Auour Investments LLC

CIK

1789310

Location

WOBURN, MA

Portfolio Value

Micro $13,388,523

Diversification

Diversified

Filing Date

Global Rank

#7,608 / 8,232 ▲ 234

Top Industry

Consumer Electronics 21.2%

3Y Alpha vs SPY

-5.7%

Period ended 2 months ago

Filed Apr 20, 2026 · 54d

12 quarters · since Jun 2023

Clone Performance

Aug 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.4%

SPY

+71.4%

Annualised alpha

-5.7%

Max drawdown

−22.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.9%

−1.1 pts

Top 5

56.2%

−2.4 pts

Top 10

78.7%

+0.8 pts

HHI

873

Diversified−62

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	25.9%	$3,467,592	2
Technology	20.6%	$2,763,900	2
Healthcare	19.8%	$2,654,811	5
Financial Services	13.3%	$1,779,644	4
Communication Services	5.6%	$751,284	2
Energy	4.9%	$650,137	1
Consumer Defensive	3.6%	$478,529	1
Industrials	2.6%	$341,662	1
Consumer Cyclical	2.1%	$275,938	1
Basic Materials	1.7%	$225,026	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+68	3,477	$2,261,232
MSFT	Microsoft Corp	+3	1,798	$665,565
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
MS	Morgan Stanley	−162	1,658	$272,857
GLDM	World Gold Trust	−141	13,015	$1,206,360
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	710	$406,212
AMGN	Amgen Inc	598	$210,406
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
WFC	Wells Fargo & Company/Mn	2,413	$224,891
ABBV	AbbVie Inc.	906	$207,011
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 positions · $13,388,523 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	3,477	+68	$2,261,232	−2.7%	16.89%
AAPL	Apple Inc. Technology	Held	8,268	0	$2,098,335	−6.6%	15.67%
GLDM	World Gold Trust	Reduced	13,015	-141	$1,206,360	+7.4%	9.01%
ACGL	Arch Capital Group Ltd. Financial Services	Held	10,500	0	$1,007,895	+0.1%	7.53%
AVIR	Atea Pharmaceuticals, Inc. Healthcare	Held	177,000	0	$952,260	+50.7%	7.11%
TYRA	Tyra Biosciences, Inc. Healthcare	Held	21,020	0	$805,066	+45.7%	6.01%
MSFT	Microsoft Corp Technology	Added	1,798	+3	$665,565	−23.3%	4.97%
XOM	Exxon Mobil Corp Energy	Held	3,832	0	$650,137	+41.0%	4.86%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	3,313	0	$478,529	+0.8%	3.57%
JNJ	Johnson & Johnson Healthcare	Held	1,682	0	$411,148	+18.1%	3.07%
META	Meta Platforms, Inc. Communication Services	NEW	710	NEW	$406,212	NEW	3.03%
GOOGL	Alphabet Inc. Communication Services	Held	1,200	0	$345,072	−8.1%	2.58%
CTAS	Cintas Corp Industrials	Held	2,020	0	$341,662	−10.1%	2.55%
HD	Home Depot, Inc. Consumer Cyclical	Held	839	0	$275,938	−4.4%	2.06%
LLY	ELI LILLY & Co Healthcare	Held	300	0	$275,931	−14.4%	2.06%
MS	Morgan Stanley Financial Services	Reduced	1,658	-162	$272,857	−15.6%	2.04%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	523	0	$250,621	−4.7%	1.87%
JPM	Jpmorgan Chase & Co Financial Services	Held	844	0	$248,271	−8.7%	1.85%
SHW	Sherwin Williams Co Basic Materials	Held	702	0	$225,026	−1.1%	1.68%
AMGN	Amgen Inc Healthcare	NEW	598	NEW	$210,406	NEW	1.57%