Fund HoldingsAUXIER ASSET MANAGEMENT

Total Portfolio Value
$680.79M
Total Bought
$28.32M
Total Sold
$52.97M
Net Transaction
-$24.65M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Microsoft Corp.(MSFT)0100,953+100,953050,2157.38%+50,215
Philip Morris International(PM)211,453210,403-1,05033,56438,3215.63%+4,757
Meta Platforms, Inc.(META)014,590+14,590010,7691.58%+10,769
Booking Holdings Inc.(BKNG)02,139+2,139012,3831.82%+12,383
Alphabet, Inc Voting Class089,773+89,773015,8212.32%+15,821
Lincoln Educational(LINC)236,994236,394-6003,7615,4490.80%+1,688
British American Tobacco(BTI)219,326223,918+4,5929,07410,5981.56%+1,525
Bank of America Corp0319,814+319,814015,1342.22%+15,134
Wal Mart Stores(WMT)0143,061+143,061013,9892.05%+13,989
Bank of New York Mellon Corp218,276215,419-2,85718,30719,6272.88%+1,320
Citigroup Inc.(C)70,31870,220-984,9925,9770.88%+985
Oracle Corp(ORCL)012,460+12,46002,7240.40%+2,724
Kroger Co.(KR)359,885352,107-7,77824,36125,2573.71%+896
Corning Inc(GLW)0128,901+128,90106,7791.00%+6,779
Gates Industrial Corporation P(GTES)0164,911+164,91103,7980.56%+3,798
Boeing Company(BA)014,201+14,20102,9760.44%+2,976
Trane Technologies PLC(TT)06,545+6,54502,8630.42%+2,863
Corteva, Inc.(CTVA)54,23254,027-2053,4134,0270.59%+614
The Mosaic Company60,42760,150-2771,6322,1940.32%+562
RTX Corp.(RTX)34,94534,94504,6295,1030.75%+474
Alimentation Couche Tard Inc.08,850+8,85004390.06%+439
The Walt Disney Co.(DIS)014,443+14,44301,7910.26%+1,791
American Express Co.(AXP)07,093+7,09302,2630.33%+2,263
Taiwan Semiconductor Manufactu(TSM)05,587+5,58701,2650.19%+1,265
Cisco Sys Inc.(CSCO)45,11844,600-5182,7843,0940.45%+310
Lowes Companies(LOW)041,550+41,55009,2191.35%+9,219
GE Vernova Inc.(GEV)0569+56903010.04%+301
Monster Beverage Corp.71,60071,60004,1904,4850.66%+295
Costco Wholesale Corp7,9907,925-657,5577,8451.15%+289
America Movil ADR076,465+76,46501,3720.20%+1,372
Quest Diagnostics Inc.(DGX)26,90226,777-1254,5524,8100.71%+258
Ameriprise Financial Inc.(AMP)05,081+5,08102,7120.40%+2,712
Wells Fargo & Co.(WFC)31,78731,627-1602,2822,5340.37%+252
Amazon.com, Inc.(AMZN)8,5858,575-101,6331,8810.28%+248
CAE Inc.(CAE)051,830+51,83001,5170.22%+1,517
Netflix Inc.(NFLX)0180+18002410.04%+241
Franklin Resources Inc.(BEN)053,527+53,52701,2770.19%+1,277
Applied Materials Inc Delaware01,283+1,28302350.03%+235
Grand Canyon Education, Inc.14,41014,41002,4932,7230.40%+230
Ferguson Enterprises01,050+1,05002290.03%+229
Tenet Healthcare Corp.01,250+1,25002200.03%+220
Digital Realty Trust(DLR)01,193+1,19302080.03%+208
Caterpillar Inc.(CAT)03,230+3,23001,2540.18%+1,254
Parker-Hannifin Corp.(PH)02,227+2,22701,5550.23%+1,555
KLA Corporation(KLAC)83583505687480.11%+180
Unilever PLC ADR(UL)112,018111,819-1996,6716,8401.00%+169
