Spurstone Advisory Services, LLC
CIK 0002056079 · HIGGANUM, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$7.3M
2026 Q2
Positions
99
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
77.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
Apple Inc
19.9%
RTX
RTX Corp
10.6%
SPY
State Street ETF/USA
8.1%
HCA
HCA Healthcare Inc
6.5%
EXMOC
Exxon Mobil Corp
6.3%
PANW
Palo Alto Networks Inc
5.8%
FTNT
Fortinet Inc
5.4%
CRWD
Crowdstrike Holdings Inc
5.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.