13FBOX
Spurstone Advisory Services, LLC · 13F Holdings
Options Calculator Rankings

Spurstone Advisory Services, LLC

No.9871 Data as of 2026Q2
Latest AUM (Q2 2026)
$7.3M
QoQ Change Q1 2026
+$1.5M+25.3%
Holdings
99
New Buys
29
Adds
21
Reduces
4
Exits
6
Unchanged
45
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
19.92%21.81%$1.5M4,954$1.3M5,021-67-1.33%Reduce
RTX CORPORATIONRTX
10.58%14.18%$774,4084,038$828,5064,295-257-5.98%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
8.07%6.58%$590,642792$384,353591+201+34.01%Add
HCA HEALTHCARE INCHCA
6.51%9.59%$476,6071,212$560,3161,184+28+2.36%Add
EXXON MOBIL CORPXOM
6.32%9%$463,0793,398$525,6063,098+300+9.68%Add
PALO ALTOPANW
5.77%3.29%$422,4481,200$192,3841,20000.00%Unchanged
FORTINET INCFTNT
5.43%3.5%$397,4502,500$204,3002,50000.00%Unchanged
CROWDSTRIKE HLDGS INCCRWD
5.09%1.21%$372,461482$70,665181+301+166.30%Add
UNITED PARCEL SVCS INCUPS
4.76%6.22%$348,5563,182$363,2193,692-510-13.81%Reduce
CHEVRON CORPORATIONCVX
4.57%7.15%$334,6942,020$417,9382,02000.00%Unchanged
TRAVELERS COSTRV
2.72%2.98%$199,434596$173,84159600.00%Unchanged
PFIZER INCPFE
2.4%3.53%$175,3757,344$206,2207,34400.00%Unchanged
CATERPILLAR INCCAT
1.35%$99,141100$00+100New Buy
LLUMEN TECHNOLOGIES INCLUMN
1.22%$89,16112,470$00+12,470New Buy
WEBSTER FINL CORPWBS
1.16%1.31%$84,6001,104$76,6401,10400.00%Unchanged
AMAZON COM INCAMZN
0.88%1.38%$64,292266$80,392386-120-31.09%Reduce
ROYAL CARIBBEANRCL
0.84%0.94%$61,260200$55,03620000.00%Unchanged
PPINNACLE FINL PARTNERS INCPNFP
0.81%0.54%$58,980585$31,786369+216+58.54%Add
SSentinelone INC CLASS A CORP COMMONS
0.79%$58,0473,300$00+3,300New Buy
QQUALCOMM INCQCOM
0.76%0.67%$55,668306$39,40730600.00%Unchanged
MARVELL TECHNOLOGY INCMRVL
0.74%$54,410200$00+200New Buy
IISHARES BITCOIN TRUST ETFIBIT
0.74%1.04%$53,8901,585$60,8961,58500.00%Unchanged
FORD MTR COF
0.74%0.01%$53,8783,950$57750+3,900+7,800.00%Add
MERCK & CO INCMRK
0.64%0.77%$46,888374$44,98937400.00%Unchanged
BBANK OF AMER CORPBAC
0.62%0.65%$45,521780$38,02578000.00%Unchanged
NNOBLE CORP PLCNE
0.61%$44,4961,200$00+1,200New Buy
HARTFORD INSURANCEHIG
0.55%0.69%$40,167300$40,56930000.00%Unchanged
ALPHABET INCGOOGL
0.44%$32,50990$00+90New Buy
LLYFT INC CLASS ALYFT
0.4%0.45%$29,2891,975$26,2681,97500.00%Unchanged
NVIDIA CORPORATIONNVDA
0.38%0.16%$27,661140$9,59255+85+154.55%Add
HOWARD HUGHES HOLDINGS INCHHH
0.35%$25,386350$00+350New Buy
CCIGNA GROUPLIBD
0.29%$21,05776$00+76New Buy
AMERICAN ELEC PWR CO INCAEP
0.25%0.31%$18,637138$18,08913800.00%Unchanged
JJOBY AVIATION INCJOBY
0.24%$17,6802,000$00+2,000New Buy
TESLA INCTSLA
0.23%$17,01240$00+40New Buy
UBER TECHNOLOGIES INCUBER
0.22%0.15%$16,349225$8,991125+100+80.00%Add
QQUANTUMSCAPE CORPQS
0.2%0.21%$14,8401,950$12,4411,95000.00%Unchanged
VIATRIS INCVTRS
0.2%0.21%$14,740911$12,30891100.00%Unchanged
ALTRIA GROUP INCMO
0.2%$14,308200$00+200New Buy
WENDYS COWEN
0.18%$13,4101,500$00+1,500New Buy
MP MATERIALS CORPMP
0.15%$10,856200$00+200New Buy
CARRIER GLOBALCARR
0.14%0.05%$9,946138$2,87251+87+170.59%Add
AARCHER AVIATION INCACHR
0.13%$9,8402,000$00+2,000New Buy
CRANE COMPANYCR
0.12%0.12%$8,79240$6,8404000.00%Unchanged
VVANGUARD MUN BD FDSVTEB
0.1%<0.01%$7,116141$2495+136+2,720.00%Add
SUPER MICRO COMPUTER INCSMCI
0.09%$6,913250$00+250New Buy
KRAFT HEINZ CO COMKHC
0.09%$6,253250$00+250New Buy
VVANGUARD INDEX FDSVTV
0.08%0.04%$6,08728$2,15811+17+154.55%Add
IISHARES TRGVI
0.08%0.06%$5,90455$3,71535+20+57.14%Add
SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG
0.07%0.05%$4,980146$2,79696+50+52.08%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow