Investor
Spurstone Advisory Services, LLC
CIK 0002056079 · filed 2026-04-28 · SEC filing
13F book
$5.84M
Positions
76
6 new · 27 sold
Largest name
21.8%
Apple Inc. · AAPL
Est. mark
$151.6K
Price effect on 70 names still held. Flow −$667.1K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 5.02K | $1.27M | 21.8% | −$90.7K | Held |
| RTX Corp | RTX | 4.29K | $828.5K | 14.2% | $40.8K | Held |
| HCA Healthcare, Inc. | HCA | 1.18K | $560.3K | 9.6% | $7.55K | Held |
| Exxon Mobil Corp | — | 3.1K | $525.6K | 9.0% | $152.8K | Cut$116.7K |
| Chevron Corp New | CVX | 2.02K | $417.9K | 7.2% | $110.1K | Held |
| Spdr S&P 500 Etf Tr | — | 591 | $384.4K | 6.6% | −$18.5K | Added−$14.6K |
| United Parcel Service Inc | UPS | 3.69K | $363.2K | 6.2% | −$2.99K | Cut−$7.95K |
| Pfizer Inc | PFE | 7.34K | $206.2K | 3.5% | $23.4K | Held |
| Fortinet, Inc. | FTNT | 2.5K | $204.3K | 3.5% | $5.78K | Held |
| Palo Alto Networks Inc | PANW | 1.2K | $192.4K | 3.3% | −$28.7K | Held |
| Travelers Companies, Inc. | TRV | 596 | $173.8K | 3.0% | $965 | Held |
| Amazon Com Inc | AMZN | 386 | $80.4K | 1.4% | −$8.25K | Added−$4.09K |
| Webster Finl Corp | — | 1.1K | $76.6K | 1.3% | $7.15K | Held |
| Crowdstrike Hldgs Inc | — | 181 | $70.7K | 1.2% | −$14.2K | Cut−$163.7K |
| Ishares Bitcoin Trust Etf | IBIT | 1.58K | $60.9K | 1.0% | — | New |
| Royal Caribbean Group | — | 200 | $55K | 0.9% | −$748 | Held |
| Merck & Co., Inc. | MRK | 374 | $45K | 0.8% | $5.62K | Held |
| Hartford Insurance Group Inc | — | 300 | $40.6K | 0.7% | −$771 | Held |
| Qualcomm Inc | — | 306 | $39.4K | 0.7% | −$12.9K | Held |
| Bank America Corp | — | 780 | $38K | 0.7% | −$4.88K | Held |
| Pinnacle Finl Partners Inc Com | — | 369 | $31.8K | 0.5% | — | New |
| Lyft, Inc. | LYFT | 1.98K | $26.3K | 0.4% | −$12K | Held |
| American Elec Pwr Co Inc | — | 138 | $18.1K | 0.3% | $2.18K | Held |
| Quantumscape Corp | QS | 1.95K | $12.4K | 0.2% | −$7.88K | Held |
| Viatris Inc | VTRS | 911 | $12.3K | 0.2% | $966 | Held |
| Invesco Qqq Tr | — | 19 | $11K | 0.2% | −$446 | Added$3.59K |
| Nvidia Corp | NVDA | 55 | $9.59K | 0.2% | −$665 | Cut−$36.3K |
| Uber Technologies, Inc | UBER | 125 | $8.99K | 0.2% | −$978 | Added$820 |
| Stanley Black & Decker, Inc. | SWK | 100 | $7.11K | 0.1% | −$322 | Held |
| Crane Company | — | 40 | $6.84K | 0.1% | −$537 | Held |
| Phillips 66 | PSX | 25 | $4.55K | 0.1% | $1.33K | Held |
| Ishares Tr | — | 6 | $3.92K | 0.1% | −$191 | Held |
| Salesforce, Inc. | CRM | 20 | $3.73K | 0.1% | — | New |
| Ishares Tr | — | 35 | $3.71K | 0.1% | −$34 | Cut−$1.21K |
