Aureus Asset Management
Latest statistics and disclosures from Aureus Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, MSFT, AAPL, AMZN, AMAT, and represent 21.45% of Aureus Asset Management's stock portfolio.
- Added to shares of these 10 stocks: FLS (+$26M), LIN (+$26M), AWK (+$23M), BSX (+$16M), ORCL (+$8.8M), SPGI (+$7.2M), WCN (+$7.0M), ABT (+$6.8M), APO (+$6.6M), SCI (+$6.1M).
- Started 52 new stock positions in VGK, BIDU, ACWX, VMC, SPOT, BKR, BSX, FLS, BE, AWK.
- Reduced shares in these 10 stocks: INTU (-$33M), , PAYC (-$19M), HQY (-$16M), GOOGL (-$13M), BKNG (-$13M), GOOG (-$9.6M), AXP (-$8.2M), DE (-$6.0M), ROP.
- Sold out of its positions in BMI, BAC, ATMP, BSY, BR, CDNS, CARR, CSGP, DE, FDS.
- Aureus Asset Management was a net buyer of stock by $22M.
- Aureus Asset Management has $1.5B in assets under management (AUM), dropping by -4.37%.
- Central Index Key (CIK): 0001381296
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Portfolio Holdings for Aureus Asset Management
Aureus Asset Management holds 225 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc. Class A Stock (GOOGL) | 4.8 | $73M | -15% | 253k | 287.56 |
|
| Microsoft Corp Stock (MSFT) | 4.8 | $72M | -2% | 194k | 370.17 |
|
| Apple Stock (AAPL) | 4.0 | $61M | 239k | 253.79 |
|
|
| Amazon.com Stock (AMZN) | 3.9 | $59M | +3% | 283k | 208.27 |
|
| Applied Materials Stock (AMAT) | 3.9 | $58M | -4% | 169k | 341.79 |
|
| Charles Schwab Corporation Stock (SCHW) | 3.8 | $57M | 606k | 93.98 |
|
|
| NextEra Energy Stock (NEE) | 3.7 | $56M | 600k | 92.88 |
|
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| Linde Stock (LIN) | 3.5 | $53M | +95% | 107k | 495.76 |
|
| Visa Stock (V) | 3.5 | $53M | 174k | 302.24 |
|
|
| Waste Connections Stock (WCN) | 3.4 | $51M | +15% | 315k | 162.44 |
|
| Broadcom Stock (AVGO) | 3.2 | $48M | +2% | 156k | 309.51 |
|
| NVIDIA Corp Stock (NVDA) | 2.9 | $44M | +5% | 252k | 174.40 |
|
| Meta Platforms Stock (META) | 2.9 | $43M | +4% | 76k | 572.13 |
|
| Taiwan Semiconductor Manufacturing Adr (TSM) | 2.7 | $41M | 121k | 337.95 |
|
|
| Westinghouse Air Brake Technologies Corp Stock (WAB) | 2.7 | $40M | -3% | 161k | 249.91 |
|
| S&P Global Stock (SPGI) | 2.5 | $38M | +23% | 89k | 425.34 |
|
| Thermo Fisher Scientific Stock (TMO) | 2.5 | $37M | 76k | 491.53 |
|
|
| Abbott Laboratories Stock (ABT) | 2.3 | $34M | +25% | 332k | 102.67 |
|
| UnitedHealth Group Stock (UNH) | 2.3 | $34M | -3% | 126k | 270.59 |
|
| American Express Stock (AXP) | 2.2 | $34M | -19% | 111k | 302.48 |
|
| Blackstone Stock (BX) | 1.9 | $28M | 247k | 114.99 |
|
|
| CNX Resources Corp Stock (CNX) | 1.8 | $28M | +2% | 716k | 38.55 |
|
| Apollo Global Management Stock (APO) | 1.8 | $27M | +31% | 246k | 111.42 |
|
| Flowserve Corp Stock (FLS) | 1.8 | $26M | NEW | 358k | 73.51 |
|
| American Water Works Stock (AWK) | 1.5 | $23M | NEW | 167k | 136.09 |
|
| Oracle Corp Stock (ORCL) | 1.4 | $21M | +74% | 141k | 147.11 |
|
| iShares Core S&P 500 ETF Etf (IVV) | 1.1 | $17M | +3% | 26k | 653.21 |
|
| Boston Scientific Corp Stock (BSX) | 1.1 | $16M | NEW | 255k | 62.75 |
|
| Alphabet Stock (GOOG) | 0.9 | $14M | -41% | 48k | 286.86 |
|
| Moog Stock (MOG.A) | 0.8 | $13M | 43k | 292.64 |
|
|
| Williams Companies Stock (WMB) | 0.7 | $10M | 137k | 72.78 |
|
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| Service Corporation International Stock (SCI) | 0.6 | $9.3M | +196% | 112k | 82.51 |
|
| Steris Stock (STE) | 0.6 | $8.3M | +19% | 38k | 221.13 |
|
| Qxo Stock (QXO) | 0.5 | $8.0M | 412k | 19.42 |
|
|
| Texas Instruments Stock (TXN) | 0.5 | $8.0M | 41k | 194.14 |
|
|
| Morgan Stanley Stock (MS) | 0.5 | $7.8M | -17% | 47k | 164.57 |
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| Coca-Cola Stock (KO) | 0.5 | $6.8M | 90k | 76.05 |
|
|
| Wesco International Stock (WCC) | 0.4 | $6.6M | 24k | 273.62 |
|
|
| Gaming and Leisure Properties Reit (GLPI) | 0.4 | $6.3M | 142k | 44.37 |
