Long-term investor
Spurstone Advisory Services, LLC @spurstoneadvisoryservice
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056079).
Record
- Tracked since 2025-06-30 (465 days), 139 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months -1.1% · 1 year +7.2% · all +7.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 19.9% · long · since 2025-06-30
- RTX · 10.6% · long · since 2025-06-30
- 78462F103 · 8.1% · long · since 2025-06-30
- HCA · 6.5% · long · since 2025-06-30
- 30231G102 · 6.3% · long · since 2025-06-30
- PANW · 5.8% · long · since 2025-06-30
- FTNT · 5.4% · long · since 2025-06-30
- CRWD · 5.1% · long · since 2025-06-30
- UPS · 4.8% · long · since 2025-06-30
- CVX · 4.6% · long · since 2025-06-30
- TRV · 2.7% · long · since 2025-06-30
- PFE · 2.4% · long · since 2025-06-30