Stillwater Capital Advisors, LLC

DEVON, PA · CIK 1482970 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyDevon, PA

$980.6m reported value +11.9% vs Q1 2026

71positions

51.3%in top 10

5 new 14 added 44 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	235,679	$68.2m6.95%	6.95%	Reduced -1.8k	-1,813 -0.8%
2	BROADCOM INC COM AVGO	AVGO	174,055	$65.7m6.71%	6.71%	Reduced -1.7k	-1,733 -1.0%
3	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	325,758	$62.1m6.33%	6.33%	Reduced -464	-464 -0.1%
4	NVIDIA CORPORATION COM NVDA	NVDA	302,869	$60.6m6.18%	6.18%	Reduced -2.2k	-2,217 -0.7%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	151,093	$54.0m5.51%	5.51%	Reduced -1.2k	-1,246 -0.8%
6	CATERPILLAR INC COM CAT	CAT	40,469	$43.1m4.39%	4.39%	Reduced -389	-389 -0.9%
7	MICROSOFT CORP COM MSFT	MSFT	109,483	$40.8m4.16%	4.16%	Reduced -548	-548 -0.5%
8	ELI LILLY & CO COM LLY	LLY	33,909	$40.7m4.15%	4.15%	Reduced -142	-142 -0.4%
9	JPMORGAN CHASE & CO COM JPM	JPM	106,504	$34.9m3.56%	3.56%	Reduced -757	-757 -0.7%
10	RTX CORPORATION COM RTX	RTX	172,121	$32.7m3.33%	3.33%	Reduced -939	-939 -0.5%
11	MARRIOTT INTL INC NEW CL A MAR	MAR	73,945	$27.4m2.79%	2.79%	Reduced -575	-575 -0.8%
12	WALMART INC COM WMT	WMT	238,363	$27.0m2.75%	2.75%	Reduced -1.3k	-1,330 -0.6%
13	AMAZON COM INC COM AMZN	AMZN	106,527	$25.4m2.59%	2.59%	Reduced -671	-671 -0.6%
14	ISHARES TR U.S. TECH ETF IYW	IYW	100,052	$25.2m2.57%	2.57%	Reduced -785	-785 -0.8%
15	MERCK & CO INC COM MRK	MRK	179,429	$23.1m2.35%	2.35%	Reduced -761	-761 -0.4%
16	ISHARES TR RUS 1000 GRW ETF IWF	IWF	185,645	$23.1m2.35%	2.35%	Added +6.1k	+6,105 3.4%
17	ABBVIE INC COM ABBV	ABBV	89,325	$22.5m2.29%	2.29%	Reduced -175	-175 -0.2%
18	VISA INC COM CL A V	V	59,970	$20.6m2.10%	2.10%	Reduced -110	-110 -0.2%
19	CONSTELLATION ENERGY CORP COM CEG	CEG	81,137	$20.2m2.06%	2.06%	Reduced -246	-246 -0.3%
20	EXXON MOBIL CORP COM XOM	XOM	146,058	$20.0m2.04%	2.04%	Reduced -587	-587 -0.4%
21	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	176,376	$18.9m1.93%	1.93%	Reduced -280	-280 -0.2%
22	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	337,370	$18.1m1.84%	1.84%	Added +210	+210 0.1%
23	BLACKROCK INC COM BLK	BLK	18,502	$17.8m1.81%	1.81%	Reduced -66	-66 -0.4%
24	HOME DEPOT INC COM HD	HD	49,850	$17.6m1.79%	1.79%	Reduced -71	-71 -0.1%
25	SELECT SECTOR SPDR TR INDL XLI	XLI	88,077	$16.3m1.66%	1.66%	Reduced -205	-205 -0.2%
26	T-MOBILE US INC COM TMUS	TMUS	92,580	$15.5m1.58%	1.58%	Reduced -14	-14 -0.0%
27	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	120,912	$14.2m1.45%	1.45%	Reduced -398	-398 -0.3%
28	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	81,153	$12.9m1.31%	1.31%	Added +25	+25 0.0%
29	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	79,556	$12.6m1.28%	1.28%	Added +3.8k	+3,814 5.0%
30	HONEYWELL INTL INC COM HON	HON	51,977	$11.6m1.19%	1.19%	New
31	HONEYWELL AEROSPACE INC COM HONA	HONA	51,921	$11.5m1.17%	1.17%	New
32	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	147,219	$10.5m1.07%	1.07%	Added +5.3k	+5,292 3.7%
33	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	78,828	$6.5m0.67%	0.67%	Reduced -241	-241 -0.3%
34	ISHARES TR U.S. FINLS ETF IYF	IYF	49,581	$6.3m0.64%	0.64%	Reduced -482	-482 -1.0%
