Jeff Auxier's Investment Strategies and Portfolio

Jeff Auxier's Investment Movements in Q3 2025

Jeff Auxier, as the founder and CEO of Auxier Asset Management, shared important insights about his investment strategies by presenting the 13F filing for the third quarter of 2025. Auxier prefers companies that have strong and developing fundamentals, offer significant competitive advantages, can provide high capital returns, have understandable products, and maintain a shareholder-focused management approach.

The strategy of Auxier, who serves clients through the Auxier Focus Fund and separately managed accounts, is based on identifying investment candidates that possess low risk and above-average return potential at an attractive price.

As of this quarter, Auxier added a total of 5 new stocks to his portfolio. The most notable addition was Fiserv Inc (NASDAQ:FISV), which represented 0.24% of the portfolio with 13,440 shares, totaling $1,732,820 in value. The second largest addition was Progressive Corp (NYSE:PGR), with the purchase of 1,882 shares, representing approximately 0.07% of the portfolio and totaling $464,760 in value.

The third significant stock addition was Deckers Outdoor Corp (NYSE:DECK), with the purchase of 2,072 shares; this also represented 0.03% of the portfolio and had a total value of $210,040.

Auxier increased the value of 24 stocks in total. The most notable increase occurred with Amazon.com Inc (NASDAQ:AMZN), where an additional 2,181 shares were added, raising the total shares to 10,756. This corresponds to a significant increase of 25.43% in the number of shares, while its impact on the portfolio was 0.07%. The total value of this stock was recorded as $2,361,700.

The second largest increase was achieved with American International Group Inc (NYSE:AIG), where the purchase of 3,901 shares brought the total to 117,677 shares. This resulted in a total increase of 3.43%, and the value of this stock was determined to be $9,242,350.

As of the third quarter, Jeff Auxier made the decision to completely exit three positions. All 8,850 shares of Alimentation Couche-Tard Inc (ANCTF) were sold, resulting in an impact of -0.06% on the portfolio. Additionally, 397 shares of S&P Global Inc (NYSE:SPGI) were also fully sold, affecting the portfolio by -0.03%.

Apart from this, Auxier reduced his positions in 96 companies. Notable changes included a reduction of 1,500 shares in Union Pacific Corp (NYSE:UNP), leading to a decline of -17.32%. This stock traded at an average price of $225.38 and decreased by -0.54% over the last 3 months and -1.28% year-to-date. Another significant decrease was observed in AbbVie Inc (NYSE:ABBV), where 1,326 shares were reduced for a decline of -4.04%. This stock traded at an average price of $203.64, gaining 13.77% over the last 3 months and 35.65% year-to-date.

As of the third quarter of 2025, Jeff Auxier's portfolio comprises 176 stocks. The largest holdings in his portfolio are: Microsoft Corp (NASDAQ:MSFT) 7.3%, Philip Morris International Inc (NYSE:PM) 4.76%, The Kroger Co (NYSE:KR) 3.34%, Bank of New York Mellon Corp (NYSE:BK) 3.26%, and UnitedHealth Group Inc (NYSE:UNH) 3.14%.

Auxier's portfolio is concentrated in 10 out of 11 sectors: Financial Services, Consumer Defensive, Health, Technology, Consumer Cyclical, Communication Services, Industrials, Energy, Basic Materials, and Real Estate.