Stillwater Capital Advisors, LLC
SEC Form 13F institutional filer · CIK 0001482970
13F-HR · 49 reported holdings · 2026-03-31
Asset manager.
Reported long-US-equity value
$0.85B
Top-10 concentration
50.3%
Stillwater Capital Advisors, LLC — $845M AUM allocation strategy
Stillwater Capital Advisors, LLC files SEC Form 13F and reports $845M of long US equity value across 49 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.6%, followed by Industrials 10.1% and Health Care 6.3%.
The top 10 holdings account for 50% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Stillwater Capital Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$845M
total across 49 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLC +17.6K sh · +$863K+$XLI +10.9K sh · +$2.27M+$XLK +3.39K sh · −$3.12M
Biggest trims (shares)
−$AVGO −34.4K sh · −$18.3M−$IYY −32.4K sh · −$6.58M−$NVDA −31.4K sh · −$9.55M
Exited to nil (held last quarter, gone now)
$MDLZ ($10.7M last qtr)$ELV ($332K last qtr)$IBM ($231K last qtr)$WDAY ($213K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors12.8%—
- Technology Hardware, Storage & Peripherals7.1%—
- Pharmaceuticals6.3%—
- Interactive Media & Services5.2%—
- Systems Software4.8%—
- Aerospace & Defense4.0%—
- Diversified Banks3.7%—
- Consumer Staples Merchandise Retail3.5%—
- Other holdings52.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 237K | $60.3M | -4.48K | 7.1% |
| $AVGO | Broadcom Inc | 176K | $54.4M | -34.4K | 6.4% |
| $NVDA | NVIDIA Corporation | 305K | $53.2M | -31.4K | 6.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 152K | $43.8M | -2.68K | 5.2% |
| $MSFT | Microsoft Corporation | 110K | $40.7M | -1.18K | 4.8% |
| $RTX | RTX Corporation | 173K | $33.4M | -3.5K | 3.9% |
| $JPM | JP Morgan Chase & Co | 107K | $31.6M | -1.76K | 3.7% |
| $LLY | Eli Lilly and Company | 34.1K | $31.3M | -315 | 3.7% |
…and 41 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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