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CIK: 0002056079
Total reported value
$7.3M
$7.3M
97 檔
48.0%
As reported in its official Q4 2025 Form 13F filing, Spurstone Advisory Services, LLC's tracked investment portfolio stood at $7.3M with 97 total positions.
In Q4 2025, Spurstone Advisory Services, LLC adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 19 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 21.47% | -1.89% | -3.98% | |
| 2 | RTX | Rtx CORP | Stock-Industrials | 12.39% | -3.60% | -6.12% | |
| 3 | HCA | Hca Healthcare Inc | Stock-Healthcare | 8.69% | -3.08% | — | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 6.43% | -2.68% | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.27% | +1.49% | — | |
| 6 | UPS | United Parcel Service-cl B | Stock-Industrials | 5.84% | -1.46% | +2.75% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 4.84% | -2.58% | — | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.12% | — | +26.50% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.69% | +3.88% | — | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.48% | +2.48% | -2.44% | |
| 11 | FTNT | Fortinet Inc | Stock-Tech | 3.12% | +1.93% | — | |
| 12 | PFE | Pfizer Inc | Stock-Healthcare | 2.88% | -1.13% | -8.23% | |
| 13 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.72% | -0.26% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | -0.50% | -14.08% | |
| 15 | WBS | Webster Financial CORP | Stock-Financials | 1.09% | -0.15% | — | |
| 16 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.88% | -0.10% | -15.25% | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 0.82% | +0.09% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.22% | — | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | -0.03% | — | |
| 20 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.65% | -0.14% | — | |
| 21 | F | Ford Motor Co | Stock-Consumer Disc | 0.63% | +0.73% | — | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | -0.13% | — | |
| 23 | LYFT | Lyft Inc-a | Stock-Tech | 0.60% | -0.05% | — | |
| 24 | S | Sentinelone Inc -class A | Stock-Tech | 0.59% | +0.79% | NEW | |
| 25 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.55% | — | — | |
| 26 | NE | Noble Corporation plc | Stock-Energy | 0.53% | +0.61% | NEW | |
| 27 | QS | Quantumscape CORP | Stock-Consumer Disc | 0.32% | -0.01% | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | +0.23% | NEW | |
| 29 | AEP | American Electric Power | Stock-Utilities | 0.25% | -0.06% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.44% | NEW | |
| 31 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.19% | +0.35% | NEW | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 0.18% | +0.20% | NEW | |
| 33 | VTRS | Viatris Inc | Stock-Healthcare | 0.18% | -0.01% | — | |
| 34 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.16% | — | — | |
| 35 | WEN | Wendy's Co/the | Stock-Consumer Disc | 0.16% | +0.18% | NEW | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.16% | — | — | |
| 37 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.14% | — | — | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.13% | +0.07% | — | |
| 39 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.12% | — | — | |
| 40 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.12% | -0.12% | EXIT | |
| 41 | CR | Crane Co | Stock-Industrials | 0.12% | — | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | -0.19% | EXIT | |
| 43 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 0.10% | +0.24% | NEW | |
| 44 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.10% | — | — | |
| 45 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 0.08% | +0.13% | NEW | |
| 46 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.08% | — | — | |
| 47 | DFAI | Dimensional International Co | ETF-Other | 0.08% | — | — | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.08% | +0.02% | — | |
| 49 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.07% | — | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.4% | -3.98% | Trim |
| 2 | UPS | United Parcel Service-cl B | +1.5% | +2.75% | Add |
| 3 | JNJ | Johnson & Johnson | +1.5% | +26.50% | Add |
| 4 | HCA | Hca Healthcare Inc | +1.5% | — | Unchanged |
| 5 | RTX | Rtx CORP | +1.4% | -6.12% | Trim |
| 6 | XOM | Exxon Mobil CORP | +0.9% | — | Unchanged |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | — | Unchanged |
| 8 | CVX | Chevron CORP | +0.3% | — | Unchanged |
| 9 | TRV | Travelers Cos Inc/the | +0.3% | — | Unchanged |
| 10 | S | Sentinelone Inc -class A | +0.2% | +66.67% | Add |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | — | Unchanged |
| 12 | MRK | Merck & Co. Inc. | +0.2% | — | Unchanged |
| 13 | WBS | Webster Financial CORP | +0.2% | — | Unchanged |
| 14 | NE | Noble Corporation plc | +0.1% | +20.00% | Add |
| 15 | FTNT | Fortinet Inc | +0.1% | — | Unchanged |
| 16 | F | Ford Motor Co | +0.1% | — | Unchanged |
| 17 | BAC | Bank Of America CORP | +0.1% | — | Unchanged |
| 18 | VTRS | Viatris Inc | +0.1% | — | Unchanged |
| 19 | JOBY | Joby Aviation, Inc. | 0% | +100.00% | Add |
| 20 | ACHR | Archer Aviation Inc-a | 0% | +133.33% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | -14.08% | Trim |
| 22 | MO | Altria Group Inc | 0% | — | Unchanged |
| 23 | LYFT | Lyft Inc-a | 0% | — | Unchanged |
| 24 | QS | Quantumscape CORP | 0% | — | Unchanged |
| 25 | PFE | Pfizer Inc | 0% | -8.23% | Trim |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | -39.76% | Trim |
| 27 | PANW | Palo Alto Networks Inc | -0.1% | -2.44% | Trim |
| 28 | RCL | Royal Caribbean Cruises Ltd. | -0.2% | -15.25% | Trim |
| 29 | PSX | Phillips 66 | -2% | -97.56% | Trim |
| 30 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 31 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 32 | SBUX | Starbucks CORP | — | EXIT | Sold out |
| 33 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 34 | SWBI | Smith & Wesson Brands Inc | — | EXIT | Sold out |
| 35 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 36 | SWKS | Skyworks Solutions Inc | — | EXIT | Sold out |
| 37 | SO | Southern Co/the | — | EXIT | Sold out |
| 38 | XEL | Xcel Energy Inc | — | EXIT | Sold out |
| 39 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 40 | INTC | Intel CORP | — | EXIT | Sold out |
| 41 | AOUT | American Outdoor Brands Inc | — | EXIT | Sold out |
| 42 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 43 | KVUE | Kenvue Inc | — | NEW | New buy |
| 44 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 45 | MCK | Mckesson CORP | — | EXIT | Sold out |
| 46 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 47 | MU | Micron Technology Inc | — | EXIT | Sold out |
| 48 | BP | Bp Plc-spons Adr | — | EXIT | Sold out |
| 49 | ✓ | Cyberark Software LTD. Cmn | — | EXIT | Sold out |
| 50 | KD | Kyndryl Holdings Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Spurstone Advisory Services, LLC reported a total U.S. public equity portfolio value of $7.3M across 97 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, RTX, HCA) accounted for 48.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
KMB
市值: $10.1K
Top Position Liquidated / Trimmed
CRM
前期市值: $165.9K
During Q4 2025, Spurstone Advisory Services, LLC's top holdings by market value included AAPL (21.5%)、RTX (12.4%)、HCA (8.7%). The largest single position, AAPL, represented 21.5% of total portfolio value.
In Q4 2025, Spurstone Advisory Services, LLC made 35 total portfolio adjustments, initiating 2 new buys, adding to 6 positions, trimming 8 holdings, and fully liquidating 19 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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