StockDriftsStockDriftsTop 50 Spurstone Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 21.81% | 5.0K | $1.3M | +0.00%(+0) | $231.15(+29.30%) | 2026-03-31 | |
| RTX | RTX Corp | 14.18% | 4.3K | $829K | +0.00%(+0) | $138.70(+28.42%) | 2026-03-31 | |
| HCA | HCA Healthcare Inc | 9.59% | 1.2K | $560K | +0.00%(+0) | $362.63(+17.90%) | 2026-03-31 | |
| XOM | Exxon Mobil Corp | 9% | 3.1K | $526K | -8.83%(-300) | $112.42(+34.82%) | 2026-03-31 | |
| CVX | Chevron Corp | 7.15% | 2.0K | $418K | +0.00%(+0) | $146.06(+27.35%) | 2026-03-31 | |
| SPY | State Street ETF/USA | 6.58% | 591 | $384K | +1.03%(+6) | $580.93(+27.78%) | 2026-03-31 | |
| UPS | United Parcel Service Inc | 6.22% | 3.7K | $363K | -1.34%(-50) | $122.45(-19.60%) | 2026-03-31 | |
| PFE | Pfizer Inc | 3.53% | 7.3K | $206K | +0.00%(+0) | $27.74(-6.40%) | 2026-03-31 | |
| FTNT | Fortinet Inc | 3.5% | 2.5K | $204K | +0.00%(+0) | $86.02(+36.82%) | 2026-03-31 | |
| PANW | Palo Alto Networks Inc | 3.29% | 1.2K | $192K | +0.00%(+0) | $201.62(+12.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.86% | +39.97% |
| Top 20 Holdings Unweighted | +10.85% | +36.21% |
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