Fund HoldingsAUXIER ASSET MANAGEMENT

Total Portfolio Value
$631.59M
Total Bought
$5.53M
Total Sold
$50.72M
Net Transaction
-$45.19M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Alphabet, Inc Voting Class89,61787,482-2,13513,52615,9352.52%+2,409
Microsoft Corp.(MSFT)112,053110,854-1,19947,14349,5467.84%+2,403
Philip Morris International(PM)220,212214,120-6,09220,17621,6973.44%+1,521
Apple, Inc.(AAPL)028,940+28,94006,0950.97%+6,095
Wal Mart Stores(WMT)147,798147,474-3248,8939,9851.58%+1,092
Costco Wholesale Corp07,542+7,54206,4111.02%+6,411
British American Tobacco(BTI)160,996186,796+25,8004,9105,7780.91%+867
Booking Holdings Inc.(BKNG)2,1502,15007,8008,5171.35%+717
UnitedHealth Group Inc.(UNH)066,575+66,575033,9045.37%+33,904
Bank of New York Mellon Corp222,719222,399-32012,83313,3192.11%+486
Bank of America Corp339,179333,997-5,18212,86213,2832.10%+421
Lincoln Educational(LINC)233,324238,324+5,0002,4102,8270.45%+416
AFLAC Inc.(AFL)119,269119,244-2510,24010,6501.69%+409
Ulta Beauty, Inc.0918+91803540.06%+354
Corning Inc(GLW)0130,551+130,55105,0720.80%+5,072
ASML Holding N.V.0277+27702830.04%+283
Meta Platforms, Inc.(META)14,58514,58507,0827,3541.16%+272
Altria Group Inc.(MO)153,013152,481-5326,6746,9461.10%+271
H&R Block Inc.049,530+49,53002,6860.43%+2,686
Ameriprise Financial Inc.(AMP)4,4015,081+6801,9302,1710.34%+241
Taiwan Semiconductor Manufactu(TSM)5,4875,48707479540.15%+207
Occidental Petroleum Corp(OXY)07,117+7,11704490.07%+449
Unilever PLC ADR(UL)119,543112,743-6,8006,0006,2000.98%+200
Coca-Cola Company(KO)95,57494,996-5785,8476,0460.96%+199
Oracle Corp(ORCL)12,58312,58301,5811,7770.28%+196
Trane Technologies PLC(TT)6,6836,68302,0062,1980.35%+192
AON Plc(AON)2,7423,767+1,0259151,1060.18%+191
Biogen Inc.(BIIB)016,220+16,22003,7600.60%+3,760
Marsh & McLennan Co.(MRSH)35,61335,605-87,3367,5031.19%+167
Amgen Inc.(AMGN)08,715+8,71502,7230.43%+2,723
Alphabet, Inc Non-Voting Class4,9544,95407549090.14%+154
Central Pacific Financial Corp(CPF)086,900+86,90001,8420.29%+1,842
Amazon.com, Inc.(AMZN)5,6905,890+2001,0261,1380.18%+112
Quest Diagnostics Inc.(DGX)028,215+28,21503,8620.61%+3,862
KLA Corporation(KLAC)83583505836880.11%+105
Qualcomm Inc(QCOM)3,0423,04205156060.10%+91
Nvidia Corp(NVDA)2632,630+2,3672383250.05%+87
Shell PLC(SHEL)016,346+16,34601,1800.19%+1,180
DuPont de Nemours, Inc(DD)048,317+48,31703,8890.62%+3,889
Organon & Co.(OGN)37,63837,210-4287087700.12%+63
Eli Lilly & Co(LLY)700669-315456060.10%+61
HP Inc.(HPQ)012,162+12,16204260.07%+426
Grand Canyon Education, Inc.14,45514,45501,9692,0220.32%+53
Hewlett Packard Enterprise Co.(HPE)013,359+13,35902830.04%+283
Procter & Gamble Co.(PG)19,92419,854-703,2333,2740.52%+42
Applied Materials Inc Delaware1,2831,28302653030.05%+38
