13F

Investor

Auxano Advisors, LLC

CIK 0001811491 · filed 2026-05-04 · SEC filing

13F book

$501.3M

Positions

199

19 new · 8 sold

Largest name

10.5%

Apple Inc. · AAPL

Est. mark

−$22.2M

Price effect on 180 names still held. Flow $17.1M.
NameTickerSharesValueWeightEst. markChange
Apple Inc.AAPL208.2K$52.8M10.5%−$3.76MCut−$4.09M
Microsoft CorpMSFT116.5K$43.1M8.6%−$13.2MAdded−$13.1M
Sprott Asset Management Lp1.01M$35.7M7.1%$2.44MCut$2.05M
Gmo Etf Trust953.4K$34.5M6.9%−$1.39MAdded$11M
Amazon Com IncAMZN161.7K$33.7M6.7%−$3.65MCut−$3.71M
Costco Whsl Corp New27.3K$27.2M5.4%$3.66MCut$3.54M
Ishares Tr49.8K$17.7M3.5%−$839.9KCut−$1.74M
Tesla, Inc.TSLA41.8K$15.5M3.1%−$2.45MAdded$1.4M
J P Morgan Exchange Traded F253.6K$12.9M2.6%$10.2KCut−$2.01M
Alphabet Inc29.6K$8.52M1.7%−$754.1KCut−$1.06M
Nvidia CorpNVDA43.2K$7.54M1.5%−$488.4KAdded$11.3K
Invesco Exchange Traded Fd T139.9K$6.54M1.3%$9.08KCut−$122.5K
American Centy Etf Tr58.4K$6.49M1.3%−$35.1KCut−$765.5K
Vanguard Index Fds32.5K$6.39M1.3%$123.6KAdded$1.86M
Ishares Tr136.4K$6.31M1.3%$55.7KAdded$3.06M
Ishares Tr7.63K$4.98M1.0%−$241.7KCut−$284.8K
Spdr S&P 500 Etf Tr7.25K$4.71M0.9%−$228.9KCut−$285.5K
Schwab Strategic Tr141.6K$4.34M0.9%$460.2KCut$313.5K
Johnson & JohnsonJNJ15.5K$3.79M0.8%$580.7KCut$418.3K
Berkshire Hathaway Inc Del7.29K$3.5M0.7%−$171.1KCut−$198.7K
Schwab Strategic Tr68K$3.33M0.7%$28KAdded$2.99M
Jpmorgan Chase & Co.11.3K$3.31M0.7%−$315.9KCut−$395.4K
J P Morgan Exchange Traded F66.7K$3.26M0.7%−$1.63KAdded$2.89M
Sprott Etf Trust42.5K$3.21M0.6%$248.8KCut−$2.66M
Visa Inc.V9.85K$2.98M0.6%−$463.9KAdded−$379.9K
Ishares Inc16.3K$2.94M0.6%−$13.1KAdded$2.51M
Western Copper & Gold CorpWRN1.12M$2.84M0.6%−$128.8KAdded$387.3K
Starbucks CorpSBUX29.6K$2.65M0.5%$159.2KCut$115.3K
American Centy Etf Tr24K$2.65M0.5%$32.6KAdded$2.26M
Exxon Mobil Corp15.3K$2.59M0.5%$753.6KCut$690.1K
Alphabet Inc8.94K$2.57M0.5%−$238.9KAdded−$216.8K
Ishares Tr22.6K$2.52M0.5%−$6.79KAdded$2.22M
Vanguard Index Fds9.56K$2.46M0.5%−$24.1KAdded$2.15M
J P Morgan Exchange Traded F48.5K$2.46M0.5%$692Added$687.8K
Novo-Nordisk A S64.3K$2.36M0.5%−$705.1KAdded−$175.8K
First Majestic Silver CorpAG104K$2.23M0.4%$491.6KAdded$534.6K
Meta Platforms, Inc.META3.83K$2.19M0.4%−$334.9KAdded−$322.9K
Hecla Mng Co113K$2.11M0.4%−$63.3KCut−$1.04M
Disney Walt Co20.8K$2.01M0.4%−$338.1KAdded−$204.1K
Home Depot, Inc.HD6.05K$1.99M0.4%−$92KCut−$95.1K
Select Sector Spdr Tr14.6K$1.94M0.4%−$161.3KAdded−$161.2K
Ishares Inc27.7K$1.93M0.4%$70KAdded$72.1K
Rocket Cos Inc135K$1.92M0.4%−$689.9KCut−$1.34M
Eli Lilly & CoLLY2.07K$1.9M0.4%−$320.4KCut−$334.3K
