Spurstone Advisory Services, LLC: 13F holdings
CIK 20560792026Q2
| Positions | 99 |
|---|---|
| Reported value | $7.3m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL Apple Inc | 4,954 | $1.5m | 19.9% |
| RTX RTX Corp | 4,038 | $774,408 | 10.6% |
| SPY State Street ETF/USA | 792 | $590,642 | 8.1% |
| HCA HCA Healthcare Inc | 1,212 | $476,607 | 6.5% |
| Exxon Mobil Corp | 3,398 | $463,079 | 6.3% |
| PANW Palo Alto Networks Inc | 1,200 | $422,448 | 5.8% |
| FTNT Fortinet Inc | 2,500 | $397,450 | 5.4% |
| CRWD Crowdstrike Holdings Inc | 482 | $372,461 | 5.1% |
| UPS United Parcel Service Inc | 3,182 | $348,556 | 4.8% |
| CVX Chevron Corp | 2,020 | $334,694 | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056079")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.