Stillwater Capital Advisors, LLC Q2 2026 Filing

Filed July 23, 2026

Portfolio Value

$55.4B

Holdings

Report Date

Q2 2026

Filing Type

13F-HR

All Holdings (71 positions)

#	Stock	Shares	Value	% Portfolio
1	XLFSELECT SECTOR SPDR TR	337,370	$18.1B	32.66%
2	VEAVANGUARD TAX-MANAGED FDS	147,219	$10.5B	18.94%
3	XLFISELECT SECTOR SPDR TR	78,828	$6.5B	11.83%
4	IYHISHARES TR	73,540	$4.9B	8.90%
5	XLESELECT SECTOR SPDR TR	89,601	$4.8B	8.59%
6	XLUSELECT SECTOR SPDR TR	77,733	$3.5B	6.36%
7	XLRESELECT SECTOR SPDR TR	31,080	$1.4B	2.47%
8	XLBSELECT SECTOR SPDR TR	25,249	$1.3B	2.32%
9	VOVANGUARD INDEX FDS	15,702	$1.3B	2.28%
10	IYKISHARES TR	10,607	$770.7M	1.39%
11	FULTFULTON FINL CORP PA	19,917	$481.8M	0.87%
12	EEMISHARES TR	4,695	$321.2M	0.58%
13	VUGVANGUARD INDEX FDS	3,682	$317.2M	0.57%
14	AQLTISHARES TR	2,975	$287.3M	0.52%
15	AAPLAPPLE INC	235,679	$68.2M	0.12%
16	AVGOBROADCOM INC	174,055	$65.7M	0.12%
17	XLKSELECT SECTOR SPDR TR	325,758	$62.1M	0.11%
18	NVDANVIDIA CORPORATION	302,869	$60.6M	0.11%
19	GOOGLALPHABET INC	151,093	$54.0M	0.10%
20	CATCATERPILLAR INC	40,469	$43.1M	0.08%
21	MSFTMICROSOFT CORP	109,483	$40.8M	0.07%
22	LLYELI LILLY & CO	33,909	$40.7M	0.07%
23	JPMJPMORGAN CHASE & CO	106,504	$34.9M	0.06%
24	RTXRTX CORPORATION	172,121	$32.7M	0.06%
25	MARMARRIOTT INTL INC NEW	73,945	$27.4M	0.05%
26	WMTWALMART INC	238,363	$27.0M	0.05%
27	AMZNAMAZON COM INC	106,527	$25.4M	0.05%
28	IYWISHARES TR	100,052	$25.2M	0.05%
29	MRKMERCK & CO INC	179,429	$23.1M	0.04%
30	IWFISHARES TR	185,645	$23.1M	0.04%
31	ABBVABBVIE INC	89,325	$22.5M	0.04%
32	VVISA INC	59,970	$20.6M	0.04%
33	CEGCONSTELLATION ENERGY CORP	81,137	$20.2M	0.04%
34	XOMEXXON MOBIL CORP	146,058	$20.0M	0.04%
35	XLCSELECT SECTOR SPDR TR	176,376	$18.9M	0.03%
36	BLKBLACKROCK INC	18,502	$17.8M	0.03%
37	HDHOME DEPOT INC	49,850	$17.6M	0.03%
38	XLISELECT SECTOR SPDR TR	88,077	$16.3M	0.03%
39	OPKOPKO HEALTH INC	10,565	$15.8M	0.03%
40	TMUST-MOBILE US INC	92,580	$15.5M	0.03%
41	XLYSELECT SECTOR SPDR TR	120,912	$14.2M	0.03%
42	XLVSELECT SECTOR SPDR TR	81,153	$12.9M	0.02%
43	VYMVANGUARD WHITEHALL FDS	79,556	$12.6M	0.02%
44	—HONEYWELL INTL INC	51,977	$11.6M	0.02%
45	—HONEYWELL AEROSPACE INC	51,921	$11.5M	0.02%
46	IYFISHARES TR	49,581	$6.3M	0.01%
47	SLYGSPDR SERIES TRUST	41,737	$5.0M	0.01%
48	VOEVANGUARD INDEX FDS	23,711	$4.7M	0.01%
49	IWDISHARES TR	19,085	$4.6M	0.01%
50	IJSISHARES TR	23,595	$3.2M	0.01%
51	IYCISHARES TR	21,832	$2.2M	0.00%
52	IYJISHARES TR	10,928	$1.8M	0.00%
53	IWMISHARES TR	5,173	$1.6M	0.00%
54	VBVANGUARD INDEX FDS	4,250	$1.3M	0.00%
55	IWRISHARES TR	10,873	$1.2M	0.00%
56	LRCXLAM RESEARCH CORP	2,345	$1.0M	0.00%
57	GOOGALPHABET INC	2,229	$788K	0.00%
58	SHWSHERWIN WILLIAMS CO	2,136	$735K	0.00%
59	TSLATESLA INC	1,610	$677K	0.00%
60	IJRISHARES TR	4,552	$675K	0.00%
61	VTIVANGUARD INDEX FDS	1,763	$652K	0.00%
62	MDYSTATE STR SPDR S&P MIDCAP 40	830	$584K	0.00%
63	ABGCENCORA INC	1,709	$484K	0.00%
64	ORCLORACLE CORP	3,159	$463K	0.00%
65	SPYSTATE STR SPDR S&P 500 ETF T	541	$404K	0.00%
66	METAMETA PLATFORMS INC	677	$381K	0.00%
67	GDGENERAL DYNAMICS CORP	1,047	$371K	0.00%
68	UNHUNITEDHEALTH GROUP INC	830	$345K	0.00%
69	AQLTISHARES TR	1,964	$307K	0.00%
70	VTVVANGUARD INDEX FDS	1,045	$228K	0.00%
71	IBMINTERNATIONAL BUSINESS MACHS	780	$219K	0.00%