Auxano Advisors, LLC

CIK

1811491

Location

BELLEVUE, WA

Portfolio Value

Small $347,551,452

Diversification

Diversified

Filing Date

Global Rank

#3,164 / 8,605 ▼ 19 · as of Mar 2026

Top Industry

Consumer Electronics 15.6%

3Y Alpha vs SPY

-3.0%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+62.9%

SPY

+76.5%

Annualised alpha

-3.2%

Max drawdown

−19.7%

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

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

Top Position

15.2%

−0.3 pts

Top 5

55.4%

−1.1 pts

Top 10

66.9%

−0.5 pts

HHI

693

Diversified−52

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.1%	$118,492,482	23
Consumer Cyclical	17.0%	$58,933,855	13
Financial Services	16.2%	$56,261,301	21
Consumer Defensive	9.6%	$33,269,330	9
Basic Materials	4.9%	$16,858,906	15
Industrials	4.8%	$16,617,411	23
Healthcare	4.7%	$16,373,550	17
Communication Services	4.4%	$15,140,541	7
Unclassified	2.6%	$9,061,181	5
Energy	1.4%	$4,750,765	7
Utilities	0.3%	$1,000,294	4
Real Estate	0.2%	$791,836	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WRN	Western Copper & Gold Corp	+204,000	1,124,000	$2,843,720
NG	Novagold Resources Inc	+24,000	114,000	$1,023,720
NVO	Novo Nordisk A S	+14,404	64,308	$2,363,319
TSLA	Tesla, Inc.	+10,353	41,802	$15,539,893
SPIR	Spire Global, Inc.	+4,500	33,650	$423,317
KGC	Kinross Gold Corp	+3,700	35,000	$1,068,200
VZ	Verizon Communications Inc	+3,245	8,681	$435,786
PG	PROCTER & GAMBLE Co	+2,954	7,370	$1,064,522
UL	Unilever PLC	+2,919	31,762	$1,809,481
NVDA	Nvidia Corp	+2,865	43,224	$7,538,265
CL	Colgate Palmolive Co	+2,742	8,241	$702,380
DEO	Diageo PLC	+2,381	6,924	$515,491
ABT	Abbott Laboratories	+2,314	9,841	$1,010,375
AR	ANTERO RESOURCES Corp	+2,250	12,690	$538,563
AG	First Majestic Silver Corp	+2,000	104,000	$2,233,920
RSG	Republic Services, Inc.	+1,923	7,332	$1,605,854
WIX	Wix.com Ltd.	+1,560	3,697	$332,988
HPQ	Hp Inc	+1,422	10,729	$206,104
DIS	Walt Disney Co	+1,390	20,832	$2,007,788
MDT	Medtronic plc	+1,141	17,663	$1,530,498
EPD	Enterprise Products Partners L.P.	+1,000	12,956	$490,255
WM	Waste Management Inc	+887	4,117	$946,045
RQI	Cohen & Steers Quality Income Realty Fund Inc	+764	23,841	$287,284
KMX	Carmax Inc	+531	13,780	$572,972
