Fund HoldingsAUXIER ASSET MANAGEMENT

Total Portfolio Value
$676.54M
Total Bought
$15.32M
Total Sold
$49.25M
Net Transaction
-$33.93M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
UnitedHealth Group Inc.(UNH)66,57566,541-3433,90438,9055.75%+5,001
Philip Morris International(PM)214,120214,094-2621,69725,9913.84%+4,294
Kroger Co.(KR)0368,263+368,263021,1013.12%+21,101
AFLAC Inc.(AFL)119,244119,144-10010,65013,3201.97%+2,671
Bank of New York Mellon Corp222,399222,499+10013,31915,9892.36%+2,669
Mastercard Inc.(MA)038,514+38,514019,0182.81%+19,018
Lowes Companies(LOW)038,855+38,855010,5241.56%+10,524
Wal Mart Stores(WMT)147,474147,448-269,98511,9061.76%+1,921
Medtronic PLC(MDT)0143,432+143,432012,9131.91%+12,913
British American Tobacco(BTI)186,796199,596+12,8005,7787,3011.08%+1,524
Home Depot Inc.(HD)024,922+24,922010,0981.49%+10,098
The Travelers Companies Inc.(TRV)046,994+46,994011,0021.63%+11,002
Berkshire Hathaway Inc. Class024,944+24,944011,4811.70%+11,481
Johnson & Johnson(JNJ)072,621+72,621011,7691.74%+11,769
Unilever PLC ADR(UL)112,743112,693-506,2007,3211.08%+1,121
Meta Platforms, Inc.(META)14,58514,58507,3548,3491.23%+995
DR Horton, Inc016,900+16,90003,2240.48%+3,224
Altria Group Inc.(MO)152,481152,494+136,9467,7831.15%+838
AbbVie, Inc.(ABBV)033,439+33,43906,6040.98%+6,604
Corning Inc(GLW)130,551130,051-5005,0725,8720.87%+800
Coca-Cola Company(KO)94,99695,014+186,0466,8281.01%+781
Molson Coors Brewing Co0109,921+109,92106,3230.93%+6,323
RTX Corp.(RTX)034,945+34,94504,2340.63%+4,234
Abbott Laboratories071,039+71,03908,0991.20%+8,099
Central Pacific Financial Corp(CPF)86,90084,900-2,0001,8422,5050.37%+663
McDonalds Corp(MCD)011,634+11,63403,5430.52%+3,543
Paychex Inc.(PAYX)040,984+40,98405,5000.81%+5,500
Booking Holdings Inc.(BKNG)2,1502,15008,5179,0561.34%+539
Charles Schwab Corp(SCHW)08,050+8,05005220.08%+522
Visa, Inc.(V)041,682+41,682011,4601.69%+11,460
Quest Diagnostics Inc.(DGX)28,21528,205-103,8624,3790.65%+517
Unum Group(UNM)059,187+59,18703,5180.52%+3,518
H&R Block Inc.49,53049,520-102,6863,1470.47%+461
The Cigna Group(CI)026,443+26,44309,1611.35%+9,161
Marsh & McLennan Co.(MRSH)35,60535,518-877,5037,9241.17%+421
DuPont de Nemours, Inc(DD)48,31748,281-363,8894,3020.64%+413
Trane Technologies PLC(TT)6,6836,68302,1982,5980.38%+400
CVS Health Corp.(CVS)0105,256+105,25606,6180.98%+6,618
Oracle Corp(ORCL)12,58312,58301,7772,1440.32%+367
Cognizant Technology Solutions(CTSH)039,986+39,98603,0860.46%+3,086
Alibaba Group Holding Limited9,7549,734-207021,0330.15%+331
Pepsico Inc.(PEP)079,932+79,932013,5922.01%+13,592
Automatic Data Processing7,6757,755+801,8322,1460.32%+314
Keurig Dr. Pepper Inc.(KDP)067,406+67,40602,5260.37%+2,526
Apple, Inc.(AAPL)28,94027,445-1,4956,0956,3950.95%+299
American Express Co.(AXP)7,0987,133+351,6441,9340.29%+291
Mondelez International, Inc.(MDLZ)035,699+35,69902,6300.39%+2,630
