Filed: 1/29/2026ACC: 0002056079-26-000001
📋 What this filing means
SPURSTONE ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $6.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$6.36M
Total AUM (reported)
55.24K
Total Shares
Allocation by class
COMMON / ORDINARY STOCK$5.86M92.2%
EXCHANGE TRADED FUND$496.3K7.8%
Portfolio Concentration
Top 3$2.71M42.6%
4–10$2.20M34.7%
11–25$1.14M17.9%
Rest$311.4K4.9%
Top 3 weight
42.6%
Top 10 weight
77.2%
Voting Authority Distribution
Total shares with voting rights: 55.24K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
55.24K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole97
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings97
Rows:
Apple Inc
SOLEShares5.02K
TypeSH
Market value$1.37M
21.47%
Sole
0.00
Shared
0.00
None
5.02K
RTX Corp
SOLEShares4.29K
TypeSH
Market value$787.7K
12.39%
Sole
0.00
Shared
0.00
None
4.29K
HCA Healthcare Inc
SOLEShares1.18K
TypeSH
Market value$552.8K
8.69%
Sole
0.00
Shared
0.00
None
1.18K
Exxon Mobil Corp
SOLEShares3.40K
TypeSH
Market value$408.9K
6.43%
Sole
0.00
Shared
0.00
None
3.40K
State Street ETF/USA
SOLEShares585.00
TypeSH
Market value$398.9K
6.27%
Sole
0.00
Shared
0.00
None
585.00
UTD PARCEL SERV
SOLEShares3.74K
TypeSH
Market value$371.2K
5.84%
Sole
0.00
Shared
0.00
None
3.74K
Chevron Corp
SOLEShares2.02K
TypeSH
Market value$307.9K
4.84%
Sole
0.00
Shared
0.00
None
2.02K
Johnson & Johnson
SOLEShares1.26K
TypeSH
Market value$261.8K
4.12%
Sole
0.00
Shared
0.00
None
1.26K
Crowdstrike Holdings Inc
SOLEShares500.00
TypeSH
Market value$234.4K
3.69%
Sole
0.00
Shared
0.00
None
500.00
Palo Alto Networks Inc
SOLEShares1.20K
TypeSH
Market value$221.0K
3.48%
Sole
0.00
Shared
0.00
None
1.20K
Fortinet Inc
SOLEShares2.50K
TypeSH
Market value$198.5K
3.12%
Sole
0.00
Shared
0.00
None
2.50K
Pfizer Inc
SOLEShares7.34K
TypeSH
Market value$182.9K
2.88%
Sole
0.00
Shared
0.00
None
7.34K
TRAVELERS CO INC
SOLEShares596.00
TypeSH
Market value$172.9K
2.72%
Sole
0.00
Shared
0.00
None
596.00
Amazon.com Inc
SOLEShares366.00
TypeSH
Market value$84.5K
1.33%
Sole
0.00
Shared
0.00
None
366.00
Webster Financial Corp
SOLEShares1.10K
TypeSH
Market value$69.5K
1.09%
Sole
0.00
Shared
0.00
None
1.10K
ROYAL CARIBBEAN
SOLEShares200.00
TypeSH
Market value$55.8K
0.88%
Sole
0.00
Shared
0.00
None
200.00
QUALCOMM Inc
SOLEShares306.00
TypeSH
Market value$52.3K
0.82%
Sole
0.00
Shared
0.00
None
306.00
NVIDIA Corp
SOLEShares246.00
TypeSH
Market value$45.9K
0.72%
Sole
0.00
Shared
0.00
None
246.00
BK OF AMERICA CORP
SOLEShares780.00
TypeSH
Market value$42.9K
0.67%
Sole
0.00
Shared
0.00
None
780.00
Hartford Insurance Group Inc/T
SOLEShares300.00
TypeSH
Market value$41.3K
0.65%
Sole
0.00
Shared
0.00
None
300.00
FORD MOTOR CO
SOLEShares3.05K
TypeSH
Market value$40.0K
0.63%
Sole
0.00
Shared
0.00
None
3.05K
Merck & Co Inc
SOLEShares374.00
TypeSH
Market value$39.4K
0.62%
Sole
0.00
Shared
0.00
None
374.00
