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Home > Institutional Investor > Stillwater Capital Advisors, Llc > Profile

Instuitional Investor - Stillwater Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Stillwater Capital Advisors, Llc
Portfolio Value $716,659,765
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 246,413 $54,735,780 7.64%
2.
Nvidia Corp
 NVDA 486,338 $52,709,349 7.35%
3.
Broadcom Inc.
 AVGO 279,698 $46,829,844 6.53%
4.
Microsoft Corp
 MSFT 113,643 $42,660,413 5.95%
5.
Sector Spdr Trust
 XLB 162,738 $33,602,084 4.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)