Filed: 4/28/2026ACC: 0002056079-26-000002
📋 What this filing means
SPURSTONE ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $5.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
76
Positions
$5.84M
Total AUM (reported)
43.45K
Total Shares
Allocation by class
COMMON / ORDINARY STOCK$5.35M91.6%
EXCHANGE TRADED FUND$492.7K8.4%
Portfolio Concentration
Top 3$2.66M45.6%
4–10$2.29M39.3%
11–25$781.4K13.4%
Rest$103.7K1.8%
Top 3 weight
45.6%
Top 10 weight
84.9%
Voting Authority Distribution
Total shares with voting rights: 43.45K
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
43.45K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole76
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings76
Rows:
Apple Inc
SOLEShares5.02K
TypeSH
Market value$1.27M
21.81%
Sole
0.00
Shared
0.00
None
5.02K
RTX Corp
SOLEShares4.29K
TypeSH
Market value$828.5K
14.18%
Sole
0.00
Shared
0.00
None
4.29K
HCA Healthcare Inc
SOLEShares1.18K
TypeSH
Market value$560.3K
9.59%
Sole
0.00
Shared
0.00
None
1.18K
Exxon Mobil Corp
SOLEShares3.10K
TypeSH
Market value$525.6K
9.00%
Sole
0.00
Shared
0.00
None
3.10K
Chevron Corp
SOLEShares2.02K
TypeSH
Market value$417.9K
7.15%
Sole
0.00
Shared
0.00
None
2.02K
State Street ETF/USA
SOLEShares591.00
TypeSH
Market value$384.4K
6.58%
Sole
0.00
Shared
0.00
None
591.00
United Parcel Service Inc
SOLEShares3.69K
TypeSH
Market value$363.2K
6.22%
Sole
0.00
Shared
0.00
None
3.69K
Pfizer Inc
SOLEShares7.34K
TypeSH
Market value$206.2K
3.53%
Sole
0.00
Shared
0.00
None
7.34K
Fortinet Inc
SOLEShares2.50K
TypeSH
Market value$204.3K
3.50%
Sole
0.00
Shared
0.00
None
2.50K
Palo Alto Networks Inc
SOLEShares1.20K
TypeSH
Market value$192.4K
3.29%
Sole
0.00
Shared
0.00
None
1.20K
Travelers Cos Inc/The
SOLEShares596.00
TypeSH
Market value$173.8K
2.98%
Sole
0.00
Shared
0.00
None
596.00
Amazon.com Inc
SOLEShares386.00
TypeSH
Market value$80.4K
1.38%
Sole
0.00
Shared
0.00
None
386.00
Webster Financial Corp
SOLEShares1.10K
TypeSH
Market value$76.6K
1.31%
Sole
0.00
Shared
0.00
None
1.10K
Crowdstrike Holdings Inc
SOLEShares181.00
TypeSH
Market value$70.7K
1.21%
Sole
0.00
Shared
0.00
None
181.00
iShares Trust
SOLEShares1.58K
TypeSH
Market value$60.9K
1.04%
Sole
0.00
Shared
0.00
None
1.58K
Royal Caribbean Cruises Ltd
SOLEShares200.00
TypeSH
Market value$55.0K
0.94%
Sole
0.00
Shared
0.00
None
200.00
Merck & Co Inc
SOLEShares374.00
TypeSH
Market value$45.0K
0.77%
Sole
0.00
Shared
0.00
None
374.00
Hartford Insurance Group Inc/The
SOLEShares300.00
TypeSH
Market value$40.6K
0.69%
Sole
0.00
Shared
0.00
None
300.00
Qualcomm Inc
SOLEShares306.00
TypeSH
Market value$39.4K
0.67%
Sole
0.00
Shared
0.00
None
306.00
Bank of America Corp
SOLEShares780.00
TypeSH
Market value$38.0K
0.65%
Sole
0.00
Shared
0.00
None
780.00
Pinnacle Financial Partners Inc
SOLEShares369.00
TypeSH
Market value$31.8K
0.54%
Sole
0.00
Shared
0.00
None
369.00
Lyft Inc
SOLEShares1.98K
TypeSH
Market value$26.3K
0.45%
Sole
0.00
Shared
0.00
None
1.98K
