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Portfolio (Quarterly) Guide ↗

Stillwater Capital Advisors, LLC

· CIK 0001482970
13F Portfolio $930M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJR ISHARES TR 2,898.0 $348K 0.04% NEW $120.18 +11.7%
62 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 946.0 $332K 0.04% NEW $350.55 +11.7%
63 UNH UNITEDHEALTH GROUP INC Healthcare 931.0 $307K 0.03% NEW $330.11 +15.7%
64 VUG VANGUARD INDEX FDS 605.0 $295K 0.03% NEW $487.86 -82.1%
65 DVY ISHARES TR 2,021.0 $285K 0.03% NEW $141.14 +7.8%
66 EEM ISHARES TR 4,695.0 $257K 0.03% NEW $54.71 +19.1%
67 IBM INTERNATIONAL BUSINESS MACHS Technology 780.0 $231K 0.03% NEW $296.21 -20.8%
68 ASTRAZENECA PLC 2,446.0 $225K 0.02% NEW $91.93
69 WDAY WORKDAY INC Technology 993.0 $213K 0.02% NEW $214.78 -43.8%
70 T AT&T INC Communication Services 8,217.0 $204K 0.02% NEW $24.84 +0.1%
Page 4 of 4  ·  70 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.2%
Healthcare 11.2%
Financial Services 11.2%
Communication Services 10.0%
Consumer Cyclical 9.6%
Industrials 8.2%
Consumer Defensive 5.5%
Utilities 4.2%
Energy 2.6%
Basic Materials 0.2%