Stillwater Capital Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Stillwater Capital Advisors, LLC reported 71 stock positions worth $980.6 million. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by Broadcom (AVGO, 6.7%) and SS Technology Select Sector (XLK, 6.3%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 14 and reduced 46. The biggest buy was iShares Russell 1000 Growth (IWF, shares +3%) and the biggest sale Honeywell International (HON, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- DEVON, PA
- CIK
- 0001482970
- Portfolio Value
- $980.6M (Q2 2026)
- SEC Filing
- 0001482970-26-000005 ↗ filed Jul 23, 2026
Holdings Value
Holdings 71 stocks · $980.6M
| AAPL Apple Inc. | 6.95% | 235,679 | $68.2M | Reduce -0.8% |
| AVGO Broadcom Inc. | 6.71% | 174,055 | $65.7M | Reduce -1.0% |
| XLK SS Technology Select Sector | 6.33% | 325,758 | $62.1M | Reduce -0.1% |
| NVDA Nvidia Corp. | 6.18% | 302,869 | $60.6M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 5.51% | 151,093 | $54.0M | Reduce -0.8% |
| CAT Caterpillar Inc. | 4.39% | 40,469 | $43.1M | Reduce -0.9% |
| MSFT Microsoft Corp. | 4.16% | 109,483 | $40.8M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 4.15% | 33,909 | $40.7M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 3.56% | 106,504 | $34.9M | Reduce -0.7% |
| RTX RTX Corp. | 3.33% | 172,121 | $32.7M | Reduce -0.5% |
| MAR Marriott International Class A | 2.79% | 73,945 | $27.4M | Reduce -0.8% |
| WMT Walmart Inc. | 2.75% | 238,363 | $27.0M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 2.59% | 106,527 | $25.4M | Reduce -0.6% |
| IYW iShares Ustechnology ETF | 2.57% | 100,052 | $25.2M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 2.35% | 179,429 | $23.1M | Reduce -0.4% |
| IWF iShares Russell 1000 Growth | 2.35% | 185,645 | $23.1M | Add +3.4% |
| ABBV Abbvie Inc. | 2.29% | 89,325 | $22.5M | Reduce -0.2% |
| V Visa Inc. Class A | 2.10% | 59,970 | $20.6M | Reduce -0.2% |
| CEG Constellation Energy | 2.06% | 81,137 | $20.2M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 2.04% | 146,058 | $20.0M | Reduce -0.4% |
| XLC SS Comm Select Sector SPDR | 1.93% | 176,376 | $18.9M | Reduce -0.2% |
| XLF SS Financial Select Sector | 1.84% | 337,370 | $18.1M | Add +0.1% |
| BLK BlackRock Inc. | 1.81% | 18,502 | $17.8M | Reduce -0.4% |
| HD Home Depot Inc. | 1.79% | 49,850 | $17.6M | Reduce -0.1% |
| XLI SS Industrial Select Sector | 1.66% | 88,077 | $16.3M | Reduce -0.2% |
| TMUS T-Mobile US Inc. | 1.58% | 92,580 | $15.5M | Reduce -0.0% |
| XLY SS Consumer Disc Select Sect | 1.45% | 120,912 | $14.2M | Reduce -0.3% |
| XLV SS Health Care Select Sector | 1.31% | 81,153 | $12.9M | Add +0.0% |
| VYM Vanguard High DVD Yield ETF | 1.28% | 79,556 | $12.6M | Add +5.0% |
| HON Honeywell International Inc. | 1.19% | 51,977 | $11.6M | Reduce -0.6% |
| HONA Honeywell Aerospace Inc. | 1.17% | 51,921 | $11.5M | Reduce -0.7% |
| VEA Vanguard Ftse Developed ETF | 1.07% | 147,219 | $10.5M | Add +3.7% |
| XLP SS Consumer Staples Sel Sect | 0.67% | 78,828 | $6.5M | Reduce -0.3% |
| IYF iShares US Financials ETF | 0.64% | 49,581 | $6.3M | Reduce -1.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.51% | 41,737 | $5.0M | Add +5.0% |
| IYH iShares U.S. Healthcare ETF | 0.50% | 73,540 | $4.9M | Reduce -0.8% |
| XLE SS Energy Select Sector | 0.49% | 89,601 | $4.8M | Reduce -0.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.48% | 23,711 | $4.7M | Add +5.2% |
