Spurstone Advisory Services, LLC
78 holdingsFiling period: 2026-03-31Current AUM: $7.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 5.0K | $1.3M | $1.6M | 21.53% | -- | 2026-03-31 |
| 2 | RTX | RTX Corp | 4.3K | $828K | $924K | 12.83% | -- | 2026-03-31 |
| 3 | HCA | HCA Healthcare Inc | 1.2K | $560K | $476K | 6.62% | -- | 2026-03-31 |
| 4 | XOM | Exxon Mobil Corp | 3.1K | $525K | $481K | 6.68% | -300 | 2026-03-31 |
| 5 | XOM | Exxon Mobil Corp | 3.1K | $525K | $481K | 6.68% | -300 | 2026-03-31 |
| 6 | CVX | Chevron Corp | 2.0K | $417K | $397K | 5.51% | -- | 2026-03-31 |
| 7 | SPY | State Street ETF/USA | 591 | $384K | $441K | 6.13% | +6 | 2026-03-31 |
| 8 | UPS | United Parcel Service Inc | 3.7K | $363K | $385K | 5.34% | -50 | 2026-03-31 |
| 9 | PFE | Pfizer Inc | 7.3K | $206K | $183K | 2.55% | -- | 2026-03-31 |
| 10 | FTNT | Fortinet Inc | 2.5K | $204K | $404K | 5.61% | -- | 2026-03-31 |
| 11 | PANW | Palo Alto Networks Inc | 1.2K | $192K | $397K | 5.52% | -- | 2026-03-31 |
| 12 | TRV | Travelers Cos Inc/The | 596 | $173K | $222K | 3.08% | -- | 2026-03-31 |
| 13 | AMZN | Amazon.com Inc | 386 | $80K | $104K | 1.45% | +20 | 2026-03-31 |
| 14 | WBS | Webster Financial Corp | 1.1K | $76K | $85K | 1.17% | -- | 2026-03-31 |
| 15 | CRWD | Crowdstrike Holdings Inc | 181 | $70K | $137K | 1.90% | -319 | 2026-03-31 |
| 16 | IBIT | iShares Trust | 1.6K | $60K | $56K | 0.77% | -- | 2026-03-31 |
| 17 | — | Royal Caribbean Cruises Ltd | 200 | $55K | $55K | 0.76% | -- | 2026-03-31 |
| 18 | MRK | Merck & Co Inc | 374 | $44K | $48K | 0.66% | -- | 2026-03-31 |
| 19 | HIG | Hartford Insurance Group Inc/The | 300 | $40K | $42K | 0.58% | -- | 2026-03-31 |
| 20 | QCOM | Qualcomm Inc | 306 | $39K | $45K | 0.62% | -- | 2026-03-31 |
| 21 | BAC | Bank of America Corp | 780 | $38K | $48K | 0.67% | -- | 2026-03-31 |
| 22 | PNFP | Pinnacle Financial Partners Inc | 369 | $31K | $38K | 0.53% | -- | 2026-03-31 |
| 23 | PNFP | Pinnacle Financial Partners Inc | 369 | $31K | $38K | 0.53% | -- | 2026-03-31 |
| 24 | LYFT | Lyft Inc | 2.0K | $26K | $31K | 0.43% | -- | 2026-03-31 |
| 25 | AEP | American Electric Power Co Inc | 138 | $18K | $18K | 0.24% | -- | 2026-03-31 |
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