Stillwater Capital Advisors
Stillwater Capital Advisors reported 71 stocks worth $981M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are AAPL (7.0%), AVGO (6.7%) and XLK (6.3%). Compared with Q1 2026, the fund opened new positions in HON, HONA and IEFA, added to IWF, VYM and VEA, trimmed AAPL, AVGO and XLK and sold out of T.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $68.2M | 7.0% | 236K | −1,813 (−1%) | 8 of 8 | |
| 2 |  AVGO Broadcom Inc | $65.7M | 6.7% | 174K | −1,733 (−1%) | 8 of 8 | |
| 3 |  XLK Select Sector Spdr TR | $62.1M | 6.3% | 326K | −464 (−0%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $60.6M | 6.2% | 303K | −2,217 (−1%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $54M | 5.5% | 151K | −1,246 (−1%) | 8 of 8 | |
| 6 |  CAT Caterpillar Inc | $43.1M | 4.4% | 40K | −389 (−1%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $40.8M | 4.2% | 109K | −548 (−0%) | 8 of 8 | |
| 8 |  LLY Eli Lilly & Co | $40.7M | 4.2% | 34K | −142 (−0%) | 8 of 8 | |
| 9 |  JPM Jpmorgan Chase & Co. | $34.9M | 3.6% | 107K | −757 (−1%) | 8 of 8 | |
| 10 |  RTX Rtx Corp | $32.7M | 3.3% | 172K | −939 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $23.6M | 105K |
 T At&T Inc | $235K | 8,118 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Stillwater Capital Advisors 13F FAQ
What does Stillwater Capital Advisors own?
Stillwater Capital Advisors reported 71 stocks worth $981M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are AAPL (7.0%), AVGO (6.7%) and XLK (6.3%). The table above lists every position in the filing (the top 10 without an account).
What did Stillwater Capital Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 10 added to, 42 trimmed and 2 sold out. New positions include HON, HONA and IEFA. It sold all of T.
When will Stillwater Capital Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Stillwater Capital Advisors's portfolio worth?
The Q2 2026 filing reports $981M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.