| IWD iShares Russell 1000 Value E | 0.47% | 19,085 | $4.6M | Reduce -1.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.36% | 77,733 | $3.5M | Reduce -0.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.33% | 23,595 | $3.2M | Add +5.6% |
| IYC iShares US Consumer Discreti | 0.23% | 21,832 | $2.2M | Reduce -0.1% |
| IYJ iShares U.S. Industrials ETF | 0.19% | 10,928 | $1.8M | Reduce -1.6% |
| IWM iShares Russell 2000 ETF | 0.16% | 5,173 | $1.6M | Reduce -0.1% |
| XLRE SS Real Estate Select Sector | 0.14% | 31,080 | $1.4M | Reduce -0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 4,250 | $1.3M | No change |
| XLB SS Materials Select Sector | 0.13% | 25,249 | $1.3M | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 15,702 | $1.3M | Add +1.0% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 10,873 | $1.2M | Add +0.0% |
| LRCX Lam Research Corp. | 0.10% | 2,345 | $1.0M | No change |
| GOOG Alphabet Inc. Class C | 0.08% | 2,229 | $788K | No change |
| IYK iShares US Consumer Staples | 0.08% | 10,607 | $771K | Reduce -0.1% |
| SHW The Sherwin-Williams Co. | 0.07% | 2,136 | $735K | Reduce -25.3% |
| TSLA Tesla Inc. | 0.07% | 1,610 | $677K | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 4,552 | $675K | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 1,763 | $652K | No change |
| MDY State Street SPDR S&P Midcap | 0.06% | 830 | $584K | No change |
| COR Cencora Inc. | 0.05% | 1,709 | $484K | No change |
| FULT Fulton Financial Corp. | 0.05% | 19,917 | $482K | Reduce -7.4% |
| ORCL Oracle Corp. | 0.05% | 3,159 | $463K | Reduce -31.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 541 | $404K | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.04% | 677 | $381K | No change |
| GD General Dynamics Corp. | 0.04% | 1,047 | $371K | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.04% | 830 | $345K | Reduce -10.8% |
| EEM iShares MSCI Emerging Market | 0.03% | 4,695 | $321K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 3,682 | $317K | Add +1.4% |
| DVY iShares Select Dividend ETF | 0.03% | 1,964 | $307K | Reduce -2.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 2,975 | $287K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 1,045 | $228K | Add +1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 780 | $219K | New |
| OPK Opko Health Inc. | 0.00% | 10,565 | $16K | New |
Portfolio Sells Q1 2026 → Q2 2026
| HON Honeywell International Inc. | Reduce -0.6% | 1.19% | −1.51 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 2.04% | −0.80 |
| WMT Walmart Inc. | Reduce -0.6% | 2.75% | −0.65 |
| TMUS T-Mobile US Inc. | Reduce -0.0% | 1.58% | −0.64 |
| CEG Constellation Energy | Reduce -0.3% | 2.06% | −0.54 |
| MSFT Microsoft Corp. | Reduce -0.5% | 4.16% | −0.48 |
| RTX RTX Corp. | Reduce -0.5% | 3.33% | −0.48 |
| XLC SS Comm Select Sector SPDR | Reduce -0.2% | 1.93% | −0.31 |
| BLK BlackRock Inc. | Reduce -0.4% | 1.81% | −0.22 |
| HONA Honeywell Aerospace Inc. | Reduce -0.7% | 1.17% | −0.15 |
| XLE SS Energy Select Sector | Reduce -0.2% | 0.49% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 2.35% | −0.12 |
| HD Home Depot Inc. | Reduce -0.1% | 1.79% | −0.08 |
| XLP SS Consumer Staples Sel Sect | Reduce -0.3% | 0.67% | −0.07 |
| XLY SS Consumer Disc Select Sect | Reduce -0.3% | 1.45% | −0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.5% | 0.36% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 3.56% | −0.05 |
| ORCL Oracle Corp. | Reduce -31.3% | 0.05% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -25.3% | 0.07% | −0.03 |
