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Auour Investments LLC

CIK:0001789310
Investment Adviser
$341M AUM
81 holdings
Wenham, MA, USA
Founded:2003
7 employees
Latest filing:Jun 30, 2025

Auour Investments LLC is an SEC-registered investment advisor that emphasizes being 'positive historians' by focusing on both the risks and the recoveries in the market, employing a downside mitigation strategy to manage risk.

Investment Strategy

Auour employs a strategy that includes monitoring market conditions for systemic stress and adjusting exposures accordingly, combining both growth and value mandates with long/short hedge funds and quantitative methods.

Latest 13F Filing Activity

Auour Investments LLC filed their most recent 13F report on Jun 30, 2025 disclosing 80 equity positions with a total 13F market value of $291M. The fund increased holdings in SPDR Series Trust, SPDR Series Trust, SPDR Series Trust among other positions. Auour Investments LLC reduced exposure to SPDR Series Trust, Ishares TR, Vanguard Scottsdale FDS among others.

Top Buys
S
SPLGSPDR SERIES TRUST
+$5.7M
B
BILSPDR SERIES TRUST
+$2.1M
S
SPYGSPDR SERIES TRUST
+$917.3K
S
SPDWSPDR INDEX SHS FDS
+$762.9K
S
SPYVSPDR SERIES TRUST
+$739.6K
Top Sells
S
SPABSPDR SERIES TRUST
-$581.7K
A
AGGISHARES TR
-$279.9K
V
VGITVANGUARD SCOTTSDALE FDS
-$166.7K
J
JAAAJANUS DETROIT STR TR
-$118.2K
S
SPSBSPDR SERIES TRUST
-$102.3K

Top Holdings

S
SPLGSPDR SERIES TRUST
+20.5%$59.5M
B
BILSPDR SERIES TRUST
+15.7%$45.7M
S
SPDWSPDR INDEX SHS FDS
+8.6%$25.1M
V
VEAVANGUARD TAX-MANAGED FDS
+3.5%$10.2M
S
SPYVSPDR SERIES TRUST
+2.9%$8.4M

Equity Positions (80)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SPDR SERIES TRUST20.46%$59.5M818,773$53.42$72.69+$5.7M
SPDR SERIES TRUST15.71%$45.7M498,119$91.78$91.73+$2.1M
SPDR INDEX SHS FDS8.63%$25.1M620,192$32.62$40.49+$762.9K
VANGUARD TAX-MANAGED FDS3.51%$10.2M179,022$46.20$57.01+$178.0K
SPDR SERIES TRUST2.90%$8.4M161,314$44.52$52.34+$739.6K

Industry Allocation

ELECTRONIC COMPUTERS
+0.7%
PHARMACEUTICAL PREPARATIONS
+0.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.5%
FIRE, MARINE & CASUALTY INSURANCE
+0.4%
COMMODITY CONTRACTS BROKERS & DEALERS
+0.4%