13F HOLDINGS REPORT
Stillwater Capital Advisors, LLC
Quarter ended Q4 2025 · Filed January 14, 2026 · Accession 0001482970-26-000001
Total Value
$930.4M
Positions
70
Other Managers
0
Confidential Omitted
No
Holdings (70)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 210,173 | $72.7M | 7.82% |
| 2 | APPLE INC | AAPL | 241,973 | $65.8M | 7.07% |
| 3 | NVIDIA CORPORATION | NVDA | 336,484 | $62.8M | 6.74% |
| 4 | MICROSOFT CORP | MSFT | 111,207 | $53.8M | 5.78% |
| 5 | ALPHABET INC | GOOG | 155,015 | $48.5M | 5.21% |
| 6 | SELECT SECTOR SPDR TR | 81369Y803 | 322,831 | $46.5M | 5.00% |
| 7 | ELI LILLY & CO | LLY | 34,366 | $36.9M | 3.97% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 109,019 | $35.1M | 3.78% |
| 9 | RTX CORPORATION | RTX | 176,565 | $32.4M | 3.48% |
| 10 | CONSTELLATION ENERGY CORP | CEG | 82,631 | $29.2M | 3.14% |
| 11 | WALMART INC | WMT | 243,472 | $27.1M | 2.92% |
| 12 | AMAZON COM INC | AMZN | 108,213 | $25.0M | 2.68% |
| 13 | CATERPILLAR INC | CAT | 41,550 | $23.8M | 2.56% |
| 14 | MARRIOTT INTL INC NEW | 571903202 | 75,610 | $23.5M | 2.52% |
| 15 | ISHARES TR | 464287721 | 107,134 | $21.4M | 2.30% |
| 16 | VISA INC | V | 60,784 | $21.3M | 2.29% |
| 17 | ABBVIE INC | ABBV | 90,626 | $20.7M | 2.23% |
| 18 | ISHARES TR | 464287614 | 43,121 | $20.4M | 2.19% |
| 19 | BLACKROCK INC | BLK | 18,817 | $20.1M | 2.16% |
| 20 | MERCK & CO INC | MRK | 182,508 | $19.2M | 2.06% |
| 21 | T-MOBILE US INC | TMUSZ | 93,431 | $19.0M | 2.04% |
| 22 | SELECT SECTOR SPDR TR | 81369Y852 | 159,032 | $18.7M | 2.01% |
| 23 | SELECT SECTOR SPDR TR | 81369Y605 | 337,874 | $18.5M | 1.99% |
| 24 | EXXON MOBIL CORP | XOM | 148,478 | $17.9M | 1.92% |
| 25 | HOME DEPOT INC | HD | 50,450 | $17.4M | 1.87% |
| 26 | SELECT SECTOR SPDR TR | 81369Y407 | 120,419 | $14.4M | 1.55% |
| 27 | SELECT SECTOR SPDR TR | 81369Y209 | 80,191 | $12.4M | 1.33% |
| 28 | SELECT SECTOR SPDR TR | 81369Y704 | 77,430 | $12.0M | 1.29% |
| 29 | MONDELEZ INTL INC | 609207105 | 198,443 | $10.7M | 1.15% |
| 30 | VANGUARD WHITEHALL FDS | 921946406 | 72,391 | $10.4M | 1.12% |
| 31 | VANGUARD TAX-MANAGED FDS | 921943858 | 137,009 | $8.6M | 0.92% |
| 32 | SELECT SECTOR SPDR TR | 81369Y308 | 100,828 | $7.8M | 0.84% |
| 33 | ISHARES TR | 464287788 | 59,714 | $7.7M | 0.83% |
| 34 | ISHARES TR | 464287762 | 81,431 | $5.3M | 0.57% |
| 35 | SELECT SECTOR SPDR TR | 81369Y506 | 92,638 | $4.1M | 0.45% |
| 36 | ISHARES TR | 464287598 | 19,373 | $4.1M | 0.44% |
| 37 | VANGUARD INDEX FDS | 922908512 | 21,570 | $3.8M | 0.41% |
| 38 | SPDR SERIES TRUST | 78464A201 | 37,893 | $3.6M | 0.38% |
| 39 | SELECT SECTOR SPDR TR | 81369Y886 | 79,006 | $3.4M | 0.36% |
| 40 | ISHARES TR | 464287580 | 26,330 | $2.7M | 0.29% |
| 41 | ISHARES TR | 464287879 | 21,442 | $2.4M | 0.26% |
| 42 | ISHARES TR | 464287754 | 12,047 | $1.8M | 0.19% |
| 43 | ISHARES TR | 464287655 | 5,303 | $1.3M | 0.14% |
| 44 | SELECT SECTOR SPDR TR | 81369Y860 | 31,780 | $1.3M | 0.14% |
| 45 | SELECT SECTOR SPDR TR | 81369Y100 | 25,876 | $1.2M | 0.13% |
| 46 | VANGUARD INDEX FDS | 922908629 | 3,888 | $1.1M | 0.12% |
| 47 | SHERWIN WILLIAMS CO | SHW | 3,471 | $1.1M | 0.12% |
| 48 | VANGUARD INDEX FDS | 922908751 | 4,250 | $1.1M | 0.12% |
| 49 | ISHARES TR | 464287499 | 11,149 | $1.1M | 0.12% |
| 50 | ISHARES TR | 464287812 | 14,316 | $958,027 | 0.10% |
| 51 | ORACLE CORP | ORCL-PD | 4,607 | $897,951 | 0.10% |
| 52 | ALPHABET INC | GOOG | 2,843 | $892,021 | 0.10% |
| 53 | TESLA INC | TSLA | 1,634 | $734,843 | 0.08% |
| 54 | VANGUARD INDEX FDS | 922908769 | 1,763 | $591,082 | 0.06% |
| 55 | CENCORA INC | COR | 1,709 | $577,215 | 0.06% |
| 56 | META PLATFORMS INC | META | 681 | $449,522 | 0.05% |
| 57 | FULTON FINL CORP PA | 360271100 | 21,517 | $415,924 | 0.04% |
| 58 | LAM RESEARCH CORP | LRCX | 2,345 | $401,418 | 0.04% |
| 59 | SPDR S&P 500 ETF TR | SPY | 579 | $394,861 | 0.04% |
| 60 | GENERAL DYNAMICS CORP | GD | 1,046 | $352,085 | 0.04% |
| 61 | ISHARES TR | 464287804 | 2,898 | $348,282 | 0.04% |
| 62 | ELEVANCE HEALTH INC FORMERLY | ELV | 946 | $331,621 | 0.04% |
| 63 | UNITEDHEALTH GROUP INC | UNH | 931 | $307,333 | 0.03% |
| 64 | VANGUARD INDEX FDS | 922908736 | 605 | $295,156 | 0.03% |
| 65 | ISHARES TR | 464287168 | 2,021 | $285,244 | 0.03% |
| 66 | ISHARES TR | 464287234 | 4,695 | $256,864 | 0.03% |
| 67 | INTERNATIONAL BUSINESS MACHS | INTR | 780 | $231,044 | 0.02% |
| 68 | ASTRAZENECA PLC | AZN | 2,446 | $224,861 | 0.02% |
| 69 | WORKDAY INC | WDAY | 993 | $213,277 | 0.02% |
| 70 | AT&T INC | T-PC | 8,217 | $204,111 | 0.02% |