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Spurstone Advisory Services, LLC
Updated 3 days agoManaged by Spurstone Advisory Services, Llc • Latest filing Q3 2026
Portfolio value
$7.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $7M |
| Q4 2025 | $6.4M |
| Q1 2026 | $5.8M |
| Q2 2026 | $7.3M |
| Q3 2026 | $7.6M |
Top holdings
99 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $1.6M | 4.9K | 21.09% | — | |
| 2 | $747K | 4.0K | 9.78% | — | |
| 3 | $605K | 792 | 7.92% | — | |
| 4 | $513K | 1.2K | 6.72% | — | |
| 5 | $513K | 1.9K | 6.72% | — | |
| 6 | $476K | 1.2K | 6.23% | — | |
| 7 | $447K | 2.5K | 5.85% | — | |
| 8 | $438K | 2.7K | 5.73% | — | |
| 9 | $314K | 1.5K | 4.11% | — | |
| 10 | $299K | 3.2K | 3.91% | — | |
| 11 | $216K | 596 | 2.82% | — | |
| 12 | $207K | 7.3K | 2.70% | — | |
| 13 | $83K | 100 | 1.08% | — | |
| 14 | $81K | 3.3K | 1.07% | — | |
| 15 | $76K | 1.6K | 1.00% | — | |
| 16 | $70K | 12.5K | 0.91% | — | |
| 17 | $66K | 266 | 0.86% | — | |
| 18 | $62K | 230 | 0.81% | — | |
| 19 | $56K | 306 | 0.73% | — | |
| 20 | $55K | 585 | 0.72% | — |