MondegarAI
AUXIER ASSET MANAGEMENT LLC

Q3 2024 · 13F-HR

AUXIER ASSET MANAGEMENT LLCholdings as filed

Filed 2024-11-14 · accession 0001105863-24-000007

$676.5M
Reported value
174
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp.$45.4M6.71%105,435CommonSOLE
91324p102UnitedHealth Group Inc.$38.9M5.75%66,541CommonSOLE
718172109PMPhilip Morris International$26.0M3.84%214,094CommonSOLE
501044101KRKroger Co.$21.1M3.12%368,263CommonSOLE
036752103ELVElevance Health Inc.$19.4M2.86%37,215CommonSOLE
57636q104Mastercard Inc.$19.0M2.81%38,514CommonSOLE
064058100BKBank of New York Mellon Corp$16.0M2.36%222,499CommonSOLE
02079k305Alphabet, Inc Voting Class$14.5M2.14%87,432CommonSOLE
58933y105Merck & Co.Inc. New$13.7M2.02%120,431CommonSOLE
713448108PEPPepsico Inc.$13.6M2.01%79,932CommonSOLE
001055102AFLAFLAC Inc.$13.3M1.97%119,144CommonSOLE
060505104BACBank of America Corp$13.3M1.96%333,958CommonSOLE
g5960L103Medtronic PLC$12.9M1.91%143,432CommonSOLE
931142103WMTWal Mart Stores$11.9M1.76%147,448CommonSOLE
478160104JNJJohnson & Johnson$11.8M1.74%72,621CommonSOLE
084670702BRK/BBerkshire Hathaway Inc. Class$11.5M1.70%24,944CommonSOLE
92826c839Visa, Inc.$11.5M1.69%41,682CommonSOLE
89417e109The Travelers Companies Inc.$11.0M1.63%46,994CommonSOLE
548661107LOWLowes Companies$10.5M1.56%38,855CommonSOLE
437076102HDHome Depot Inc.$10.1M1.49%24,922CommonSOLE
125523100CIThe Cigna Group$9.2M1.35%26,443CommonSOLE
09857L108BKNGBooking Holdings Inc.$9.1M1.34%2,150CommonSOLE
30303m102Meta Platforms, Inc.$8.3M1.23%14,585CommonSOLE
002824100ABTAbbott Laboratories$8.1M1.20%71,039CommonSOLE
026874784AIGAmerican International Group$8.0M1.18%109,206CommonSOLE
91913y100Valero Energy Corp.$8.0M1.18%59,168CommonSOLE
571748102MRSHMarsh & McLennan Co.$7.9M1.17%35,518CommonSOLE
02209s103Altria Group Inc.$7.8M1.15%152,494CommonSOLE
904767704Unilever PLC ADR$7.3M1.08%112,693CommonSOLE
110448107BTIBritish American Tobacco$7.3M1.08%199,596CommonSOLE
98956p102Zimmer Biomet Holdings$6.9M1.01%63,573CommonSOLE
191216100KOCoca-Cola Company$6.8M1.01%95,014CommonSOLE
22160k105Costco Wholesale Corp$6.7M0.99%7,532CommonSOLE
126650100CVSCVS Health Corp.$6.6M0.98%105,256CommonSOLE
00287y109AbbVie, Inc.$6.6M0.98%33,439CommonSOLE
037833100AAPLApple, Inc.$6.4M0.95%27,445CommonSOLE
60871r209Molson Coors Brewing Co$6.3M0.93%109,921CommonSOLE
n53745100LyondellBasell Industries N.V.$6.3M0.93%65,901CommonSOLE
055622104BPBP p.l.c.$6.1M0.89%192,794CommonSOLE
219350105GLWCorning Inc$5.9M0.87%130,051CommonSOLE
704326107PAYXPaychex Inc.$5.5M0.81%40,984CommonSOLE
172967424CCitigroup Inc.$4.4M0.65%70,546CommonSOLE
74834L100DGXQuest Diagnostics Inc.$4.4M0.65%28,205CommonSOLE
26614n102DuPont de Nemours, Inc$4.3M0.64%48,281CommonSOLE
75513e101RTX Corp.$4.2M0.63%34,945CommonSOLE
166764100CVXChevron Corp.$3.9M0.57%26,357CommonSOLE
150870103CECelanese Corp$3.8M0.56%28,049CommonSOLE
61174x109Monster Beverage Corp.$3.7M0.55%71,600CommonSOLE
20030n101Comcast Corp Cl A$3.7M0.55%88,473CommonSOLE
580135101MCDMcDonalds Corp$3.5M0.52%11,634CommonSOLE
91529y106Unum Group$3.5M0.52%59,187CommonSOLE
742718109PGProcter & Gamble Co.$3.4M0.51%19,826CommonSOLE
22052L104CTVACorteva, Inc.$3.3M0.49%56,714CommonSOLE
23331a109DR Horton, Inc$3.2M0.48%16,900CommonSOLE
075887109BDXBecton Dickinson & Co$3.2M0.47%13,145CommonSOLE
093671105HRBH&R Block Inc.$3.1M0.47%49,520CommonSOLE
09062x103Biogen Inc.$3.1M0.46%16,182CommonSOLE
