Auour Investments LLC

CIK 0001789310 · Q2 2026

13F Equity AUM

$348.8M

+9.7% QoQ

Positions

+4 QoQ

AUM Rank

#4,618

Top 53%

Skill Alpha (FF)

-1.7%/yr^ns

No Clear Edge

Rank #5,364 · Top 65%

vs S&P -7.4%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 44.8%Top 10: 57.4%Top 20: 74.8%

SPYM19.8%

SPDW10.5%

BIL7.4%

VEA4.1%

SPIB3.0%

SPYV2.9%

MBSF2.5%

JAAA2.4%

SPYG2.4%

VRIG2.4%

Others (85)42.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services95.4%

Unclassified2.0%

Other2.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 95Median: 0.19%Avg: 1.05%

0–0.5%

57(8.2%)

0.5–1%

10(7.4%)

1–3%

24(42.5%)

3–5%

1(4.1%)

5%+

3(37.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 95vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New7Increased44Decreased25Exited3

New Positions

DCRE1.3%

+86K

DOUBLELINE ETF TRUST1.3%

+178K

SSGA ACTIVE TR0.7%

+103K

XBI0.1%

+2K

IGV0.1%

+4K

ABBV0.1%

+906

XLK0.1%

+1K

Increased

BKLN1.2%

+54K(+38%)

HYBL1.2%

+43K(+40%)

VRIG2.4%

+35K(+12%)

MBSF2.5%

+34K(+11%)

JBBB1.1%

+20K(+31%)

IWF0.8%

+18K(+297%)

JAAA2.4%

+14K(+9%)

SPIB3.0%

+8K(+3%)

SPHY0.8%

+5K(+4%)

FLJP0.1%

+4K(+62%)

Decreased

JSI0.1%

-88,378(-93%)

MBSX0.8%

-12,109(-10%)

SPYM19.8%

-9,325(-1%)

BIL7.4%

-5,637(-2%)

GLDM0.2%

-4,962(-38%)

SPDW10.5%

-4,091(-1%)

VNLA0.1%

-2,155(-20%)

SPYV2.9%

-1,332(-1%)

SPYG2.4%

-1,269(-2%)

FMB0.1%

-1,243(-18%)

Exited

PRIV

-95,946

GSY

-41,804

SHYD

-10,280

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...