Auxano Advisors, LLC

Name: Auxano Advisors, LLC 13F holdings, Q2 2025
Creator: Auxano Advisors, LLC
Published: 2025-08-12

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Auxano Advisors, LLC reported 163 stock positions worth $428.3 million. Its top holding was Microsoft (MSFT) at 14.0% of the portfolio, followed by Apple (AAPL, 9.2%) and Amazon.com (AMZN, 8.4%). Compared with Q1 2025, it opened 8 new positions, sold out of 7, added to 61 and reduced 78. The biggest buy was Microsoft (MSFT, shares +2%) and the biggest sale Costco Wholesale (COST, shares −1%).

Most Recent 13F: Q2 2026
Location: BELLEVUE, WA
CIK: 0001811491
Portfolio Value: $428.3M (Q2 2025)
SEC Filing: 0001085146-25-004846 ↗ filed Aug 12, 2025

Holdings Value

Holdings 163 stocks · $428.3M


MSFT Microsoft Corp.	13.96%	120,164	$59.8M	Add +1.6%
AAPL Apple Inc.	9.24%	192,943	$39.6M	Add +33.8%
AMZN Amazon.com Inc.	8.43%	164,497	$36.1M	Reduce -0.1%
COST Costco Wholesale Corp.	6.47%	27,984	$27.7M	Reduce -1.1%
PHYS Sprott Physical Gold Trust	5.97%	1,007,806	$25.5M	Reduce -1.3%
QLTY GMO U.S. Quality ETF	4.49%	560,964	$19.2M	Add +3.9%
IWB iShares Russell 1000 ETF	4.25%	53,663	$18.2M	Reduce -0.6%
IWY iShares Russell Top 200 Grow	3.28%	56,940	$14.0M	Add +2.9%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	2.52%	211,534	$10.8M	Add +42.3%
TSLA Tesla Inc.	2.36%	31,804	$10.1M	Reduce -0.7%
RPG Invesco S&P 500 Pure Growth	1.95%	182,712	$8.4M	Reduce -1.7%
AVUS Avantis U.S. Equity ETF	1.63%	69,239	$7.0M	Reduce -4.0%
NVDA Nvidia Corp.	1.49%	40,497	$6.4M	Add +1.5%
SPY SS SPDR S&P 500 ETF Trust-US	1.29%	8,968	$5.5M	Reduce -1.5%
GOOGL Alphabet Inc. Class A	1.27%	30,945	$5.5M	Reduce -5.1%
SCHD Schwab US DVD Equity ETF	1.14%	183,765	$4.9M	Add +0.6%
IVV iShares Core S&P 500 ETF	1.13%	7,760	$4.8M	Add +0.0%
SGDM Sprott Gold Miners ETF	1.03%	97,727	$4.4M	Reduce -5.5%
VTV Vanguard Mrngstr Val ETF-Aui	0.97%	23,611	$4.2M	Reduce -0.0%
V Visa Inc. Class A	0.80%	9,621	$3.4M	Reduce -5.0%
JPM JPMorgan Chase & Co.	0.78%	11,508	$3.3M	Reduce -0.0%
BRK.B Berkshire Hathaway Inc. Class B	0.68%	5,962	$2.9M	Reduce -3.6%
NVO Novo-Nordisk A/S-Spons ADR	0.67%	41,262	$2.8M	Add +4.8%
META Meta Platforms Inc. Class A	0.66%	3,814	$2.8M	Reduce -1.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.65%	22,548	$2.8M	Reduce -4.5%
SBUX Starbucks Corp.	0.62%	28,963	$2.7M	Add +3.6%
COOP Mr Cooper Group Inc.	0.59%	16,988	$2.5M	Reduce -7.5%
JNJ Johnson & Johnson	0.56%	15,635	$2.4M	Add +4.2%
HD Home Depot Inc.	0.54%	6,266	$2.3M	Reduce -0.2%
ORCL Oracle Corp.	0.49%	9,514	$2.1M	Reduce -19.8%
