Portfolio (Quarterly)
Guide ↗
Stillwater Capital Advisors, LLC
· CIK 0001482970| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 198,443 | $10.7M | 1.15% | SOLD |
| 2 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 946 | $332K | 0.04% | SOLD |
| 3 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 780 | $231K | 0.03% | SOLD |
| 4 | — | ASTRAZENECA PLC | — | 2,446 | $225K | 0.02% | SOLD |
| 5 | WDAY | WORKDAY INC | Technology | 993 | $213K | 0.02% | SOLD |
Sector Allocation
Technology
32.6%
Industrials
13.4%
Healthcare
11.3%
Financial Services
10.7%
Communication Services
10.0%
Consumer Cyclical
9.9%
Consumer Defensive
4.6%
Energy
3.9%
Utilities
3.5%
Basic Materials
0.1%