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Spurstone Advisory Services - Q1 2026 13F Filings

SP

Spurstone Advisory Services, LLC

CIK: 0002056079
Address: Connecticut Higganum 12 Scovil Rd
$5.84 M
Portfolio Value
76
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IBIT Ishares Bitcoin Trust Etf
+$60,896
2. PNFP Pinnacle Financial Partners
+$31,786
3. AMZN Amazoncom
+$4,165.39
4. QQQ Invesco Qqq Trust Series I
+$4,040.11
5. SPY Spdr S&P 500 Etf Trust
+$3,902.06
6. CRM Salesforce
+$3,733

Top Sells

Q1 2026
1. JNJ Johnson & Johnson
−$261,792
2. CRWD Crowdstrike Holdings
−$124,542.18
3. XOM Exxon Mobil Corporation
−$50,897.93
4. S Sentinelone
−$37,500
5. PNFP Pinnacle Financial Partners
−$35,206
6. F Ford Motor Company
−$34,620

Asset Allocation

Stocks/ETFs
-8.11%
$5.84 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Spurstone Advisory Services Q1 2026 Filing Summary

Spurstone Advisory Services, LLC filed its 13F report for Q1 2026 on April 28, 2026. The portfolio totaled 5.84 M reflecting a -8.11% change from the prior quarter, spanning 76 assets. The top 10 holdings comprised 84.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 26 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Spurstone Advisory Services’s Q1 2026 Filing

Spurstone Advisory Services submitted their Form 13F-HR for the Q1 2026 period on 04/28/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Spurstone Advisory Services reported a managed portfolio value of 5.84 M, consisting of 76 individual positions.

This page displays the raw filing documents. To see which stocks Spurstone Advisory Services bought or sold during Q1 2026, please visit Spurstone Advisory Services's Portfolio Analysis page.