§ 13F · FUND PROFILE
Spurstone Advisory Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $7M (13F)Positions · 115Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$105K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 5K | $1M | 21.8% | ±0% |
| 2 | RTX | RTX Corp | 4K | $829K | 14.2% | ±0% |
| 3 | HCA | HCA Healthcare Inc | 1K | $560K | 9.6% | ±0% |
| 4 | XOM | Exxon Mobil Corp | 3K | $526K | 9.0% | −9% |
| 5 | CVX | Chevron Corp | 2K | $418K | 7.2% | ±0% |
| 6 | SPY | State Street ETF/USA | 591 | $384K | 6.6% | +1% |
| 7 | UPS | United Parcel Service Inc | 4K | $363K | 6.2% | −1% |
| 8 | PFE | Pfizer Inc | 7K | $206K | 3.5% | ±0% |
| 9 | FTNT | Fortinet Inc | 3K | $204K | 3.5% | ±0% |
| 10 | PANW | Palo Alto Networks Inc | 1K | $192K | 3.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPURSTONE SIGNAL
AC read
Spurstone Advisory Services, LLC is a Other fund managing $7 million in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed