AUXIER ASSET MANAGEMENT LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$670.9M

Holdings

172

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (172 positions)

StockValue
MSFTMicrosoft Corp.
$38.1M
4I1Philip Morris International
$33.6M
UNHUnitedHealth Group Inc.
$33.5M
KRKroger Co.
$24.4M
MAMastercard Inc.
$20.3M
BKBank of New York Mellon Corp
$18.3M
ELVElevance Health Inc.
$15.7M
VVisa, Inc.
$14.1M
Alphabet, Inc Voting Class
$13.7M
BACBank of America Corp
$13.6M
AFLAFLAC Inc.
$13.1M
BRK/BBerkshire Hathaway Inc. Class
$13.0M
MDTMedtronic PLC
$12.7M
WMTWal Mart Stores
$12.7M
JNJJohnson & Johnson
$12.0M
PEPPepsico Inc.
$11.8M
TRVThe Travelers Companies Inc.
$11.5M
MRKMerck & Co.Inc. New
$10.7M
AIGAmerican International Group
$9.9M
BKNGBooking Holdings Inc.
$9.9M
HDHome Depot Inc.
$9.1M
ABTAbbott Laboratories
$9.1M
BMTABritish American Tobacco
$9.1M
MOAltria Group Inc.
$9.1M
LOWLowes Companies
$8.9M
MRSHMarsh & McLennan Co.
$8.3M
METAMeta Platforms, Inc.
$8.1M
COSTCostco Wholesale Corp
$7.6M
VLOValero Energy Corp.
$7.5M
ZBHZimmer Biomet Holdings
$7.2M
CVSCVS Health Corp.
$6.9M
ABBVAbbVie, Inc.
$6.9M
ULUnilever PLC ADR
$6.7M
KOCoca-Cola Company
$6.6M
AAPLApple, Inc.
$6.6M
TAPMolson Coors Brewing Co
$6.5M
CIThe Cigna Group
$6.5M
BPBP p.l.c.
$6.1M
PAYXPaychex Inc.
$6.1M
GLWCorning Inc
$5.9M
TRVCCitigroup Inc.
$5.0M
UNMUnum Group
$4.7M
RTXRTX Corp.
$4.6M
LYBLyondellBasell Industries N.V.
$4.6M
DGXQuest Diagnostics Inc.
$4.6M
CVXChevron Corp.
$4.4M
MNSTMonster Beverage Corp.
$4.2M
LINCLincoln Educational
$3.8M
WAFDWashington Federal
$3.8M
BDXBecton Dickinson & Co
$3.7M
MCDMcDonalds Corp
$3.5M
DDDuPont de Nemours, Inc
$3.5M
CTVACorteva, Inc.
$3.4M
PGProcter & Gamble Co.
$3.2M
CMCSAComcast Corp Cl A
$3.2M
GTESGates Industrial Corporation P
$3.1M
CTSHCognizant Technology Solutions
$3.0M
COPConocoPhillips
$3.0M
AMGNAmgen Inc.
$2.9M
CSCOCisco Sys Inc.
$2.8M
ARCOArcos Dorados Hldgs.
$2.6M
HRBH&R Block Inc.
$2.5M
LOPEGrand Canyon Education, Inc.
$2.5M
AMPAmeriprise Financial Inc.
$2.5M
KDPKeurig Dr. Pepper Inc.
$2.5M
BABoeing Company
$2.3M
MDLZMondelez International, Inc.
$2.3M
HSYHershey Company
$2.3M
CPFCentral Pacific Financial Corp
$2.3M
WFCWells Fargo & Co.
$2.3M
TTTrane Technologies PLC
$2.2M
DR Horton, Inc
$2.2M
FDXFedex Corp
$2.1M
PSXPhillips 66
$2.1M
UNPUnion Pacific Corp
$2.1M
ADPAutomatic Data Processing
$2.0M
AXPAmerican Express Co.
$1.9M
DOWDow Inc.
$1.9M
BIIBBiogen Inc.
$1.9M
ORCLOracle Corp
$1.7M
UPSUnited Parcel Service Inc.
$1.7M
YUMYum! Brands, Inc.
$1.7M
PFEPfizer Inc.
$1.6M
AMZNAmazon.com, Inc.
$1.6M
MOSThe Mosaic Company
$1.6M
AONAON Plc
$1.6M
CECelanese Corp
$1.6M
XOMExxon Mobil Corp
$1.5M
GMGeneral Motors Company
$1.5M
BMYBristol Myers Squibb Co.
$1.4M
BACVerizon Communications
$1.4M
DISThe Walt Disney Co.
$1.4M
PHParker-Hannifin Corp.
$1.4M
CAECAE Inc.
$1.3M
DEODiageo PLC ADR
$1.3M
BABAAlibaba Group Holding Limited
$1.3M
SBUXStarbucks Corp
$1.2M
SHELShell PLC
$1.2M
FSVFirstService Corp Voting Share
$1.1M
GSKGlaxo SmithKline ADS
$1.1M
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