Fund HoldingsAUXIER ASSET MANAGEMENT

Total Portfolio Value
$645.13M
Total Bought
$9.99M
Total Sold
$65.40M
Net Transaction
-$55.41M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Washington Federal(WAFD)36,094131,223+95,1291,2584,2310.66%+2,973
Alphabet, Inc Voting Class088,697+88,697016,7902.60%+16,790
Booking Holdings Inc.(BKNG)2,1502,148-29,05610,6721.65%+1,616
Visa, Inc.(V)41,68240,193-1,48911,46012,7031.97%+1,242
Mastercard Inc.(MA)38,51438,429-8519,01820,2363.14%+1,217
Bank of America Corp0328,819+328,819014,4522.24%+14,452
Wal Mart Stores(WMT)147,448144,625-2,82311,90613,0672.03%+1,160
Kroger Co.(KR)368,263362,110-6,15321,10122,1433.43%+1,042
Bank of New York Mellon Corp222,499220,707-1,79215,98916,9572.63%+968
Lincoln Educational(LINC)0236,994+236,99403,7490.58%+3,749
Unum Group(UNM)59,18757,752-1,4353,5184,2180.65%+700
British American Tobacco(BTI)199,596217,939+18,3437,3017,9161.23%+614
Citigroup Inc.(C)070,379+70,37904,9540.77%+4,954
Becton Dickinson & Co(BDX)13,14516,219+3,0743,1693,6800.57%+510
Gates Industrial Corporation P(GTES)162,249162,424+1752,8473,3410.52%+494
Wells Fargo & Co.(WFC)031,942+31,94202,2440.35%+2,244
Apple, Inc.(AAPL)27,44526,952-4936,3956,7491.05%+355
CAE Inc.(CAE)051,830+51,83001,3150.20%+1,315
Ameriprise Financial Inc.(AMP)5,0815,08102,3872,7050.42%+318
Grand Canyon Education, Inc.014,430+14,43002,3640.37%+2,364
Corning Inc(GLW)130,051130,05105,8726,1800.96%+308
American International Group109,206114,043+4,8377,9978,3021.29%+305
Cisco Sys Inc.(CSCO)45,38145,311-702,4152,6820.42%+267
Boeing Company(BA)013,536+13,53602,3960.37%+2,396
Value Line Inc.04,239+4,23902240.03%+224
General Motors Company(GM)031,502+31,50201,6780.26%+1,678
Amazon.com, Inc.(AMZN)06,165+6,16501,3530.21%+1,353
Digital Realty Trust(DLR)01,204+1,20402140.03%+214
ASML Holding N.V.0668+66804630.07%+463
PayPal Holdings, Inc.(PYPL)02,367+2,36702020.03%+202
Costco Wholesale Corp7,5327,503-296,6786,8741.07%+197
The Walt Disney Co.(DIS)014,617+14,61701,6280.25%+1,628
American Express Co.(AXP)7,1337,093-401,9342,1050.33%+171
Alaska Air Group Inc.08,720+8,72005650.09%+565
Tapestry Inc.(TPR)07,215+7,21504710.07%+471
Taiwan Semiconductor Manufactu(TSM)05,487+5,48701,0840.17%+1,084
Altria Group Inc.(MO)152,494150,986-1,5087,7837,8951.22%+112
Bristol Myers Squibb Co.(BMY)24,49724,347-1501,2671,3770.21%+110
Alphabet, Inc Non-Voting Class04,904+4,90409340.14%+934
Meta Platforms, Inc.(META)14,58514,375-2108,3498,4171.30%+68
Delta Airlines - New(DAL)06,125+6,12503710.06%+371
Paychex Inc.(PAYX)40,98439,620-1,3645,5005,5560.86%+56
Ulta Beauty, Inc.1,1681,16804545080.08%+54
Hershey Company(HSY)11,11012,885+1,7752,1312,1820.34%+51
AON Plc(AON)3,7673,76701,3031,3530.21%+50
Nvidia Corp(NVDA)02,265+2,26503040.05%+304
