Spurstone Advisory Services
Spurstone Advisory Services reported 99 stocks worth $7.6M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AAPL (21.1%), RTX (9.8%) and SPY (7.9%). Compared with Q2 2026, the fund opened new positions in XOM, SAN and VRT, added to CRWD, MRVL and QS, trimmed AAPL, CVX and VTV and sold out of XOM and VEA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $1.6M | 21.1% | 4,876 | −78 (−2%) | 8 of 8 | |
| 2 |  RTX Rtx Corp | $747K | 9.8% | 4,038 | No change | 7 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $605K | 7.9% | 792 | No change | 8 of 8 | |
| 4 |  HCA Hca Healthcare Inc | $513K | 6.7% | 1,212 | No change | 6 of 8 | |
| 5 |  CRWD Crowdstrike Hldgs Inc | $513K | 6.7% | 1,928 | +1,446 (+300%) | 8 of 8 | |
| 6 |  PANW Palo Alto Networks Inc | $476K | 6.2% | 1,200 | No change | 6 of 8 | |
| 7 |  FTNT Fortinet Inc | $447K | 5.8% | 2,500 | No change | 8 of 8 | |
| 8 |  XOM Exxon Mobil Corp | $438K | 5.7% | 2,672 | New position | 1 of 8 | |
| 9 |  CVX Chevron Corp New | $314K | 4.1% | 1,515 | −505 (−25%) | 8 of 8 | |
| 10 |  UPS United Parcel Service Inc | $299K | 3.9% | 3,182 | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Spurstone Advisory Services 13F FAQ
What does Spurstone Advisory Services own?
Spurstone Advisory Services reported 99 stocks worth $7.6M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AAPL (21.1%), RTX (9.8%) and SPY (7.9%). The table above lists every position in the filing (the top 10 without an account).
What did Spurstone Advisory Services buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 6 added to, 13 trimmed and 3 sold out. New positions include XOM, SAN and VRT. It sold all of XOM and VEA.
When will Spurstone Advisory Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Spurstone Advisory Services's portfolio worth?
The Q3 2026 filing reports $7.6M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.