35	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	41,737	$5.0m0.51%	0.51%	Added +2.0k	+2,002 5.0%
36	ISHARES TR US HLTHCARE ETF IYH	IYH	73,540	$4.9m0.50%	0.50%	Reduced -580	-580 -0.8%
37	SELECT SECTOR SPDR TR ENERGY XLE	XLE	89,601	$4.8m0.49%	0.49%	Reduced -187	-187 -0.2%
38	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	23,711	$4.7m0.48%	0.48%	Added +1.2k	+1,166 5.2%
39	ISHARES TR RUS 1000 VAL ETF IWD	IWD	19,085	$4.6m0.47%	0.47%	Reduced -240	-240 -1.2%
40	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	77,733	$3.5m0.36%	0.36%	Reduced -376	-376 -0.5%
41	ISHARES TR SP SMCP600VL ETF IJS	IJS	23,595	$3.2m0.33%	0.33%	Added +1.3k	+1,256 5.6%
42	ISHARES TR US CONSUM DISCRE IYC	IYC	21,832	$2.2m0.23%	0.23%	Reduced -22	-22 -0.1%
43	ISHARES TR US INDUSTRIALS IYJ	IYJ	10,928	$1.8m0.19%	0.19%	Reduced -181	-181 -1.6%
44	ISHARES TR RUSSELL 2000 ETF IWM	IWM	5,173	$1.6m0.16%	0.16%	Reduced -3	-3 -0.1%
45	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	31,080	$1.4m0.14%	0.14%	Reduced -81	-81 -0.3%
46	VANGUARD INDEX FDS SMALL CP ETF VB	VB	4,250	$1.3m0.13%	0.13%	Unchanged
47	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	25,249	$1.3m0.13%	0.13%	Reduced -80	-80 -0.3%
48	VANGUARD INDEX FDS MID CAP ETF VO	VO	15,702	$1.3m0.13%	0.13%	Added +150	+150 1.0%
49	ISHARES TR RUS MID CAP ETF IWR	IWR	10,873	$1.2m0.12%	0.12%	Added +1	+1 0.0%
50	LAM RESEARCH CORP COM NEW LRCX	LRCX	2,345	$1.0m0.10%	0.10%	Unchanged
51	ALPHABET INC CAP STK CL C GOOG	GOOG	2,229	$787.6k0.08%	0.08%	Unchanged
52	ISHARES TR US CONSM STAPLES IYK	IYK	10,607	$770.7k0.08%	0.08%	Reduced -13	-13 -0.1%
53	SHERWIN WILLIAMS CO COM SHW	SHW	2,136	$735.5k0.08%	0.08%	Reduced -725	-725 -25.3%
54	TESLA INC COM TSLA	TSLA	1,610	$677.2k0.07%	0.07%	Reduced -15	-15 -0.9%
55	ISHARES TR CORE S&P SCP ETF IJR	IJR	4,552	$675.1k0.07%	0.07%	Reduced -28	-28 -0.6%
56	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,763	$652.4k0.07%	0.07%	Unchanged
57	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	830	$583.8k0.06%	0.06%	Unchanged
58	CENCORA INC COM COR	COR	1,709	$483.6k0.05%	0.05%	Unchanged
59	FULTON FINL CORP PA COM FULT	FULT	19,917	$481.8k0.05%	0.05%	Reduced -1.6k	-1,600 -7.4%
60	ORACLE CORP COM ORCL	ORCL	3,159	$463.0k0.05%	0.05%	Reduced -1.4k	-1,441 -31.3%
61	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	541	$403.8k0.04%	0.04%	Added +1	+1 0.2%
62	META PLATFORMS INC CL A META	META	677	$381.3k0.04%	0.04%	Unchanged
63	GENERAL DYNAMICS CORP COM GD	GD	1,047	$370.8k0.04%	0.04%	Added +1	+1 0.1%
64	UNITEDHEALTH GROUP INC COM UNH	UNH	830	$345.0k0.04%	0.04%	Reduced -101	-101 -10.8%
65	ISHARES TR MSCI EMG MKT ETF EEM	EEM	4,695	$321.2k0.03%	0.03%	Unchanged
66	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,682	$317.2k0.03%	0.03%	Added +52	+52 1.4%
67	ISHARES TR SELECT DIVID ETF DVY	DVY	1,964	$307.0k0.03%	0.03%	Reduced -57	-57 -2.8%
68	ISHARES TR CORE MSCI EAFE IEFA	IEFA	2,975	$287.3k0.03%	0.03%	New
69	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,045	$227.7k0.02%	0.02%	Added +19	+19 1.9%
70	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	780	$219.3k0.02%	0.02%	New
71	OPKO HEALTH INC COM OPK	OPK	10,565	$15.8k0.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		52,282	$23.6m52.3k shares
AT&T INC T	T	8,118	$235.3k8.1k shares