J P Morgan Chase & Co.(JPM)01,115+1,11502670.04%+267
Monster Beverage Corp.71,60071,60003,7353,7630.58%+28
US Bancorp Delaware New(USB)13,00913,00905956220.10%+27
Arch Capital Group Ltd(ACGL)04,530+4,53004180.06%+418
Toyota Motor Corp ADR(TM)01,429+1,42902780.04%+278
Yum China Holdings, Inc.(YUMC)10,2689,743-5254624690.07%+7
Alkermes PLC(ALKS)11,89111,816-753333400.05%+7
Labcorp Holdings Inc.(LH)95595502132190.03%+6
Johnson Controls Intl. PLC03,922+3,92203100.05%+310
Parker-Hannifin Corp.(PH)2,2622,252-101,4291,4320.22%+3
Nokia Corp Sponsored ADR(NOK)011,747+11,7470520.01%+52
Stryker Corporation(SYK)0755+75502720.04%+272
Enbridge Inc.(ENB)5,0304,788-2422042030.03%-1
Lamb Weston Holdings(LW)03,829+3,82902560.04%+256
Domino's Pizza Inc.0600+60002520.04%+252
Hewlett Packard Enterprise Co.(HPE)012,407+12,40702650.04%+265
Waste Management Inc. Del(WM)01,607+1,60703240.05%+324
Illinois Tool Works Inc.(ITW)01,119+1,11902840.04%+284
FirstService Corp Voting Share6,8736,87301,2541,2440.19%-10
Ford Motor Co.- New(F)012,441+12,44101230.02%+123
Paramount Global B016,618+16,61801740.03%+174
3M Company1,6891,679-102312170.03%-14
Charles Schwab Corp(SCHW)8,0506,850-1,2005225070.08%-15
Cognizant Technology Solutions(CTSH)39,98639,936-503,0863,0710.48%-15
CSX Corp(CSX)07,566+7,56602440.04%+244
Occidental Petroleum Corp(OXY)08,767+8,76704330.07%+433
Interpublic Group07,442+7,44202090.03%+209
AT & T, Inc. New(T)23,19821,232-1,9665104830.07%-27
Franklin Resources Inc.(BEN)054,627+54,62701,1080.17%+1,108
General Dynamics(GD)0952+95202510.04%+251
Equifax Inc.(EFX)1,0001,00002942550.04%-39
Central Pacific Financial Corp(CPF)84,90084,850-502,5052,4650.38%-41
Kenvue Inc.24,52524,485-405675230.08%-45
Ingersoll Rand Inc.(IR)06,055+6,05505480.08%+548
Adobe Systems Inc(ADBE)0644+64402860.04%+286
Oracle Corp(ORCL)12,58312,58302,1442,0970.33%-47
Qualcomm Inc(QCOM)03,042+3,04204670.07%+467
GE Aerospace(GE)2,1032,078-253973470.05%-50
Applied Materials Inc Delaware01,283+1,28302090.03%+209
Allegion PLC3,6053,60505254710.07%-54
Western Union Company(WU)020,706+20,70602190.03%+219
Shell PLC(SHEL)016,271+16,27101,0190.16%+1,019
Haleon PLC(HLN)41,21639,034-2,1824363720.06%-64
ManpowerGroup Inc.03,832+3,83202210.03%+221
HP Inc.(HPQ)011,282+11,28203680.06%+368
Eli Lilly & Co(LLY)0627+62704840.08%+484
Nucor Corp(NUE)01,814+1,81402120.03%+212
Forrester Research Inc.33,41233,41206025240.08%-78
International Flavors & Fragra(IFF)03,464+3,46402930.05%+293
Starbucks Corp(SBUX)12,42412,374-501,2111,1290.18%-82
Weyerhaeuser Co.(WY)10,7169,890-8263632780.04%-84
Gilead Sciences Inc.(GILD)11,7779,705-2,0729878960.14%-91
Caterpillar Inc.(CAT)3,2303,23001,2631,1720.18%-92
AGCO Corp03,376+3,37603160.05%+316
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