192446102CTSHCognizant Technology Solutions$3.1M0.46%39,986CommonSOLE
260557103DOWDow Inc.$3.0M0.45%55,439CommonSOLE
20825c104ConocoPhillips$3.0M0.44%28,507CommonSOLE
g39108108Gates Industrial Corporation P$2.8M0.42%162,249CommonSOLE
533535100LINCLincoln Educational$2.8M0.42%238,324CommonSOLE
031162100AMGNAmgen Inc.$2.8M0.41%8,710CommonSOLE
g0457f107Arcos Dorados Hldgs.$2.7M0.39%305,906CommonSOLE
609207105MDLZMondelez International, Inc.$2.6M0.39%35,699CommonSOLE
31428X106FDXFedex Corp$2.6M0.39%9,521CommonSOLE
g8994e103Trane Technologies PLC$2.6M0.38%6,683CommonSOLE
49271v100Keurig Dr. Pepper Inc.$2.5M0.37%67,406CommonSOLE
154760409CPFCentral Pacific Financial Corp$2.5M0.37%84,900CommonSOLE
17275R102CSCOCisco Sys Inc.$2.4M0.36%45,381CommonSOLE
03076c106Ameriprise Financial Inc.$2.4M0.35%5,081CommonSOLE
907818108UNPUnion Pacific Corp$2.3M0.34%9,340CommonSOLE
718546104PSXPhillips 66$2.3M0.34%17,470CommonSOLE
911312106UPSUnited Parcel Service Inc.$2.2M0.32%15,859CommonSOLE
097023105BABoeing Company$2.2M0.32%14,177CommonSOLE
053015103ADPAutomatic Data Processing$2.1M0.32%7,755CommonSOLE
68389X105ORCLOracle Corp$2.1M0.32%12,583CommonSOLE
427866108HSYHershey Company$2.1M0.31%11,110CommonSOLE
38526m106Grand Canyon Education, Inc.$2.0M0.30%14,430CommonSOLE
717081103PFEPfizer Inc.$2.0M0.29%68,253CommonSOLE
025816109AXPAmerican Express Co.$1.9M0.29%7,133CommonSOLE
949746101WMT2Wells Fargo & Co.$1.8M0.27%32,302CommonSOLE
25243q205Diageo PLC ADR$1.8M0.27%12,784CommonSOLE
61945c103The Mosaic Company$1.7M0.25%61,960CommonSOLE
988498101YUMYum! Brands, Inc.$1.6M0.23%11,370CommonSOLE
30231G102XOMExxon Mobil Corp$1.5M0.23%13,172CommonSOLE
37045v100General Motors Company$1.5M0.22%32,552CommonSOLE
92343V104VZVerizon Communications$1.5M0.22%32,425CommonSOLE
254687106DISThe Walt Disney Co.$1.5M0.21%15,101CommonSOLE
701094104PHParker-Hannifin Corp.$1.4M0.21%2,262CommonSOLE
02390a101America Movil ADR$1.3M0.20%81,166CommonSOLE
g0403h108AON Plc$1.3M0.19%3,767CommonSOLE
37733W204GSKGlaxo SmithKline ADS$1.3M0.19%31,192CommonSOLE
110122108BMYBristol Myers Squibb Co.$1.3M0.19%24,497CommonSOLE
149123101CATCaterpillar Inc.$1.3M0.19%3,230CommonSOLE
938824109WAFDWashington Federal$1.3M0.19%36,094CommonSOLE
33767e202FirstService Corp Voting Share$1.3M0.19%6,873CommonSOLE
654106103NKENike Inc Class B$1.2M0.18%14,001CommonSOLE
855244109SBUXStarbucks Corp$1.2M0.18%12,424CommonSOLE
79546e104Sally Beauty Holdings Inc.$1.2M0.18%89,217CommonSOLE
934423104WBDWarner Bros. Discovery, Inc.$1.2M0.17%141,836CommonSOLE
354613101BENFranklin Resources Inc.$1.1M0.17%56,723CommonSOLE
023135106AMZNAmazon.com, Inc.$1.1M0.17%6,090CommonSOLE
194693107CIGIColliers International Group$1.1M0.16%7,160CommonSOLE
780259305SHELShell PLC$1.1M0.16%16,346CommonSOLE
01609w102Alibaba Group Holding Limited$1.0M0.15%9,734CommonSOLE
372460105GPCGenuine Parts Co$1.0M0.15%7,340CommonSOLE
124765108CAECAE Inc.$990,5620.15%52,830CommonSOLE
375558103GILDGilead Sciences Inc.$987,3840.15%11,777CommonSOLE
874039100TSMTaiwan Semiconductor Manufactu$952,9270.14%5,487CommonSOLE
539830109LMTLockheed Martin Corp$869,8250.13%1,488CommonSOLE
02079k107Alphabet, Inc Non-Voting Class$828,2590.12%4,954CommonSOLE
879382208TELFYTelefonica S.A. ADR$793,4490.12%163,261CommonSOLE
205887102CAGConAgra Foods Inc.$767,4720.11%23,600CommonSOLE
563420108Manitex Intl$747,5680.11%132,783CommonSOLE
68622v106Organon & Co.$708,9580.10%37,060CommonSOLE
