
Market value$19.58M
2.24%
Sole
176.66K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares89.50K
TypeSH
Market value$19.47M
2.22%
Sole
89.50K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares92.59K
TypeSH
Market value$19.45M
2.22%
Sole
92.59K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares44.88K
TypeSH
Market value$19.14M
2.18%
Sole
44.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares100.84K
TypeSH
Market value$18.29M
2.09%
Sole
100.84K
Shared
0.00
None
0.00
VISA INC
SOLEShares60.08K
TypeSH
Market value$18.16M
2.07%
Sole
60.08K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares18.57K
TypeSH
Market value$17.86M
2.04%
Sole
18.57K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares337.16K
TypeSH
Market value$16.65M
1.90%
Sole
337.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 237.49K | SH | $60.27M 6.88% | 237.49K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 175.79K | SH | $54.41M 6.21% | 175.79K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 305.09K | SH | $53.21M 6.07% | 305.09K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 152.34K | SH | $43.81M 5.00% | 152.34K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 326.22K | SH | $43.35M 4.95% | 326.22K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 110.03K | SH | $40.73M 4.65% | 110.03K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 173.06K | SH | $33.38M 3.81% | 173.06K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 107.26K | SH | $31.55M 3.60% | 107.26K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 34.05K | SH | $31.32M 3.57% | 34.05K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 239.69K | SH | $29.79M 3.40% | 239.69K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 40.86K | SH | $28.95M 3.30% | 40.86K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 146.65K | SH | $24.88M 2.84% | 146.65K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 74.52K | SH | $24.37M 2.78% | 74.52K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 104.56K | SH | $23.63M 2.70% | 104.56K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 81.38K | SH | $22.73M 2.59% | 81.38K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 107.20K | SH | $22.33M 2.55% | 107.20K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 180.19K | SH | $21.68M 2.47% | 180.19K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 176.66K | SH | $19.58M 2.24% | 176.66K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 89.50K | SH | $19.47M 2.22% | 89.50K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 92.59K | SH | $19.45M 2.22% | 92.59K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 44.88K | SH | $19.14M 2.18% | 44.88K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 100.84K | SH | $18.29M 2.09% | 100.84K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 60.08K | SH | $18.16M 2.07% | 60.08K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 18.57K | SH | $17.86M 2.04% | 18.57K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 337.16K | SH | $16.65M 1.90% | 337.16K | 0.00 | 0.00 |
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