|
|
| CME Group Stock (CME) | 0.4 | $6.2M | 21k | 295.36 |
|
|
| JPMorgan Chase & Co Stock (JPM) | 0.4 | $6.0M | +15% | 20k | 294.16 |
|
| Spdr S&P 500 ETF Trust Etf (SPY) | 0.4 | $5.8M | 9.0k | 650.31 |
|
|
| iShares Russell 1000 Value ETF Etf (IWD) | 0.4 | $5.8M | 27k | 213.67 |
|
|
| iShares Russell 2000 ETF Etf (IWM) | 0.4 | $5.4M | +13% | 22k | 248.00 |
|
| Cabot Corporation Stock (CBT) | 0.3 | $5.1M | 67k | 75.31 |
|
|
| Honeywell International Stock (HON) | 0.3 | $5.0M | 22k | 226.03 |
|
|
| Sherwin-Williams Stock (SHW) | 0.3 | $4.9M | 15k | 320.55 |
|
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| Marriott International Stock (MAR) | 0.3 | $4.7M | -39% | 14k | 327.08 |
|
| Mcdonald's Corporation Stock (MCD) | 0.3 | $4.7M | 15k | 310.79 |
|
|
| Vanguard FTSE Emerging Markets ETF Etf (VWO) | 0.3 | $3.9M | +19% | 72k | 54.05 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.2 | $3.7M | +36% | 8.4k | 446.54 |
|
| Eli Lilly And Stock (LLY) | 0.2 | $3.7M | +15% | 4.0k | 919.77 |
|
| Blackrock Aaa Clo ETF Etf (CLOA) | 0.2 | $3.7M | +6% | 71k | 51.84 |
|
| Berkshire Hathaway Inc. Class B Stock (BRK.B) | 0.2 | $3.6M | +9% | 7.5k | 479.20 |
|
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 0.2 | $3.6M | +44% | 56k | 64.08 |
|
| Berkshire Hathaway Inc. Class A Stock (BRK.A) | 0.2 | $3.6M | 5.00 | 718140.00 |
|
|
| Vanguard Intermediate-Term Bond ETF Etf (BIV) | 0.2 | $3.4M | 44k | 77.18 |
|
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| Agilent Technologies Stock (A) | 0.2 | $3.3M | NEW | 29k | 113.98 |
|
| Vanguard Mid-Cap ETF Etf (VO) | 0.2 | $3.2M | +25% | 11k | 287.18 |
|
| Raytheon Technologies Corporation Stock (RTX) | 0.2 | $3.1M | +2% | 16k | 192.90 |
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| Guggenheim S&P 500 Equal Weight ETF Etf (RSP) | 0.2 | $3.0M | NEW | 16k | 191.92 |
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| Caterpillar Stock (CAT) | 0.2 | $3.0M | 4.2k | 708.46 |
|
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| iShares MSCI Emerging Markets ETF Etf (EEM) | 0.2 | $2.8M | +28% | 50k | 56.79 |
|
| Coherent Corp. Stock (COHR) | 0.2 | $2.8M | 12k | 238.21 |
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| Healthequity Stock (HQY) | 0.2 | $2.6M | -85% | 32k | 83.57 |
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| American Tower Corp Reit (AMT) | 0.2 | $2.6M | 15k | 172.58 |
|
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| Johnson & Johnson Stock (JNJ) | 0.2 | $2.4M | -48% | 9.8k | 244.43 |
|
| iShares Msci Japan ETF Etf (EWJ) | 0.2 | $2.3M | NEW | 28k | 84.44 |
|
| Danaher Corporation Stock (DHR) | 0.2 | $2.3M | 12k | 189.60 |
|
|
| Goldman Sachs Group Stock (GS) | 0.1 | $2.2M | +478% | 2.6k | 845.99 |
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| Las Vegas Sands Corp. Stock (LVS) | 0.1 | $2.2M | +304% | 41k | 53.88 |
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| Booking Holdings Stock (BKNG) | 0.1 | $2.2M | -85% | 512.00 | 4210.32 |
|
| Home Depot Stock (HD) | 0.1 | $2.1M | -2% | 6.3k | 328.91 |
|
| Vanguard Russell 1000 Value Index Fund Etf (VONV) | 0.1 | $2.0M | 22k | 93.74 |
|
|
| Xpo Logistics Stock (XPO) | 0.1 | $1.9M | 10k | 194.55 |
|
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| Procter & Gamble Stock (PG) | 0.1 | $1.9M | +2% | 13k | 144.44 |
|
| Amgen Stock (AMGN) | 0.1 | $1.9M | 5.3k | 351.85 |
|
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| Philip Morris International Stock (PM) | 0.1 | $1.9M | +12% | 11k | 165.34 |
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| Micron Technology Stock (MU) | 0.1 | $1.9M | 5.5k | 337.84 |
|
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| Dell Technologies Stock (DELL) | 0.1 | $1.8M | NEW | 11k | 164.13 |
|
| Deckers Outdoor Corp Stock (DECK) | 0.1 | $1.8M | NEW | 18k | 100.09 |
|
| Lockheed Martin Corporation Stock (LMT) | 0.1 | $1.7M | 2.8k | 604.40 |
