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AUXIER ASSET MANAGEMENT LLC

Q2 2025 · 13F-HR

AUXIER ASSET MANAGEMENT LLCholdings as filed

Filed 2025-08-15 · accession 0001105863-25-000004

$680.8M
Reported value
173
Positions
2025-06-30
Period end
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The Brief · AUXIER ASSET MANAGEMENT LLC · Q2 2025

AI · grounded in 13F

AUXIER ASSET MANAGEMENT LLC established a new position in MSFT valued at $50.2M. The fund also initiated new stakes in PM for $38.3M and KR for $25.3M. Additional new positions included UnitedHealth Group Inc. at $20.1M and BK at $19.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp.$50.2M7.38%100,953CommonSOLE
718172109PMPhilip Morris International$38.3M5.63%210,403CommonSOLE
501044101KRKroger Co.$25.3M3.71%352,107CommonSOLE
91324p102UnitedHealth Group Inc.$20.1M2.96%64,552CommonSOLE
064058100BKBank of New York Mellon Corp$19.6M2.88%215,419CommonSOLE
57636q104Mastercard Inc.$19.2M2.82%34,104CommonSOLE
02079k305Alphabet, Inc Voting Class$15.8M2.32%89,773CommonSOLE
060505104BACBank of America Corp$15.1M2.22%319,814CommonSOLE
036752103ELVElevance Health Inc.$14.3M2.10%36,753CommonSOLE
92826c839Visa, Inc.$14.2M2.08%39,883CommonSOLE
931142103WMTWal Mart Stores$14.0M2.05%143,061CommonSOLE
09857L108BKNGBooking Holdings Inc.$12.4M1.82%2,139CommonSOLE
001055102AFLAFLAC Inc.$12.4M1.82%117,382CommonSOLE
g5960L103Medtronic PLC$12.3M1.80%140,586CommonSOLE
89417e109The Travelers Companies Inc.$11.6M1.70%43,175CommonSOLE
084670702BRK/BBerkshire Hathaway Inc. Class$11.3M1.66%23,307CommonSOLE
478160104JNJJohnson & Johnson$11.0M1.62%72,136CommonSOLE
30303m102Meta Platforms, Inc.$10.8M1.58%14,590CommonSOLE
110448107BTIBritish American Tobacco$10.6M1.56%223,918CommonSOLE
713448108PEPPepsico Inc.$10.5M1.55%79,840CommonSOLE
026874784AIGAmerican International Group$9.7M1.43%113,776CommonSOLE
58933y105Merck & Co.Inc. New$9.4M1.38%119,011CommonSOLE
548661107LOWLowes Companies$9.2M1.35%41,550CommonSOLE
002824100ABTAbbott Laboratories$9.2M1.35%67,752CommonSOLE
437076102HDHome Depot Inc.$9.0M1.33%24,677CommonSOLE
02209s103Altria Group Inc.$8.8M1.29%150,089CommonSOLE
22160k105Costco Wholesale Corp$7.8M1.15%7,925CommonSOLE
91913y100Valero Energy Corp.$7.6M1.12%56,857CommonSOLE
571748102MRSHMarsh & McLennan Co.$7.4M1.08%33,764CommonSOLE
126650100CVSCVS Health Corp.$7.1M1.04%102,568CommonSOLE
904767704Unilever PLC ADR$6.8M1.00%111,819CommonSOLE
219350105GLWCorning Inc$6.8M1.00%128,901CommonSOLE
125523100CIThe Cigna Group$6.5M0.96%19,804CommonSOLE
191216100KOCoca-Cola Company$6.5M0.96%91,897CommonSOLE
00287y109AbbVie, Inc.$6.1M0.89%32,816CommonSOLE
