Stillwater Capital Advisors, LLC

CIK: 1482970SEC EDGAR →

Portfolio Value

$55.4B

Holdings

71

As of

Q2 2026

New Positions

2

Closed Positions

2

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SELECT SECTOR SPDR TR

337,370$18.1B
32.66%
2

VANGUARD TAX-MANAGED FDS

147,219$10.5B
18.94%
3

SELECT SECTOR SPDR TR

78,828$6.5B
11.83%
4

ISHARES TR

73,540$4.9B
8.90%
5

SELECT SECTOR SPDR TR

89,601$4.8B
8.59%
6

SELECT SECTOR SPDR TR

77,733$3.5B
6.36%
7

SELECT SECTOR SPDR TR

31,080$1.4B
2.47%
8

SELECT SECTOR SPDR TR

25,249$1.3B
2.32%
9

VANGUARD INDEX FDS

15,702$1.3B
2.28%
10

ISHARES TR

10,607$770.7M
1.39%

Quarterly Changes

Top Buys

SLYG↑ Increased
$3.8B
XLF↑ Increased
$1.4B
VEA↑ Increased
$1.4B
VO↑ Increased
$1.3B
IWR↑ Increased
$1.1B

Top Sells

IYC↓ Decreased
$2.1B
XLE↓ Decreased
$741.7M
IYH↓ Decreased
$359.2M
TCLOSED
$235.3M
XLRE↓ Decreased
$96.2M

New Positions (5)

$287.3M · 3K shares
$15.8M · 11K shares
HONEYWELL INTL INC
$11.6M · 52K shares
HONEYWELL AEROSPACE INC
$11.5M · 52K shares
$219K · 780 shares

Closed Positions (2)

$235.3M · 8K shares
$23.6M · 105K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services38$47.9B86.5%
Unknown5$6.9B12.4%
Technology7$237.1M0.4%
Healthcare5$102.4M0.2%
Industrials3$76.1M0.1%
Consumer Cyclical5$71.5M0.1%
Communication Services4$70.7M0.1%
Consumer Defensive1$27.0M0.0%
Utilities1$20.2M0.0%
Energy1$20.0M0.0%
Basic Materials1$735K0.0%