13F HOLDINGS REPORT
Stillwater Capital Advisors, LLC
Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0001482970-25-000004
Total Value
$786.4M
Positions
70
Other Managers
0
Confidential Omitted
No
Holdings (70)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 217,725 | $60.0M | 7.63% |
| 2 | MICROSOFT CORP | MSFT | 112,398 | $55.9M | 7.11% |
| 3 | NVIDIA CORPORATION | NVDA | 345,118 | $54.5M | 6.93% |
| 4 | APPLE INC | AAPL | 245,881 | $50.4M | 6.42% |
| 5 | SELECT SECTOR SPDR TR | 81369Y803 | 163,345 | $41.4M | 5.26% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 110,467 | $32.0M | 4.07% |
| 7 | ALPHABET INC | GOOG | 157,110 | $27.7M | 3.52% |
| 8 | CONSTELLATION ENERGY CORP | CEG | 83,898 | $27.1M | 3.44% |
| 9 | RTX CORPORATION | RTX | 178,812 | $26.1M | 3.32% |
| 10 | WALMART INC | WMT | 247,961 | $24.2M | 3.08% |
| 11 | AMAZON COM INC | AMZN | 107,571 | $23.6M | 3.00% |
| 12 | T-MOBILE US INC | TMUSZ | 93,814 | $22.4M | 2.84% |
| 13 | VISA INC | V | 60,770 | $21.6M | 2.74% |
| 14 | MARRIOTT INTL INC NEW | 571903202 | 76,141 | $20.8M | 2.65% |
| 15 | BLACKROCK INC | BLK | 18,875 | $19.8M | 2.52% |
| 16 | ISHARES TR | 464287721 | 111,485 | $19.3M | 2.46% |
| 17 | HOME DEPOT INC | HD | 50,553 | $18.5M | 2.36% |
| 18 | SELECT SECTOR SPDR TR | 81369Y605 | 341,382 | $17.9M | 2.27% |
| 19 | ISHARES TR | 464287614 | 40,835 | $17.3M | 2.20% |
| 20 | ABBVIE INC | ABBV | 90,880 | $16.9M | 2.15% |
| 21 | CATERPILLAR INC | CAT | 41,959 | $16.3M | 2.07% |
| 22 | EXXON MOBIL CORP | XOM | 148,100 | $16.0M | 2.03% |
| 23 | SELECT SECTOR SPDR TR | 81369Y852 | 137,816 | $15.0M | 1.90% |
| 24 | MERCK & CO INC | MRK | 182,521 | $14.4M | 1.84% |
| 25 | SELECT SECTOR SPDR TR | 81369Y407 | 64,666 | $14.1M | 1.79% |
| 26 | MONDELEZ INTL INC | 609207105 | 197,370 | $13.3M | 1.69% |
| 27 | SELECT SECTOR SPDR TR | 81369Y704 | 78,139 | $11.5M | 1.47% |
| 28 | SELECT SECTOR SPDR TR | 81369Y209 | 81,058 | $10.9M | 1.39% |
| 29 | SELECT SECTOR SPDR TR | 81369Y308 | 111,547 | $9.0M | 1.15% |
| 30 | VANGUARD WHITEHALL FDS | 921946406 | 61,255 | $8.2M | 1.04% |
| 31 | ISHARES TR | 464287788 | 60,376 | $7.3M | 0.93% |
| 32 | VANGUARD TAX-MANAGED FDS | 921943858 | 122,275 | $7.0M | 0.89% |
| 33 | SELECT SECTOR SPDR TR | 81369Y506 | 76,103 | $6.5M | 0.82% |
| 34 | ISHARES TR | 464287762 | 82,399 | $4.7M | 0.59% |
| 35 | ISHARES TR | 464287598 | 20,475 | $4.0M | 0.51% |
| 36 | VANGUARD INDEX FDS | 922908512 | 18,150 | $3.0M | 0.38% |
| 37 | SPDR SERIES TRUST | 78464A201 | 32,207 | $2.9M | 0.36% |
| 38 | ISHARES TR | 464287580 | 27,663 | $2.8M | 0.35% |
| 39 | ISHARES TR | 464287879 | 18,116 | $1.8M | 0.23% |
| 40 | ISHARES TR | 464287754 | 11,974 | $1.7M | 0.22% |
| 41 | SELECT SECTOR SPDR TR | 81369Y886 | 17,288 | $1.4M | 0.18% |
| 42 | SELECT SECTOR SPDR TR | 81369Y860 | 31,910 | $1.3M | 0.17% |
| 43 | VANGUARD INDEX FDS | 922908629 | 4,615 | $1.3M | 0.16% |
| 44 | SHERWIN WILLIAMS CO | SHW | 3,471 | $1.2M | 0.15% |
| 45 | VANGUARD INDEX FDS | 922908751 | 4,996 | $1.2M | 0.15% |
| 46 | ISHARES TR | 464287812 | 16,256 | $1.1M | 0.15% |
| 47 | SELECT SECTOR SPDR TR | 81369Y100 | 13,009 | $1.1M | 0.15% |
| 48 | ELI LILLY & CO | LLY | 1,231 | $959,781 | 0.12% |
| 49 | ISHARES TR | 464287499 | 10,238 | $941,600 | 0.12% |
| 50 | ISHARES TR | 464287655 | 3,741 | $807,368 | 0.10% |
| 51 | LIGHT & WONDER INC | LAWIL | 7,965 | $766,711 | 0.10% |
| 52 | ISHARES TR | 464287226 | 7,530 | $746,976 | 0.09% |
| 53 | ALPHABET INC | GOOG | 3,349 | $594,016 | 0.08% |
| 54 | META PLATFORMS INC | META | 744 | $549,139 | 0.07% |
| 55 | TESLA INC | TSLA | 1,625 | $516,198 | 0.07% |
| 56 | FULTON FINL CORP PA | 360271100 | 28,017 | $505,427 | 0.06% |
| 57 | CENCORA INC | COR | 1,236 | $370,615 | 0.05% |
| 58 | LAM RESEARCH CORP | LRCX | 3,500 | $340,690 | 0.04% |
| 59 | SPDR S&P 500 ETF TR | SPY | 537 | $331,669 | 0.04% |
| 60 | UNITEDHEALTH GROUP INC | UNH | 975 | $304,171 | 0.04% |
| 61 | GENERAL DYNAMICS CORP | GD | 1,039 | $302,989 | 0.04% |
| 62 | ISHARES TR | 464287804 | 2,486 | $271,695 | 0.03% |
| 63 | ISHARES TR | 464287168 | 2,021 | $268,410 | 0.03% |
| 64 | VANGUARD INDEX FDS | 922908736 | 605 | $265,232 | 0.03% |
| 65 | ISHARES TR | 464287234 | 5,439 | $262,378 | 0.03% |
| 66 | ONEOK INC NEW | OKE | 3,141 | $256,395 | 0.03% |
| 67 | WORKDAY INC | WDAY | 993 | $238,320 | 0.03% |
| 68 | AT&T INC | T-PC | 8,160 | $236,151 | 0.03% |
| 69 | INTERNATIONAL BUSINESS MACHS | INTR | 780 | $229,929 | 0.03% |
| 70 | OPKO HEALTH INC | OPK | 11,380 | $15,022 | 0.00% |