AUXIER ASSET MANAGEMENT LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$631K

Holdings

169

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft Corp.
110,854$49K7.77%
2
UNHUnitedHealth Group Inc.
66,575$33K5.23%
3
4I1Philip Morris International
214,120$21K3.33%
4
ELVElevance Health Inc.
37,205$20K3.17%
5
KRKroger Co.
368,538$18K2.85%
6
MAMastercard Inc.
38,526$16K2.54%
7
Alphabet, Inc Voting Class
87,482$15K2.38%
8
MRKMerck & Co.Inc. New
120,496$14K2.22%
9
PEPPepsico Inc.
80,414$13K2.06%
10
BKBank of New York Mellon Corp
222,399$13K2.06%
11
BACBank of America Corp
333,997$13K2.06%
12
MDTMedtronic PLC
143,542$11K1.74%
13
JNJJohnson & Johnson
72,779$10K1.58%
14
AFLAFLAC Inc.
119,244$10K1.58%
15
VVisa, Inc.
41,682$10K1.58%
16
BRK/BBerkshire Hathaway Inc. Class
24,948$10K1.58%
17
WMTWal Mart Stores
147,474$9K1.43%
18
TRVThe Travelers Companies Inc.
47,011$9K1.43%
19
VLOValero Energy Corp.
59,176$9K1.43%
20
LOWLowes Companies
38,759$8K1.27%
21
BKNGBooking Holdings Inc.
2,150$8K1.27%
22
HDHome Depot Inc.
24,983$8K1.27%
23
CIThe Cigna Group
26,430$8K1.27%
24
METAMeta Platforms, Inc.
14,585$7K1.11%
25
ABTAbbott Laboratories
71,080$7K1.11%
26
MRSHMarsh & McLennan Co.
35,605$7K1.11%
27
AIGAmerican International Group
106,174$7K1.11%
28
ZBHZimmer Biomet Holdings
61,503$6K0.95%
29
BPBP p.l.c.
193,394$6K0.95%
30
MOAltria Group Inc.
152,481$6K0.95%
31
LYBLyondellBasell Industries N.V.
65,951$6K0.95%
32
CVSCVS Health Corp.
105,654$6K0.95%
33
KOCoca-Cola Company
94,996$6K0.95%
34
ULUnilever PLC ADR
112,743$6K0.95%
35
AAPLApple, Inc.
28,940$6K0.95%
36
COSTCostco Wholesale Corp
7,542$6K0.95%
37
BMTABritish American Tobacco
186,796$5K0.79%
38
ABBVAbbVie, Inc.
33,689$5K0.79%
39
TAPMolson Coors Brewing Co
109,966$5K0.79%
40
GLWCorning Inc
130,551$5K0.79%
41
CVXChevron Corp.
25,930$4K0.63%
42
TRVCCitigroup Inc.
70,596$4K0.63%
43
PAYXPaychex Inc.
40,963$4K0.63%
44
DDDuPont de Nemours, Inc
48,317$3K0.48%
45
BIIBBiogen Inc.
16,220$3K0.48%
46
UNMUnum Group
59,126$3K0.48%
47
DGXQuest Diagnostics Inc.
28,215$3K0.48%
48
CTVACorteva, Inc.
57,048$3K0.48%
49
PGProcter & Gamble Co.
19,854$3K0.48%
50
CMCSAComcast Corp Cl A
93,421$3K0.48%
51
RTXRTX Corp.
34,945$3K0.48%
52
MNSTMonster Beverage Corp.
71,600$3K0.48%
53
CECelanese Corp
28,059$3K0.48%
54
COPConocoPhillips
28,527$3K0.48%
55
BDXBecton Dickinson & Co
13,165$3K0.48%
56
CTSHCognizant Technology Solutions
40,011$2K0.32%
57
MDLZMondelez International, Inc.
35,759$2K0.32%
58
FDXFedex Corp
9,521$2K0.32%
59
AMGNAmgen Inc.
8,715$2K0.32%
60
HSYHershey Company
11,110$2K0.32%
61
ARCOArcos Dorados Hldgs.
306,931$2K0.32%
62
LOPEGrand Canyon Education, Inc.
14,455$2K0.32%
63
DOWDow Inc.
55,462$2K0.32%
64
DR Horton, Inc
16,900$2K0.32%
65
TTTrane Technologies PLC
6,683$2K0.32%
66
MCDMcDonalds Corp
11,301$2K0.32%
67
LINCLincoln Educational
238,324$2K0.32%
68
BABoeing Company
14,195$2K0.32%
69
AMPAmeriprise Financial Inc.
5,081$2K0.32%
70
UPSUnited Parcel Service Inc.
15,482$2K0.32%
71
GTESGates Industrial Corporation P
162,449$2K0.32%
72
CSCOCisco Sys Inc.
45,393$2K0.32%
73
KDPKeurig Dr. Pepper Inc.
66,604$2K0.32%
74
PSXPhillips 66
17,480$2K0.32%
75
UNPUnion Pacific Corp
9,340$2K0.32%
76
HRBH&R Block Inc.
49,530$2K0.32%
77
DEODiageo PLC ADR
12,784$1K0.16%
78
GPCGenuine Parts Co
7,358$1K0.16%
79
BMYBristol Myers Squibb Co.
24,546$1K0.16%
80
ORCLOracle Corp
12,583$1K0.16%
81
BENFranklin Resources Inc.
57,578$1K0.16%
82
GSKGlaxo SmithKline ADS
31,552$1K0.16%
83
YUMYum! Brands, Inc.
11,370$1K0.16%
84
BACVerizon Communications
32,625$1K0.16%
85
America Movil ADR
81,741$1K0.16%
86
AONAON Plc
3,767$1K0.16%
87
DISThe Walt Disney Co.
15,027$1K0.16%
88
NKENike Inc Class B
13,841$1K0.16%
89
WAFDWashington Federal
39,050$1K0.16%
90
WFCWells Fargo & Co.
32,302$1K0.16%
91
CATCaterpillar Inc.
3,230$1K0.16%
92
AMZNAmazon.com, Inc.
5,890$1K0.16%
93
XOMExxon Mobil Corp
13,192$1K0.16%
94
AXPAmerican Express Co.
7,098$1K0.16%
95
PHParker-Hannifin Corp.
2,262$1K0.16%
96
MOSThe Mosaic Company
60,595$1K0.16%
97
GMGeneral Motors Company
32,552$1K0.16%
98
FSVFirstService Corp Voting Share
6,873$1K0.16%
99
SHELShell PLC
16,346$1K0.16%
100
WBDWarner Bros. Discovery, Inc.
149,658$1K0.16%
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