Stillwater Capital Advisors, LLC — 13F holdings

Stillwater Capital Advisors, LLC reported 71 holdings worth $981M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

1. AAPL APPLE INC — $68.2M (7.0%)
2. AVGO BROADCOM INC — $65.7M (6.7%)
3. XLK SELECT SECTOR SPDR TR — $62.1M (6.3%)
4. NVDA NVIDIA CORPORATION — $60.6M (6.2%)
5. GOOGL ALPHABET INC — $54.0M (5.5%)
6. CAT CATERPILLAR INC — $43.1M (4.4%)
7. MSFT MICROSOFT CORP — $40.8M (4.2%)
8. LLY ELI LILLY & CO — $40.7M (4.1%)
9. JPM JPMorgan Chase & Co. — $34.9M (3.6%)
10. RTX RTX CORPORATION — $32.7M (3.3%)