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Portfolio (Quarterly) Guide ↗

Spurstone Advisory Services, LLC

· CIK 0002056079
13F Portfolio $6M AUM 76 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 4 Added 13 Reduced 27 Exited
Page 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 Pinnacle Financial Partners Inc 369.0 $32K 0.54% NEW $86.14
22 LYFT Lyft Inc Technology 1,975.0 $26K 0.45% $13.30 +7.3%
23 AEP American Electric Power Co Inc Utilities 138.0 $18K 0.31% $131.08 +5.8%
24 QS Quantumscape CORP Consumer Cyclical 1,950.0 $12K 0.21% $6.38 +12.2%
25 VTRS Viatris Inc Healthcare 911.0 $12K 0.21% $13.51 +18.9%
26 QQQ Invesco ETFs/USA Financial Services 19.0 $11K 0.19% +7.0 +58.3% $577.16 +22.4%
27 NVDA NVIDIA Corp Technology 55.0 $10K 0.16% -191.0 -77.6% $174.40 +10.4%
28 UBER Uber Technologies Inc Technology 125.0 $9K 0.15% +25.0 +25.0% $71.93 +5.9%
29 SWK Stanley Black & Decker Inc Industrials 100.0 $7K 0.12% $71.06 +29.4%
30 CR Crane Co Industrials 40.0 $7K 0.12% $171.00 +28.1%
31 PSX Phillips 66 Energy 25.0 $5K 0.08% $182.20 -5.8%
32 IVV ISHARES 6.0 $4K 0.07% $653.17 +12.2%
33 CRM Salesforce Inc Technology 20.0 $4K 0.06% NEW $186.65 -15.2%
34 MUB ISHARES/USA 35.0 $4K 0.06% -11.0 -23.9% $106.14 +1.4%
35 MSFT Microsoft Corp Technology 10.0 $4K 0.06% NEW $370.20 +0.7%
36 AVGO Broadcom INC Technology 11.0 $3K 0.06% NEW $309.55 +17.9%
37 SPYG SSGA FUNDS MANAGEMENT INC 31.0 $3K 0.05% $97.90 +17.1%
38 CARR Carrier Global Corp Industrials 51.0 $3K 0.05% $56.31 +30.7%
39 SCHG Charles Schwab Investment Management Inc 96.0 $3K 0.05% -16.0 -14.3% $29.12 +12.6%
40 SPYV SSGA FUNDS MANAGEMENT INC 40.0 $2K 0.04% $56.58 +7.1%
Page 2 of 4  ·  76 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.3%
Industrials 21.8%
Energy 17.0%
Healthcare 14.8%
Financial Services 14.1%
Consumer Cyclical 2.7%
Utilities 0.3%