SPURSTONE ADVISORY SERVICES, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 7K | $206.22K |
 | AAPL | 5K | $1.27M |
 | RTX | 4K | $828.51K |
 | UPS | 4K | $363.22K |
 | XOM | 3K | $525.61K |
 | FTNT | 3K | $204.30K |
 | CVX | 2K | $417.94K |
 | LYFT | 2K | $26.27K |
 | QS | 2K | $12.44K |
 | PANW | 1K | $192.38K |
 | HCA | 1K | $560.32K |
 | WBS | 1K | $76.64K |
 | VTRS | 911 | $12.31K |
 | BAC | 780 | $38.02K |
 | TRV | 596 | $173.84K |
 | AMZN | 386 | $80.39K |
 | MRK | 374 | $44.99K |
 | PNFP | 369 | $31.79K |
 | QCOM | 306 | $39.41K |
 | HIG | 300 | $40.57K |
Pfizer Inc.
PFE
Shares Held
7K
Value
$206.22K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.27M
RTX Corporation
RTX
Shares Held
4K
Value
$828.51K
United Parcel Service, Inc.
UPS
Shares Held
4K
Value
$363.22K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$525.61K
Fortinet, Inc.
FTNT
Shares Held
3K
Value
$204.30K
Chevron Corporation
CVX
Shares Held
2K
Value
$417.94K
Lyft, Inc.
LYFT
Shares Held
2K
Value
$26.27K
QuantumScape Corporation
QS
Shares Held
2K
Value
$12.44K
Palo Alto Networks, Inc.
PANW
Shares Held
1K
Value
$192.38K
HCA Healthcare, Inc.
HCA
Shares Held
1K
Value
$560.32K
Webster Financial Corporation
WBS
Shares Held
1K
Value
$76.64K
Viatris Inc.
VTRS
Shares Held
911
Value
$12.31K
Bank of America Corporation
BAC
Shares Held
780
Value
$38.02K
The Travelers Companies, Inc.
TRV
Shares Held
596
Value
$173.84K
Amazon.com, Inc.
AMZN
Shares Held
386
Value
$80.39K
Merck & Co., Inc.
MRK
Shares Held
374
Value
$44.99K
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
369
Value
$31.79K
QUALCOMM Incorporated
QCOM
Shares Held
306
Value
$39.41K
The Hartford Insurance Group, Inc.
HIG
Shares Held
300
Value
$40.57K