Broadcom Inc.AVGO6.14K$1.9M0.4%−$222.8KAdded−$204K
Unilever Plc31.8K$1.81M0.4%−$243.1KAdded−$76.9K
Spdr Series Trust22.5K$1.78M0.4%New
Spdr Series Trust18.9K$1.74M0.3%$1.66KAdded$1.14M
Asml Holding N V1.31K$1.73M0.3%$325.5KAdded$345.3K
Merck & Co., Inc.MRK14K$1.68M0.3%$210KCut$204.1K
Regal Rexnord CorpRRX8.58K$1.61M0.3%$402.9KCut$339.9K
Republic Svcs Inc7.33K$1.61M0.3%$38.3KAdded$459.5K
Coherent Corp.COHR6.7K$1.6M0.3%$359.3KCut$213.1K
Spdr Dow Jones Indl Average3.41K$1.58M0.3%−$59.3KHeld
RTX CorpRTX8K$1.54M0.3%$76KCut−$51.3K
American Intl Group Inc20.5K$1.54M0.3%−$210.9KCut−$231.9K
Medtronic PlcMDT17.7K$1.53M0.3%−$155.5KAdded−$56.6K
J P Morgan Exchange Traded F28.3K$1.52M0.3%−$1.57KAdded$1.24M
Berkshire Hathaway Inc Del2$1.44M0.3%−$73.3KHeld
Ishares Tr17.3K$1.43M0.3%−$1.95KAdded$795.1K
Avino Silver & Gold Mines Lt220K$1.39M0.3%$24.2KCut−$410.5K
CIMPRESS plcCMPR19K$1.39M0.3%$121.5KAdded$123.1K
Ishares Gold Tr14.5K$1.27M0.3%$101.1KCut−$77.5K
General Dynamics CorpGD3.69K$1.27M0.3%$22.9KAdded$89.5K
Red Rock Resorts, Inc.RRR23.1K$1.23M0.2%−$198.2KCut−$205.4K
Cisco Sys Inc15.1K$1.17M0.2%$8.45KCut$4.45K
Vanguard Star Fds14.9K$1.15M0.2%$24.9KAdded$26.1K
Capital Group Dividend Value27K$1.15M0.2%−$29.7KHeld
B2gold CorpBTG250K$1.13M0.2%New
Silvercorp Metals IncSVM104K$1.12M0.2%$249.6KCut−$1.22M
Kinross Gold Corp35K$1.07M0.2%$73.9KAdded$186.8K
Wesco Intl Inc3.89K$1.06M0.2%$112.8KCut$67K
Procter And Gamble CoPG7.37K$1.06M0.2%$4.99KAdded$431.7K
Expedia Group, Inc.EXPE4.6K$1.06M0.2%−$241KCut−$1.54M
Fortuna Mng Corp106K$1.05M0.2%$12.7KCut−$909.4K
Dimensional Etf Trust23.1K$1.04M0.2%−$38.8KCut−$312.4K
Novagold Res IncNG114K$1.02M0.2%−$30.6KAdded$184.9K
Spdr Gold Tr2.35K$1.01M0.2%$79.9KHeld
Abbott LabsABT9.84K$1.01M0.2%−$170.3KAdded$67.3K
Chevron Corp NewCVX4.85K$1M0.2%$263.5KAdded$265.7K
T-Mobile Us Inc4.76K$1M0.2%$29.7KAdded$137.4K
C. H. Robinson Worldwide, Inc.CHRW5.84K$969.8K0.2%$31KCut$11.1K
Waste Mgmt Inc Del4.12K$946K0.2%$32.6KAdded$236.4K
Texas Instrs Inc4.82K$935.6K0.2%$93.6KAdded$148.8K
AbbVie Inc.ABBV4.21K$915.6K0.2%−$46.3KAdded−$45.6K
Ishares Tr6.17K$898.9K0.2%$28.9KHeld
Adobe Inc.ADBE3.7K$898.5K0.2%−$395.1KCut−$596K
General Mtrs Co12K$893.1K0.2%−$81.8KCut−$120.9K
Bank America Corp18.3K$892.6K0.2%−$112.5KAdded−$97.2K
Impinj IncPI8.5K$873.1K0.2%−$606.2KCut−$606.4K
Taiwan Semiconductor Mfg Ltd2.57K$868.9K0.2%$87.6KCut−$24.9K
Ashland Inc.ASH15.3K$852.7K0.2%−$46.9KCut−$50.5K
New Pac Metals Corp204K$844.6K0.2%New
Mastercard IncMA1.68K$839.1K0.2%−$119.1KCut−$143.7K
Ishares Tr4.28K$812.2K0.2%$35.9KCut$29K