Alphabet, Inc Non-Voting Class6,9046,90401,0791,2250.18%+146
Nvidia Corp(NVDA)02,665+2,66504210.06%+421
CVS Health Corp.(CVS)102,572102,568-46,9497,0751.04%+126
Abbott Laboratories68,55767,752-8059,0949,2151.35%+121
GE Aerospace(GE)2,0782,053-254165280.08%+113
ASML Holding N.V.0668+66805350.08%+535
Valero Energy Corp.(VLO)57,05556,857-1987,5357,6431.12%+107
Nike Inc Class B(NKE)014,051+14,05109980.15%+998
Johnson Controls Intl. PLC3,9223,92203144140.06%+100
Tapestry Inc.(TPR)06,190+6,19005440.08%+544
Arch Capital Group Ltd(ACGL)9,43011,030+1,6009071,0040.15%+97
Charles Schwab Corp(SCHW)6,8506,85005366250.09%+89
Telefonica S.A. ADR(TEFOF)157,746157,394-3527358230.12%+88
Washington Federal(WAFD)0130,913+130,91303,8330.56%+3,833
Central Pacific Financial Corp(CPF)084,845+84,84502,3780.35%+2,378
Visa, Inc.(V)40,19339,883-31014,08614,1602.08%+74
The Travelers Companies Inc.(TRV)43,40943,175-23411,48011,5511.70%+71
General Motors Company(GM)031,367+31,36701,5440.23%+1,544
Colliers International Group(CIGI)07,160+7,16009350.14%+935
FirstService Corp Voting Share06,873+6,87301,2000.18%+1,200
Hewlett Packard Enterprise Co.(HPE)012,101+12,10102470.04%+247
Cognizant Technology Solutions(CTSH)039,351+39,35103,0710.45%+3,071
J P Morgan Chase & Co.(JPM)1,1151,11502743230.05%+50
Arcos Dorados Hldgs.317,793330,375+12,5822,5612,6070.38%+45
Allegion PLC03,566+3,56605140.08%+514
US Bancorp Delaware New(USB)013,009+13,00905890.09%+589
AGCO Corp03,376+3,37603480.05%+348
Delta Airlines - New(DAL)06,125+6,12503010.04%+301
Warner Bros. Discovery, Inc.(WBD)073,297+73,29708400.12%+840
DR Horton, Inc017,200+17,20002,2170.33%+2,217
Labcorp Holdings Inc.(LH)95095002212490.04%+28
CSX Corp(CSX)07,566+7,56602470.04%+247
FTAI Aviation Ltd.(FTAI)6,0006,00006666900.10%+24
Alaska Air Group Inc.08,005+8,00503960.06%+396
General Dynamics(GD)95295202592780.04%+18
Automatic Data Processing6,6206,616-42,0232,0400.30%+18
Stryker Corporation(SYK)75575502812990.04%+18
Deere & Co(DE)45045002112290.03%+18
Sally Beauty Holdings Inc.088,417+88,41708190.12%+819
Nucor Corp(NUE)1,8141,81402182350.03%+17
Genuine Parts Co(GPC)7,3407,34008748900.13%+16
Equifax Inc.(EFX)01,000+1,00002590.04%+259
Qualcomm Inc(QCOM)3,0423,032-104674830.07%+16
Ingersoll Rand Inc.(IR)05,955+5,95504950.07%+495
AT & T, Inc. New(T)21,18721,016-1715996080.09%+9
3M Company1,6791,67902472560.04%+9
S&P Global Inc.(SPGI)39739702022090.03%+8
The Cigna Group(CI)019,804+19,80406,5470.96%+6,547
Paramount Global B16,35915,675-6841962020.03%+7
Enbridge Inc.(ENB)4,7884,764-242122160.03%+4
Adobe Systems Inc(ADBE)0644+64402490.04%+249
Pioneer Municipal High Income17,20817,20802032030.03%0
Haleon PLC(HLN)38,74938,449-3003993990.06%-0
Illinois Tool Works Inc.(ITW)01,119+1,11902770.04%+277
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