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AUXIER FOCUS FUND

FORUM FUNDS

Assets: $318M Net: $318M Series: S000004570 EDGAR ↗
+135
New
135
Positions
Period:
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# Name Ticker Since Shares Value % Port Cat
1 Philip Morris International In 718172109 Mar 2026 89,375 $14.8M 4.65% EC
2 Corning Inc 219350105 Mar 2026 97,016 $13.2M 4.15% EC
3 TREASURY BILL 912797TG2 Mar 2026 13,000,000 $13.0M 4.08% DBT
4 Kroger Co/The 501044101 Mar 2026 178,251 $12.9M 4.05% EC
5 Microsoft Corp 594918104 Mar 2026 31,581 $11.7M 3.67% EC
6 Alphabet Inc 02079K305 Mar 2026 40,550 $11.7M 3.67% EC
7 Mastercard Inc 57636Q104 Mar 2026 23,194 $11.6M 3.64% EC
8 Bank of New York Mellon Corp/T 064058100 Mar 2026 91,460 $10.8M 3.41% EC
9 Bank of America Corp 060505104 Mar 2026 196,649 $9.6M 3.01% EC
10 Johnson & Johnson 478160104 Mar 2026 38,711 $9.5M 2.97% EC
11 Merck & Co Inc 58933Y105 Mar 2026 68,854 $8.3M 2.60% EC
12 Lincoln Educational Services C 533535100 Mar 2026 200,687 $8.2M 2.57% EC
13 Visa Inc 92826C839 Mar 2026 25,500 $7.7M 2.42% EC
14 Berkshire Hathaway Inc 084670702 Mar 2026 15,925 $7.6M 2.40% EC
15 UnitedHealth Group Inc 91324P102 Mar 2026 27,855 $7.5M 2.37% EC
16 Medtronic PLC G5960L103 Mar 2026 80,518 $7.0M 2.19% EC
17 PepsiCo Inc 713448108 Mar 2026 38,595 $6.0M 1.88% EC
18 BP PLC 055622104 Mar 2026 127,510 $6.0M 1.88% EC
19 Aflac Inc 001055102 Mar 2026 53,260 $5.8M 1.84% EC
20 TREASURY BILL 912797SL2 Mar 2026 5,500,000 $5.5M 1.73% DBT
21 RTX Corp 75513E101 Mar 2026 28,275 $5.5M 1.71% EC
22 Booking Holdings Inc 09857L108 Mar 2026 1,241 $5.2M 1.64% EC
23 British American Tobacco PLC 110448107 Mar 2026 88,805 $5.2M 1.63% EC
24 Monster Beverage Corp 61174X109 Mar 2026 69,600 $5.0M 1.59% EC
25 Walmart Inc 931142103 Mar 2026 37,350 $4.6M 1.46% EC
26 Lowe's Cos Inc 548661107 Mar 2026 19,060 $4.5M 1.42% EC
27 Altria Group Inc 02209S103 Mar 2026 65,455 $4.3M 1.36% EC
28 American International Group I 026874784 Mar 2026 53,270 $4.0M 1.26% EC
29 Elevance Health Inc 036752103 Mar 2026 12,161 $3.6M 1.12% EC
30 Valero Energy Corp 91913Y100 Mar 2026 13,415 $3.3M 1.04% EC
31 Travelers Cos Inc/The 89417E109 Mar 2026 10,568 $3.1M 0.97% EC
32 TREASURY BILL 912797UQ8 Mar 2026 3,000,000 $3.0M 0.93% DBT
33 Citigroup Inc 172967424 Mar 2026 25,975 $2.9M 0.93% EC
34 Abbott Laboratories 002824100 Mar 2026 27,784 $2.9M 0.90% EC
35 Quest Diagnostics Inc 74834L100 Mar 2026 14,097 $2.8M 0.87% EC
36 Unilever PLC 904767803 Mar 2026 48,374 $2.8M 0.87% EC
37 Coca-Cola Co/The 191216100 Mar 2026 36,044 $2.7M 0.86% EC
38 Zimmer Biomet Holdings Inc 98956P102 Mar 2026 28,100 $2.5M 0.80% EC
39 Corteva Inc 22052L104 Mar 2026 30,258 $2.5M 0.80% EC
40 Grand Canyon Education Inc 38526M106 Mar 2026 13,500 $2.3M 0.72% EC
41 Meta Platforms Inc 30303M102 Mar 2026 3,855 $2.2M 0.69% EC
42 Molson Coors Beverage Co 60871R209 Mar 2026 50,327 $2.2M 0.68% EC