UL Unilever PLC	0.46%	32,414	$2.0M	Reduce -3.3%
XLK SS Technology Select Sector	0.43%	7,285	$1.8M	Add +0.0%
LLY Eli Lilly & Co.	0.42%	2,309	$1.8M	Add +4.9%
JPST JPMorgan Ultra-Short Income	0.42%	35,123	$1.8M	Add +4.5%
AIG American International Group	0.40%	19,793	$1.7M	Reduce -6.3%
IEMG iShares Core MSCI Emerging	0.39%	27,698	$1.7M	Add +0.6%
AVGO Broadcom Inc.	0.38%	5,928	$1.6M	Add +1.8%
GOOG Alphabet Inc. Class C	0.36%	8,582	$1.5M	Reduce -2.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE	0.35%	3,414	$1.5M	No change
RTX RTX Corp.	0.34%	10,110	$1.5M	Reduce -22.5%
XOM Exxon Mobil Corp.	0.34%	13,431	$1.4M	Reduce -4.6%
ADBE Adobe Inc.	0.34%	3,733	$1.4M	Reduce -10.6%
MDT Medtronic PLC	0.34%	16,548	$1.4M	Add +5.0%
DFAU Dimensional US Core Equity M	0.33%	32,916	$1.4M	Reduce -5.9%
RRX Regal Rexnord Corp.	0.30%	8,887	$1.3M	Add +14.8%
RRR Red Rock Resorts Inc. Class A	0.28%	23,419	$1.2M	Reduce -7.5%
PG The Procter & Gamble Co.	0.27%	7,315	$1.2M	Add +10.8%
MRK Merck & Co. Inc.	0.26%	13,963	$1.1M	Reduce -0.2%
IAU iShares Gold Trust	0.25%	17,265	$1.1M	Reduce -2.1%
CSCO Cisco Systems Inc.	0.25%	15,500	$1.1M	Reduce -1.1%
VXUS Vanguard Total Intl Stock	0.24%	15,026	$1.0M	Add +0.7%
GD General Dynamics Corp.	0.24%	3,548	$1.0M	Reduce -4.6%
CNC Centene Corp.	0.24%	18,992	$1.0M	Reduce -1.6%
TMUS T-Mobile US Inc.	0.24%	4,257	$1.0M	No change
ASML ASML Holding NV-NY Reg SHS	0.24%	1,262	$1.0M	Add +0.9%
SHY iShares 1-3 Year Treasury Bo	0.23%	12,042	$998K	Reduce -28.0%
CMPR Cimpress PLC	0.23%	21,111	$992K	Add +27.3%
WCC Wesco International Inc.	0.23%	5,355	$992K	Reduce -7.1%
PI Impinj Inc.	0.23%	8,811	$979K	No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.23%	3,319	$978K	Reduce -1.4%
ABT Abbott Laboratories	0.23%	7,154	$973K	Reduce -0.3%
COHR Coherent Corp.	0.22%	10,730	$957K	Add +18.3%
MA Mastercard Inc. Class A	0.22%	1,700	$955K	Add +1.2%
KMX Carmax Inc.	0.22%	14,148	$951K	Add +31.4%
SSNC Ss&c Technologies Holdings	0.22%	11,329	$938K	Reduce -2.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.22%	19,524	$924K	Reduce -17.1%
TXN Texas Instruments Inc.	0.21%	4,233	$879K	Add +5.8%
IWS iShares Russell Mid-Cap Valu	0.20%	6,323	$836K	Reduce -4.9%
UNP Union Pacific Corp.	0.19%	3,478	$800K	Reduce -3.3%
NFLX Netflix Inc.	0.19%	596	$799K	Reduce -2.3%
AXP American Express Co.	0.18%	2,479	$791K	Add +1.0%
ASH Ashland Inc.	0.18%	15,226	$766K	Add +15.8%
COF Capital One Financial Corp.	0.18%	3,557	$757K	Add +44.8%
ABBV Abbvie Inc.	0.18%	4,056	$753K	Add +0.9%
CVX Chevron Corp.	0.17%	5,181	$742K	Reduce -3.8%
ACN Accenture PLC Class A	0.17%	2,471	$739K	Reduce -5.5%
