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Insights from Jeff Auxier’s Fourth Quarter 2025 Investment Moves

This article first appeared on GuruFocus.

Overview of Jeff Auxier’s Investment Strategy

Jeff Auxier, renowned founder and CEO of Auxier Asset Management, recently submitted a 13F filing for the fourth quarter of 2025. This document provides valuable insights into his investment decisions and strategies during this time. Auxier, who also manages the Auxier Focus Fund, is known for carefully selecting compelling and undervalued companies. His approach centers around identifying firms with strong or improving fundamentals, consistent operating results, and significant competitive advantages.

Characteristics of Ideal Investments

Auxier aims for companies demonstrating high rates of return on capital and understandable products. An essential part of his strategy is to evaluate the quality and competence of a company’s management team. He prefers firms that exhibit intelligent capital allocation policies and generate substantial free cash flow, while also having a strong balance sheet that provides financial flexibility.

Investment candidates are meticulously screened to ascertain what price represents good value, balancing acceptable low risk with the potential for above-average returns. This disciplined approach is evident in the recent changes to his portfolio.

Notable Additions to the Portfolio

In the fourth quarter, Jeff Auxier made several significant additions to his portfolio, acquiring a total of nine new stocks. Highlights include:

1. Capital One Financial Corp (NYSE:COF)
   Auxier added 1,590 shares, which correspond to approximately 0.05% of his overall portfolio, having a total value of about $385,350. This addition reflects the keen interest in the financial sector’s growth potential.

2. The Magnum Ice Cream Co NV (NYSE:MICC)
   This stock saw an acquisition of 22,086 shares, entering his portfolio at around 0.05% with a total value of $350,060. Auxier clearly sees value in consumer goods, particularly in recognized brands that have strong market positions.

3. Andersons Inc (NASDAQ:ANDE)
   Auxier procured 3,802 shares of Andersons Inc, amounting to 0.03% of his portfolio, valued at approximately $202,150. This choice highlights a focus on companies with solid fundamentals.

Increasing Existing Stakes

In addition to new stocks, Auxier increased his stakes in 19 existing companies during this quarter. Among the most notable increases were:

• Fiserv Inc (NASDAQ:FISV)
  With an additional 34,525 shares, Auxier’s total holding increased to 47,965 shares, marking a staggering 256.88% rise in share count. This accounted for 0.32% of the portfolio’s value, totaling approximately $3,221,810, indicating his strong belief in Fiserv’s future potential.

• Amazon.com Inc (NASDAQ:AMZN)
  Auxier boosted his holdings by 5,525 shares, raising his total to 16,281, representing a substantial 51.37% increase in share count. The total value of this position stands at about $3,757,980, showcasing his confidence in Amazon’s sustained growth and dominance in e-commerce.

Reductions and Exits: A Strategic Shift

In a notable strategic shift, Auxier fully exited eight positions during the fourth quarter, coupled with substantial reductions in 116 stocks. Some of the noteworthy reductions include:

• Bank of New York Mellon Corp (NYSE:BK)
  With a reduction of 18,965 shares, Auxier experienced an 8.88% decrease in his holdings in this company, which resulted in a -0.29% impact on his portfolio. The stock traded at an average price of $110.71 during the quarter and has delivered an 11.76% return over the past three months.

• WaFd Inc (NASDAQ:WAFD)
  Here too, Auxier made a significant cut, reducing his holdings by 42,690 shares, which indicates a -32.61% decrease. This strategic adjustment had a -0.18% impact on the portfolio, reflecting his proactive management style.

Portfolio Composition and Industry Exposure

At the close of the fourth quarter of 2025, Jeff Auxier’s portfolio comprised 177 stocks, showcasing a well-diversified holding across various sectors. Top positions included:

• Microsoft Corp (NASDAQ:MSFT) with 6.68% of the portfolio
• Philip Morris International Inc (NYSE:PM) at 4.67%
• Alphabet Inc (NASDAQ:GOOGL) accounting for 3.93%
• Bank of New York Mellon Corp (NYSE:BK) at 3.18%
• The Kroger Co (NYSE:KR) contributing 3.14%

This diverse mix reflects a strategic allocation across ten of the eleven major industries, including Financial Services, Consumer Defensive, Healthcare, Technology, and more.

The Role of AI legalese decoder

In navigating complex investment strategies and legal documentation, Jeff Auxier’s application of analytical tools is critical. The AI legalese decoder can enhance this process by simplifying legal jargon into clear, understandable terms. This tool aids investors in comprehending agreements, regulatory filings, and compliance documents, thus streamlining decision-making.

By ensuring that Auxier and his team are fully informed of the legal implications of their investment actions, the AI legalese decoder serves as an invaluable resource, facilitating transparent communication and strategic planning in investment management.

In conclusion, Jeff Auxier’s careful approach to investment selections and portfolio adjustments reflects his diligent strategy in managing assets. Utilizing advanced tools like the AI legalese decoder, investors can enhance their understanding of complex investment documents, enabling smarter, informed decision-making in a rapidly evolving market.

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