Auxano-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RRX",
  "FTAI",
  null,
  null,
  "FNDA",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "ALL",
  "GOOGL",
  "AXP",
  "AIG",
  "ASML",
  "ENOV",
  "AVGO",
  null,
  "KMX",
  "BSX",
  "RQI",
  "COF",
  null,
  "DUK",
  "COOP",
  null,
  null,
  "GD",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  "MCD",
  null,
  "UNP",
  "GNW",
  "ISRG",
  "BKNG",
  "PI",
  "META",
  "IJH",
  "RRR",
  null,
  null,
  "IWS",
  "LIN",
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "PCAR",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "IWF",
  null,
  "PEP",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "RELY",
  "RTX",
  "GLD",
  null,
  null,
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TRV",
  "UL",
  "ASH",
  "SCHW",
  "IWV",
  "SBAC",
  "IWN",
  "TSM",
  null,
  null,
  "GM",
  null,
  "FI",
  "IP",
  "DEO",
  "WM",
  "PEG",
  "NVO",
  "AMZN",
  "SCHB",
  "HCA",
  "ESGD",
  "HII",
  "VLO",
  "VXUS",
  "VTV",
  "V",
  "WMT",
  "WCC",
  "WFC",
  null,
  "SCHD",
  "LEA",
  "KEY",
  "SO",
  "TRMB",
  "CRM",
  "DIA",
  "SPOT",
  "CMPR",
  null,
  "EXR",
  "LULU",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "BLDR",
  "CHRW",
  "CNC",
  "CVX",
  "CSCO",
  "COHR",
  "CL",
  "BBCP",
  "CPRT",
  "COST",
  "FANG",
  "IWB",
  "NKE",
  "QQQ",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 162
Total Value: 377375152
Accession Number: 0001085146-25-002590
Form Type: 13F-HR
CIK: auxano-advisors
Manager Name: Auxano-Advisors

Data Enrichment

88% identified

142 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

162 positions • $377.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.2K

Value:$3.3M

% of Portfolio:0.9% ($3.3M/$377.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:11.5K

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$377.4M)

STARBUCKS CORP

SBUX|855244109

Shares:28.0K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$377.4M)

NOVO NORDISK A S

NVO|670100205

Shares:39.4K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$377.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:15.0K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$377.4M)

Walt Disney Co

DIS|254687106

Shares:23.6K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$377.4M)

HOME DEPOT, INC.

HD|437076102

Shares:6.3K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$377.4M)

Meta Platforms, Inc.

META|30303M102

Shares:3.9K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$377.4M)

Mr. Cooper Group Inc.

COOP|62482R107

Shares:18.4K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$377.4M)

UNILEVER PLC

UL|904767704

Shares:33.5K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$377.4M)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:21.1K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$377.4M)

ELI LILLY & Co

LLY|532457108

Shares:2.2K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$377.4M)

RTX Corp

RTX|75513E101

Shares:13.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$377.4M)

46641Q837

Shares:33.6K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$377.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:14.1K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$377.4M)

ORACLE CORP

ORCL|68389X105

Shares:11.9K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$377.4M)

ADOBE INC.

ADBE|00724F101

Shares:4.2K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$377.4M)

81369Y803

XLK|81369Y803

Shares:7.3K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$377.4M)

