Titelia

Holdings of AUXIER FOCUS FUND

FORUM FUNDS · 123 declared positions · as of Mar 31, 2026

Original filing · Net assets 318.1M $ · Ten largest lines: 39.2 % of the equity sleeve

Country breakdown

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US 105270M $92.89 %
GB 413M $4.48 %
NL 22.2M $0.76 %
CA 31.9M $0.66 %
VG 11.1M $0.38 %
CH 1748.8K $0.26 %
BM 1526K $0.18 %
MX 3499.9K $0.17 %
IE 1458.3K $0.16 %
ES 1148.1K $0.05 %
SE 124.3K $0.01 %

Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.

Positions

CompanySharesValue (USD)Weight
Philip Morris International Inc. 89,37514.8M $4.65 %
Corning Inc 97,01613.2M $4.15 %
Kroger Co/The 178,25112.9M $4.05 %
Microsoft Corp 31,58111.7M $3.68 %
Alphabet Inc 40,55011.7M $3.67 %
Mastercard Inc 23,19411.6M $3.64 %
Bank of New York Mellon Corp/The 91,46010.8M $3.41 %
Bank of America Corp 196,6499.6M $3.01 %
Johnson & Johnson 38,7119.5M $2.97 %
Merck & Co Inc 68,8548.3M $2.60 %
Lincoln Educational Services Corp 200,6878.2M $2.57 %
Visa Inc 25,5007.7M $2.42 %
Berkshire Hathaway Inc 15,9257.6M $2.40 %
UnitedHealth Group Inc 27,8557.5M $2.37 %
Medtronic PLC 80,5187M $2.19 %
PepsiCo Inc 38,5956M $1.88 %
BP PLC 127,5106M $1.88 %
Aflac Inc 53,2605.8M $1.84 %
RTX Corp 28,2755.5M $1.71 %
Booking Holdings Inc 1,2415.2M $1.64 %
British American Tobacco PLC 88,8055.2M $1.63 %
Monster Beverage Corp 69,6005M $1.59 %
Walmart Inc 37,3504.6M $1.46 %
Lowe's Cos Inc 19,0604.5M $1.42 %
Altria Group, Inc. 65,4554.3M $1.36 %
American International Group Inc 53,2704M $1.26 %
Elevance Health Inc 12,1613.6M $1.12 %
Valero Energy Corp 13,4153.3M $1.04 %
Travelers Cos Inc/The 10,5683.1M $0.97 %
Citigroup Inc 25,9752.9M $0.93 %
Abbott Laboratories 27,7842.9M $0.90 %
Quest Diagnostics Inc 14,0972.8M $0.87 %
Unilever PLC 48,3742.8M $0.87 %
Coca-Cola Co/The 36,0442.7M $0.86 %
Zimmer Biomet Holdings Inc 28,1002.5M $0.80 %
Corteva Inc 30,2582.5M $0.80 %
Grand Canyon Education Inc 13,5002.3M $0.72 %
Meta Platforms Inc 3,8552.2M $0.69 %
Molson Coors Beverage Co 50,3272.2M $0.68 %
LyondellBasell Industries NV 25,5052.1M $0.65 %
Central Pacific Financial Corp 60,6741.9M $0.61 %
DR Horton Inc 14,0251.9M $0.61 %
ConocoPhillips 13,6001.8M $0.56 %
Cigna Group/The 6,2091.7M $0.52 %
Gates Industrial Corp PLC 69,8821.6M $0.50 %
Chevron Corp 7,6301.6M $0.50 %
Phillips 66 7,8001.4M $0.45 %
Qnity Electronics Inc 12,0201.4M $0.44 %
Home Depot Inc/The 3,8701.3M $0.40 %
Ameriprise Financial Inc 2,7801.2M $0.39 %
McDonald's Corp. 3,8711.2M $0.38 %
General Motors Co 15,6001.2M $0.37 %
Comcast Corp 39,4081.1M $0.36 %
Unum Group 15,2491.1M $0.35 %
Arcos Dorados Holdings Inc 134,6681.1M $0.35 %
