Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Spurstone Advisory Services, LLC (CIK 2056079) reported $5.8M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($1.3M, 21.81%), RTX ($828,506, 14.18%), HCA ($560,316, 9.59%), XOM ($525,606, 9.00%), CVX ($417,938, 7.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $1.3M | 21.81% | 5,021 | Hold |
| 2 | RTX | RTX Corp | $828,506 | 14.18% | 4,295 | Hold |
| 3 | HCA | HCA Healthcare Inc | $560,316 | 9.59% | 1,184 | Hold |
| 4 | XOM | Exxon Mobil Corp | $525,606 | 9.00% | 3,098 | Trimmed |
| 5 | CVX | Chevron Corp | $417,938 | 7.15% | 2,020 | Hold |
| 6 | SPY | State Street ETF/USA | $384,353 | 6.58% | 591 | Added |
| 7 | UPS | United Parcel Service Inc | $363,219 | 6.22% | 3,692 | Trimmed |
| 8 | PFE | Pfizer Inc | $206,220 | 3.53% | 7,344 | Hold |
| 9 | FTNT | Fortinet Inc | $204,300 | 3.50% | 2,500 | Hold |
| 10 | PANW | Palo Alto Networks Inc | $192,384 | 3.29% | 1,200 | Hold |
| 11 | TRV | Travelers Cos Inc/The | $173,841 | 2.98% | 596 | Hold |
| 12 | AMZN | Amazon.com Inc | $80,392 | 1.38% | 386 | Added |
| 13 | WBS | Webster Financial Corp | $76,640 | 1.31% | 1,104 | Hold |
| 14 | CRWD | Crowdstrike Holdings Inc | $70,665 | 1.21% | 181 | Trimmed |
| 15 | IBIT | iShares Trust | $60,896 | 1.04% | 1,585 | New |
| 16 | RCL | Royal Caribbean Cruises Ltd | $55,036 | 0.94% | 200 | Hold |
| 17 | MRK | Merck & Co Inc | $44,989 | 0.77% | 374 | Hold |
| 18 | HIG | Hartford Insurance Group Inc/The | $40,569 | 0.69% | 300 | Hold |
| 19 | QCOM | Qualcomm Inc | $39,407 | 0.67% | 306 | Hold |
| 20 | BAC | Bank of America Corp | $38,025 | 0.65% | 780 | Hold |
| 21 | Pinnacle Financial Partners Inc | $31,786 | 0.54% | 369 | New | |
| 22 | LYFT | Lyft Inc | $26,268 | 0.45% | 1,975 | Hold |
| 23 | AEP | American Electric Power Co Inc | $18,089 | 0.31% | 138 | Hold |
| 24 | QS | Quantumscape CORP | $12,441 | 0.21% | 1,950 | Hold |
| 25 | VTRS | Viatris Inc | $12,308 | 0.21% | 911 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31