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Portfolio (Quarterly) Guide ↗

Stillwater Private Wealth, LLC

· CIK 0002137933
13F Portfolio $153M AUM 83 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 22 Added 37 Reduced 10 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TJX TJX COS INC NEW COM Consumer Cyclical 2,125.0 $324K 0.21% +163.0 +8.3% $152.47 -11.4%
22 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 238.0 $225K 0.15% +12.0 +5.3% $945.38 +0.0%
Page 2 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.7%
Technology 28.2%
Consumer Cyclical 14.6%
Healthcare 9.3%
Industrials 4.8%
Consumer Defensive 4.4%
Communication Services 1.9%