43 LyondellBasell Industries NV N53745100 Mar 2026 25,505 $2.1M 0.65% EC
44 N/A N/A Mar 2026 118,059 $2.0M 0.63% EP
45 Central Pacific Financial Corp 154760409 Mar 2026 60,674 $1.9M 0.61% EC
46 DR Horton Inc 23331A109 Mar 2026 14,025 $1.9M 0.60% EC
47 ConocoPhillips 20825C104 Mar 2026 13,600 $1.8M 0.56% EC
48 Cigna Group/The 125523100 Mar 2026 6,209 $1.7M 0.52% EC
49 Gates Industrial Corp PLC G39108108 Mar 2026 69,882 $1.6M 0.50% EC
50 Chevron Corp 166764100 Mar 2026 7,630 $1.6M 0.50% EC
51 Phillips 66 718546104 Mar 2026 7,800 $1.4M 0.45% EC
52 Qnity Electronics Inc 74743L100 Mar 2026 12,020 $1.4M 0.44% EC
53 N/A FIGXX Mar 2026 1,362,265 $1.4M 0.43% STIV
54 Home Depot Inc/The 437076102 Mar 2026 3,870 $1.3M 0.40% EC
55 Ameriprise Financial Inc 03076C106 Mar 2026 2,780 $1.2M 0.39% EC
56 McDonald's Corp 580135101 Mar 2026 3,871 $1.2M 0.38% EC
57 General Motors Co 37045V100 Mar 2026 15,600 $1.2M 0.37% EC
58 Comcast Corp 20030N101 Mar 2026 39,408 $1.1M 0.36% EC
59 Unum Group 91529Y106 Mar 2026 15,249 $1.1M 0.35% EC
60 Arcos Dorados Holdings Inc G0457F107 Mar 2026 134,668 $1.1M 0.35% EC
61 DuPont de Nemours Inc 26614N102 Mar 2026 24,040 $1.1M 0.35% EC
62 Yum! Brands Inc 988498101 Mar 2026 7,050 $1.1M 0.34% EC
63 CAE Inc 124765108 Mar 2026 41,235 $1.1M 0.34% EC
64 Celanese Corp 150870103 Mar 2026 14,225 $936K 0.29% EC
65 CVS Health Corp 126650100 Mar 2026 12,753 $916K 0.29% EC
66 Cognizant Technology Solutions 192446102 Mar 2026 14,775 $906K 0.28% EC
67 Caterpillar Inc 149123101 Mar 2026 1,240 $878K 0.28% EC
68 Becton Dickinson & Co 075887109 Mar 2026 5,550 $873K 0.27% EC
69 Sally Beauty Holdings Inc 79546E104 Mar 2026 62,302 $863K 0.27% EC
70 FirstService Corp 33767E202 Mar 2026 5,616 $780K 0.25% EC
71 Fiserv Inc 337738108 Mar 2026 13,950 $778K 0.24% EC
72 Coca-Cola HBC AG 191223205 Mar 2026 13,200 $749K 0.24% EC
73 United Parcel Service Inc 911312106 Mar 2026 7,440 $732K 0.23% EC
74 Union Pacific Corp 907818108 Mar 2026 2,610 $633K 0.20% EC
75 Colliers International Group I 194693107 Mar 2026 5,616 $600K 0.19% EC
76 Boeing Co/The 097023105 Mar 2026 2,830 $563K 0.18% EC
77 Wells Fargo & Co 949746101 Mar 2026 7,000 $557K 0.18% EC
78 FedEx Corp 31428X106 Mar 2026 1,550 $552K 0.17% EC
79 Arch Capital Group Ltd G0450A105 Mar 2026 5,480 $526K 0.17% EC
80 JPMORGAN CHASE & CO 48128BAD3 Mar 2026 500,000 $502K 0.16% DBT
81 AbbVie Inc 00287Y109 Mar 2026 2,213 $481K 0.15% EC
82 Johnson Controls International G51502105 Mar 2026 3,500 $458K 0.14% EC
83 Procter & Gamble Co/The 742718109 Mar 2026 3,140 $454K 0.14% EC
84 America Movil SAB de CV 02390A101 Mar 2026 16,900 $431K 0.14% EC
85 ENERGY TRANSFER LP 29273VAJ9 Mar 2026 400,000 $400K 0.13% DBT
86 Genuine Parts Co 372460105 Mar 2026 3,775 $399K 0.13% EC
87 TRUIST FIN CORP 89832QAC3 Mar 2026 400,000 $394K 0.12% DBT
88 Domino's Pizza Inc 25754A201 Mar 2026 1,075 $386K 0.12% EC
