Institutions / Auxier Asset Management LLC

Auxier Asset Management LLC

CIK 1105863 · Institution · as of Mar 31, 2026
Portfolio value
$696.36M
Positions
176
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$696.36M-2.1%
$711.19M$703.78M$696.36MQ4 '25Q1 '26

Positions

176-0.6%
177177176Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 176 →
CompanyClassValueShares% of portfolio
Philip Morris International Inc.$34.00M205,6474.9%
Microsoft Corp$31.44M84,9324.5%
Alphabet, Inc Voting Class$25.72M89,4323.7%
Kroger Co$24.61M340,1373.5%
Bank of New York Mellon Corp/The$19.41M163,6412.8%
UnitedHealth Group Inc.$17.30M63,9372.5%
Johnson & Johnson$17.28M70,7032.5%
Corning Inc /Ny$17.22M126,6812.5%
Walmart Inc.$16.99M136,7062.4%
Bank of America Corp /De$15.12M310,0532.2%
Mastercard Inc.$14.25M28,5212.0%
Merck & Co.Inc. New$14.10M117,2422.0%
British American Tobacco$12.91M220,7441.9%
Valero Energy Corp.$12.84M51,9621.8%
Aflac Inc$12.61M114,9781.8%
Pepsico Inc$12.18M78,4641.7%
Medtronic PLC$12.00M138,4791.7%
The Travelers Companies Inc.$11.86M40,6551.7%
Warren E. Buffett$11.22M23,4091.6%
Elevance Health Inc$10.65M36,3671.5%
Visa, Inc.$10.54M34,8881.5%
Lowes Companies Inc$9.69M41,0151.4%
Altria Group Inc.$9.60M145,5331.4%
American International Group, Inc.$9.39M124,7401.3%
Booking Holdings Inc$8.99M2,1351.3%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
TrimMicrosoft Corp$-4.92M-13K
-13.53%
84,932
4.51% of portfolio
low
Q1 2026
as of
TrimBank of New York Mellon Corp/The$-3.67M-31K
-15.90%
163,641
2.79% of portfolio
low
Q1 2026
as of
Trim57636q104$-2.00M-4K
-12.29%
28,521
2.05% of portfolio
low
Q1 2026
as of
TrimKroger Co$-1.22M-17K
-4.71%
340,137
3.53% of portfolio
low
Q1 2026
as of
Trim92826c839$-1.21M-4K
-10.28%
34,888
1.51% of portfolio
low
Q1 2026
as of
TrimHershey Co$-1.21M-6K
-43.09%
7,660
0.23% of portfolio
low
Q1 2026
as of
Trim22160k105$-1.12M-1K
-15.03%
6,373
0.91% of portfolio
low
Q1 2026
as of
TrimLincoln Educational Services Corporation$-819.2K-20K
-8.51%
216,406
1.26% of portfolio
low
Q1 2026
as of
NewWaters Corp$715.0K+2K
2,401
0.10% of portfolio
low
Q1 2026
as of
AddFiserv Inc$697.5K+13K
+26.06%
60,465
0.48% of portfolio
low