AMGN Amgen Inc.	0.17%	2,573	$718K	Reduce -0.3%
CHRW C.H. Robinson Worldwide Inc.	0.16%	7,278	$698K	Add +0.9%
KEY Keycorp	0.16%	39,382	$686K	Reduce -13.2%
IWN iShares Russell 2000 Value E	0.16%	4,342	$685K	No change
WM Waste Management Inc.	0.16%	2,983	$683K	Reduce -0.1%
WMT Walmart Inc.	0.16%	6,931	$678K	Reduce -35.3%
IWD iShares Russell 1000 Value E	0.16%	3,442	$669K	No change
GM General Motors Co.	0.15%	13,487	$664K	Reduce -9.8%
SPOT Spotify Technology SA	0.15%	838	$643K	Add +0.8%
WFC Wells Fargo & Co.	0.15%	7,952	$637K	Reduce -1.4%
HII Huntington Ingalls Industrie	0.15%	2,598	$627K	Reduce -5.2%
TSM Taiwan Semiconductor-SP ADR	0.15%	2,764	$626K	Add +26.7%
GLD SPDR Gold Shares	0.14%	1,940	$591K	No change
NKE Nike Inc. Class B	0.13%	7,833	$556K	Reduce -42.3%
PFE Pfizer Inc.	0.13%	22,723	$551K	Reduce -3.2%
INFL Horizon Kinetics Infl Benef	0.13%	12,897	$544K	Reduce -25.6%
BIL SS SPDR BB 1-3M T-Bill ETF	0.12%	5,779	$530K	Add +152.0%
SBAC SBA Communications Corp.	0.12%	2,188	$514K	Reduce -15.4%
CRM Salesforce Inc.	0.12%	1,853	$505K	Add +125.2%
DEO Diageo PLC-Sponsored ADR	0.11%	4,760	$480K	Reduce -7.5%
OKE Oneok Inc.	0.11%	5,872	$479K	Reduce -0.6%
GS Goldman Sachs Group Inc.	0.11%	676	$478K	Add +0.5%
FANG Diamondback Energy Inc.	0.11%	3,398	$467K	Reduce -11.7%
NOC Northrop Grumman Corp.	0.11%	920	$460K	No change
PEP Pepsico Inc.	0.11%	3,480	$460K	Reduce -6.8%
QQQ Invesco QQQ Trust Series 1	0.11%	820	$452K	Reduce -1.3%
IP International Paper Co.	0.10%	9,374	$439K	Add +6.1%
MPC Marathon Petroleum Corp.	0.10%	2,614	$434K	Reduce -1.3%
VLO Valero Energy Corp.	0.10%	3,220	$433K	Add +1.0%
DBEF Xtrackers MSCI Eafe Hedged E	0.10%	9,650	$422K	New
SO The Southern Co.	0.10%	4,498	$413K	Add +5.6%
CL Colgate-Palmolive Co.	0.09%	4,472	$407K	Reduce -3.0%
BA The Boeing Co.	0.09%	1,922	$403K	Add +49.0%
MS Morgan Stanley	0.09%	2,795	$394K	Reduce -1.5%
XLI SS Industrial Select Sector	0.09%	2,636	$389K	No change
IJH iShares Core S&P Midcap ETF	0.09%	6,095	$378K	Add +0.9%
RELY Remitly Global Inc.	0.09%	20,118	$378K	No change
XLE SS Energy Select Sector	0.08%	4,248	$360K	Add +0.1%
FNDA Schwab Fndmntl US SM Co. ETF	0.08%	12,290	$352K	Add +0.3%
MCD McDonald's Corp.	0.08%	1,197	$350K	Add +0.1%
EPD Enterprise Products Partners	0.08%	11,256	$349K	No change
LEA Lear Corp.	0.08%	3,607	$343K	Add +0.1%
HCA HCA Healthcare Inc.	0.08%	893	$342K	Reduce -38.0%
ENOV Enovis Corp.	0.08%	10,722	$336K	No change
ALL Allstate Corp.	0.08%	1,669	$336K	Reduce -0.4%
BKNG Booking Holdings Inc.	0.08%	57	$330K	Add +5.6%
BLDR Builders Firstsource Inc.	0.08%	2,801	$327K	Add +13.0%