|
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| Wells Fargo & Co Stock (WFC) | 0.1 | $1.7M | NEW | 22k | 79.61 |
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| Baker Hughes Stock (BKR) | 0.1 | $1.7M | NEW | 28k | 61.05 |
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| iShares Core MSCI EAFE ETF Etf (IEFA) | 0.1 | $1.7M | +466% | 19k | 90.53 |
|
| MercadoLibre Stock (MELI) | 0.1 | $1.7M | +411% | 962.00 | 1729.02 |
|
| Mondelez Intl Inc. Class A Stock (MDLZ) | 0.1 | $1.6M | +183% | 28k | 57.64 |
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| Boeing Company Stock (BA) | 0.1 | $1.5M | -55% | 7.7k | 199.03 |
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| Chevron Corp Stock (CVX) | 0.1 | $1.5M | 7.3k | 206.90 |
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| Abbvie Stock (ABBV) | 0.1 | $1.5M | 6.9k | 217.49 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 0.1 | $1.5M | 11k | 132.90 |
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| United Therapeutics Corp Del Stock (UTHR) | 0.1 | $1.5M | 2.5k | 592.98 |
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| Jacobs Solutions Stock (J) | 0.1 | $1.5M | NEW | 12k | 127.28 |
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| Embraer Adr (EMBJ) | 0.1 | $1.5M | 25k | 59.34 |
|
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| Costco Wholesale Corporation Stock (COST) | 0.1 | $1.4M | +11% | 1.4k | 996.43 |
|
| Merck & Co Stock (MRK) | 0.1 | $1.4M | 12k | 120.29 |
|
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| Vanguard Growth Index Fund Etf (VUG) | 0.1 | $1.4M | 3.2k | 436.79 |
|
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| Palo Alto Networks Stock (PANW) | 0.1 | $1.3M | +266% | 8.4k | 160.32 |
|
| NXP Semiconductors NV Stock (NXPI) | 0.1 | $1.3M | NEW | 6.7k | 196.86 |
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| Lazard Stock (LAZ) | 0.1 | $1.3M | NEW | 31k | 42.48 |
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| NETFlix Stock (NFLX) | 0.1 | $1.3M | +21% | 13k | 96.15 |
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| Neurocrine Biosciences Stock (NBIX) | 0.1 | $1.3M | NEW | 9.5k | 131.74 |
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| Vanguard Short-Term Bond ETF Etf (BSV) | 0.1 | $1.2M | +15% | 16k | 78.41 |
|
| Alibaba Group Holding Ltd - Adr (BABA) | 0.1 | $1.2M | +511% | 9.4k | 125.46 |
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| Advanced Micro Devices Stock (AMD) | 0.1 | $1.2M | NEW | 5.7k | 203.43 |
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| Cisco Systems Stock (CSCO) | 0.1 | $1.2M | -3% | 15k | 77.59 |
|
| Spotify Technology SA Stock (SPOT) | 0.1 | $1.2M | NEW | 2.4k | 484.91 |
|
| Stryker Corporation Stock (SYK) | 0.1 | $1.1M | +18% | 3.4k | 328.59 |
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| iShares Core U.S. REIT ETF Etf (USRT) | 0.1 | $1.1M | +37% | 18k | 59.19 |
|
| O'Reilly Automotive Stock (ORLY) | 0.1 | $1.0M | 11k | 92.31 |
|
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| Powershares Qqq Trust Etf (QQQ) | 0.1 | $1.0M | +58% | 1.8k | 577.18 |
|
| Novo Nordisk A/S Sponsored Adr Class B Adr (NVO) | 0.1 | $1.0M | -7% | 27k | 36.75 |
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| Insmed Stock (INSM) | 0.1 | $981k | NEW | 6.0k | 163.52 |
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| Lpl Finl Hldgs Stock (LPLA) | 0.1 | $973k | -6% | 3.2k | 300.83 |
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| Okta Stock (OKTA) | 0.1 | $973k | NEW | 12k | 78.71 |
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| Aecom Stock (ACM) | 0.1 | $963k | NEW | 11k | 84.82 |
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| iShares Russell Top 200 ETF Etf (IWL) | 0.1 | $963k | 6.0k | 160.48 |
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| Loews Corp Stock (L) | 0.1 | $960k | -4% | 9.0k | 106.74 |
