Managed by Spurstone Advisory Services, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | R RTX — | $788K | 4.3K | 0.00% | — |
| 6 | R RTX — | $766K | 4.6K | 0.00% | — |
| 7 | A AAPL — | $560K | 2.7K | 0.00% | — |
| 8 | A AAPL — | $558K | 2.7K | 0.00% | — |
| 9 | H HCA — | $553K | 1.2K | 0.00% | — |
| 10 | H HCA — | $505K | 1.2K | 0.00% | — |
| 11 | B BEN — | $472K | 5.0K | 0.00% | — |
| 12 | H HCA — | $454K | 1.2K | 0.00% | — |
| 13 | X XOM — | $409K | 3.4K | 0.00% | — |
| 14 | X XOM — | $404K | 3.4K | 0.00% | — |
| 15 | U UPS — | $401K | 3.6K | 0.00% | — |
| 16 | S SPY — | $399K | 585 | 0.00% | — |
| 17 | X XOM — | $397K | 3.7K | 0.00% | — |
| 18 | S SPY — | $390K | 585 | 0.00% | — |
| 19 | X XOM — | $383K | 3.4K | 0.00% | — |
| 20 | U UPS — | $371K | 3.7K | 0.00% | — |