Stillwater Capital Advisors, LLC: A Comprehensive Analysis of Q1 2023 vs. Q2 2023 13F Holdings

In the ever-evolving world of finance, it is crucial for investors to stay updated on the latest trends and shifts in investment strategies. One method that provides valuable insights into these changes is the Securities and Exchange Commission's Form 13F filing. These reports outline the holdings of institutional investment managers, such as Stillwater Capital Advisors, LLC, and provide a glimpse into their investment decisions and strategies.

In this article, we will analyze the Q1 2023 vs. Q2 2023 13F holdings comparison of Stillwater Capital Advisors, LLC. By delving into the data provided in the report, we will gain a deeper understanding of the changes in their stock portfolio during this period. So, let's dive in and explore the holdings of this prominent investment firm.

One of the most significant changes in Stillwater Capital Advisors, LLC's portfolio was the decrease in their holdings of Apple Inc (AAPL). In Q1 2023, they held 268,303 shares of Apple Inc, which decreased to 266,438 shares in Q2 2023, representing a 16.8% change. While the number of shares decreased, the value of their holdings increased from $44,243,000 to $51,681,000, indicating a potential shift in their investment strategy.

Another notable change was observed in their holdings of Microsoft Corp (MSFT). Stillwater Capital Advisors, LLC held 122,149 shares of Microsoft Corp in Q1 2023, which slightly decreased to 121,500 shares in Q2 2023. However, similar to their Apple Inc holdings, the value of their Microsoft Corp holdings increased from $35,215,000 to $41,375,000, representing a 17.5% change. This suggests that despite a slight decrease in the number of shares, the investment firm still maintains confidence in the company's growth potential.

Moving on, Stillwater Capital Advisors, LLC also experienced changes in their holdings of Broadcom Inc (AVGO). They held 31,082 shares of Broadcom Inc in Q1 2023, a number that decreased marginally to 30,979 shares in Q2 2023. However, the value of their holdings increased significantly from $19,940,000 to $26,871,000, indicating a remarkable 34.8% change. This suggests that they see ample growth potential in Broadcom Inc, despite the decrease in the number of shares.

One of the significant shifts revealed by the 13F holdings comparison was Stillwater Capital Advisors, LLC's increased interest in NVIDIA Corporation (NVDA). In Q1 2023, they held 62,156 shares of NVIDIA Corporation, which decreased slightly to 61,941 shares in Q2 2023. However, the value of their holdings experienced a substantial increase from $17,264,000 to $26,202,000, indicating a remarkable 51.8% change. This suggests that they anticipate significant growth in NVIDIA Corporation and are willing to invest more capital in it.

Furthermore, they also showed an increase in their holdings of Marriott Int'l Inc New (MAR). In Q1 2023, Stillwater Capital Advisors, LLC held 77,165 shares of Marriott Int'l Inc New, which increased to 77,265 shares in Q2 2023. The value of their holdings also experienced growth from $12,812,000 to $14,192,000, representing a solid 10.8% change. This suggests that the investment firm sees potential in the hospitality industry and expects Marriott Int'l Inc New to perform well in the coming future.

Overall, the Q1 2023 vs. Q2 2023 13F holdings comparison reveals both interesting trends and significant changes in Stillwater Capital Advisors, LLC's portfolio. While they made slight adjustments to their holdings in some companies, they also exhibited increased confidence and investment in others. It is crucial for investors to monitor these changes to gain insights into the strategies employed by successful investment firms like Stillwater Capital Advisors, LLC.

Remember, Form 13F filings offer valuable information about institutional investment managers and their investment decisions. By recognizing patterns and trends in these reports, investors can make informed decisions and potentially improve their own investment strategies. As financial landscapes evolve, staying up-to-date with the latest filings and analyzing the changes can give investors an edge in the market.

Investment decisions should always be made based on careful consideration of one's financial goals, risk appetite, and thorough analysis of the market and specific investment opportunities.