| Microsoft Corp | MSFT | 10 | $3.7K | 0.1% | — | New |
| Broadcom Inc. | AVGO | 11 | $3.4K | 0.1% | — | New |
| Spdr Series Trust | — | 31 | $3.04K | 0.1% | −$273 | Held |
| CARRIER GLOBAL Corp | CARR | 51 | $2.87K | 0.0% | $177 | Held |
| Schwab Strategic Tr | — | 96 | $2.8K | 0.0% | −$335 | Cut−$857 |
| Spdr Series Trust | — | 40 | $2.26K | 0.0% | −$9 | Held |
| Vanguard Index Fds | — | 11 | $2.16K | 0.0% | $57 | Cut−$1.47K |
| Ishares Tr | — | 23 | $2.08K | 0.0% | $24 | Cut−$960 |
| Otis Worldwide Corp | OTIS | 25 | $1.93K | 0.0% | −$257 | Held |
| Ishares Tr | — | 17 | $1.65K | 0.0% | $16 | Held |
| Crane NXT, Co. | CXT | 40 | $1.62K | 0.0% | −$259 | Held |
| Wisdomtree Tr | — | 26 | $1.37K | 0.0% | $24 | Held |
| Vanguard Index Fds | — | 4 | $1.28K | 0.0% | — | New |
| Xeris Biopharma Holdings, Inc. | XERS | 200 | $1.16K | 0.0% | −$410 | Held |
| Spdr Series Trust | — | 40 | $992 | 0.0% | −$6 | Held |
| Ishares Tr | — | 8 | $949 | 0.0% | −$6 | Held |
| Spdr Series Trust | — | 9 | $864 | 0.0% | $32 | Held |
| Ishares Tr | — | 3 | $744 | 0.0% | $6 | Held |
| Spdr Series Trust | — | 24 | $700 | 0.0% | −$3 | Held |
| Ishares Tr | — | 14 | $686 | 0.0% | −$10 | Held |
| American Centy Etf Tr | — | 6 | $663 | 0.0% | $51 | Held |
| J P Morgan Exchange Traded F | — | 13 | $658 | 0.0% | $0 | Held |
| American Centy Etf Tr | — | 15 | $623 | 0.0% | −$6 | Held |
| Ford Mtr Co | — | 50 | $577 | 0.0% | −$79 | Cut−$39.4K |
| Wisdomtree Tr | — | 11 | $554 | 0.0% | $0 | Held |
| First Tr Exchng Traded Fd Vi | — | 12 | $523 | 0.0% | −$9 | Held |
| Wisdomtree Tr | — | 10 | $435 | 0.0% | −$5 | Held |
| Ishares Inc | — | 6 | $419 | 0.0% | $16 | Cut−$253 |
| First Tr Exchange-Traded Fd | — | 8 | $398 | 0.0% | −$2 | Held |
| Spdr Series Trust | — | 4 | $386 | 0.0% | $9 | Held |
| Series Portfolios Tr | — | 14 | $359 | 0.0% | −$12 | Held |
| Series Portfolios Tr | — | 13 | $332 | 0.0% | $0 | Held |
| Vanguard Index Fds | — | 1 | $302 | 0.0% | $0 | Cut−$302 |
| Ishares Tr | — | 3 | $282 | 0.0% | −$7 | Held |
| Vaneck Etf Trust | — | 11 | $276 | 0.0% | −$8 | Held |
| Vanguard Mun Bd Fds | — | 5 | $249 | 0.0% | −$2 | Cut−$1.36K |
| Organon & Co. | OGN | 37 | $222 | 0.0% | −$43 | Held |
| Vanguard Index Fds | — | 1 | $217 | 0.0% | $5 | Cut−$418 |
| First Tr Exchange-Traded Fd | — | 4 | $195 | 0.0% | −$2 | Held |
| Spdr Series Trust | — | 8 | $179 | 0.0% | $0 | Held |
| Ssga Active Tr | — | 4 | $111 | 0.0% | −$3 | Held |
| Ishares Tr | — | 2 | $97 | 0.0% | −$1 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.