Spurstone Advisory Services, LLC
Spurstone Advisory Services, LLC reported 99 positions worth $7.3M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: AAPL (19.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $1.5M | 19.92% | 4,954 | — | — | |
| ▸ 2 | RTX | SH | $774.4K | 10.58% | 4,038 | — | — | |
| ▸ 3 | SPY | SH | $590.6K | 8.07% | 792 | — | — | |
| ▸ 4 | HCA | SH | $476.6K | 6.51% | 1,212 | — | — | |
| ▸ 5 | EXMOC | SH | $463.1K | 6.32% | 3,398 | — | — | |
| ▸ 6 | PANW | SH | $422.4K | 5.77% | 1,200 | — | — | |
| ▸ 7 | FTNT | SH | $397.4K | 5.43% | 2,500 | — | — | |
| ▸ 8 | CRWD | SH | $372.5K | 5.09% | 482 | — | — | |
| ▸ 9 | UPS | SH | $348.6K | 4.76% | 3,182 | — | — | |
| ▸ 10 | CVX | SH | $334.7K | 4.57% | 2,020 | — | — |
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Frequently Asked Questions
What stocks does Spurstone Advisory Services, LLC hold as of Q2 2026?
Spurstone Advisory Services, LLC reported 99 positions worth $7.3M in its Q2 2026 13F filing. Largest positions: AAPL (19.9%), RTX (10.6%), SPY (8.1%), HCA (6.5%) and EXMOC (6.3%).
What did Spurstone Advisory Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Spurstone Advisory Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.