46434G103

IEMG|46434G103

Shares:27.5K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$377.4M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:3.4K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$377.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.2K	QoQ -0.72% (-45) YoY +11.76% (+651)	All Managers (Combined)	$3.3M	0.9% ($3.3M/$377.4M)	QoQ +16.64% (-$470.1K) YoY +41.54% (+$966.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	11.5K	QoQ -0.97% (-113) YoY +2.83% (+317)	All Managers (Combined)	$2.8M	0.7% ($2.8M/$377.4M)	QoQ +1.33% (-$37.2K) YoY +25.93% (+$581.5K)
STARBUCKS CORP(SBUXcusip855244109)	28.0K	QoQ -1.42% (-403) YoY +25.44% (+5.7K)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$377.4M)	QoQ +5.97% (-$154.5K) YoY +34.63% (+$705.5K)
NOVO NORDISK A S(NVOcusip670100205)	39.4K	QoQ +29.39% (+8.9K) YoY +30.28% (-9.2K)	All Managers (Combined)	$2.7M	0.7% ($2.7M/$377.4M)	QoQ +4.45% (+$116.7K) YoY -29.53% (-$1.1M)
JOHNSON & JOHNSON(JNJcusip478160104)	15.0K	QoQ -5.31% (-843) YoY +16.97% (+2.2K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$377.4M)	QoQ +8.57% (-$196.5K) YoY +22.63% (+$459.3K)
Walt Disney Co(DIScusip254687106)	23.6K	QoQ +3.86% (-880) YoY +29.57% (+5.4K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$377.4M)	QoQ -7.92% (-$200.8K) YoY +4.52% (+$100.8K)
HOME DEPOT, INC.(HDcusip437076102)	6.3K	QoQ -1.35% (-86) YoY -3.63% (-237)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$377.4M)	QoQ -7.05% (-$174.7K) YoY -7.93% (-$198.3K)
Meta Platforms, Inc.(METAcusip30303M102)	3.9K	QoQ +1.04% (-40) YoY +7.81% (+281)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$377.4M)	QoQ -0.55% (-$12.5K) YoY +27.94% (+$488.1K)
Mr. Cooper Group Inc.(COOPcusip62482R107)	18.4K	QoQ -7.88% (-1.6K) YoY -22.53% (-5.3K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$377.4M)	QoQ +14.75% (-$282.4K) YoY +18.86% (-$348.6K)
UNILEVER PLC(ULcusip904767704)	33.5K	QoQ +8.67% (+2.7K) YoY +10.23% (+3.1K)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$377.4M)	QoQ +14.13% (+$247.3K) YoY +30.79% (+$469.9K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	21.1K	QoQ +8.26% (+1.6K) YoY +13.18% (+2.5K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$377.4M)	QoQ +29.29% (+$416.2K) YoY +25.88% (+$377.7K)
ELI LILLY & Co(LLYcusip532457108)	2.2K	QoQ -2.17% (-49) YoY +33.55% (+553)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$377.4M)	QoQ +4.65% (-$80.9K) YoY +41.79% (+$535.9K)
RTX Corp(RTXcusip75513E101)	13.0K	QoQ -35.21% (-7.1K) YoY -38.03% (-8.0K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$377.4M)	QoQ -25.84% (-$602.4K) YoY -15.84% (-$325.4K)
(cusip46641Q837)✕	33.6K	QoQ -1.36% (-464) YoY -3.84% (-1.3K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$377.4M)	QoQ -0.85% (-$14.6K) YoY -3.50% (-$61.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	14.1K	QoQ -6.17% (-927) YoY +1.01% (+142)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$377.4M)	QoQ +3.73% (-$60.2K) YoY +3.35% (+$54.4K)
ORACLE CORP(ORCLcusip68389X105)	11.9K	QoQ -8.19% (-1.1K) YoY +8.03% (+883)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$377.4M)	QoQ -22.97% (-$495.1K) YoY +20.25% (+$279.5K)
ADOBE INC.(ADBEcusip00724F101)	4.2K	QoQ -2.49% (-107) YoY -8.70% (-398)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$377.4M)	QoQ -15.90% (-$302.9K) YoY -30.60% (-$706.4K)
(XLKcusip81369Y803)	7.3K	QoQ -3.26% (-246) YoY +0.20% (-15)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$377.4M)	QoQ -14.10% (-$246.9K) YoY -0.65% (-$9.8K)
(IEMGcusip46434G103)	27.5K	QoQ -2.22% (-626) YoY -0.04% (-12)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$377.4M)	QoQ +1.05% (-$15.5K) YoY +4.54% (-$64.7K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	3.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$377.4M)	QoQ -1.32% (-$19.2K) YoY +5.56% (+$75.5K)