172967424CCitigroup Inc.$6.0M0.88%70,220CommonSOLE
037833100AAPLApple, Inc.$5.9M0.87%28,719CommonSOLE
98956p102Zimmer Biomet Holdings$5.8M0.85%63,728CommonSOLE
704326107PAYXPaychex Inc.$5.7M0.84%39,302CommonSOLE
533535100LINCLincoln Educational$5.4M0.80%236,394CommonSOLE
055622104BPBP p.l.c.$5.4M0.79%180,757CommonSOLE
60871r209Molson Coors Brewing Co$5.2M0.76%108,148CommonSOLE
75513e101RTX Corp.$5.1M0.75%34,945CommonSOLE
74834L100DGXQuest Diagnostics Inc.$4.8M0.71%26,777CommonSOLE
91529y106Unum Group$4.6M0.68%57,564CommonSOLE
61174x109Monster Beverage Corp.$4.5M0.66%71,600CommonSOLE
22052L104CTVACorteva, Inc.$4.0M0.59%54,027CommonSOLE
938824109WAFDWashington Federal$3.8M0.56%130,913CommonSOLE
g39108108Gates Industrial Corporation P$3.8M0.56%164,911CommonSOLE
166764100CVXChevron Corp.$3.7M0.55%26,101CommonSOLE
n53745100LyondellBasell Industries N.V.$3.7M0.55%64,524CommonSOLE
26614n102DuPont de Nemours, Inc$3.2M0.48%47,158CommonSOLE
17275R102CSCOCisco Sys Inc.$3.1M0.45%44,600CommonSOLE
192446102CTSHCognizant Technology Solutions$3.1M0.45%39,351CommonSOLE
20030n101Comcast Corp Cl A$3.0M0.44%84,656CommonSOLE
742718109PGProcter & Gamble Co.$3.0M0.44%18,930CommonSOLE
580135101MCDMcDonalds Corp$3.0M0.44%10,234CommonSOLE
097023105BABoeing Company$3.0M0.44%14,201CommonSOLE
075887109BDXBecton Dickinson & Co$2.9M0.42%16,664CommonSOLE
g8994e103Trane Technologies PLC$2.9M0.42%6,545CommonSOLE
68389X105ORCLOracle Corp$2.7M0.40%12,460CommonSOLE
38526m106Grand Canyon Education, Inc.$2.7M0.40%14,410CommonSOLE
03076c106Ameriprise Financial Inc.$2.7M0.40%5,081CommonSOLE
g0457f107Arcos Dorados Hldgs.$2.6M0.38%330,375CommonSOLE
20825c104ConocoPhillips$2.6M0.38%28,591CommonSOLE
031162100AMGNAmgen Inc.$2.5M0.37%9,110CommonSOLE
093671105HRBH&R Block Inc.$2.5M0.37%46,259CommonSOLE
949746101WMT2Wells Fargo & Co.$2.5M0.37%31,627CommonSOLE
49271v100Keurig Dr. Pepper Inc.$2.4M0.35%72,163CommonSOLE
154760409CPFCentral Pacific Financial Corp$2.4M0.35%84,845CommonSOLE
609207105MDLZMondelez International, Inc.$2.3M0.33%33,724CommonSOLE
025816109AXPAmerican Express Co.$2.3M0.33%7,093CommonSOLE
427866108HSYHershey Company$2.3M0.33%13,560CommonSOLE
23331a109DR Horton, Inc$2.2M0.33%17,200CommonSOLE
61945c103The Mosaic Company$2.2M0.32%60,150CommonSOLE
053015103ADPAutomatic Data Processing$2.0M0.30%6,616CommonSOLE
718546104PSXPhillips 66$2.0M0.30%17,003CommonSOLE
907818108UNPUnion Pacific Corp$2.0M0.29%8,660CommonSOLE
31428X106FDXFedex Corp$2.0M0.29%8,721CommonSOLE
023135106AMZNAmazon.com, Inc.$1.9M0.28%8,575CommonSOLE
254687106DISThe Walt Disney Co.$1.8M0.26%14,443CommonSOLE
988498101YUMYum! Brands, Inc.$1.6M0.24%10,845CommonSOLE
