account_balance
Investment manager · 13F filer · SEC CIK 2056079
Spurstone Advisory Services, LLC
Reported value$7.64Mas of Sep 30, 2026
Positions99 2 new, 2 sold out
Top 10 weight78.1%AAPL alone is 21%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
21.1%
RTXRTX Corp
9.8%
SPYSPDR S&P 500 ETF Trust
7.9%
HCAHCA Healthcare, Inc.
6.7%
CRWDCrowdStrike Holdings, Inc.
6.7%
PANWPalo Alto Networks Inc
6.2%
FTNTFortinet, Inc.
5.9%
XOMExxonMobil Holdings Corp
5.7%Trimmed −21%
CVXChevron Corp
4.1%Trimmed −25%
UPSUnited Parcel Service Inc
3.9%
TRVTravelers Companies, Inc.
2.8%
PFEPfizer Inc
2.7%
AAPLApple Inc.
21.1%
RTXRTX Corp
9.8%
SPYSPDR S&P 500 ETF Trust
7.9%
HCAHCA Healthcare, Inc.
6.7%
CRWDCrowdStrike Holdings, Inc.
6.7%
PANWPalo Alto Networks Inc
6.2%
FTNTFortinet, Inc.
5.9%
XOMExxonMobil Holdings Corp
5.7%
CVX4.1%UPS3.9%TRV2.8%PFE2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 21.1% HeldRTX RTX Corp 9.8% HeldSPY SPDR S&P 500 ETF Trust 7.9% HeldHCA HCA Healthcare, Inc. 6.7% HeldCRWD CrowdStrike Holdings, Inc. 6.7% HeldPANW Palo Alto Networks Inc 6.2% HeldFTNT Fortinet, Inc. 5.9% HeldXOM ExxonMobil Holdings Corp 5.7% Trimmed −21%CVX Chevron Corp 4.1% Trimmed −25%UPS United Parcel Service Inc 3.9% HeldTRV Travelers Companies, Inc. 2.8% HeldPFE Pfizer Inc 2.7% Held
What changed
Biggest moves since Jun 30, 2026
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