LIN Linde PLC	0.07%	665	$312K	Reduce -1.8%
FTAI Ftai Aviation Ltd.	0.07%	2,702	$311K	Add +0.3%
SYK Stryker Corp.	0.07%	781	$309K	Add +2.2%
TRMB Trimble Inc.	0.07%	4,054	$308K	Reduce -0.5%
TGT Target Corp.	0.07%	3,116	$307K	Add +9.8%
IWF iShares Russell 1000 Growth	0.07%	708	$301K	No change
VTI VG Morningstar TS MKT ETF-US	0.07%	979	$298K	Reduce -11.7%
PCAR Paccar Inc.	0.07%	3,075	$292K	Reduce -2.1%
PH Parker Hannifin Corp.	0.07%	417	$291K	Reduce -2.8%
UNH Unitedhealth Group Inc.	0.07%	932	$291K	Reduce -24.7%
PGR Progressive Corp.	0.07%	1,061	$283K	Add +0.1%
ETN Eaton Corp. PLC	0.06%	778	$278K	Add +4.7%
RQI Cohen & Steers Qual Inc. RLTY	0.06%	22,186	$276K	Add +2.0%
LULU Lululemon Athletica Inc.	0.06%	1,132	$269K	Add +0.7%
AR Antero Resources Corp.	0.06%	6,559	$264K	New
BSX Boston Scientific Corp.	0.06%	2,450	$263K	Add +3.0%
HON Honeywell International Inc.	0.06%	1,126	$262K	Reduce -13.7%
IWV iShares Russell 3000 ETF	0.06%	735	$258K	No change
MMM 3M Co.	0.06%	1,691	$257K	Reduce -0.4%
DUK Duke Energy Corp.	0.06%	2,149	$254K	Add +1.4%
SCHW Schwab (charles) Corp.	0.06%	2,777	$253K	Add +2.1%
COP Conocophillips	0.06%	2,803	$252K	New
ZTS Zoetis Inc.	0.06%	1,587	$247K	New
SCHB Schwab US Broad Market ETF	0.06%	10,268	$245K	Reduce -31.9%
EXR Extra Space Storage Inc.	0.06%	1,625	$240K	Reduce -1.2%
ISRG Intuitive Surgical Inc.	0.05%	432	$235K	Add +0.9%
MOAT Vaneck Morningstar Wide Moat	0.05%	2,419	$227K	Reduce -0.2%
JVAL JPMorgan US Value Factor ETF	0.05%	5,121	$226K	Add +0.7%
IQLT iShares MSCI International Q	0.05%	5,122	$221K	New
ESGD iShares Trust iShares ESG Aw	0.05%	2,472	$221K	No change
XLV SS Health Care Select Sector	0.05%	1,626	$219K	No change
HPQ HP Inc.	0.05%	8,870	$217K	Add +4.0%
URTH iShares MSCI World ETF	0.05%	1,270	$215K	New
RLY SS Multi-Asset Real Ret ETF	0.05%	7,244	$211K	Reduce -28.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.05%	753	$211K	New
TRV The Travelers Cos Inc.	0.05%	777	$208K	Reduce -3.7%
AVUV Avantis US Small Cap Value	0.05%	2,223	$203K	New
PEG Public Service Enterprise GP	0.05%	2,394	$201K	Reduce -1.6%
BBCP Concrete Pumping Holdings Inc.	0.03%	22,901	$141K	Add +0.6%
GNW Genworth Financial Inc.	0.02%	11,000	$86K	No change

Portfolio Sells Q1 2025 → Q2 2025


COST Costco Wholesale Corp.	Reduce -1.1%	6.47%	−0.62
PHYS Sprott Physical Gold Trust	Reduce -1.3%	5.97%	−0.54
BRK.B Berkshire Hathaway Inc. Class B	Reduce -3.6%	0.68%	−0.20
V Visa Inc. Class A	Reduce -5.0%	0.80%	−0.14
AVUS Avantis U.S. Equity ETF	Reduce -4.0%	1.63%	−0.14
IWB iShares Russell 1000 ETF	Reduce -0.6%	4.25%	−0.13
