AUXIER ASSET MANAGEMENT LLC

PrivateCIK: 1105863
Location

AURORA, OR

📋 What this filing means

AUXIER ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 184 equity positions with a total reported market value of $745.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

184
Positions
$745.24M
Total AUM (reported)
7.09M
Total Shares

Allocation by class

TOTAL AUM$745.24M184 positions
COM$679.63M91.2%
FOR$65.61M8.8%

Portfolio Concentration

Top 313.4%4–1019.4%11–2524.6%Rest42.7%TOP 1032.8%0%100%
Top 3$99.80M13.4%
4–10$144.39M19.4%
11–25$183.00M24.6%
Rest$318.04M42.7%

Top 3 weight

13.4%

Top 10 weight

32.8%

Voting Authority Distribution

Total shares with voting rights: 7.09M

Sole

Full voting authority

7.09M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole184
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings184
Rows:

Philip Morris International

SOLE
COM
Shares203.75K
TypeSH
Market value$36.86M
4.95%
Sole
203.75K
Shared
0.00
None
0.00

Alphabet, Inc Voting Class

SOLE
COM
Shares88.50K
TypeSH
Market value$31.63M
4.24%
Sole
88.50K
Shared
0.00
None
0.00

Microsoft Corp.

SOLE
COM
Shares83.93K
TypeSH
Market value$31.31M
4.20%
Sole
83.93K
Shared
0.00
None
0.00

Corning Inc

SOLE
COM
Shares110.26K
TypeSH
Market value$28.16M
3.78%
Sole
110.26K
Shared
0.00
None
0.00

UnitedHealth Group Inc.

SOLE
COM
Shares63.12K
TypeSH
Market value$26.23M
3.52%
Sole
63.12K
Shared
0.00
None
0.00

Bank of New York Mellon Corp

SOLE
COM
Shares147K
TypeSH
Market value$21.26M
2.85%
Sole
147K
Shared
0.00
None
0.00

Kroger Co.

SOLE
COM
Shares340.97K
TypeSH
Market value$18.93M
2.54%
Sole
340.97K
Shared
0.00
None
0.00

Johnson & Johnson

SOLE
COM
Shares69.84K
TypeSH
Market value$17.74M
2.38%
Sole
69.84K
Shared
0.00
None
0.00

Bank of America Corp

SOLE
COM
Shares295.57K
TypeSH
Market value$16.84M
2.26%
Sole
295.57K
Shared
0.00
None
0.00

Wal Mart Stores

SOLE
COM
Shares134.44K
TypeSH
Market value$15.23M
2.04%
Sole
134.44K
Shared
0.00
None
0.00

Mastercard Inc.

SOLE
COM
Shares29.27K
TypeSH
Market value$15.03M
2.02%
Sole
29.27K
Shared
0.00
None
0.00

Merck & Co.Inc. New

SOLE
COM
Shares115.78K
TypeSH
Market value$14.88M
2.00%
Sole
115.78K
Shared
0.00
None
0.00

Elevance Health Inc.

SOLE
COM
Shares35.69K
TypeSH
Market value$13.80M
1.85%
Sole
35.69K
Shared
0.00
None
0.00

British American Tobacco

SOLE
FOR
Shares220.45K
TypeSH
Market value$13.61M
1.83%
Sole
220.45K
Shared
0.00
None
0.00

AFLAC Inc.

SOLE
COM
Shares114.62K
TypeSH
Market value$13.44M
1.80%
Sole
114.62K
Shared
0.00
None
0.00

Valero Energy Corp.

SOLE
COM
Shares51.48K
TypeSH
Market value$13.41M
1.80%
Sole
51.48K
Shared
0.00
None
0.00

The Travelers Companies Inc.

SOLE
COM
Shares39.60K
TypeSH
Market value$13.07M
1.75%
Sole
39.60K
Shared
0.00
None
0.00

Visa, Inc.

SOLE
COM
Shares34.49K
TypeSH
Market value$11.83M
1.59%
Sole
34.49K
Shared
0.00
None
0.00

Berkshire Hathaway Inc. Class

SOLE
COM
Shares23.20K
TypeSH
Market value$11.61M
1.56%
Sole
23.20K
Shared
0.00
None
0.00

Medtronic PLC

SOLE
FOR
Shares142.04K
TypeSH
Market value$11.11M
1.49%
Sole
142.04K
Shared
0.00
None
0.00

Pepsico Inc.

SOLE
COM
Shares77.53K
TypeSH
Market value$10.50M
1.41%
Sole
77.53K
Shared
0.00
None
0.00

Altria Group Inc.

SOLE
COM
Shares145.36K
TypeSH
Market value$10.46M
1.40%
Sole
145.36K
Shared
0.00
None
0.00

Lincoln Educational

SOLE
COM
Shares209.01K
TypeSH
Market value$10.43M
1.40%
Sole
209.01K
Shared
0.00
None
0.00

CVS Health Corp.

SOLE
COM
Shares98.98K
TypeSH
Market value$10.24M
1.37%
Sole
98.98K
Shared
0.00
None
0.00

Citigroup Inc.

SOLE
COM
Shares68.46K
TypeSH
Market value$9.58M
1.29%
Sole
68.46K
Shared
0.00
None
0.00
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