Valero Energy Corp3.26K$806K0.2%$274.8KAdded$275.3K
Schwab Strategic Tr28.9K$805.4K0.2%$7.06KAdded$504.9K
Vaneck Etf Trust8.13K$786.1K0.2%−$24.8KAdded$411.8K
Keycorp38.8K$778.1K0.2%−$22.9KCut−$30.1K
American Express CoAXP2.5K$756.1K0.2%−$168.6KCut−$186.4K
Diamondback Energy, Inc.FANG3.77K$744.7K0.1%$178.3KAdded$179.9K
International Business Machs3.07K$744K0.1%−$165.3KCut−$165.9K
Ishares Tr3.44K$735.5K0.1%$11.5KHeld
Walmart Inc.WMT5.87K$730K0.1%$75.6KCut−$82.4K
Union Pac Corp2.95K$714.8K0.1%$33.3KCut$25.9K
Huntington Ingalls Inds Inc1.85K$703.2K0.1%$73.7KCut−$95.3K
Colgate Palmolive CoCL8.24K$702.4K0.1%$34.1KAdded$267.9K
Capital One Finl Corp3.83K$697.8K0.1%−$219.2KAdded−$188.8K
Oracle Corp4.72K$694.1K0.1%−$225.5KCut−$904.4K
Pepsico IncPEP4.43K$687.5K0.1%$50.9KAdded$66.5K
Ss&C Technologies Hldgs Inc10K$677.5K0.1%−$199KCut−$311.5K
Ftai Aviation Ltd2.72K$665.9K0.1%$130.9KCut$128.7K
Marathon Pete Corp2.6K$635.4K0.1%$212.2KCut$207.6K
Northrop Grumman Corp922$629K0.1%$103.2KAdded$103.9K
Amgen IncAMGN1.66K$585.5K0.1%$40.8KCut$37.6K
Netflix IncNFLX6.04K$580.2K0.1%$14.4KCut$1.95K
Ishares Tr2.31K$575.6K0.1%−$65KCut−$16.7M
Goldman Sachs Group Inc679$574.4K0.1%−$22.4KHeld
Carmax IncKMX13.8K$573K0.1%$39KAdded$61K
Wells Fargo Co New7.07K$562.9K0.1%−$96KCut−$158.5K
Dbx Etf Tr10.9K$540.9K0.1%$14.1KCut−$41.2K
Antero Resources CorpAR12.7K$538.6K0.1%$83.3KAdded$178.8K
Oneok Inc /New/OKE5.9K$533.3K0.1%$99.3KAdded$101.3K
Honeywell Intl Inc2.33K$527.3K0.1%$61.7KAdded$138.1K
Select Sector Spdr Tr8.48K$519.8K0.1%$140.4KAdded$140.6K
Diageo Plc6.92K$515.5K0.1%−$53.7KAdded$123.6K
Centene Corp Del15.5K$507.1K0.1%−$130.3KCut−$152.8K
Accenture Plc Ireland2.48K$492.2K0.1%−$161.9KAdded−$128.4K
Enterprise Prods Partners L13K$490.3K0.1%$69.1KAdded$106.9K
Morgan Stanley2.94K$483.7K0.1%−$38.1KCut−$71.5K
Invesco Qqq Tr832$480.1K0.1%−$30.5KAdded−$24.1K
Verizon Communications IncVZ8.68K$435.8K0.1%$51.5KAdded$214.4K
Ishares Tr6.35K$428.9K0.1%$9.36KAdded$23.4K
Lear CorpLEA3.53K$427.7K0.1%$22.9KCut$14.3K
Select Sector Spdr Tr2.64K$426.3K0.1%$17.4KHeld
Spire Global, Inc.SPIR33.6K$423.3K0.1%$148.1KAdded$204.7K
HCA Healthcare, Inc.HCA876$414.6K0.1%$5.59KCut−$947
Barrick Mng Corp10K$409.9K0.1%New
Parker-Hannifin CorpPH455$407.3K0.1%$6.87KAdded$36.4K
Spotify Technology S.A.SPOT832$403.4K0.1%−$79.7KCut−$84.4K
Schwab Strategic Tr12.4K$402.6K0.1%$11.4KAdded$12.2K
Listed Fds Tr7.71K$401.3K0.1%$58.6KCut−$8.71K
First Tr Exchange Traded Fd3.59K$398K0.1%New
Zoetis Inc.ZTS3.29K$388.8K0.1%New
Boeing Co1.95K$388.5K0.1%−$32.4KAdded−$138
Target CorpTGT3.08K$372.8K0.1%$72.1KCut$60.7K