911312106UPSUnited Parcel Service Inc.$1.6M0.24%15,895CommonSOLE
717081103PFEPfizer Inc.$1.6M0.23%65,339CommonSOLE
701094104PHParker-Hannifin Corp.$1.6M0.23%2,227CommonSOLE
37045v100General Motors Company$1.5M0.23%31,367CommonSOLE
124765108CAECAE Inc.$1.5M0.22%51,830CommonSOLE
150870103CECelanese Corp$1.5M0.22%27,400CommonSOLE
260557103DOWDow Inc.$1.4M0.21%54,024CommonSOLE
g0403h108AON Plc$1.4M0.21%3,967CommonSOLE
30231G102XOMExxon Mobil Corp$1.4M0.20%12,885CommonSOLE
02390a101America Movil ADR$1.4M0.20%76,465CommonSOLE
92343V104VZVerizon Communications$1.4M0.20%31,473CommonSOLE
09062x103Biogen Inc.$1.3M0.19%10,232CommonSOLE
354613101BENFranklin Resources Inc.$1.3M0.19%53,527CommonSOLE
874039100TSMTaiwan Semiconductor Manufactu$1.3M0.19%5,587CommonSOLE
149123101CATCaterpillar Inc.$1.3M0.18%3,230CommonSOLE
02079k107Alphabet, Inc Non-Voting Class$1.2M0.18%6,904CommonSOLE
25243q205Diageo PLC ADR$1.2M0.18%12,087CommonSOLE
33767e202FirstService Corp Voting Share$1.2M0.18%6,873CommonSOLE
780259305SHELShell PLC$1.1M0.17%16,151CommonSOLE
855244109SBUXStarbucks Corp$1.1M0.17%12,334CommonSOLE
37733W204GSKGlaxo SmithKline ADS$1.1M0.16%28,542CommonSOLE
110122108BMYBristol Myers Squibb Co.$1.1M0.16%23,610CommonSOLE
01609w102Alibaba Group Holding Limited$1.1M0.16%9,399CommonSOLE
375558103GILDGilead Sciences Inc.$1.0M0.15%9,153CommonSOLE
g0450a105Arch Capital Group Ltd$1.0M0.15%11,030CommonSOLE
654106103NKENike Inc Class B$998,1830.15%14,051CommonSOLE
194693107CIGIColliers International Group$934,6660.14%7,160CommonSOLE
372460105GPCGenuine Parts Co$890,4150.13%7,340CommonSOLE
934423104WBDWarner Bros. Discovery, Inc.$839,9840.12%73,297CommonSOLE
879382208TELFYTelefonica S.A. ADR$823,1710.12%157,394CommonSOLE
79546e104Sally Beauty Holdings Inc.$818,7410.12%88,417CommonSOLE
482480100KLACKLA Corporation$747,9430.11%835CommonSOLE
G3730v105FTAI Aviation Ltd.$690,2400.10%6,000CommonSOLE
808513105SCHWCharles Schwab Corp$624,9940.09%6,850CommonSOLE
00206r102AT & T, Inc. New$608,2170.09%21,016CommonSOLE
539830109LMTLockheed Martin Corp$594,2090.09%1,283CommonSOLE
902973304USBUS Bancorp Delaware New$588,6570.09%13,009CommonSOLE
876030107TPRTapestry Inc.$543,5440.08%6,190CommonSOLE
n07059210ASML Holding N.V.$535,3290.08%668CommonSOLE
369604301GEGE Aerospace$528,4220.08%2,053CommonSOLE
g0176j109Allegion PLC$513,9320.08%3,566CommonSOLE
49177j102Kenvue Inc.$507,0920.07%24,228CommonSOLE
458140100INTCIntel Corp.$504,1570.07%22,507CommonSOLE
45687v106Ingersoll Rand Inc.$495,3370.07%5,955CommonSOLE
747525103QCOMQualcomm Inc$482,8760.07%3,032CommonSOLE
532457108LLYEli Lilly & Co$478,6310.07%614CommonSOLE
205887102CAGConAgra Foods Inc.$456,5010.07%22,301CommonSOLE
