1y return+14.1%S&P 500 +20.9%
3y return+56.7%S&P 500 +68.5%
5y return+58.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2020: $247 against $290 in the S&P 500.2
Auxano Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $60.2M | 11.4% | |
| MSFTMicrosoft Corp | $49.2M | 9.3% | +13.1% |
| QLTYGmo Etf Trust | $39.6M | 7.5% | |
| AMZNAmazon Com Inc | $28.7M | 5.4% | −25.5% |
| PHYSSprott Asset Management LP | $28.1M | 5.3% | −7.7% |
| COSTCostco Wholesale Corporation | $21.9M | 4.1% | −14.4% |
| IWBIshares Tr | $20.2M | 3.8% | |
| TSLATesla Inc | $17.3M | 3.3% | −1.7% |
| JMSTJ P Morgan Exchange Traded F | $12.1M | 2.3% | −6.5% |
| GOOGLAlphabet Inc | $10.3M | 1.9% | −3.1% |
| RPGInvesco Exchange Traded Fd T | $8.8M | 1.7% | −1.8% |
| NVDANvidia Corporation | $8.7M | 1.6% | |
| IQLTIshares Tr | $8.0M | 1.5% | +18.4% |
| VTVVanguard Index Fds | $7.2M | 1.4% | +1.8% |
| AVUSAmerican Centy Etf Tr | $7.1M | 1.4% | −4.5% |
| SPYState Str Spdr S&p 500 Etf T | $5.8M | 1.1% | +7.1% |
| IVVIshares Tr | $5.7M | 1.1% | |
| SCHDSchwab Strategic Tr | $4.5M | 0.9% | |
| JVALJ P Morgan Exchange Traded F | $4.2M | 0.8% | +7.6% |
| FNDFSchwab Strategic Tr | $3.9M | 0.7% | +8.6% |
| JNJJohnson & Johnson | $3.9M | 0.7% | −1.8% |
| NEMNewmont Corp | $3.9M | 0.7% | +1652.1% |
| JPMJpmorgan Chase & Co | $3.7M | 0.7% | |
| BRK/BBerkshire Hathaway Inc Del | $3.6M | 0.7% | |
| AVUVAmerican Centy Etf Tr | $3.6M | 0.7% | +20.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $8.7M |
| COHRCoherent Corp | December 31, 2023 | +806.2% | $2.6M |
| LLYEli Lilly & Co | December 31, 2020 | +610.4% | $2.5M |
| AVGOBroadcom Inc | March 31, 2023 | +488.8% | $2.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $10.3M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $3.2M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $3.7M |
| XLKSelect Sector Spdr Tr | September 30, 2022 | +220.8% | $2.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $60.2M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $21.9M |
Sold off last quarter
- ASMAvino Silver & Gold Mines Lt was $1.4M
- BTGB2gold Corp was $1.1M
- NGNovagold Resources Inc was $1.0M
- Honeywell Intl IncCUSIP 438516106 was $527K
- Accenture PLC IrelandCUSIP G1151C101 was $492K
- BBarrick Mng Corp was $410K
- Wix Com LtdCUSIP M98068105 was $333K
- VZLAVizsla Silver Corp was $297K
- AGGIshares Tr was $269K
- MCDMcdonalds Corp was $262K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.6% | +14.8% |
| March 31, 2026 | −4.7% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +8.4% | +7.8% |
| June 30, 2025 | +10.3% | +10.5% |
| March 31, 2025 | −5.1% | −4.6% |
| December 31, 2024 | +2.7% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +4.5% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +8.1% | +8.3% |
| March 31, 2023 | +9.5% | +7.0% |
| December 31, 2022 | +0.9% | +7.1% |
| September 30, 2022 | −3.5% | −5.3% |
| June 30, 2022 | −17.1% | −16.5% |
| March 31, 2022 | −3.3% | −4.9% |
| December 31, 2021 | +8.7% | +10.7% |
| September 30, 2021 | +0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Auxano Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1811491&type=13F-HR&dateb=&owner=include&count=40CIK 1811491
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1811491/000181149126000004/Filed August 7, 2026 · accession 0001811491-26-000004