Live Markets
Tuesday, July 28, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002056079

Spurstone Advisory Services, LLC

HIGGANUM, CT · File #028-25156

Latest AUM
$6.4M
Positions
97
Top-10 Concentration
77.9%
Filings
5

Sector Allocation

Technology
34.6%$2.2M
Industrials
18.6%$1.2M
Healthcare
16.5%$1.0M
Energy
11.3%$720,009
Financials
2.9%$182,584
Consumer Staples
0.5%$30,246
Real Estate
0.2%$11,966

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Apple IncAAPL5,021$1.4M21.65%
2RTX CorpRTX4,295$787,70312.50%
3HCA Healthcare IncHCA1,184$552,7628.77%
4Exxon Mobil CorpXOM3,398$408,9156.49%
5State Street ETF/USASPY585$398,9236.33%
6UTD PARCEL SERVUPS3,742$371,1695.89%
7Chevron CorpCVX2,020$307,8684.88%
8Johnson & JohnsonJNJ1,265$261,7924.15%
9Crowdstrike Holdings IncCRWD500$234,3803.72%
10Palo Alto Networks IncPANW1,200$221,0403.51%
11Fortinet IncFTNT2,500$198,5253.15%
12Pfizer IncPFE7,344$182,8662.90%
13TRAVELERS CO INCTRV596$172,8762.74%
14Amazon.com IncAMZN366$84,4801.34%
15Webster Financial Corp9478901091,104$69,4861.10%
16ROYAL CARIBBEANV7780T103200$55,7840.88%
17QUALCOMM IncQCOM306$52,3410.83%
18NVIDIA CorpNVDA246$45,8790.73%
19BK OF AMERICA CORP060505104780$42,9000.68%
20Hartford Insurance Group Inc/THIG-PG300$41,3400.66%