13F HOLDINGS REPORT
Stillwater Capital Advisors, LLC
Quarter ended Q3 2025 · Filed October 9, 2025 · Accession 0001482970-25-000006
Total Value
$888.2M
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 214,401 | $70.7M | 7.96% |
| 2 | NVIDIA CORPORATION | NVDA | 340,520 | $63.5M | 7.15% |
| 3 | APPLE INC | AAPL | 243,081 | $61.9M | 6.97% |
| 4 | MICROSOFT CORP | MSFT | 111,214 | $57.6M | 6.49% |
| 5 | SELECT SECTOR SPDR TR | 81369Y803 | 163,238 | $46.0M | 5.18% |
| 6 | ALPHABET INC | GOOG | 155,869 | $37.9M | 4.27% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 109,376 | $34.5M | 3.88% |
| 8 | RTX CORPORATION | RTX | 177,439 | $29.7M | 3.34% |
| 9 | CONSTELLATION ENERGY CORP | CEG | 83,009 | $27.3M | 3.08% |
| 10 | ELI LILLY & CO | LLY | 34,271 | $26.1M | 2.94% |
| 11 | WALMART INC | WMT | 243,950 | $25.1M | 2.83% |
| 12 | AMAZON COM INC | AMZN | 106,895 | $23.5M | 2.64% |
| 13 | T-MOBILE US INC | TMUSZ | 93,256 | $22.3M | 2.51% |
| 14 | BLACKROCK INC | BLK | 18,779 | $21.9M | 2.46% |
| 15 | ISHARES TR | 464287721 | 110,851 | $21.7M | 2.44% |
| 16 | ABBVIE INC | ABBV | 90,511 | $21.0M | 2.36% |
| 17 | VISA INC | V | 60,476 | $20.6M | 2.32% |
| 18 | HOME DEPOT INC | HD | 50,275 | $20.4M | 2.29% |
| 19 | CATERPILLAR INC | CAT | 41,778 | $19.9M | 2.24% |
| 20 | MARRIOTT INTL INC NEW | 571903202 | 75,633 | $19.7M | 2.22% |
| 21 | ISHARES TR | 464287614 | 40,353 | $18.9M | 2.13% |
| 22 | SELECT SECTOR SPDR TR | 81369Y605 | 341,361 | $18.4M | 2.07% |
| 23 | EXXON MOBIL CORP | XOM | 149,552 | $16.9M | 1.90% |
| 24 | SELECT SECTOR SPDR TR | 81369Y852 | 137,501 | $16.3M | 1.83% |
| 25 | MERCK & CO INC | MRK | 181,628 | $15.2M | 1.72% |
| 26 | SELECT SECTOR SPDR TR | 81369Y407 | 60,776 | $14.6M | 1.64% |
| 27 | MONDELEZ INTL INC | 609207105 | 199,399 | $12.5M | 1.40% |
| 28 | SELECT SECTOR SPDR TR | 81369Y704 | 78,094 | $12.0M | 1.36% |
| 29 | SELECT SECTOR SPDR TR | 81369Y209 | 81,054 | $11.3M | 1.27% |
| 30 | VANGUARD WHITEHALL FDS | 921946406 | 61,782 | $8.7M | 0.98% |
| 31 | SELECT SECTOR SPDR TR | 81369Y308 | 101,570 | $8.0M | 0.90% |
| 32 | ISHARES TR | 464287788 | 59,958 | $7.6M | 0.85% |
| 33 | VANGUARD TAX-MANAGED FDS | 921943858 | 123,222 | $7.4M | 0.83% |
| 34 | SELECT SECTOR SPDR TR | 81369Y506 | 75,938 | $6.8M | 0.76% |
| 35 | ISHARES TR | 464287762 | 81,669 | $4.8M | 0.54% |
| 36 | ISHARES TR | 464287598 | 19,956 | $4.1M | 0.46% |
| 37 | SELECT SECTOR SPDR TR | 81369Y886 | 39,859 | $3.5M | 0.39% |
| 38 | VANGUARD INDEX FDS | 922908512 | 18,356 | $3.2M | 0.36% |
| 39 | SPDR SERIES TRUST | 78464A201 | 32,464 | $3.1M | 0.34% |
| 40 | ISHARES TR | 464287580 | 26,416 | $2.8M | 0.31% |
| 41 | ISHARES TR | 464287879 | 18,284 | $2.0M | 0.23% |
| 42 | ISHARES TR | 464287754 | 11,819 | $1.7M | 0.19% |
| 43 | SELECT SECTOR SPDR TR | 81369Y860 | 31,861 | $1.3M | 0.15% |
| 44 | VANGUARD INDEX FDS | 922908629 | 4,469 | $1.3M | 0.15% |
| 45 | VANGUARD INDEX FDS | 922908751 | 4,835 | $1.2M | 0.14% |
| 46 | SHERWIN WILLIAMS CO | SHW | 3,471 | $1.2M | 0.14% |
| 47 | SELECT SECTOR SPDR TR | 81369Y100 | 12,992 | $1.2M | 0.13% |
| 48 | ISHARES TR | 464287499 | 11,099 | $1.1M | 0.12% |
| 49 | ISHARES TR | 464287655 | 4,212 | $1.0M | 0.11% |
| 50 | ISHARES TR | 464287812 | 14,260 | $975,242 | 0.11% |
| 51 | TESLA INC | TSLA | 1,634 | $726,673 | 0.08% |
| 52 | ALPHABET INC | GOOG | 2,866 | $697,927 | 0.08% |
| 53 | LIGHT & WONDER INC | LAWIL | 7,965 | $668,583 | 0.08% |
| 54 | VANGUARD INDEX FDS | 922908769 | 1,763 | $578,564 | 0.07% |
| 55 | META PLATFORMS INC | META | 744 | $546,379 | 0.06% |
| 56 | LAM RESEARCH CORP | LRCX | 3,500 | $468,650 | 0.05% |
| 57 | FULTON FINL CORP PA | 360271100 | 21,517 | $400,862 | 0.05% |
| 58 | CENCORA INC | COR | 1,236 | $386,288 | 0.04% |
| 59 | SPDR S&P 500 ETF TR | SPY | 538 | $358,444 | 0.04% |
| 60 | GENERAL DYNAMICS CORP | GD | 1,040 | $354,776 | 0.04% |
| 61 | ISHARES TR | 464287804 | 2,615 | $310,741 | 0.03% |
| 62 | ELEVANCE HEALTH INC FORMERLY | ELV | 946 | $305,672 | 0.03% |
| 63 | VANGUARD INDEX FDS | 922908736 | 605 | $290,165 | 0.03% |
| 64 | ISHARES TR | 464287168 | 2,021 | $287,185 | 0.03% |
| 65 | UNITEDHEALTH GROUP INC | UNH | 830 | $286,599 | 0.03% |
| 66 | ISHARES TR | 464287234 | 5,264 | $281,098 | 0.03% |
| 67 | WORKDAY INC | WDAY | 993 | $239,045 | 0.03% |
| 68 | AT&T INC | T-PC | 8,217 | $232,049 | 0.03% |
| 69 | ONEOK INC NEW | OKE | 3,141 | $229,194 | 0.03% |
| 70 | INTERNATIONAL BUSINESS MACHS | INTR | 780 | $220,085 | 0.02% |
| 71 | OPKO HEALTH INC | OPK | 11,380 | $17,639 | 0.00% |