Paccar IncPCAR3.09K$357K0.1%$18.4KAdded$20.2K
Sba Communications Corp NewSBAC2.04K$350.2K0.1%−$43.4KCut−$69.3K
Micron Technology IncMU1.03K$348.4K0.1%$39.8KAdded$131.7K
NIKE, Inc.NKE6.37K$336.6K0.1%−$69.4KCut−$73.2K
Wix.com Ltd.WIX3.7K$333K0.1%−$29.5KAdded$111K
Sprott Asset Management Lp13.2K$320.8K0.1%New
Salesforce, Inc.CRM1.7K$318.1K0.1%−$119.2KAdded−$85.6K
Allstate Corp1.53K$316.8K0.1%−$1.24KCut−$30K
Remitly Global, Inc.RELY20.1K$315.3K0.1%$37.6KHeld
Ishares Tr725$309.1K0.1%−$33.2KAdded−$26K
Kulicke & Soffa Inds Inc4.7K$308.9K0.1%$94.8KHeld
Vizsla Silver Corp.VZLA90K$297K0.1%−$195.3KCut−$332.1K
Pfizer IncPFE10.4K$291.5K0.1%$32.6KAdded$36K
Nextera Energy Inc3.13K$290.9K0.1%$37.8KAdded$49.9K
Cohen & Steers Quality Incom23.8K$287.3K0.1%$14.5KAdded$23.7K
Intel CorpINTC6.42K$283.5K0.1%$46.4KCut−$2.09K
Advanced Micro Devices IncAMD1.39K$283.4K0.1%−$14.9KCut−$23.1K
Duke Energy Corp New2.16K$282.4K0.1%$29.5KAdded$30.6K
Eaton Corp PlcETN788$281.8K0.1%$30.9KCut$29.9K
Lowes Cos Inc1.16K$273.4K0.1%−$5.65KCut−$13.4K
Ishares Tr2.71K$269.1K0.1%New
Ge Aerospace944$267.9K0.1%−$22.9KCut−$31.8K
Mcdonalds CorpMCD844$262.5K0.1%$4.38KCut−$32.3K
Aon plcAON808$260.8K0.1%New
Schwab Strategic Tr10.3K$257.7K0.1%−$11.6KHeld
Newmont Corp2.36K$255.6K0.1%New
Ishares Tr666$246.7K0.0%−$10.8KCut−$34K
Vanguard Index Fds410$245K0.0%New
Stryker CorpSYK741$243.5K0.0%−$17KCut−$17.3K
Thermo Fisher Scientific Inc.TMO494$242.8K0.0%−$43.4KCut−$55.6K
Unitedhealth Group IncUNH893$241.6K0.0%−$44.9KAdded−$7.6K
Vanguard Index Fds751$241.1K0.0%−$10.8KCut−$22.9K
Booking Holdings Inc.BKNG57$240K0.0%−$65.3KCut−$76K
Enovis CORPENOV10.5K$238.8K0.0%−$40.8KCut−$46.8K
Select Sector Spdr Tr1.63K$238.4K0.0%−$13.3KHeld
3M COMMM1.64K$238K0.0%−$24.4KCut−$24.7K
Linde PlcLIN467$231.5K0.0%New
Vanguard Index Fds800$229.7K0.0%−$2.29KAdded$11.2K
Realty Income CorpO3.73K$228.5K0.0%New
Travelers Companies, Inc.TRV778$226.9K0.0%$1.26KAdded$1.84K
Etf Opportunities Trust5.4K$225.7K0.0%New
Southern Co2.31K$222.5K0.0%$21.5KCut−$158.7K
Howmet Aerospace Inc.HWM945$217.8K0.0%$24KCut$13K
Extra Space Storage Inc.EXR1.63K$213.1K0.0%$1.47KAdded$2.13K
Columbia Bkg Sys Inc7.74K$212.2K0.0%New
GE Vernova Inc.GEV238$207.8K0.0%New
Hp IncHPQ10.7K$206.1K0.0%−$28.6KAdded−$1.25K
Public Svc Enterprise Grp In2.53K$204.5K0.0%New
Schwab Strategic Tr4.32K$201.7K0.0%New
Kimberly Clark CorpKMB2.08K$200.6K0.0%New
Concrete Pumping Hldgs Inc24.3K$173.6K0.0%$10.5KCut$9.52K
Genworth Finl Inc11K$89.3K0.0%−$10KCut−$10.2K
Rezolute, Inc.RZLT10K$30.5K0.0%$6.9KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.