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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
NVDANvidia Corporation
Recent Activity
Decreased -1.87%
8.35%
$67.449M
502,263 shares@ $134.3 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.01%
8.28%
$66.874M
288,448 shares@ $231.84 avg price
AAPLApple Inc
Recent Activity
Decreased -0.58%
7.8%
$63.028M
251,690 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.02%
6.02%
$48.629M
115,372 shares@ $421.51 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.95%
4.62%
$37.304M
160,435 shares@ $232.52 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.95%
3.68%
$29.75M
157,158 shares@ $189.31 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.27%
3.34%
$26.946M
112,410 shares@ $239.72 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.41%
2.96%
$23.898M
108,929 shares@ $219.39 avg price
WMTWalmart Inc
Recent Activity
Increased 0.8%
2.84%
$22.918M
253,659 shares@ $90.35 avg price
MARMarriott Intl Inc New
Recent Activity
Increased 1.14%
2.62%
$21.158M
75,852 shares@ $278.94 avg price