Auxier Spring 2026 Market Commentary
The Auxier Focus Fund reported a gain of 1.73% in Q1 2026, outperforming the S&P 500. Key beneficiaries of increased defense budgets include Lockheed Martin, Northrop Grumman, and RTX. The report highlights the performance of various tech companies amid market volatility.
- ▪The Auxier Focus Fund's Investor Class gained 1.73% in the first quarter of 2026.
- ▪Stocks overall increased by 2.00% during the same period.
- ▪Lockheed Martin, Northrop Grumman, and RTX are expected to benefit from a proposed $185 billion missile defense system.
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