Portfolio (Quarterly) Guide ↗

Spurstone Advisory Services, LLC

· CIK 0002056079

13F Portfolio $7M AUM 99 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 29 New 21 Added 4 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	QQQ	Invesco ETFs/USA	Financial Services	19	$11K	0.19%	SOLD
2	SWK	Stanley Black & Decker Inc	Industrials	100	$7K	0.12%	SOLD
3	CRM	Salesforce Inc	Technology	20	$4K	0.06%	SOLD
4	MSFT	Microsoft Corp	Technology	10	$4K	0.06%	SOLD
5	AVGO	Broadcom INC	Technology	11	$3K	0.06%	SOLD
6	VTI	VANGUARD ETF/USA	—	4	$1K	0.02%	SOLD

Sector Allocation

Technology 36.8%

Industrials 18.8%

Financial Services 14.9%

Energy 12.5%

Healthcare 10.8%

Consumer Cyclical 3.3%

Communication Services 1.8%

Real Estate 0.4%

Consumer Defensive 0.3%

Utilities 0.3%