§ 13F · FUND PROFILE
Spurstone Advisory Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6.6T (13F)Positions · 156Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 5K | $1.4T | 21.5% | −4% |
| 2 | RTX | RTX Corp | 4K | $787.7B | 12.4% | −6% |
| 3 | HCA | HCA Healthcare Inc | 1K | $552.8B | 8.7% | ±0% |
| 4 | XOM | Exxon Mobil Corp | 3K | $408.9B | 6.4% | ±0% |
| 5 | SPY | State Street ETF/USA | 585 | $398.9B | 6.3% | ±0% |
| 6 | UPS | UTD PARCEL SERV | 4K | $371.2B | 5.8% | +3% |
| 7 | CVX | Chevron Corp | 2K | $307.9B | 4.8% | ±0% |
| 8 | JNJ | Johnson & Johnson | 1K | $261.8B | 4.1% | +27% |
| 9 | CRWD | Crowdstrike Holdings Inc | 500 | $234.4B | 3.7% | ±0% |
| 10 | PANW | Palo Alto Networks Inc | 1K | $221.0B | 3.5% | −2% |
§ 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 $6597.4 trillion in assets. The fund runs a portfolio of 156 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed