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CIK: 0002056079
Total reported value
$7.3M
$7.3M
140 檔
37.2%
As reported in its official Q2 2025 Form 13F filing, Spurstone Advisory Services, LLC's tracked investment portfolio stood at $7.3M with 140 total positions.
During Q2 2025, Spurstone Advisory Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 17.26% | -1.89% | +7.06% | |
| 2 | HCA | Hca Healthcare Inc | Stock-Healthcare | 6.88% | -3.08% | — | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 6.01% | -2.68% | +8.30% | |
| 4 | RTX | Rtx CORP | Stock-Industrials | 5.59% | -3.60% | — | |
| 5 | UPS | United Parcel Service-cl B | Stock-Industrials | 5.57% | -1.46% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.48% | +1.49% | +2.09% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 4.38% | -2.58% | — | |
| 8 | FTNT | Fortinet Inc | Stock-Tech | 4.01% | +1.93% | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.70% | — | — | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.00% | +3.88% | +5.15% | |
| 11 | PFE | Pfizer Inc | Stock-Healthcare | 2.94% | -1.13% | — | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 2.46% | — | — | |
| 13 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.42% | -0.26% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.10% | -0.50% | — | |
| 15 | QCOM | Qualcomm Inc | Stock-Tech | 1.35% | +0.09% | +83.33% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | +0.44% | NEW | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | -0.06% | EXIT | |
| 18 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.95% | -0.10% | — | |
| 19 | WBS | Webster Financial CORP | Stock-Financials | 0.91% | -0.15% | — | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | — | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | — | — | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | — | — | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | -0.13% | +50.80% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | — | — | |
| 25 | NOW | Servicenow Inc | Stock-Tech | 0.62% | — | — | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.62% | +2.48% | — | |
| 27 | SWBI | Smith & Wesson Brands Inc | Stock-Other | 0.62% | — | — | |
| 28 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.62% | — | — | |
| 29 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.61% | — | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.22% | — | |
| 31 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.58% | -0.14% | — | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | -0.03% | — | |
| 33 | INTU | Intuit Inc | Stock-Tech | 0.54% | — | — | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.52% | -0.06% | EXIT | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 0.51% | — | — | |
| 36 | F | Ford Motor Co | Stock-Consumer Disc | 0.50% | +0.73% | — | |
| 37 | LYFT | Lyft Inc-a | Stock-Tech | 0.47% | -0.05% | — | |
| 38 | STE | STERIS plc | Stock-Healthcare | 0.44% | — | — | |
| 39 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.43% | — | — | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | — | — | |
| 41 | S | Sentinelone Inc -class A | Stock-Tech | 0.42% | +0.79% | NEW | |
| 42 | IQLT | Ishares Msci International Q | ETF-Other | 0.39% | — | — | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.34% | — | — | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.34% | — | — | |
| 45 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.33% | — | — | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.32% | — | — | |
| 47 | AMT | American Tower CORP | Stock-Real Estate | 0.32% | — | — | |
| 48 | EQIX | Equinix Inc | Stock-Real Estate | 0.30% | — | — | |
| 49 | SNPS | Synopsys Inc | Stock-Tech | 0.29% | — | — | |
| 50 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.28% | — | — |
According to official SEC Form 13F filings, Spurstone Advisory Services, LLC reported a total U.S. public equity portfolio value of $7.3M across 140 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, HCA, XOM) accounted for 37.2% of total reported equity market value during Q2 2025.
During Q2 2025, Spurstone Advisory Services, LLC's top holdings by market value included AAPL (17.3%)、HCA (6.9%)、XOM (6.0%). The largest single position, AAPL, represented 17.3% of total portfolio value.
In Q2 2025, Spurstone Advisory Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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