Auxano Advisors, LLC

CIK

1811491

City

BELLEVUE

State / Country

WA

Stock

BBCP — Concrete Pumping Holdings, Inc.

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 BBCP

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$173,609	24,315	-0.6%	Shares	Sole	2026-05-04
2025-12-31	$164,093	24,455	+41.5%	Shares	Sole	2026-02-06
2025-09-30	$121,866	17,286	-24.5%	Shares	Sole	2025-11-05
2025-06-30	$140,841	22,901	+0.6%	Shares	Sole	2025-08-12
2025-03-31	$124,275	22,761	+48.6%	Shares	Sole	2025-05-05
2024-12-31	$101,977	15,312	0.0%	Shares	Sole	2025-02-06
2024-09-30	$88,656	15,312	0.0%	Shares	Sole	2024-11-07
2024-06-30	$92,025	15,312	0.0%	Shares	Sole	2024-08-01
2024-03-31	$120,964	15,312	0.0%	Shares	Sole	2024-05-03
2023-12-31	$125,558	15,312	0.0%	Shares	Sole	2024-02-05
2023-09-30	$131,376	15,312	0.0%	Shares	Sole	2023-11-08
2023-06-30	$122,955	15,312	0.0%	Shares	Sole	2023-07-11
2023-03-31	$104,121	15,312	0.0%	Shares	Sole	2023-04-28
2022-12-31	$89,575	15,312	0.0%	Shares	Sole	2023-02-06
2022-09-30	$98,762	15,312	—	Shares	Sole	2022-11-02
No 13F history on record for this holder in this stock.