SHY iShares 1-3 Year Treasury Bo	Reduce -28.0%	0.23%	−0.13
RTX RTX Corp.	Reduce -22.5%	0.34%	−0.11
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -0.0%	0.97%	−0.11
XOM Exxon Mobil Corp.	Reduce -4.6%	0.34%	−0.11
UNH Unitedhealth Group Inc.	Reduce -24.7%	0.07%	−0.10
NKE Nike Inc. Class B	Reduce -42.3%	0.13%	−0.10
AIG American International Group	Reduce -6.3%	0.40%	−0.09
WMT Walmart Inc.	Reduce -35.3%	0.16%	−0.09
ADBE Adobe Inc.	Reduce -10.6%	0.34%	−0.09
GIS General Mills Inc.	Sold out	0.00%	−0.08
MRK Merck & Co. Inc.	Reduce -0.2%	0.26%	−0.07
HD Home Depot Inc.	Reduce -0.2%	0.54%	−0.07
TMO Thermo Fisher Scientific Inc.	Sold out	0.00%	−0.07
BMY Bristol-Myers Squibb Co.	Sold out	0.00%	−0.07
CNC Centene Corp.	Reduce -1.6%	0.24%	−0.07
FISV Fiserv Inc.	Sold out	0.00%	−0.07
UL Unilever PLC	Reduce -3.3%	0.46%	−0.07
CVX Chevron Corp.	Reduce -3.8%	0.17%	−0.07
GOOGL Alphabet Inc. Class A	Reduce -5.1%	1.27%	−0.06
CPRT Copart Inc.	Sold out	0.00%	−0.06
INFL Horizon Kinetics Infl Benef	Reduce -25.6%	0.13%	−0.06
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -1.5%	1.29%	−0.06
FANG Diamondback Energy Inc.	Reduce -11.7%	0.11%	−0.05
VZ Verizon Communications Inc.	Sold out	0.00%	−0.05
HCA HCA Healthcare Inc.	Reduce -38.0%	0.08%	−0.05
AMGN Amgen Inc.	Reduce -0.3%	0.17%	−0.05
BAC Bank of America Corp.	Reduce -17.1%	0.22%	−0.04
ACN Accenture PLC Class A	Reduce -5.5%	0.17%	−0.04
OKE Oneok Inc.	Reduce -0.6%	0.11%	−0.04
PEP Pepsico Inc.	Reduce -6.8%	0.11%	−0.04
UNP Union Pacific Corp.	Reduce -3.3%	0.19%	−0.04
SSNC Ss&c Technologies Holdings	Reduce -2.1%	0.22%	−0.04
KEY Keycorp	Reduce -13.2%	0.16%	−0.03
GM General Motors Co.	Reduce -9.8%	0.15%	−0.03
DEO Diageo PLC-Sponsored ADR	Reduce -7.5%	0.11%	−0.03
DFAU Dimensional US Core Equity M	Reduce -5.9%	0.33%	−0.03
SBAC SBA Communications Corp.	Reduce -15.4%	0.12%	−0.03
PFE Pfizer Inc.	Reduce -3.2%	0.13%	−0.03
SCHB Schwab US Broad Market ETF	Reduce -31.9%	0.06%	−0.03
RLY SS Multi-Asset Real Ret ETF	Reduce -28.3%	0.05%	−0.03
GD General Dynamics Corp.	Reduce -4.6%	0.24%	−0.03
IWS iShares Russell Mid-Cap Valu	Reduce -4.9%	0.20%	−0.03
ABT Abbott Laboratories	Reduce -0.3%	0.23%	−0.03
IAU iShares Gold Trust	Reduce -2.1%	0.25%	−0.02

Portfolio Buys Q1 2025 → Q2 2025


MSFT Microsoft Corp.	Add +1.6%	13.96%	+2.19
AAPL Apple Inc.	Add +33.8%	9.24%	+0.76
JMST JPM Ultra-Short Muni Income	Add +42.3%	2.52%	+0.51
NVDA Nvidia Corp.	Add +1.5%	1.49%	+0.35
IWY iShares Russell Top 200 Grow	Add +2.9%	3.28%	+0.18
AVGO Broadcom Inc.	Add +1.8%	0.38%	+0.12
DBEF Xtrackers MSCI Eafe Hedged E	New	0.10%	+0.10
