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| Stillwater Investment Management LLC
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|
|
|---|---|
| CRD # | 132237 |
| SEC # | 801-63353 |
| CIK # | 0001230586, 0001478775 |
| AUM | $535.2 MM (2023-03-06) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 651-275-9380 |
| Address | 423 South Main Street Stillwater, MN 55082 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001230586 0001478775 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 21.6 | |
| VISA Inc | 419,260.5 | 8.3 | |
| Amazon Com Inc | 1,092,997.8 | 6.6 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 6.0 | |
| Deere & Co | 94,490.3 | 5.7 | |
| McDonalds Corp | 179,584.2 | 5.3 | |
| J P Morgan Chase & Co | 340,169.2 | 5.0 | |
| Nike Inc | 161,751.8 | 4.5 | |
| Johnson & Johnson | 465,600.2 | 4.4 | |
| Starbucks Corp | 87,554.3 | 4.2 | |
| Alphabet Inc | 1,475,138.5 | 4.1 | |
| Caterpillar Inc | 99,975.7 | 3.9 | |
| Cisco Systems Inc | 178,309.9 | 3.9 | |
| Amgen Inc | 130,083.0 | 3.8 | |
| Goldman Sachs Group Inc | 102,858.9 | 3.5 | |
| Gilead Sciences Inc | 78,030.8 | 3.3 | |
| Pfizer Inc | 284,248.0 | 3.1 | |
| Procter & Gamble Co | 338,108.9 | 3.0 | |
| Marathon Petroleum Corp | 47,980.8 | 2.9 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 49.9 |
| (b) Individuals (high net worth individuals) | 170 | 448.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 31.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 890 | 535.2 |
| By Discretionary | ||
| Discretionary | 890 | 535.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 890 | 535.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 535.2 | |
| Total | 890 | 535.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 4 | [0001230586] | |
| 5 | [0001230586] | |
| 13F-HR | [0001478775] |
| Form 3/4/5 Subject | 2011 - 2023 |
|---|---|
| Stillwater Holdings LLC | |
| Emagin Corp |
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