Spurstone Advisory Services, LLC
•CIK: 2056079•Filing: Q4 2025
**Spurstone Advisory Services, LLC** manages $6M across a diversified portfolio of 97 positions. The fund exhibits notable concentration in technology and industrials, with top holdings including AAPL at $1.4M and RTX at $0.8M. Further allocations include significant exposure to healthcare (HCA at $0.6M) and energy (XOM at $0.4M). This structure suggests a tactical, multi-sector approach targeting established market leaders.
Total AUM
$6.4M
QoQ Performance
-8.8%
Positions
69
Top 10 Concentration
77.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
RTX
HCA
XOM
SPY
UPS
AAPL21.5%
RTX12.4%
HCA8.7%
XOM6.4%
SPY6.3%
UPS5.8%
CHV4.8%
JNJ4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other34.5%
Technology23.3%
Industrial18.2%
Healthcare7.6%
Energy6.4%
ETF6.3%
Consumer2.6%
Financial0.7%
🚪 Exited Positionssold since Q3 2025
+15 more exited positions
Changes from Q3 2025
NEW2 new positions
↑6 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024