Lyft Inc
SOLEShares1.98K
TypeSH
Market value$38.3K
0.60%
Sole
0.00
Shared
0.00
None
1.98K
SentinelOne Inc
SOLEShares2.50K
TypeSH
Market value$37.5K
0.59%
Sole
0.00
Shared
0.00
None
2.50K
Pinnacle Financial Partners In
SOLEShares369.00
TypeSH
Market value$35.2K
0.55%
Sole
0.00
Shared
0.00
None
369.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | Common / Ordinary Stock | 5.02K | SH | $1.37M 21.47% | 0.00 | 0.00 | 5.02K |
RTX CorpSOLE | Common / Ordinary Stock | 4.29K | SH | $787.7K 12.39% | 0.00 | 0.00 | 4.29K |
HCA Healthcare IncSOLE | Common / Ordinary Stock | 1.18K | SH | $552.8K 8.69% | 0.00 | 0.00 | 1.18K |
Exxon Mobil CorpSOLE | Common / Ordinary Stock | 3.40K | SH | $408.9K 6.43% | 0.00 | 0.00 | 3.40K |
State Street ETF/USASOLE | Exchange Traded Fund | 585.00 | SH | $398.9K 6.27% | 0.00 | 0.00 | 585.00 |
UTD PARCEL SERVSOLE | Common / Ordinary Stock | 3.74K | SH | $371.2K 5.84% | 0.00 | 0.00 | 3.74K |
Chevron CorpSOLE | Common / Ordinary Stock | 2.02K | SH | $307.9K 4.84% | 0.00 | 0.00 | 2.02K |
Johnson & JohnsonSOLE | Common / Ordinary Stock | 1.26K | SH | $261.8K 4.12% | 0.00 | 0.00 | 1.26K |
Crowdstrike Holdings IncSOLE | Common / Ordinary Stock | 500.00 | SH | $234.4K 3.69% | 0.00 | 0.00 | 500.00 |
Palo Alto Networks IncSOLE | Common / Ordinary Stock | 1.20K | SH | $221.0K 3.48% | 0.00 | 0.00 | 1.20K |
Fortinet IncSOLE | Common / Ordinary Stock | 2.50K | SH | $198.5K 3.12% | 0.00 | 0.00 | 2.50K |
Pfizer IncSOLE | Common / Ordinary Stock | 7.34K | SH | $182.9K 2.88% | 0.00 | 0.00 | 7.34K |
TRAVELERS CO INCSOLE | Common / Ordinary Stock | 596.00 | SH | $172.9K 2.72% | 0.00 | 0.00 | 596.00 |
Amazon.com IncSOLE | Common / Ordinary Stock | 366.00 | SH | $84.5K 1.33% | 0.00 | 0.00 | 366.00 |
Webster Financial CorpSOLE | Common / Ordinary Stock | 1.10K | SH | $69.5K 1.09% | 0.00 | 0.00 | 1.10K |
ROYAL CARIBBEANSOLE | Common / Ordinary Stock | 200.00 | SH | $55.8K 0.88% | 0.00 | 0.00 | 200.00 |
QUALCOMM IncSOLE | Common / Ordinary Stock | 306.00 | SH | $52.3K 0.82% | 0.00 | 0.00 | 306.00 |
NVIDIA CorpSOLE | Common / Ordinary Stock | 246.00 | SH | $45.9K 0.72% | 0.00 | 0.00 | 246.00 |
BK OF AMERICA CORPSOLE | Common / Ordinary Stock | 780.00 | SH | $42.9K 0.67% | 0.00 | 0.00 | 780.00 |
Hartford Insurance Group Inc/TSOLE | Common / Ordinary Stock | 300.00 | SH | $41.3K 0.65% | 0.00 | 0.00 | 300.00 |
FORD MOTOR COSOLE | Common / Ordinary Stock | 3.05K | SH | $40.0K 0.63% | 0.00 | 0.00 | 3.05K |
Merck & Co IncSOLE | Common / Ordinary Stock | 374.00 | SH | $39.4K 0.62% | 0.00 | 0.00 | 374.00 |
Lyft IncSOLE | Common / Ordinary Stock | 1.98K | SH | $38.3K 0.60% | 0.00 | 0.00 | 1.98K |
SentinelOne IncSOLE | Common / Ordinary Stock | 2.50K | SH | $37.5K 0.59% | 0.00 | 0.00 | 2.50K |
Pinnacle Financial Partners InSOLE | Common / Ordinary Stock | 369.00 | SH | $35.2K 0.55% | 0.00 | 0.00 | 369.00 |
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