89 Universal Technical Institute 913915104 Mar 2026 10,000 $361K 0.11% EC
90 Marsh & McLennan Cos Inc 571748102 Mar 2026 2,025 $351K 0.11% EC
91 SEMPRA 816851BT5 Mar 2026 345,000 $344K 0.11% DBT
92 GOLDMAN SACHS GROUP INC 38141GB52 Mar 2026 345,000 $343K 0.11% DBT
93 JPMORGAN CHASE & CO 48128BAN1 Mar 2026 300,000 $299K 0.09% DBT
94 Keurig Dr Pepper Inc 49271V100 Mar 2026 11,050 $291K 0.09% EC
95 Diageo PLC 25243Q205 Mar 2026 3,535 $263K 0.08% EC
96 Biogen Inc 09062X103 Mar 2026 1,295 $237K 0.07% EC
97 Alimentation Couche-Tard Inc 01626P148 Mar 2026 4,100 $232K 0.07% EC
98 Waters Corp 941848103 Mar 2026 751 $224K 0.07% EC
99 Yum China Holdings Inc 98850P109 Mar 2026 4,550 $222K 0.07% EC
100 US Bancorp 902973304 Mar 2026 4,200 $218K 0.07% EC
101 Devon Energy Corp 25179M103 Mar 2026 4,000 $201K 0.06% EC
102 Kenvue Inc 49177J102 Mar 2026 11,221 $193K 0.06% EC
103 Aon PLC G0403H108 Mar 2026 550 $178K 0.06% EC
104 Pfizer Inc 717081103 Mar 2026 6,282 $176K 0.06% EC
105 MercadoLibre Inc 58733R102 Mar 2026 100 $173K 0.05% EC
106 Builders FirstSource Inc 12008R107 Mar 2026 2,000 $165K 0.05% EC
107 Ferguson Enterprises Inc 31488V107 Mar 2026 700 $163K 0.05% EC
108 Magnum Ice Cream Co NV/The N5505D105 Mar 2026 10,884 $163K 0.05% EC
109 Telefonica SA 879382208 Mar 2026 34,119 $148K 0.05% EC
110 Mosaic Co/The 61945C103 Mar 2026 5,780 $147K 0.05% EC
111 Amazon.com Inc 023135106 Mar 2026 680 $142K 0.04% EC
112 Cisco Systems Inc 17275R102 Mar 2026 1,719 $133K 0.04% EC
113 Hershey Co/The 427866108 Mar 2026 525 $109K 0.03% EC
114 General Dynamics Corp 369550108 Mar 2026 300 $103K 0.03% EC
115 Deckers Outdoor Corp 243537107 Mar 2026 890 $89K 0.03% EC
116 PayPal Holdings Inc 70450Y103 Mar 2026 1,800 $81K 0.03% EC
117 Charles Schwab Corp/The 808513105 Mar 2026 650 $61K 0.02% EC
118 Old Dominion Freight Line Inc 679580100 Mar 2026 300 $59K 0.02% EC
119 Versant Media Group Inc 925283103 Mar 2026 1,576 $58K 0.02% EC
120 Ryan Specialty Holdings Inc 78351F107 Mar 2026 1,700 $57K 0.02% EC
121 Capital One Financial Corp 14040H105 Mar 2026 300 $55K 0.02% EC
122 Amgen Inc 031162100 Mar 2026 150 $53K 0.02% EC
123 Forrester Research Inc 346563109 Mar 2026 7,526 $43K 0.01% EC
124 Wal-Mart de Mexico SAB de CV 93114W107 Mar 2026 1,200 $39K 0.01% EC
125 WAFD INC 938824307 Mar 2026 2,000 $32K 0.01% EP
126 Becle SAB de CV P0929Y106 Mar 2026 34,000 $30K 0.01% EC
127 DHI Group Inc 23331S100 Mar 2026 10,000 $28K 0.01% EC
128 Ulta Beauty Inc 90384S303 Mar 2026 50 $26K 0.01% EC
129 Airbnb Inc 009066101 Mar 2026 200 $25K 0.01% EC
130 Evolution AB 30051E104 Mar 2026 391 $24K 0.01% EC
131 Zoetis Inc 98978V103 Mar 2026 200 $24K 0.01% EC
132 Progressive Corp/The 743315103 Mar 2026 100 $20K 0.01% EC
133 NVIDIA Corp 67066G104 Mar 2026 105 $18K 0.01% EC
134 Americold Realty Trust Inc 03064D108 Mar 2026 1,000 $11K 0.00% EC
135 Weyerhaeuser Co 962166104 Mar 2026 100 $2K 0.00% EC