Spurstone Advisory Services, LLC Portfolio Holdings

Spurstone Advisory Services, LLC

  • $6.36 Billion
  • Q4 2025

Spurstone Advisory Services, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $6.36 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.37B, Raytheon Technologies Corp with a value of $788M, Hca Healthcare, Inc. with a value of $553M, Exxon Mobil Corp with a value of $409M, and Spdr S&P 500 ETF Trust with a value of $399M.

Examining the 13F form we can see an decrease of $614M in the current position value, from $6.97B to 6.36B.

Spurstone Advisory Services, LLC is based out at Higganum, CT

Below you can find more details about Spurstone Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.36 Billion
Technology: $2.2 Billion
Industrials: $1.18 Billion
Healthcare: $1.05 Billion
Energy: $720 Million
ETFs: $489 Million
Financial Services: $362 Million
Consumer Cyclical: $229 Million
Consumer Defensive: $21.6 Million
Other: $31.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $6.36 Billion
  • Prior Value $6.97 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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