TMUS	T-Mobile US, Inc.	+513	4,762	$1,000,162
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SVM	Silvercorp Metals Inc	−176,000	104,000	$1,116,960
FSM	Fortuna Mining Corp.	−94,000	106,000	$1,052,580
ASM	Avino Silver & Gold Mines Ltd	−70,000	220,020	$1,390,526
HL	Hecla Mining Co/De/	−51,007	113,019	$2,105,543
RKT	Rocket Companies, Inc.	−33,611	135,016	$1,923,978
VZLA	Vizsla Silver Corp.	−25,000	90,000	$297,000
PHYS	Sprott Physical Gold Trust	−11,874	1,007,737	$35,714,199
EXPE	Expedia Group, Inc.	−4,582	4,597	$1,061,401
ORCL	Oracle Corp	−3,483	4,718	$694,064
IAU	Ishares Gold Trust	−2,200	14,460	$1,274,793
SO	Southern Co	−2,066	2,305	$222,478
WMT	Walmart Inc.	−1,418	5,874	$730,020
INTC	Intel Corp	−1,315	6,424	$283,491
SSNC	SS&C Technologies Holdings Inc	−1,286	10,027	$677,524
AAPL	Apple Inc.	−1,200	208,166	$52,830,449
GOOGL	Alphabet Inc.	−992	29,633	$8,521,265
COHR	Coherent Corp.	−792	6,698	$1,595,530
JNJ	Johnson & Johnson	−785	15,490	$3,786,375
RTX	RTX Corp	−694	7,996	$1,542,428
WFC	Wells Fargo & Company/Mn	−670	7,071	$562,922
ADBE	Adobe Inc.	−574	3,696	$898,423
CNC	Centene Corp	−549	15,488	$507,077
SBUX	Starbucks Corp	−521	29,595	$2,651,416
HII	Huntington Ingalls Industries, Inc.	−497	1,851	$703,194
GM	General Motors Co	−481	11,988	$893,106
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
BTG	B2gold Corp	250,000	$1,132,500
NEWP	New Pacific Metals Corp	204,000	$844,560
B	Barrick Mining Corp	10,048	$409,857
ZTS	Zoetis Inc.	3,289	$388,792
PSLV	Sprott Physical Silver Trust	13,151	$320,752
AON	Aon plc	808	$260,806
NEM	NEWMONT Corp /DE/	2,361	$255,578
LIN	Linde PLC	467	$231,519
O	Realty Income Corp	3,735	$228,507
COLB	Columbia Banking System, Inc.	7,737	$212,225
GEV	GE Vernova Inc.	238	$207,750
PEG	Public Service Enterprise Group Inc	2,526	$204,479
KMB	Kimberly Clark Corp	2,079	$200,561
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
SLAB	Silicon Laboratories Inc.	7,888	$1,030,961
DVS	DOLLY VARDEN SILVER CORP	110,000	$485,100
IP	International Paper Co /New/	8,767	$345,332
TRMB	Trimble Inc.	4,055	$317,709
SCHW	Schwab Charles Corp	2,400	$239,784
BSX	Boston Scientific Corp	2,504	$238,756
PGR	Progressive Corp/Oh/	970	$220,888
PRU	Prudential Financial Inc	1,843	$208,037
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

