Auxano Advisors, LLC
Top Portfolio Positions
148 positions ·
$350,348,528 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
208,166 | $52,830,449 | 15.08% | |
| MSFT |
Microsoft Corp
Technology
|
116,548 | $43,142,573 | 12.31% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
1,007,737 | $35,714,199 | 10.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
161,734 | $33,684,340 | 9.61% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
27,284 | $27,186,596 | 7.76% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
41,802 | $15,539,893 | 4.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,633 | $8,521,265 | 2.43% | |
| NVDA |
Nvidia Corp
Technology
|
43,224 | $7,538,265 | 2.15% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,248 | $4,713,664 | 1.35% | |
| JNJ |
Johnson & Johnson
Healthcare
|
15,490 | $3,786,375 | 1.08% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ASM
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,390,526 | 220,020 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,801,024 | 290,020 | Shares | Sole | 2026-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||