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
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Apple Inc | AAPL | 5,021 | $1.4M | 21.65% |
| 2 | RTX Corp | RTX | 4,295 | $787,703 | 12.50% |
| 3 | HCA Healthcare Inc | HCA | 1,184 | $552,762 | 8.77% |
| 4 | Exxon Mobil Corp | XOM | 3,398 | $408,915 | 6.49% |
| 5 | State Street ETF/USA | SPY | 585 | $398,923 | 6.33% |
| 6 | UTD PARCEL SERV | UPS | 3,742 | $371,169 | 5.89% |
| 7 | Chevron Corp | CVX | 2,020 | $307,868 | 4.88% |
| 8 | Johnson & Johnson | JNJ | 1,265 | $261,792 | 4.15% |
| 9 | Crowdstrike Holdings Inc | CRWD | 500 | $234,380 | 3.72% |
| 10 | Palo Alto Networks Inc | PANW | 1,200 | $221,040 | 3.51% |
| 11 | Fortinet Inc | FTNT | 2,500 | $198,525 | 3.15% |
| 12 | Pfizer Inc | PFE | 7,344 | $182,866 | 2.90% |
| 13 | TRAVELERS CO INC | TRV | 596 | $172,876 | 2.74% |
| 14 | Amazon.com Inc | AMZN | 366 | $84,480 | 1.34% |
| 15 | Webster Financial Corp | 947890109 | 1,104 | $69,486 | 1.10% |
| 16 | ROYAL CARIBBEAN | V7780T103 | 200 | $55,784 | 0.88% |
| 17 | QUALCOMM Inc | QCOM | 306 | $52,341 | 0.83% |
| 18 | NVIDIA Corp | NVDA | 246 | $45,879 | 0.73% |
| 19 | BK OF AMERICA CORP | 060505104 | 780 | $42,900 | 0.68% |
| 20 | Hartford Insurance Group Inc/T | HIG-PG | 300 | $41,340 | 0.66% |