| IYF iShares US Financials ETF | Reduce -1.0% | 0.64% | −0.03 |
| T AT&T Inc. | Sold out | 0.00% | −0.03 |
| IYH iShares U.S. Healthcare ETF | Reduce -0.8% | 0.50% | −0.02 |
| IYC iShares US Consumer Discreti | Reduce -0.1% | 0.23% | −0.02 |
| XLB SS Materials Select Sector | Reduce -0.3% | 0.13% | −0.01 |
| IYK iShares US Consumer Staples | Reduce -0.1% | 0.08% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -0.3% | 0.14% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -2.8% | 0.03% | −0.00 |
| IYJ iShares U.S. Industrials ETF | Reduce -1.6% | 0.19% | −0.00 |
| FULT Fulton Financial Corp. | Reduce -7.4% | 0.05% | −0.00 |
| TSLA Tesla Inc. | Reduce -0.9% | 0.07% | +0.00 |
| IWD iShares Russell 1000 Value E | Reduce -1.2% | 0.47% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.6% | 0.07% | +0.00 |
| UNH Unitedhealth Group Inc. | Reduce -10.8% | 0.04% | +0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 0.16% | +0.01 |
| MAR Marriott International Class A | Reduce -0.8% | 2.79% | +0.01 |
| V Visa Inc. Class A | Reduce -0.2% | 2.10% | +0.03 |
| XLI SS Industrial Select Sector | Reduce -0.2% | 1.66% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 2.59% | +0.04 |
| ABBV Abbvie Inc. | Reduce -0.2% | 2.29% | +0.07 |
| AAPL Apple Inc. | Reduce -0.8% | 6.95% | +0.07 |
| NVDA Nvidia Corp. | Reduce -0.7% | 6.18% | +0.11 |
| IYW iShares Ustechnology ETF | Reduce -0.8% | 2.57% | +0.49 |
| AVGO Broadcom Inc. | Reduce -1.0% | 6.71% | +0.49 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 5.51% | +0.51 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 4.15% | +0.57 |
| CAT Caterpillar Inc. | Reduce -0.9% | 4.39% | +1.09 |
| XLK SS Technology Select Sector | Reduce -0.1% | 6.33% | +1.38 |
Portfolio Buys Q1 2026 → Q2 2026
| IWF iShares Russell 1000 Growth | Add +3.4% | 2.35% | +0.17 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +5.0% | 0.51% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +3.7% | 1.07% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.03% | +0.03 |
| IJS iShares S&P Small-Cap 600 Va | Add +5.6% | 0.33% | +0.03 |
| IBM Intl Business Machines Corp. | New | 0.02% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +5.2% | 0.48% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.4% | 0.03% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.0% | 0.12% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +5.0% | 1.28% | +0.00 |
| OPK Opko Health Inc. | New | 0.00% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.0% | 0.13% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.04% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.9% | 0.02% | +0.00 |
| GD General Dynamics Corp. | Add +0.1% | 0.04% | −0.00 |
| XLV SS Health Care Select Sector | Add +0.0% | 1.31% | −0.04 |
| XLF SS Financial Select Sector | Add +0.1% | 1.84% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 71 | $980.6M | AAPL, AVGO, XLK, NVDA, GOOGL |
| Q1 2026 | 68 | $876.1M | AAPL, AVGO, NVDA, GOOGL, XLK |
| Q4 2025 | 70 | $930.4M | AVGO, AAPL, NVDA, MSFT, GOOGL |
| Q3 2025 | 71 | $888.2M | AVGO, NVDA, AAPL, MSFT, XLK |
| Q2 2025 | 70 | $786.4M | AVGO, MSFT, NVDA, AAPL, XLK |
| Q1 2025 | 69 | $716.7M | AAPL, NVDA, AVGO, MSFT, XLK |
| Q4 2024 | 69 | $808.5M | NVDA, AVGO, AAPL, MSFT, XLK |
| Q3 2024 | 73 | $773.9M | NVDA, AAPL, AVGO, MSFT, XLK |
| Q2 2024 | 49 | $716.6M | NVDA, AAPL, MSFT, AVGO, XLK |
| Q1 2024 | 69 | $675.2M | NVDA, MSFT, AAPL, AVGO, XLK |