01626p148Alimentation Couche Tard Inc.$439,3140.06%8,850CommonSOLE
98850p109Yum China Holdings, Inc.$435,6100.06%9,743CommonSOLE
67066g104Nvidia Corp$421,0430.06%2,665CommonSOLE
g51502105Johnson Controls Intl. PLC$414,2420.06%3,922CommonSOLE
405552100HLNHaleon PLC$398,7160.06%38,449CommonSOLE
011659109ALKAlaska Air Group Inc.$396,0870.06%8,005CommonSOLE
94106L109WMWaste Management Inc. Del$367,7140.05%1,607CommonSOLE
001084102AGCOAGCO Corp$348,2680.05%3,376CommonSOLE
g01767105Alkermes PLC$333,0490.05%11,641CommonSOLE
68622v106Organon & Co.$332,4400.05%34,343CommonSOLE
46625h100J P Morgan Chase & Co.$323,2500.05%1,115CommonSOLE
247361702DALDelta Airlines - New$301,2270.04%6,125CommonSOLE
36828A101GEVGE Vernova Inc.$301,0860.04%569CommonSOLE
863667101SYKStryker Corporation$298,7010.04%755CommonSOLE
369550108GDGeneral Dynamics$277,6600.04%952CommonSOLE
452308109ITWIllinois Tool Works Inc.$276,6730.04%1,119CommonSOLE
25754a201Domino's Pizza Inc.$270,3600.04%600CommonSOLE
40434L105HPQHP Inc.$266,6630.04%10,902CommonSOLE
294429105EFXEquifax Inc.$259,3700.04%1,000CommonSOLE
88579y1013M Company$255,6110.04%1,679CommonSOLE
674599105OXYOccidental Petroleum Corp$254,8750.04%6,067CommonSOLE
346563109FORRForrester Research Inc.$254,6870.04%25,726CommonSOLE
962166104WYWeyerhaeuser Co.$254,0740.04%9,890CommonSOLE
504922105LHLabcorp Holdings Inc.$249,3840.04%950CommonSOLE
00724F101ADBEAdobe Systems Inc$249,1510.04%644CommonSOLE
459506101IFFInternational Flavors & Fragra$248,2310.04%3,375CommonSOLE
42824c109Hewlett Packard Enterprise Co.$247,4650.04%12,101CommonSOLE
126408103CSXCSX Corp$246,8790.04%7,566CommonSOLE
64110L106NFLXNetflix Inc.$241,0430.04%180CommonSOLE
892331307TMToyota Motor Corp ADR$236,6850.03%1,374CommonSOLE
670346105NUENucor Corp$234,9860.03%1,814CommonSOLE
038222105AMATApplied Materials Inc Delaware$234,8790.03%1,283CommonSOLE
25179m103Devon Energy Corp.$233,8030.03%7,350CommonSOLE
244199105DEDeere & Co$228,8200.03%450CommonSOLE
31488v107Ferguson Enterprises$228,6370.03%1,050CommonSOLE
88033g100Tenet Healthcare Corp.$220,0000.03%1,250CommonSOLE
29250n105Enbridge Inc.$215,9040.03%4,764CommonSOLE
78409V104SPGIS&P Global Inc.$209,3340.03%397CommonSOLE
253868103DLRDigital Realty Trust$207,9760.03%1,193CommonSOLE
723760104XMIOXPioneer Municipal High Income$203,0540.03%17,208CommonSOLE
92556h206Paramount Global B$202,2070.03%15,675CommonSOLE
959802109WUWestern Union Company$147,6190.02%17,532CommonSOLE
64828t201Rithm Capital Corp. REIT$124,1900.02%11,000CommonSOLE
654902204NOKNokia Corp Sponsored ADR$54,6850.01%10,557CommonSOLE

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.