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Christopher Dautrich

@Stillwater Capital Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$808.519MTotal holdings69
Assets growth rate4.48%Assets growth rate (2-Q avg)6.24%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Stillwater Capital Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Stillwater Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 808.519M in assets, with a quarterly growth rate of 4.48% and a 2-quarter average growth rate of 6.24%. The portfolio is managed by Christopher Dautrich, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TMUST-mobile Us Inc
Recent Activity
Increased 0.94%
2.61%
$21.024M
95,248 shares@ $220.73 avg price
RTXRtx Corporation
Recent Activity
Increased 0.73%
2.6%
$21.011M
181,564 shares@ $115.72 avg price
HDHome Depot Inc
Recent Activity
Increased 0.99%
2.45%
$19.76M
50,798 shares@ $389.0 avg price
BLKBlackrock Inc
Recent Activity
New Position
2.41%
$19.474M
18,997 shares@ $1025.12 avg price
VVisa Inc
Recent Activity
Increased 1.25%
2.4%
$19.385M
61,336 shares@ $316.04 avg price
CEGConstellation Energy Corp
Recent Activity
Increased 1.35%
2.36%
$19.008M
84,969 shares@ $223.72 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.92%
2.24%
$18.105M
181,997 shares@ $99.48 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 1%
2.21%
$17.84M
35,267 shares@ $505.87 avg price
IYWIshares Tr
Recent Activity
Decreased 0%
2.17%
$17.506M
109,743 shares@ $159.53 avg price
IWFIshares Tr
Recent Activity
Decreased -2.85%
2.06%
$16.587M
41,303 shares@ $401.59 avg price