General Motors Company(GM)32,60932,552-571,4791,5120.24%+34
AT & T, Inc. New(T)023,198+23,19804430.07%+443
Adobe Systems Inc(ADBE)0653+65303630.06%+363
Exxon Mobil Corp12,82113,192+3711,4901,5190.24%+28
Pfizer Inc.(PFE)068,778+68,77801,9240.30%+1,924
International Flavors & Fragra(IFF)03,556+3,55603390.05%+339
Citigroup Inc.(C)70,59670,59604,4644,4800.71%+16
Lockheed Martin Corp(LMT)01,488+1,48806950.11%+695
American Express Co.(AXP)7,1887,098-901,6371,6440.26%+7
Nokia Corp Sponsored ADR(NOK)011,747+11,7470440.01%+44
US Bancorp Delaware New(USB)013,009+13,00905160.08%+516
Waste Management Inc. Del(WM)1,6071,60703433430.05%0
Delta Airlines - New(DAL)06,125+6,12502910.05%+291
J P Morgan Chase & Co.(JPM)1,1631,137-262332300.04%-3
Alibaba Group Holding Limited09,754+9,75407020.11%+702
Haleon PLC(HLN)041,590+41,59003440.05%+344
Perspective Therapeutics000000
Stryker Corporation(SYK)75575502702570.04%-13
Ford Motor Co.- New(F)012,666+12,66601590.03%+159
Alaska Air Group Inc.08,770+8,77003540.06%+354
Deere & Co(DE)0660+66002470.04%+247
Washington Federal(WAFD)039,050+39,05001,1160.18%+1,116
Ingersoll Rand Inc.(IR)6,0556,05505755500.09%-25
Equifax Inc.(EFX)01,000+1,00002420.04%+242
CSX Corp(CSX)07,566+7,56602530.04%+253
ConAgra Foods Inc.(CAG)023,600+23,60006710.11%+671
Verizon Communications(VZ)32,82532,625-2001,3771,3450.21%-32
ManpowerGroup Inc.03,882+3,88202710.04%+271
Tapestry Inc.(TPR)7,2707,255-153453100.05%-35
Illinois Tool Works Inc.(ITW)01,119+1,11902650.04%+265
Alkermes PLC(ALKS)011,891+11,89102870.05%+287
Paramount Global B018,351+18,35101910.03%+191
Wells Fargo & Co.(WFC)33,75232,302-1,4501,9561,9180.30%-38
Andersons Inc.04,423+4,42302190.03%+219
Interpublic Group08,345+8,34502430.04%+243
Telefonica S.A. ADR(TEFOF)0165,115+165,11506950.11%+695
Western Union Company(WU)23,59023,490-1003302870.05%-43
SM Energy Company(SM)5,1904,990-2002592160.03%-43
Gilead Sciences Inc.(GILD)011,825+11,82508110.13%+811
Allegion PLC03,605+3,60504260.07%+426
Toyota Motor Corp ADR(TM)1,4291,42903602930.05%-67
Yum! Brands, Inc.(YUM)11,37011,37001,5761,5060.24%-70
The Kraft Heinz Company(KHC)09,869+9,86903180.05%+318
Nucor Corp(NUE)1,9531,948-53863080.05%-79
GE Aerospace(GE)2,3532,091-2624133320.05%-81
Weyerhaeuser Co.(WY)010,716+10,71603040.05%+304
Lamb Weston Holdings(LW)04,005+4,00503370.05%+337
Yum China Holdings, Inc.(YUMC)010,268+10,26803170.05%+317
FirstService Corp Voting Share06,873+6,87301,0470.17%+1,047
AGCO Corp04,170+4,17004080.06%+408
Caterpillar Inc.(CAT)3,2303,23001,1841,0760.17%-108
Automatic Data Processing7,7777,675-1021,9421,8320.29%-110
Parker-Hannifin Corp.(PH)2,2622,26201,2571,1440.18%-113
Arch Capital Group Ltd(ACGL)5,1003,500-1,6004713530.06%-118
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