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CIK: 0001811491
Total reported value
$527.8M
$527.8M
162 檔
30.1%
In Q1 2025, Auxano Advisors, LLC's U.S. equity holdings reached a combined market value of $527.8M, distributed across 162 disclosed stock positions.
In Q1 2025, Auxano Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 30.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $44.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 11.77% | +0.71% | +1.67% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.49% | +0.87% | -2.25% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.30% | -1.28% | -0.70% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.09% | -1.28% | -0.67% | |
| 5 | PHYS | Sprott Physical Gold Trust | Stock-Other | 6.51% | -1.80% | +1.92% | |
| 6 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 4.47% | +0.62% | +10.65% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.39% | +0.29% | -0.18% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.09% | -0.02% | +6.22% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.20% | +0.18% | -2.10% | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.00% | -0.29% | +0.74% | |
| 11 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 1.88% | +0.36% | -1.07% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.77% | +0.05% | -2.17% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.35% | -0.01% | -0.36% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | +0.16% | -1.49% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.24% | -0.08% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.09% | -0.61% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | +0.14% | -0.56% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.08% | +0.10% | -0.06% | |
| 19 | SGDM | Sprott Gold Miners ETF | ETF-Commodities | 1.04% | -0.12% | -2.07% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.05% | -1.46% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.01% | -0.72% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.04% | -0.97% | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.73% | -0.01% | -1.42% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.72% | +0.18% | +29.40% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.03% | -5.32% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | -0.01% | +3.87% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | — | -1.35% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.08% | +1.04% | |
| 29 | 07WA | Mr Cooper Group Inc | Stock-Other | 0.58% | — | -7.88% | |
| 30 | UL | Unilever PLC | Stock-Consumer Staples | 0.53% | — | +8.68% | |
| 31 | AIG | American International Group | Stock-Financials | 0.49% | -0.03% | +8.27% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.10% | -2.18% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.46% | -0.02% | -35.22% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.45% | -0.02% | -1.36% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.15% | -6.18% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.01% | -8.20% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.42% | -0.03% | -2.50% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.40% | +0.14% | -3.27% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | +0.04% | -2.22% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.38% | +0.02% | — | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.38% | -0.04% | +23.77% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.37% | — | -18.05% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.09% | -0.40% | |
| 44 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.36% | -0.01% | -1.42% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | — | -3.40% | |
| 46 | CNC | Centene CORP | Stock-Healthcare | 0.31% | +0.05% | -2.07% | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.30% | -0.05% | -10.81% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.01% | -8.54% | |
| 49 | RRR | Red Rock Resorts Inc-class A | Stock-Other | 0.29% | +0.04% | +8.59% | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.28% | -0.05% | -4.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 5 | PHYS | Sprott Physical Gold Trust | — | NEW | New buy |
| 6 | QLTY | Gmo U.s. Quality ETF | — | NEW | New buy |
| 7 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 8 | IWY | Ishares Russell Top 200 Grow | — | NEW | New buy |
| 9 | TSLA | Tesla Inc | — | NEW | New buy |
| 10 | JMST | JPM Ultra-short Muni Income | — | NEW | New buy |
| 11 | RPG | Invesco S&p 500 Pure Growth | — | NEW | New buy |
| 12 | AVUS | Avantis U.s. Equity ETF | — | NEW | New buy |
| 13 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 16 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 17 | NVDA | Nvidia CORP | — | NEW | New buy |
| 18 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 19 | SGDM | Sprott Gold Miners ETF | — | NEW | New buy |
| 20 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 22 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 23 | SBUX | Starbucks CORP | — | NEW | New buy |
| 24 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 25 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 26 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 27 | HD | Home Depot Inc | — | NEW | New buy |
| 28 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 29 | 07WA | Mr Cooper Group Inc | — | NEW | New buy |
| 30 | UL | Unilever PLC | — | NEW | New buy |
| 31 | AIG | American International Group | — | NEW | New buy |
| 32 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 33 | RTX | Rtx CORP | — | NEW | New buy |
| 34 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 35 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 36 | ORCL | Oracle CORP | — | NEW | New buy |
| 37 | ADBE | Adobe Inc | — | NEW | New buy |
| 38 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 39 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| 41 | MDT | Medtronic plc | — | NEW | New buy |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 43 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 44 | DFAU | Dimensional US Core Equity M | — | NEW | New buy |
| 45 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 46 | CNC | Centene CORP | — | NEW | New buy |
| 47 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 48 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 49 | RRR | Red Rock Resorts Inc-class A | — | NEW | New buy |
| 50 | IAU | Ishares Gold Trust | — | NEW | New buy |
According to official SEC Form 13F filings, Auxano Advisors, LLC reported a total U.S. public equity portfolio value of $527.8M across 162 disclosed positions in Q1 2025.
During Q1 2025, Auxano Advisors, LLC's top holdings by market value included MSFT (11.8%)、AAPL (8.5%)、AMZN (8.3%). The largest single position, MSFT, represented 11.8% of total portfolio value.
In Q1 2025, Auxano Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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