American Electric Power Co Inc
SOLEShares138.00
TypeSH
Market value$18.1K
0.31%
Sole
0.00
Shared
0.00
None
138.00
Quantumscape CORP
SOLEShares1.95K
TypeSH
Market value$12.4K
0.21%
Sole
0.00
Shared
0.00
None
1.95K
Viatris Inc
SOLEShares911.00
TypeSH
Market value$12.3K
0.21%
Sole
0.00
Shared
0.00
None
911.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | Common / Ordinary Stock | 5.02K | SH | $1.27M 21.81% | 0.00 | 0.00 | 5.02K |
RTX CorpSOLE | Common / Ordinary Stock | 4.29K | SH | $828.5K 14.18% | 0.00 | 0.00 | 4.29K |
HCA Healthcare IncSOLE | Common / Ordinary Stock | 1.18K | SH | $560.3K 9.59% | 0.00 | 0.00 | 1.18K |
Exxon Mobil CorpSOLE | Common / Ordinary Stock | 3.10K | SH | $525.6K 9.00% | 0.00 | 0.00 | 3.10K |
Chevron CorpSOLE | Common / Ordinary Stock | 2.02K | SH | $417.9K 7.15% | 0.00 | 0.00 | 2.02K |
State Street ETF/USASOLE | Exchange Traded Fund | 591.00 | SH | $384.4K 6.58% | 0.00 | 0.00 | 591.00 |
United Parcel Service IncSOLE | Common / Ordinary Stock | 3.69K | SH | $363.2K 6.22% | 0.00 | 0.00 | 3.69K |
Pfizer IncSOLE | Common / Ordinary Stock | 7.34K | SH | $206.2K 3.53% | 0.00 | 0.00 | 7.34K |
Fortinet IncSOLE | Common / Ordinary Stock | 2.50K | SH | $204.3K 3.50% | 0.00 | 0.00 | 2.50K |
Palo Alto Networks IncSOLE | Common / Ordinary Stock | 1.20K | SH | $192.4K 3.29% | 0.00 | 0.00 | 1.20K |
Travelers Cos Inc/TheSOLE | Common / Ordinary Stock | 596.00 | SH | $173.8K 2.98% | 0.00 | 0.00 | 596.00 |
Amazon.com IncSOLE | Common / Ordinary Stock | 386.00 | SH | $80.4K 1.38% | 0.00 | 0.00 | 386.00 |
Webster Financial CorpSOLE | Common / Ordinary Stock | 1.10K | SH | $76.6K 1.31% | 0.00 | 0.00 | 1.10K |
Crowdstrike Holdings IncSOLE | Common / Ordinary Stock | 181.00 | SH | $70.7K 1.21% | 0.00 | 0.00 | 181.00 |
iShares TrustSOLE | Exchange Traded Fund | 1.58K | SH | $60.9K 1.04% | 0.00 | 0.00 | 1.58K |
Royal Caribbean Cruises LtdSOLE | Common / Ordinary Stock | 200.00 | SH | $55.0K 0.94% | 0.00 | 0.00 | 200.00 |
Merck & Co IncSOLE | Common / Ordinary Stock | 374.00 | SH | $45.0K 0.77% | 0.00 | 0.00 | 374.00 |
Hartford Insurance Group Inc/TheSOLE | Common / Ordinary Stock | 300.00 | SH | $40.6K 0.69% | 0.00 | 0.00 | 300.00 |
Qualcomm IncSOLE | Common / Ordinary Stock | 306.00 | SH | $39.4K 0.67% | 0.00 | 0.00 | 306.00 |
Bank of America CorpSOLE | Common / Ordinary Stock | 780.00 | SH | $38.0K 0.65% | 0.00 | 0.00 | 780.00 |
Pinnacle Financial Partners IncSOLE | Common / Ordinary Stock | 369.00 | SH | $31.8K 0.54% | 0.00 | 0.00 | 369.00 |
Lyft IncSOLE | Common / Ordinary Stock | 1.98K | SH | $26.3K 0.45% | 0.00 | 0.00 | 1.98K |
American Electric Power Co IncSOLE | Common / Ordinary Stock | 138.00 | SH | $18.1K 0.31% | 0.00 | 0.00 | 138.00 |
Quantumscape CORPSOLE | Common / Ordinary Stock | 1.95K | SH | $12.4K 0.21% | 0.00 | 0.00 | 1.95K |
Viatris IncSOLE | Common / Ordinary Stock | 911.00 | SH | $12.3K 0.21% | 0.00 | 0.00 | 911.00 |
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