Auxier Asset Management Portfolio Holdings

Auxier Asset Management

  • $706 Million
  • Q3 2025

Auxier Asset Management has filed its 13F form on November 19, 2025 for Q3 2025 where it was disclosed a total value porftolio of $706 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $52.1M, Philip Morris International Inc. with a value of $34M, Kroger CO with a value of $23.8M, Bank Of New York Mellon Corp with a value of $23.3M, and Unitedhealth Group Inc with a value of $22.4M.

Examining the 13F form we can see an increase of $31.8M in the current position value, from $674M to 706M.

Auxier Asset Management is based out at Aurora, OR

Below you can find more details about Auxier Asset Management portfolio as well as his latest detailed transactions.

Portfolio value $706 Million
Financial Services: $157 Million
Consumer Defensive: $155 Million
Healthcare: $123 Million
Technology: $86.7 Million
Consumer Cyclical: $56.6 Million
Communication Services: $43.1 Million
Industrials: $38.1 Million
Energy: $28.3 Million
Other: $18.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $706 Million
  • Prior Value $674 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 19, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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