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Stillwater Capital Advisors

Latest statistics and disclosures from Stillwater Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, AVGO, XLK, NVDA, GOOGL, and represent 31.68% of Stillwater Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$18M), HON (+$12M), HONA (+$12M), VO, VYM, VEA, IEFA, VUG, SLYG, VOE.
Started 5 new stock positions in IEFA, IBM, HONA, OPK, HON.
Reduced shares in these 10 stocks: Honeywell International (-$24M), AVGO, AAPL, GOOGL, NVDA, CAT, SHW, JPM, , MAR.
Sold out of its positions in T, Honeywell International.
Stillwater Capital Advisors was a net buyer of stock by $15M.
Stillwater Capital Advisors has $981M in assets under management (AUM), dropping by 11.93%.
Central Index Key (CIK): 0001482970

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Portfolio Holdings for Stillwater Capital Advisors

Stillwater Capital Advisors holds 71 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.0	$68M		236k	289.36	View chart
Broadcom (AVGO)	6.7	$66M		174k	377.75	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	6.3	$62M		326k	190.52	View chart
NVIDIA Corporation (NVDA)	6.2	$61M		303k	200.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	5.5	$54M		151k	357.37	View chart
Caterpillar (CAT)	4.4	$43M		41k	1064.91	View chart
Microsoft Corporation (MSFT)	4.2	$41M		110k	373.02	View chart
Eli Lilly & Co. (LLY)	4.1	$41M		34k	1199.45	View chart
JPMorgan Chase & Co. (JPM)	3.6	$35M		107k	327.33	View chart
Raytheon Technologies Corp (RTX)	3.3	$33M		172k	189.73	View chart
Marriott Intl Cl A (MAR)	2.8	$27M		74k	370.59	View chart
Wal-Mart Stores (WMT)	2.8	$27M		238k	113.26	View chart
Amazon (AMZN)	2.6	$25M		107k	238.34	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.6	$25M		100k	252.23	View chart
Merck & Co (MRK)	2.4	$23M		179k	128.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.4	$23M	+313%	186k	124.17	View chart
Abbvie (ABBV)	2.3	$23M		89k	251.64	View chart
Visa Com Cl A (V)	2.1	$21M		60k	343.09	View chart
Constellation Energy (CEG)	2.1	$20M		81k	248.37	View chart
Exxon Mobil Corporation (XOM)	2.0	$20M		146k	136.72	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	1.9	$19M		176k	107.13	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	1.8	$18M		337k	53.61	View chart
Blackrock (BLK)	1.8	$18M		19k	961.56	View chart
Home Depot (HD)	1.8	$18M		50k	352.68	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	1.7	$16M		88k	185.23	View chart
Metropcs Communications (TMUS)	1.6	$16M		93k	167.73	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	1.4	$14M		121k	117.28	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	1.3	$13M		81k	158.66	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.3	$13M	+5%	80k	158.03	View chart
Honeywell International (HON)	1.2	$12M	NEW	52k	223.90	View chart
Honeywell Aerospace (HONA)	1.2	$12M	NEW	52k	221.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$11M	+3%	147k	71.25	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.7	$6.5M		79k	83.07	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.6	$6.3M		50k	127.51	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.5	$5.0M	+5%	42k	119.13	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.5	$4.9M		74k	67.01	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.5	$4.8M		90k	53.11	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$4.7M	+5%	24k	197.60	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$4.6M		19k	242.43	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.4	$3.5M		78k	45.34	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$3.2M	+5%	24k	136.68	View chart
Ishares Tr Us Consum Discre (IYC)	0.2	$2.2M		22k	101.10	View chart
Ishares Tr Us Industrials (IYJ)	0.2	$1.8M		11k	166.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.6M		5.2k	300.48	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$1.4M		31k	44.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.3M		4.3k	303.12	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$1.3M		25k	50.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.3M	+303%	16k	80.57	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.2M		11k	110.32	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.0M		2.3k	433.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$788k		2.2k	353.33	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$771k		11k	72.66	View chart
Sherwin-Williams Company (SHW)	0.1	$736k	-25%	2.1k	344.32	View chart
Tesla Motors (TSLA)	0.1	$677k		1.6k	420.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$675k		4.6k	148.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$652k		1.8k	370.04	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$584k		830.00	703.34	View chart
AmerisourceBergen (COR)	0.0	$484k		1.7k	282.98	View chart
Fulton Financial (FULT)	0.0	$482k	-7%	20k	24.19	View chart
Oracle Corporation (ORCL)	0.0	$463k	-31%	3.2k	146.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$404k		541.00	746.34	View chart
Meta Platforms Cl A (META)	0.0	$381k		677.00	563.29	View chart
General Dynamics Corporation (GD)	0.0	$371k		1.0k	354.16	View chart
UnitedHealth (UNH)	0.0	$345k	-10%	830.00	415.63	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$321k		4.7k	68.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$317k	+508%	3.7k	86.14	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$307k	-2%	2.0k	156.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$287k	NEW	3.0k	96.58	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$228k		1.0k	217.93	View chart
International Business Machines (IBM)	0.0	$219k	NEW	780.00	281.21	View chart
Opko Health (OPK)	0.0	$16k	NEW	11k	1.50	View chart

Past Filings by Stillwater Capital Advisors

SEC 13F filings are viewable for Stillwater Capital Advisors going back to 2010

Stillwater Capital Advisors 2026 Q2 filed July 23, 2026
Stillwater Capital Advisors 2026 Q1 filed April 10, 2026
Stillwater Capital Advisors 2025 Q4 filed Jan. 14, 2026
Stillwater Capital Advisors 2025 Q3 filed Oct. 9, 2025
Stillwater Capital Advisors 2025 Q2 filed July 16, 2025
Stillwater Capital Advisors 2025 Q1 filed April 17, 2025
Stillwater Capital Advisors 2024 Q4 filed Jan. 16, 2025
Stillwater Capital Advisors 2024 Q3 filed Oct. 15, 2024
Stillwater Capital Advisors 2024 Q2 filed July 11, 2024
Stillwater Capital Advisors 2024 Q1 filed April 16, 2024
Stillwater Capital Advisors 2023 Q4 filed Jan. 18, 2024
Stillwater Capital Advisors 2023 Q3 filed Oct. 10, 2023
Stillwater Capital Advisors 2023 Q2 filed July 12, 2023
Stillwater Capital Advisors 2023 Q1 filed May 1, 2023
Stillwater Capital Advisors 2022 Q4 filed Jan. 12, 2023
Stillwater Capital Advisors 2022 Q3 filed Oct. 14, 2022

View all past filings

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