Spurstone Advisory Services, LLC
Q3 2026 13F filing
Updated 3 days ago99 disclosed positions worth $7.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A Apple Inc | $1.6M | 4.9K | 21.09% | — |
| 2 | R RTX Corp | $747K | 4.0K | 9.78% | — |
| 3 | S STATE STR SPDR S&P 500 ETF T | $605K | 792 | 7.92% | — |
| 4 | H HCA Healthcare Inc | $513K | 1.2K | 6.72% | — |
| 5 | C Crowdstrike Holdings Inc | $513K | 1.9K | 6.72% | — |
| 6 | P Palo Alto Networks Inc | $476K | 1.2K | 6.23% | — |
| 7 | F Fortinet Inc | $447K | 2.5K | 5.85% | — |
| 8 | X ExxonMobil Holdings Corp | $438K | 2.7K | 5.73% | — |
| 9 | C Chevron Corp | $314K | 1.5K | 4.11% | — |
| 10 | U United Parcel Service Inc | $299K | 3.2K | 3.91% | — |
| 11 | T Travelers Companies Inc | $216K | 596 | 2.82% | — |
| 12 | P Pfizer Inc | $207K | 7.3K | 2.70% | — |
| 13 | C Caterpillar Inc | $83K | 100 | 1.08% | — |
| 14 | S SentinelOne Inc | $81K | 3.3K | 1.07% | — |
| 15 | I ISHARES BITCOIN TRUST ETF | $76K | 1.6K | 1.00% | — |
| 16 | L Lumen Technologies Inc | $70K | 12.5K | 0.91% | — |
| 17 | A Amazon.com Inc | $66K | 266 | 0.86% | — |
| 18 | M Marvell Technology Inc | $62K | 230 | 0.81% | — |
| 19 | Q Qualcomm Inc | $56K | 306 | 0.73% | — |
| 20 | P Pinnacle Financial Partners Inc | $55K | 585 | 0.72% | — |
| 21 | R Royal Caribbean Cruises Ltd | $54K | 200 | 0.71% | — |
| 22 | M Merck & Co Inc | $54K | 374 | 0.70% | — |
| 23 | N Noble Corp PLC | $50K | 1.2K | 0.66% | — |
| 24 | F Ford Motor Co | $48K | 4.0K | 0.63% | — |
| 25 | B Bank of America Corp | $42K | 780 | 0.55% | — |
| 26 | H Hartford Insurance Group Inc/The | $38K | 300 | 0.49% | — |
| 27 | N NVIDIA Corp | $32K | 140 | 0.42% | — |
| 28 | G Alphabet Inc | $30K | 90 | 0.40% | — |
| 29 | B Banco Santander SA | $30K | 2.3K | 0.39% | — |
| 30 | L Lyft Inc | $30K | 2.0K | 0.39% | — |
| 31 | H Howard Hughes Holdings Inc | $25K | 350 | 0.33% | — |
| 32 | C Cigna Group/The | $20K | 76 | 0.27% | — |
| 33 | A American Electric Power Co Inc | $17K | 138 | 0.22% | — |
| 34 | V Viatris Inc | $16K | 911 | 0.21% | — |
| 35 | U Uber Technologies Inc | $15K | 225 | 0.20% | — |
| 36 | T Tesla Inc | $14K | 40 | 0.19% | — |
| 37 | Q Quantumscape CORP | $14K | 3.0K | 0.18% | — |
| 38 | M Altria Group Inc | $13K | 200 | 0.18% | — |
| 39 | J Joby Aviation Inc | $12K | 2.0K | 0.16% | — |
| 40 | S Super Micro Computer INC | $10K | 250 | 0.14% | — |
| 41 | A Archer Aviation Inc | $10K | 2.0K | 0.13% | — |
| 42 | W Wendy's Co/The | $9K | 1.5K | 0.12% | — |
| 43 | M MP Materials Corp | $9K | 200 | 0.12% | — |
| 44 | C Crane Co | $8K | 40 | 0.11% | — |
| 45 | C Carrier Global Corp | $8K | 138 | 0.10% | — |
| 46 | V Vertiv Holdings Co | $7K | 30 | 0.10% | — |
| 47 | V VANGUARD MUN BD FDS | $7K | 148 | 0.09% | — |
| 48 | P Phillips 66 | $7K | 25 | 0.09% | — |
| 49 | K Kraft Heinz Co/The | $6K | 250 | 0.07% | — |
| 50 | V VANGUARD INDEX FDS | $5K | 24 | 0.07% | — |