Auxano Advisors, LLC

CIK: 0001811491SEC EDGAR →

Portfolio Value

$506.4M

Holdings

188

As of

Q4 2025

New Positions

187

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

209,366$56.9M
11.24%
2

MICROSOFT CORP

116,287$56.2M
11.11%
3

AMAZON COM INC

162,011$37.4M
7.38%
4

SPROTT ASSET MANAGEMENT LP

1,019,611$33.7M
6.65%
5

COSTCO WHSL CORP NEW

27,416$23.6M
4.67%
6

GMO ETF TRUST

611,016$23.5M
4.64%
7

ISHARES TR

52,161$19.5M
3.85%
8

ISHARES TR

62,225$17.2M
3.40%
9

J P MORGAN EXCHANGE TRADED F

293,259$14.9M
2.95%
10

TESLA INC

31,449$14.1M
2.79%

Quarterly Changes

Top Buys

AAPLNEW
$56.9M
MSFTNEW
$56.2M
AMZNNEW
$37.4M
$33.7M
COSTNEW
$23.6M

Top Sells

No sells this quarter

New Positions (188)

$56.9M · 209K shares
$56.2M · 116K shares
$37.4M · 162K shares
$33.7M · 1.0M shares
$23.6M · 27K shares
$23.5M · 611K shares
$19.5M · 52K shares
$17.2M · 62K shares
$14.9M · 293K shares
$14.1M · 31K shares
$9.6M · 31K shares
$7.5M · 40K shares
$7.3M · 65K shares
$6.7M · 143K shares
$5.9M · 84K shares
$5.3M · 8K shares
$5.0M · 7K shares
$4.5M · 24K shares
$4.0M · 147K shares
$3.7M · 12K shares
$3.7M · 7K shares
$3.4M · 16K shares
$3.4M · 10K shares
$3.3M · 169K shares
$3.2M · 71K shares
$3.1M · 164K shares
$2.8M · 9K shares
$2.6M · 9K shares
$2.5M · 50K shares
$2.5M · 30K shares
$2.5M · 4K shares
$2.5M · 920K shares
$2.3M · 280K shares
$2.2M · 2K shares
$2.2M · 19K shares
$2.1M · 6K shares
$2.1M · 15K shares
$2.1M · 6K shares
$2.0M · 200K shares
$1.9M · 16K shares
$1.9M · 29K shares
$1.9M · 28K shares
$1.8M · 290K shares
$1.8M · 21K shares
$1.8M · 35K shares
$1.7M · 102K shares
$1.6M · 3K shares
$1.6M · 8K shares
$1.6M · 9K shares
$1.6M · 17K shares
$1.5M · 2 shares
$1.5M · 4K shares
$1.5M · 9K shares
$1.5M · 14K shares
$1.4M · 23K shares
$1.4M · 1K shares
$1.4M · 7K shares
$1.4M · 29K shares
$1.4M · 17K shares
$1.3M · 9K shares
$1.3M · 19K shares
$1.2M · 27K shares
$1.2M · 3K shares
$1.2M · 15K shares
$1.1M · 5K shares
$1.1M · 15K shares
$1.0M · 8K shares
$1.0M · 12K shares
$997K · 4K shares
$989K · 18K shares
$989K · 11K shares
$982K · 2K shares
$961K · 4K shares
$958K · 6K shares
$943K · 8K shares
$942K · 3K shares
$931K · 2K shares
$909K · 3K shares
$903K · 15K shares
$893K · 3K shares
$886K · 4K shares
$881K · 31K shares
$869K · 6K shares
$862K · 4K shares
$838K · 90K shares
$812K · 7K shares
$808K · 39K shares
$798K · 2K shares
$786K · 5K shares
$783K · 4K shares
$736K · 5K shares
$723K · 3K shares
$721K · 8K shares
$709K · 3K shares
$688K · 3K shares
$659K · 16K shares
$632K · 4K shares
$631K · 8K shares
$629K · 115K shares
$621K · 4K shares
$620K · 2K shares
$597K · 7K shares
$596K · 679 shares
$582K · 12K shares
$578K · 6K shares
$564K · 4K shares
$555K · 3K shares
$547K · 2K shares
$537K · 3K shares
$530K · 3K shares
$525K · 921 shares
$511K · 13K shares
$504K · 821 shares
$487K · 840 shares
$485K · 110K shares
$434K · 5K shares
$431K · 6K shares
$427K · 3K shares
$421K · 2K shares
$419K · 2K shares
$415K · 890 shares
$413K · 4K shares
$410K · 9K shares
$409K · 6K shares
$408K · 3K shares
$405K · 6K shares
$403K · 2K shares
$391K · 5K shares
$391K · 4K shares
$390K · 12K shares
$389K · 2K shares
$388K · 2K shares
$383K · 12K shares
$381K · 4K shares
$379K · 8K shares
$374K · 4K shares
$370K · 422 shares
$368K · 8K shares
$359K · 10K shares
$346K · 2K shares
$345K · 9K shares
$340K · 8K shares
$336K · 3K shares
$335K · 708 shares
$317K · 4K shares
$315K · 59 shares
$312K · 3K shares
$308K · 1K shares
$306K · 1K shares
$302K · 3K shares
$300K · 11K shares
$299K · 973 shares
$298K · 515 shares
$294K · 964 shares
$286K · 1K shares
$285K · 8K shares
$285K · 11K shares
$280K · 5K shares
$280K · 726 shares
$277K · 20K shares
$269K · 10K shares
$263K · 787 shares
$263K · 23K shares
$262K · 2K shares
$260K · 742 shares
$255K · 10K shares
$251K · 791 shares
$251K · 2K shares
$251K · 2K shares
$249K · 755 shares
$241K · 3K shares
$239K · 2K shares
$238K · 3K shares
$225K · 776 shares
$222K · 2K shares
$221K · 5K shares
$220K · 970 shares
$218K · 29K shares
$218K · 753 shares
$216K · 759 shares
$214K · 5K shares
$210K · 2K shares
$208K · 2K shares
$207K · 9K shares
$204K · 999 shares
$164K · 24K shares
$99K · 11K shares
$23K · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services64$160.4M31.7%
Technology25$139.2M27.5%
Consumer Cyclical14$63.8M12.6%
Unknown10$43.1M8.5%
Consumer Defensive7$28.4M5.6%
Communication Services8$20.3M4.0%
Healthcare16$16.1M3.2%
Basic Materials9$14.7M2.9%
Industrials22$13.6M2.7%
Energy8$5.3M1.1%
Utilities3$873K0.2%
Real Estate2$629K0.1%