Spurstone Advisory Services, LLC
CIK: 0002056079SEC EDGAR →
Portfolio Value
$6.4M
Holdings
97
As of
Q4 2025
New Positions
97
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple Inc | 5,021 | $1.4M | 21.47% |
| 2 | RTX Corp | 4,295 | $787K | 12.38% |
| 3 | HCA Healthcare Inc | 1,184 | $552K | 8.68% |
| 4 | Exxon Mobil Corp | 3,398 | $408K | 6.42% |
| 5 | State Street ETF/USA | 585 | $398K | 6.26% |
| 6 | UTD PARCEL SERV | 3,742 | $371K | 5.84% |
| 7 | Chevron Corp | 2,020 | $307K | 4.83% |
| 8 | Johnson & Johnson | 1,265 | $261K | 4.11% |
| 9 | Crowdstrike Holdings Inc | 500 | $234K | 3.68% |
| 10 | Palo Alto Networks Inc | 1,200 | $221K | 3.48% |
Quarterly Changes
New Positions (97)
$1.4M · 5K shares
$787K · 4K shares
$552K · 1K shares
$408K · 3K shares
$398K · 585 shares
$371K · 4K shares
$307K · 2K shares
$261K · 1K shares
$234K · 500 shares
$221K · 1K shares
$198K · 3K shares
$182K · 7K shares
$172K · 596 shares
$84K · 366 shares
$69K · 1K shares
$55K · 200 shares
$52K · 306 shares
$45K · 246 shares
$42K · 780 shares
$41K · 300 shares
$40K · 3K shares
$39K · 374 shares
$38K · 2K shares
$37K · 3K shares
$35K · 369 shares
$33K · 1K shares
$20K · 2K shares
$17K · 40 shares
$15K · 138 shares
$15K · 50 shares
$11K · 200 shares
$11K · 150 shares
$11K · 911 shares
$10K · 100 shares
$9K · 1K shares
$9K · 252 shares
$8K · 100 shares
$8K · 500 shares
$7K · 100 shares
$7K · 162 shares
$7K · 40 shares
$7K · 12 shares
$6K · 500 shares
$6K · 189 shares
$5K · 134 shares
$5K · 700 shares
$5K · 70 shares
$4K · 6 shares
$4K · 46 shares
$4K · 122 shares
$3K · 112 shares
$3K · 25 shares
$3K · 31 shares
$3K · 96 shares
$3K · 19 shares
$3K · 34 shares
$2K · 25 shares
$2K · 40 shares
$2K · 51 shares
$2K · 67 shares
$1K · 26 shares
$1K · 200 shares
$1K · 32 shares
$1K · 40 shares
$1K · 17 shares
$1K · 4 shares
$0 · 3 shares
$0 · 10 shares
$0 · 8 shares
$0 · 24 shares
$0 · 14 shares
$0 · 6 shares
$0 · 4 shares
$0 · 11 shares
$0 · 2 shares
$0 · 40 shares
$0 · 3 shares
$0 · 2 shares
$0 · 3 shares
$0 · 3 shares
$0 · 37 shares
$0 · 10 shares
$0 · 15 shares
$0 · 12 shares
$0 · 9 shares
$0 · 11 shares
$0 · 4 shares
$0 · 10 shares
$0 · 13 shares
$0 · 14 shares
$0 · 13 shares
$0 · 9 shares
$0 · 3 shares
$0 · 4 shares
$0 · 8 shares
$0 · 13 shares
$0 · 8 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 9 | $2.2M | 34.8% |
| Industrials | 9 | $1.2M | 18.8% |
| Healthcare | 7 | $1.0M | 16.6% |
| Financial Services | 54 | $821K | 13.0% |
| Energy | 4 | $751K | 11.9% |
| Consumer Cyclical | 6 | $225K | 3.6% |
| Consumer Defensive | 3 | $29K | 0.5% |
| Utilities | 1 | $15K | 0.2% |
| Communication Services | 1 | $15K | 0.2% |
| Real Estate | 1 | $11K | 0.2% |
| Unknown | 2 | $10K | 0.2% |