§ 13F · FUND PROFILE
Spurstone Advisory Services, LLC.
AUM · $7M (13F)Positions · 99Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$532K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 5K | $1M | 19.9% | −1% |
| 2 | RTX | RTX Corp | 4K | $774K | 10.6% | −6% |
| 3 | SPY | State Street ETF/USA | 792 | $591K | 8.1% | +34% |
| 4 | HCA | HCA Healthcare Inc | 1K | $477K | 6.5% | +2% |
| 5 | XOM | Exxon Mobil Corp | 3K | $463K | 6.3% | +10% |
| 6 | PANW | Palo Alto Networks Inc | 1K | $422K | 5.8% | ±0% |
| 7 | FTNT | Fortinet Inc | 3K | $397K | 5.4% | ±0% |
| 8 | CRWD | Crowdstrike Holdings Inc | 482 | $372K | 5.1% | +166% |
| 9 | UPS | United Parcel Service Inc | 3K | $349K | 4.8% | −14% |
| 10 | CVX | Chevron Corp | 2K | $335K | 4.6% | ±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 99 positions.
Read the full dossier →