147 positions · $347,551,452 total · as of Mar 31, 2026

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

Showing 1–50 of 147 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	208,166	-1,200	$52,830,449	−7.2%	15.20%
MSFT	Microsoft Corp Technology	Added	116,548	+261	$43,142,573	−23.3%	12.41%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	1,007,737	-11,874	$35,714,199	+6.1%	10.28%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	161,734	-277	$33,684,340	−9.9%	9.69%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	27,284	-132	$27,186,596	+15.0%	7.82%
TSLA	Tesla, Inc. Consumer Cyclical	Added	41,802	+10,353	$15,539,893	+9.9%	4.47%
GOOGL	Alphabet Inc. Communication Services	Reduced	29,633	-992	$8,521,265	−11.1%	2.45%
NVDA	Nvidia Corp Technology	Added	43,224	+2,865	$7,538,265	+0.2%	2.17%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,248	-83	$4,713,664	−5.7%	1.36%
JNJ	Johnson & Johnson Healthcare	Reduced	15,490	-785	$3,786,375	+12.4%	1.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,295	-55	$3,495,764	−5.4%	1.01%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	11,256	-247	$3,311,064	−10.7%	0.95%
V	Visa Inc. Financial Services	Added	9,849	+278	$2,976,761	−11.3%	0.86%
WRN	Western Copper & Gold Corp Basic Materials	Added	1,124,000	+204,000	$2,843,720	+15.8%	0.82%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	29,595	-521	$2,651,416	+4.5%	0.76%
NVO	Novo Nordisk A S Healthcare	Added	64,308	+14,404	$2,363,319	−6.9%	0.68%
AG	First Majestic Silver Corp Basic Materials	Added	104,000	+2,000	$2,233,920	+31.5%	0.64%
META	Meta Platforms, Inc. Communication Services	Added	3,831	+21	$2,191,830	−12.8%	0.63%
HL	Hecla Mining Co/De/ Basic Materials	Reduced	113,019	-51,007	$2,105,543	−33.1%	0.61%
DIS	Walt Disney Co Communication Services	Added	20,832	+1,390	$2,007,788	−9.2%	0.58%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,050	-9	$1,989,784	−4.6%	0.57%
RKT	Rocket Companies, Inc. Financial Services	Reduced	135,016	-33,611	$1,923,978	−41.1%	0.55%
LLY	ELI LILLY & Co Healthcare	Reduced	2,068	-13	$1,902,084	−14.9%	0.55%
AVGO	Broadcom Inc. Technology	Added	6,143	+61	$1,901,319	−9.7%	0.55%
UL	Unilever PLC Consumer Defensive	Added	31,762	+2,919	$1,809,481	−4.1%	0.52%
ASML	Asml Holding NV Technology	Added	1,312	+15	$1,732,928	+24.9%	0.50%
MRK	Merck & Co., Inc. Healthcare	Reduced	13,971	-56	$1,680,571	+13.8%	0.48%
RRX	Regal Rexnord Corp Industrials	Reduced	8,584	-449	$1,607,439	+26.8%	0.46%
RSG	Republic Services, Inc. Industrials	Added	7,332	+1,923	$1,605,854	+40.1%	0.46%
COHR	Coherent Corp. Technology	Reduced	6,698	-792	$1,595,530	+15.4%	0.46%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	3,414	0	$1,581,330	−3.6%	0.45%
RTX	RTX Corp Industrials	Reduced	7,996	-694	$1,542,428	−3.2%	0.44%
AIG	American International Group, Inc. Financial Services	Reduced	20,475	-246	$1,540,743	−13.1%	0.44%
MDT	Medtronic plc Healthcare	Added	17,663	+1,141	$1,530,498	−3.6%	0.44%
ASM	Avino Silver & Gold Mines Ltd Basic Materials	Reduced	220,020	-70,000	$1,390,526	−22.8%	0.40%
CMPR	CIMPRESS plc Industrials	Added	18,978	+22	$1,385,394	+9.8%	0.40%
IAU	Ishares Gold Trust	Reduced	14,460	-2,200	$1,274,793	−5.7%	0.37%
GD	General Dynamics Corp Industrials	Added	3,690	+194	$1,266,481	+7.6%	0.36%
RRR	Red Rock Resorts, Inc. Consumer Cyclical	Reduced	23,077	-116	$1,231,388	−14.3%	0.35%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,094	-52	$1,171,143	+0.4%	0.34%
BTG	B2gold Corp Basic Materials	NEW	250,000	NEW	$1,132,500	NEW	0.33%
SVM	Silvercorp Metals Inc Basic Materials	Reduced	104,000	-176,000	$1,116,960	−52.2%	0.32%
KGC	Kinross Gold Corp Basic Materials	Added	35,000	+3,700	$1,068,200	+21.2%	0.31%
WCC	Wesco International Inc Industrials	Reduced	3,892	-187	$1,064,929	+6.7%	0.31%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,370	+2,954	$1,064,522	+68.2%	0.31%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	4,597	-4,582	$1,061,401	−59.2%	0.31%
FSM	Fortuna Mining Corp. Basic Materials	Reduced	106,000	-94,000	$1,052,580	−46.4%	0.30%
NG	Novagold Resources Inc Basic Materials	Added	114,000	+24,000	$1,023,720	+22.0%	0.29%
GLD	Spdr Gold Trust	Held	2,350	0	$1,011,181	+8.6%	0.29%
ABT	Abbott Laboratories Healthcare	Added	9,841	+2,314	$1,010,375	+7.1%	0.29%