Holdings

Spurstone Advisory Services, LLC

As of Jun 30, 2026, Spurstone Advisory Services, LLC reported 47 positions worth US$6.5M. Largest: Apple Inc, Rtx Corporation and Hca Healthcare, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc4,954US$1.46M−67Jun 30, 2026
Rtx Corporation4,038US$774K−257Jun 30, 2026
Hca Healthcare, Inc.1,212US$477K+28Jun 30, 2026
Exxon Mobil Corporation3,398US$463K+300Jun 30, 2026
Palo Alto Networks, Inc.1,200US$422Kno changeJun 30, 2026
Fortinet, Inc.2,500US$397Kno changeJun 30, 2026
Crowdstrike Holdings, Inc.482US$372K+301Jun 30, 2026
United Parcel Service, Inc.3,182US$349K−510Jun 30, 2026
Chevron Corporation2,020US$335Kno changeJun 30, 2026
The Travelers Companies, Inc.596US$199Kno changeJun 30, 2026