BIL SS SPDR BB 1-3M T-Bill ETF	Add +152.0%	0.12%	+0.07
COHR Coherent Corp.	Add +18.3%	0.22%	+0.07
RRX Regal Rexnord Corp.	Add +14.8%	0.30%	+0.07
AR Antero Resources Corp.	New	0.06%	+0.06
COF Capital One Financial Corp.	Add +44.8%	0.18%	+0.06
CRM Salesforce Inc.	Add +125.2%	0.12%	+0.06
COP Conocophillips	New	0.06%	+0.06
ZTS Zoetis Inc.	New	0.06%	+0.06
IQLT iShares MSCI International Q	New	0.05%	+0.05
URTH iShares MSCI World ETF	New	0.05%	+0.05
TSM Taiwan Semiconductor-SP ADR	Add +26.7%	0.15%	+0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd	New	0.05%	+0.05
AVUV Avantis US Small Cap Value	New	0.05%	+0.05
BA The Boeing Co.	Add +49.0%	0.09%	+0.04
CMPR Cimpress PLC	Add +27.3%	0.23%	+0.03
XLK SS Technology Select Sector	Add +0.0%	0.43%	+0.03
SPOT Spotify Technology SA	Add +0.8%	0.15%	+0.03
ASML ASML Holding NV-NY Reg SHS	Add +0.9%	0.24%	+0.02
QLTY GMO U.S. Quality ETF	Add +3.9%	4.49%	+0.02
TXN Texas Instruments Inc.	Add +5.8%	0.21%	+0.01
GS Goldman Sachs Group Inc.	Add +0.5%	0.11%	+0.01
ETN Eaton Corp. PLC	Add +4.7%	0.06%	+0.01
BKNG Booking Holdings Inc.	Add +5.6%	0.08%	+0.01
AXP American Express Co.	Add +1.0%	0.18%	+0.01
SCHW Schwab (charles) Corp.	Add +2.1%	0.06%	+0.00
BBCP Concrete Pumping Holdings Inc.	Add +0.6%	0.03%	0.00
KMX Carmax Inc.	Add +31.4%	0.22%	−0.00
ISRG Intuitive Surgical Inc.	Add +0.9%	0.05%	−0.00
BSX Boston Scientific Corp.	Add +3.0%	0.06%	−0.00
JVAL JPMorgan US Value Factor ETF	Add +0.7%	0.05%	−0.00
SYK Stryker Corp.	Add +2.2%	0.07%	−0.00
VXUS Vanguard Total Intl Stock	Add +0.7%	0.24%	−0.00
LEA Lear Corp.	Add +0.1%	0.08%	−0.00
IJH iShares Core S&P Midcap ETF	Add +0.9%	0.09%	−0.01
IEMG iShares Core MSCI Emerging	Add +0.6%	0.39%	−0.01
BLDR Builders Firstsource Inc.	Add +13.0%	0.08%	−0.01
TGT Target Corp.	Add +9.8%	0.07%	−0.01
FTAI Ftai Aviation Ltd.	Add +0.3%	0.07%	−0.01
FNDA Schwab Fndmntl US SM Co. ETF	Add +0.3%	0.08%	−0.01
SO The Southern Co.	Add +5.6%	0.10%	−0.01
RQI Cohen & Steers Qual Inc. RLTY	Add +2.0%	0.06%	−0.01
DUK Duke Energy Corp.	Add +1.4%	0.06%	−0.01
VLO Valero Energy Corp.	Add +1.0%	0.10%	−0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	206	$527.8M	AAPL, MSFT, QLTY, AMZN, PHYS
Q1 2026	199	$501.3M	AAPL, MSFT, PHYS, QLTY, AMZN
Q4 2025	188	$506.4M	AAPL, MSFT, AMZN, PHYS, COST
Q3 2025	172	$470.3M	MSFT, AAPL, AMZN, PHYS, COST
Q2 2025	163	$428.3M	MSFT, AAPL, AMZN, COST, PHYS
Q1 2025	162	$377.4M	MSFT, AAPL, AMZN, COST, PHYS
Q4 2024	162	$396.8M	MSFT, AAPL, AMZN, COST, PHYS
Q3 2024	160	$386.3M	MSFT, AAPL, AMZN, COST, PHYS
Q2 2024	150	$361.7M	MSFT, AMZN, AAPL, COST, PHYS
Q1 2024	152	$343.4M	MSFT, AMZN, COST, AAPL, PHYS