Institutions / Spurstone Advisory Services, LLC
Spurstone Advisory Services, LLC
CIK 2056079 · Institution · as of Dec 31, 2025
Portfolio value
$6.36M
Positions
97
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 97 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $1.37M | 21.5% |
| RTX Corp | $787.7K | 12.4% |
| HCA Healthcare, Inc. | $552.8K | 8.7% |
| Exxon Mobil Corp | $408.9K | 6.4% |
| State Street ETF/USA | $398.9K | 6.3% |
| United Parcel Service Inc | $371.2K | 5.8% |
| Chevron Corp | $307.9K | 4.8% |
| Johnson & Johnson | $261.8K | 4.1% |
| CrowdStrike Holdings, Inc. | $234.4K | 3.7% |
| Palo Alto Networks Inc | $221.0K | 3.5% |
| Fortinet Inc | $198.5K | 3.1% |
| Pfizer Inc | $182.9K | 2.9% |
| Travelers Companies, Inc. | $172.9K | 2.7% |
| Amazon.com Inc | $84.5K | 1.3% |
| Webster Financial Corp | $69.5K | 1.1% |
| Royal Caribbean Cruises Ltd | $55.8K | 0.9% |
| Qualcomm INC/DE | $52.3K | 0.8% |
| NVIDIA Corp | $45.9K | 0.7% |
| Bank of America Corp /De | $42.9K | 0.7% |
| Hartford Insurance Group, Inc. | $41.3K | 0.7% |
| Ford Motor Co | $40.0K | 0.6% |
| Merck & Co., Inc. | $39.4K | 0.6% |
| Lyft, Inc. | $38.3K | 0.6% |
| SentinelOne, Inc. | $37.5K | 0.6% |
| Pinnacle Financial Partners, Inc. | $35.2K | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.