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 PHYS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,714,199 | 1,007,737 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $33,667,555 | 1,019,611 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $28,912,141 | 976,102 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $25,547,882 | 1,007,806 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,555,924 | 1,020,612 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $20,168,699 | 1,001,425 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $20,174,223 | 989,903 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $17,652,692 | 977,447 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $16,797,262 | 970,940 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $14,989,460 | 940,958 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $13,344,134 | 931,853 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,040,018 | 941,020 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $14,557,058 | 941,595 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $12,975,440 | 920,244 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $11,903,462 | 929,958 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $13,210,910 | 931,658 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $14,420,364 | 938,215 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $12,811,288 | 892,151 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $12,052,726 | 873,386 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $12,304,590 | 877,020 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $11,553,747 | 861,577 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $12,159,959 | 805,829 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,906,085 | 791,102 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $10,892,085 | 761,152 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,764,809 | 744,269 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||