StockDriftsStockDriftsTop 50 Spurstone Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 19.92% | 5.0K | $1.5M | -1.33%(-67) | $231.15(+32.67%) | 2026-06-30 | |
| RTX | RTX Corp | 10.58% | 4.0K | $774K | -5.98%(-257) | $138.70(+61.42%) | 2026-06-30 | |
| SPY | State Street ETF/USA | 8.07% | 792 | $591K | +34.01%(+201) | $608.45(+27.13%) | 2026-06-30 | |
| HCA | HCA Healthcare Inc | 6.51% | 1.2K | $477K | +2.36%(+28) | $364.16(+14.72%) | 2026-06-30 | |
| XOM | Exxon Mobil Corp | 6.32% | 3.4K | $463K | +9.68%(+300) | $116.10(+37.59%) | 2026-06-30 | |
| PANW | Palo Alto Networks Inc | 5.77% | 1.2K | $422K | +0.00%(+0) | $201.62(+87.97%) | 2026-06-30 | |
| FTNT | Fortinet Inc | 5.43% | 2.5K | $397K | +0.00%(+0) | $86.02(+87.96%) | 2026-06-30 | |
| CRWD | Crowdstrike Holdings Inc | 5.09% | 482 | $372K | +166.30%(+301) | $312.74(-29.60%) | 2026-06-30 | |
| UPS | United Parcel Service Inc | 4.76% | 3.2K | $349K | -13.81%(-510) | $122.45(-13.97%) | 2026-06-30 | |
| CVX | Chevron Corp | 4.57% | 2.0K | $335K | +0.00%(+0) | $146.06(+33.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.70% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.52% |
Spurstone Advisory Services, LLC reports $7.32M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (19.9%), RTX (10.6%) and SPY (8.1%). The top 20 holdings account for 89.95% of reported assets. Its disclosed equity book has returned +22.70% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Spurstone Advisory Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056079). View Spurstone Advisory Services, LLC’s 13F filings on SEC