Spurstone Advisory Services, LLC 13F Holdings

CIK 0002056079 · HIGGANUM, CT

As of Sep 30, 2025, Spurstone Advisory Services, LLC reported 115 positions worth $7.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology5,229 .3M19.10%
RTX CORPRTXEquity4,575$765.5K10.98%
HCA HEALTHCARE INCHCAHealthcare1,184$504.6K7.24%
SPDR S&P 500 ETF TRUSTSPY—585$389.7K5.59%
EXXON MOBIL CORPXOMEnergy3,398$383.1K5.50%
CHEVRON CORPCHVEnergy2,020$313.7K4.50%
UNITED PARCEL SERVICE INCUPSIndustrials3,642$304.2K4.36%
PALO ALTO NETWORKS INCPANWTechnology1,230$250.5K3.59%
CROWDSTRIKE HOLDINGS INCCRWDTechnology500$245.2K3.52%
FORTINET INCFTNTTechnology2,500$210.2K3.01%
PFIZER INCPFEHealthcare8,003$203.9K2.92%
JOHNSON & JOHNSONJNJHealthcare1,000 85.4K2.66%
TRAVELERS COMPANIES INCTRVFinancial Services596 66.4K2.39%
SALESFORCE INCCRMTechnology700 65.9K2.38%
PHILLIPS 66PSXEnergy1,025 39.4K2.00%
HONEYWELL INTERNATIONAL INCHONIndustrials600 26.3K1.81%
AMAZON.COM INCAMZNEquity426$93.5K1.34%
STARBUCKS CORPSBUXConsumer Cyclical1,000$84.6K1.21%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology291$82.1K1.18%
ROYAL CARIBBEAN CRUISES LTDRCLIndustrials236$76.4K1.10%
WEBSTER FINANCIAL CORPWBSFinancial Services1,104$65.6K0.94%
QUALCOMM INCQCOMTechnology306$50.9K0.73%
SMITH & WESSON BRANDS INCSWBIIndustrials4,700$46.2K0.66%
NVIDIA CORPNVDATechnology246$45.9K0.66%
LYFT INCLYFTTechnology1,975$43.5K0.62%