DuPont de Nemours Inc 24,0401.1M $0.35 %
Yum! Brands Inc 7,0501.1M $0.34 %
CAE Inc 41,2351.1M $0.34 %
Celanese Corp 14,225935.6K $0.29 %
CVS Health Corp 12,753915.9K $0.29 %
Cognizant Technology Solutions Corp. 14,775906.4K $0.29 %
Caterpillar Inc 1,240878.5K $0.28 %
Becton Dickinson & Co 5,550872.6K $0.27 %
Sally Beauty Holdings Inc 62,302862.9K $0.27 %
FirstService Corp 5,616780.3K $0.25 %
Fiserv Inc 13,950778.4K $0.24 %
Coca-Cola HBC AG 13,200748.8K $0.24 %
United Parcel Service Inc 7,440731.9K $0.23 %
Union Pacific Corp 2,610633.2K $0.20 %
Colliers International Group Inc 5,616600.3K $0.19 %
Boeing Co/The 2,830563.3K $0.18 %
Wells Fargo & Co 7,000557.3K $0.18 %
FedEx Corp 1,550552.1K $0.17 %
Arch Capital Group Ltd 5,480526K $0.17 %
AbbVie Inc 2,213481.3K $0.15 %
Johnson Controls International plc 3,500458.3K $0.14 %
Procter & Gamble Co/The 3,140453.5K $0.14 %
America Movil SAB de CV 16,900430.6K $0.14 %
Genuine Parts Co 3,775399.2K $0.13 %
Domino's Pizza Inc 1,075385.7K $0.12 %
Universal Technical Institute Inc 10,000361K $0.11 %
Marsh & McLennan Cos Inc 2,025351.2K $0.11 %
Keurig Dr Pepper Inc 11,050290.9K $0.09 %
Diageo PLC 3,535263.2K $0.08 %
Biogen Inc 1,295237.4K $0.07 %
Alimentation Couche-Tard Inc 4,100231.9K $0.07 %
Waters Corp 751223.6K $0.07 %
Yum China Holdings Inc 4,550221.9K $0.07 %
US Bancorp 4,200218.4K $0.07 %
Devon Energy Corp 4,000201.3K $0.06 %
Kenvue Inc 11,221193.5K $0.06 %
Aon PLC 550177.5K $0.06 %
Pfizer Inc 6,282176.4K $0.06 %
MercadoLibre Inc 100172.9K $0.05 %
Builders FirstSource Inc 2,000164.7K $0.05 %
Ferguson Enterprises Inc 700163.3K $0.05 %
Magnum Ice Cream Co NV/The 10,884162.7K $0.05 %
Telefonica SA 34,119148.1K $0.05 %
Mosaic Co/The 5,780147.4K $0.05 %
Amazon.com Inc 680141.6K $0.04 %
Cisco Systems, Inc. 1,719133.4K $0.04 %
Hershey Co/The 525109.1K $0.03 %
General Dynamics Corp 300103K $0.03 %
Deckers Outdoor Corp 89089.1K $0.03 %
PayPal Holdings Inc 1,80081.4K $0.03 %
Charles Schwab Corp/The 65061.1K $0.02 %
Old Dominion Freight Line Inc 30058.6K $0.02 %
Versant Media Group Inc 1,57658.3K $0.02 %
Ryan Specialty Holdings Inc 1,70057.4K $0.02 %
Capital One Financial Corp 30054.7K $0.02 %
Amgen Inc 15052.8K $0.02 %
Forrester Research Inc 7,52642.6K $0.01 %
Wal-Mart de Mexico SAB de CV 1,20039K $0.01 %
Becle SAB de CV 34,00030.3K $0.01 %
DHI Group Inc 10,00028.1K $0.01 %
Ulta Beauty Inc 5026.1K $0.01 %
Airbnb Inc 20025.3K $0.01 %
Evolution AB 39124.3K $0.01 %
Zoetis Inc 20023.6K $0.01 %
Progressive Corp/The 10019.8K $0.01 %
NVIDIA Corp 10518.3K $0.01 %
Americold Realty Trust Inc 1,00011.5K $0.00 %
Weyerhaeuser Co 1002.4K $0.00 %