482480100KLACKLA Corporation$646,6320.10%835CommonSOLE
346563109FORRForrester Research Inc.$601,7500.09%33,412CommonSOLE
902973304USBUS Bancorp Delaware New$594,9020.09%13,009CommonSOLE
45687v106Ingersoll Rand Inc.$594,3590.09%6,055CommonSOLE
458140100INTCIntel Corp.$574,4650.08%24,487CommonSOLE
49177j102Kenvue Inc.$567,2630.08%24,525CommonSOLE
532457108LLYEli Lilly & Co$555,4840.08%627CommonSOLE
g0176j109Allegion PLC$525,3930.08%3,605CommonSOLE
808513105SCHWCharles Schwab Corp$521,7200.08%8,050CommonSOLE
747525103QCOMQualcomm Inc$517,2920.08%3,042CommonSOLE
00206r102AT & T, Inc. New$510,3660.08%23,198CommonSOLE
98850p109Yum China Holdings, Inc.$462,2650.07%10,268CommonSOLE
90384s303Ulta Beauty, Inc.$454,4920.07%1,168CommonSOLE
674599105OXYOccidental Petroleum Corp$451,8510.07%8,767CommonSOLE
40434L105HPQHP Inc.$436,2510.06%12,162CommonSOLE
405552100HLNHaleon PLC$436,0650.06%41,216CommonSOLE
001084102AGCOAGCO Corp$408,0760.06%4,170CommonSOLE
369604301GEGE Aerospace$396,5840.06%2,103CommonSOLE
011659109ALKAlaska Air Group Inc.$396,4920.06%8,770CommonSOLE
g0450a105Arch Capital Group Ltd$391,5800.06%3,500CommonSOLE
459506101IFFInternational Flavors & Fragra$373,1310.06%3,556CommonSOLE
962166104WYWeyerhaeuser Co.$362,8440.05%10,716CommonSOLE
500754106KHCThe Kraft Heinz Company$347,3080.05%9,892CommonSOLE
876030107TPRTapestry Inc.$338,9610.05%7,215CommonSOLE
94106L109WMWaste Management Inc. Del$333,6130.05%1,607CommonSOLE
00724F101ADBEAdobe Systems Inc$333,4500.05%644CommonSOLE
g01767105Alkermes PLC$332,8290.05%11,891CommonSOLE
247361702DALDelta Airlines - New$311,0890.05%6,125CommonSOLE
g51502105Johnson Controls Intl. PLC$304,3860.04%3,922CommonSOLE
294429105EFXEquifax Inc.$293,8600.04%1,000CommonSOLE
452308109ITWIllinois Tool Works Inc.$293,2560.04%1,119CommonSOLE
670346105NUENucor Corp$288,0510.04%1,916CommonSOLE
369550108GDGeneral Dynamics$287,6940.04%952CommonSOLE
56418h100ManpowerGroup Inc.$285,4050.04%3,882CommonSOLE
959802109WUWestern Union Company$276,8950.04%23,210CommonSOLE
42824c109Hewlett Packard Enterprise Co.$273,3250.04%13,359CommonSOLE
863667101SYKStryker Corporation$272,7510.04%755CommonSOLE
67066g104Nvidia Corp$262,9180.04%2,165CommonSOLE
126408103CSXCSX Corp$261,2540.04%7,566CommonSOLE
513272104LWLamb Weston Holdings$259,2840.04%4,005CommonSOLE
038222105AMATApplied Materials Inc Delaware$259,2300.04%1,283CommonSOLE
25754a201Domino's Pizza Inc.$258,0840.04%600CommonSOLE
892331307TMToyota Motor Corp ADR$255,1770.04%1,429CommonSOLE
n07059210ASML Holding N.V.$252,4750.04%303CommonSOLE
460690100IPGInterpublic Group$235,3900.03%7,442CommonSOLE
46625h100J P Morgan Chase & Co.$235,1090.03%1,115CommonSOLE
25179m103Devon Energy Corp.$234,7200.03%6,000CommonSOLE
88579y1013M Company$230,8860.03%1,689CommonSOLE
034164103ANDEAndersons Inc.$225,0780.03%4,489CommonSOLE
15118v207Celsius Holdings, Inc.$217,1680.03%6,925CommonSOLE
504922105LHLabcorp Holdings Inc.$213,4230.03%955CommonSOLE
31488v107Ferguson Enterprises$208,4980.03%1,050CommonSOLE
88033g100Tenet Healthcare Corp.$207,7500.03%1,250CommonSOLE
78409V104SPGIS&P Global Inc.$206,1310.03%399CommonSOLE
29250n105Enbridge Inc.$204,2680.03%5,030CommonSOLE
92556h206Paramount Global B$184,5330.03%17,376CommonSOLE
345370860FFord Motor Co.- New$133,7530.02%12,666CommonSOLE
654902204NOKNokia Corp Sponsored ADR$51,3340.01%11,747CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.