Auour Investments LLC

CIK

1789310

Location

WOBURN, MA

Portfolio Value

Micro $13,594,341

Diversification

Diversified

Filing Date

Global Rank

#7,971 / 8,517 ▼ 984

Top Industry

Consumer Electronics 23.0%

3Y Alpha vs SPY

-15.1%

Period ended 48 days ago

Filed Jul 21, 2026 · 27d

13 quarters · since Jun 2023

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+16.4%

SPY

+77.9%

Annualised alpha

-16.0%

Max drawdown

−10.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.8%

−24.6 pts

Top 5

54.9%

−26.0 pts

Top 10

75.1%

−15.4 pts

HHI

922

Diversified−1,539

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	23.5%	$3,189,041	2
Technology	22.6%	$3,066,475	2
Healthcare	20.1%	$2,725,966	6
Financial Services	13.9%	$1,893,180	4
Communication Services	6.1%	$828,779	2
Energy	3.9%	$523,911	1
Consumer Defensive	3.6%	$485,818	1
Industrials	2.5%	$343,561	1
Consumer Cyclical	2.2%	$295,898	1
Basic Materials	1.8%	$241,712	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
MSFT	Microsoft Corp	+9	1,807	$674,047
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−4,962	8,053	$639,569
GOOGL	Alphabet Inc.	−2,528	1,200	$428,844
SPY	Spdr S&P 500 ETF Trust	−63	3,414	$2,549,472
MS	Morgan Stanley	−44	1,614	$337,390
JPM	Jpmorgan Chase & Co	−4	840	$274,957
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
ABBV	AbbVie Inc.	906	$227,985
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	288,484	$26,436,673
VEA	Vanguard FTSE Developed Markets ETF	201,325	$12,900,906
BNDX	Vanguard Total International Bond ETF	117,262	$5,634,439
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	76,679	$1,683,104
VXF	Vanguard Extended Market ETF	1,256	$258,484
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 tracked positions · $13,594,341 total · as of Jun 30, 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	Reduced	3,414	-63	$2,549,472	+12.7%	18.75%
AAPL	Apple Inc. Technology	Held	8,268	0	$2,392,428	+14.0%	17.60%
ACGL	Arch Capital Group Ltd. Financial Services	Held	10,500	0	$1,019,130	+1.1%	7.50%
AVIR	Atea Pharmaceuticals, Inc. Healthcare	Held	177,000	0	$823,050	−13.6%	6.05%
MSFT	Microsoft Corp Technology	Added	1,807	+9	$674,047	+1.3%	4.96%
TYRA	Tyra Biosciences, Inc. Healthcare	Held	21,020	0	$671,378	−16.6%	4.94%
GLDM	World Gold Trust	Reduced	8,053	-4,962	$639,569	−47.0%	4.70%
XOM	ExxonMobil Holdings Corp Energy	Held	3,832	0	$523,911	−19.4%	3.85%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	3,313	0	$485,818	+1.5%	3.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,200	-2,528	$428,844	−59.9%	3.15%
JNJ	Johnson & Johnson Healthcare	Held	1,682	0	$427,177	+3.9%	3.14%
META	Meta Platforms, Inc. Communication Services	Held	710	0	$399,935	−1.5%	2.94%
LLY	ELI LILLY & Co Healthcare	Held	300	0	$359,829	+30.4%	2.65%
CTAS	Cintas Corp Industrials	Held	2,020	0	$343,561	+0.6%	2.53%
MS	Morgan Stanley Financial Services	Reduced	1,614	-44	$337,390	+23.7%	2.48%
HD	Home Depot, Inc. Consumer Cyclical	Held	839	0	$295,898	+7.2%	2.18%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	840	-4	$274,957	+10.7%	2.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	523	0	$261,703	+4.4%	1.93%
SHW	Sherwin Williams Co Basic Materials	Held	702	0	$241,712	+7.4%	1.78%
ABBV	AbbVie Inc. Healthcare	NEW	906	NEW	$227,985	NEW	1.68%
AMGN	Amgen Inc Healthcare	Held	598	0	$216,547	+2.9%	1.59%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.