Auour Investments LLC
Filing Date
Global Rank
#7,960
/ 8,586
▲ 112
Top Industry
Consumer Electronics
21.2%
3Y Alpha vs SPY
-6.1%
Period ended 3 months ago
Filed Apr 20, 2026 · 57d
12 quarters · since Jun 2023
Clone Performance
Aug 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+50.9%
SPY
+74.7%
Annualised alpha
-6.1%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 25.9% | $3,467,592 |
| Technology | 20.6% | $2,763,900 |
| Healthcare | 19.8% | $2,654,811 |
| Financial Services | 13.3% | $1,779,644 |
| Communication Services | 5.6% | $751,284 |
| Energy | 4.9% | $650,137 |
| Consumer Defensive | 3.6% | $478,529 |
| Industrials | 2.6% | $341,662 |
| Consumer Cyclical | 2.1% | $275,938 |
| Basic Materials | 1.7% | $225,026 |
Last Quarter's Activity
Export CSV
1 positions ·
$478,529 total
· Consumer Defensive only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 3,313 | $478,529 | 100.00% |