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CIK: 0002056079
Total reported value
$7.3M
$7.3M
76 檔
49.3%
According to the latest 13F quarterly dataset, Spurstone Advisory Services, LLC managed an equity portfolio of $7.3M at the end of Q1 2026, spanning 76 distinct U.S. exchange-listed positions.
In Q1 2026, Spurstone Advisory Services, LLC adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 27 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 21.81% | -1.89% | — | |
| 2 | RTX | Rtx CORP | Stock-Industrials | 14.18% | -3.60% | — | |
| 3 | HCA | Hca Healthcare Inc | Stock-Healthcare | 9.59% | -3.08% | — | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 9.00% | -2.68% | -8.83% | |
| 5 | CVX | Chevron CORP | Stock-Energy | 7.15% | -2.58% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.58% | +1.49% | +1.03% | |
| 7 | UPS | United Parcel Service-cl B | Stock-Industrials | 6.22% | -1.46% | -1.34% | |
| 8 | PFE | Pfizer Inc | Stock-Healthcare | 3.53% | -1.13% | — | |
| 9 | FTNT | Fortinet Inc | Stock-Tech | 3.50% | +1.93% | — | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.29% | +2.48% | — | |
| 11 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.98% | -0.26% | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | -0.50% | +5.46% | |
| 13 | WBS | Webster Financial CORP | Stock-Financials | 1.31% | -0.15% | — | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.21% | +3.88% | -63.80% | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.04% | -0.30% | — | |
| 16 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.94% | -0.10% | — | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.13% | — | |
| 18 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.69% | -0.14% | — | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 0.67% | +0.09% | — | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | -0.03% | — | |
| 21 | PNFP | Pinnacle Financial Partners | Stock-Financials | 0.54% | +0.27% | — | |
| 22 | LYFT | Lyft Inc-a | Stock-Tech | 0.45% | -0.05% | — | |
| 23 | AEP | American Electric Power | Stock-Utilities | 0.31% | -0.06% | — | |
| 24 | QS | Quantumscape CORP | Stock-Consumer Disc | 0.21% | -0.01% | — | |
| 25 | VTRS | Viatris Inc | Stock-Healthcare | 0.21% | -0.01% | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | -0.19% | EXIT | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.22% | -77.64% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 0.15% | +0.07% | +25.00% | |
| 29 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.12% | -0.12% | EXIT | |
| 30 | CR | Crane Co | Stock-Industrials | 0.12% | — | — | |
| 31 | PSX | Phillips 66 | Stock-Energy | 0.08% | -0.02% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | -0.01% | — | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.06% | -0.06% | EXIT | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.06% | +0.02% | -23.91% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | -0.06% | EXIT | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.06% | -0.06% | EXIT | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.05% | — | — | |
| 38 | CARR | Carrier Global CORP | Stock-Industrials | 0.05% | +0.09% | — | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.05% | +0.02% | -14.29% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.04% | -0.01% | — | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.04% | +0.04% | -42.11% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.04% | — | -32.35% | |
| 43 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.03% | +0.04% | — | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.03% | — | — | |
| 45 | CXT | Crane Nxt Co | Stock-Industrials | 0.03% | — | — | |
| 46 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.02% | — | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.02% | -0.02% | EXIT | |
| 48 | XERS | Xeris Biopharma Holdings Inc | Stock-Other | 0.02% | — | — | |
| 49 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.02% | +0.01% | — | |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.02% | -0.01% | — |
According to official SEC Form 13F filings, Spurstone Advisory Services, LLC reported a total U.S. public equity portfolio value of $7.3M across 76 disclosed positions in Q1 2026.
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 49.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
IBIT
市值: $60.9K
Top Position Liquidated / Trimmed
JNJ
前期市值: $261.8K
During Q1 2026, Spurstone Advisory Services, LLC's top holdings by market value included AAPL (21.8%)、RTX (14.2%)、HCA (9.6%). The largest single position, AAPL, represented 21.8% of total portfolio value.
In Q1 2026, Spurstone Advisory Services, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 4 positions, trimming 13 holdings, and fully liquidating 27 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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