Colliers International Group(CIGI)07,160+7,16001,0870.16%+1,087
Parker-Hannifin Corp.(PH)2,2622,26201,1441,4290.21%+285
Gates Industrial Corporation P(GTES)0162,249+162,24902,8470.42%+2,847
Forrester Research Inc.033,412+33,41206020.09%+602
Costco Wholesale Corp7,5427,532-106,4116,6780.99%+267
Cisco Sys Inc.(CSCO)045,381+45,38102,4150.36%+2,415
Corteva, Inc.(CTVA)056,714+56,71403,3340.49%+3,334
Bristol Myers Squibb Co.(BMY)024,497+24,49701,2670.19%+1,267
Sally Beauty Holdings Inc.089,217+89,21701,2110.18%+1,211
Starbucks Corp(SBUX)012,424+12,42401,2110.18%+1,211
3M Company01,689+1,68902310.03%+231
Celsius Holdings, Inc.(CELH)06,925+6,92502170.03%+217
Ameriprise Financial Inc.(AMP)5,0815,08102,1712,3870.35%+217
Labcorp Holdings Inc.(LH)0955+95502130.03%+213
Ferguson Enterprises01,050+1,05002080.03%+208
Tenet Healthcare Corp.01,250+1,25002080.03%+208
FirstService Corp Voting Share6,8736,87301,0471,2540.19%+207
S&P Global Inc.(SPGI)0399+39902060.03%+206
Enbridge Inc.(ENB)05,030+5,03002040.03%+204
AON Plc(AON)3,7673,76701,1061,3030.19%+197
Nike Inc Class B(NKE)014,001+14,00101,2380.18%+1,238
Union Pacific Corp(UNP)09,340+9,34002,3020.34%+2,302
Zimmer Biomet Holdings063,573+63,57306,8631.01%+6,863
Caterpillar Inc.(CAT)3,2303,23001,0761,2630.19%+187
Diageo PLC ADR012,784+12,78401,7940.27%+1,794
Gilead Sciences Inc.(GILD)11,82511,777-488119870.15%+176
Lockheed Martin Corp(LMT)1,4881,48806958700.13%+175
Procter & Gamble Co.(PG)19,85419,826-283,2743,4340.51%+160
Monster Beverage Corp.071,600+71,60003,7350.55%+3,735
Yum China Holdings, Inc.(YUMC)10,26810,26803174620.07%+146
Washington Federal(WAFD)39,05036,094-2,9561,1161,2580.19%+142
Kenvue Inc.024,525+24,52505670.08%+567
American International Group0109,206+109,20607,9971.18%+7,997
Verizon Communications(VZ)32,62532,425-2001,3451,4560.22%+111
Ulta Beauty, Inc.9181,168+2503544540.07%+100
Allegion PLC3,6053,60504265250.08%+99
Telefonica S.A. ADR(TEFOF)165,115163,261-1,8546957930.12%+98
ConAgra Foods Inc.(CAG)23,60023,60006717670.11%+97
Haleon PLC(HLN)41,59041,216-3743444360.06%+93
Becton Dickinson & Co(BDX)013,145+13,14503,1690.47%+3,169
Hershey Company(HSY)011,110+11,11002,1310.31%+2,131
Dow Inc.(DOW)055,439+55,43903,0290.45%+3,029
Amgen Inc.(AMGN)8,7158,710-52,7232,8060.41%+83
Yum! Brands, Inc.(YUM)11,37011,37001,5061,5890.23%+82
US Bancorp Delaware New(USB)13,00913,00905165950.09%+78
AT & T, Inc. New(T)23,19823,19804435100.08%+67
GE Aerospace(GE)2,0912,103+123323970.06%+64
Glaxo SmithKline ADS(GSK)031,192+31,19201,2750.19%+1,275
Weyerhaeuser Co.(WY)10,71610,71603043630.05%+59
Warner Bros. Discovery, Inc.(WBD)0141,836+141,83601,1700.17%+1,170
Equifax Inc.(EFX)1,0001,00002422940.04%+51
Pfizer Inc.(PFE)68,77868,253-5251,9241,9750.29%+51
Alkermes PLC(ALKS)11,89111,89102873330.05%+46
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