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| Baidu Adr (BIDU) | 0.1 | $946k | NEW | 8.5k | 111.42 |
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| Pepsico Stock (PEP) | 0.1 | $921k | 5.9k | 155.29 |
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| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.1 | $920k | 3.7k | 250.58 |
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| Wal-Mart Stores Stock (WMT) | 0.1 | $910k | 7.3k | 124.28 |
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| Vanguard Dividend Appreciation ETF Etf (VIG) | 0.1 | $887k | -27% | 4.1k | 215.06 |
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| BlackRock Stock (BLK) | 0.1 | $886k | 921.00 | 961.71 |
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| Novartis Adr (NVS) | 0.1 | $839k | +27% | 5.5k | 152.74 |
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| General Dynamics Corporation Stock (GD) | 0.1 | $834k | 2.4k | 343.22 |
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| Eaton Corp Stock (ETN) | 0.1 | $829k | 2.3k | 357.67 |
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| iShares Gold Trust Etf (IAU) | 0.1 | $822k | +242% | 9.3k | 88.16 |
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| Altria Group Stock (MO) | 0.1 | $815k | 12k | 65.99 |
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| Agnico-Eagle Mines Stock (AEM) | 0.1 | $755k | -14% | 3.7k | 202.98 |
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| Cabot Oil & Gas Corporation Stock (CTRA) | 0.1 | $751k | 21k | 35.14 |
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| Mettler-Toledo International Stock (MTD) | 0.0 | $744k | 590.00 | 1261.20 |
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| Corning Incorporated Stock (GLW) | 0.0 | $706k | 5.2k | 135.97 |
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| Mastercard Incorporated Class A Stock (MA) | 0.0 | $665k | +6% | 1.3k | 499.66 |
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| iShares Core MSCI International Developed Markets ETF Etf (IDEV) | 0.0 | $661k | NEW | 7.9k | 83.57 |
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| iShares Msci Usa Quality Factor ETF Etf (QUAL) | 0.0 | $652k | NEW | 3.4k | 191.81 |
|
| Exxon Mobil Corporation Stock (XOM) | 0.0 | $634k | +8% | 3.7k | 169.68 |
|
| Siteone Landscape Supply Stock (SITE) | 0.0 | $633k | +9% | 4.8k | 133.11 |
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| Generac Holdings Stock (GNRC) | 0.0 | $625k | 3.2k | 195.33 |
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| Bloom Energy Corp Stock (BE) | 0.0 | $616k | NEW | 4.5k | 135.49 |
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| Travelers Companies Stock (TRV) | 0.0 | $576k | -4% | 2.0k | 291.68 |
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| Arch Cap Group Ltd Ord Stock (ACGL) | 0.0 | $567k | 5.9k | 95.99 |
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| Welltower Reit (WELL) | 0.0 | $564k | +46% | 2.9k | 197.71 |
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| Autodesk Stock (ADSK) | 0.0 | $550k | NEW | 2.3k | 239.40 |
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| Nice Systems Adr (NICE) | 0.0 | $530k | +20% | 4.8k | 110.26 |
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| Gxo Logistics Incorporated Stock (GXO) | 0.0 | $519k | 10k | 51.85 |
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| Trane Technologies Stock (TT) | 0.0 | $513k | +5% | 1.2k | 416.74 |
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| iShares Msci Acwi Index Fund Etf (ACWI) | 0.0 | $496k | NEW | 3.6k | 138.37 |
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| Ciena Corp Stock (CIEN) | 0.0 | $495k | -9% | 1.3k | 388.23 |
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| Union Pacific Corporation Stock (UNP) | 0.0 | $486k | -27% | 2.0k | 242.62 |
|
| Starbucks Corporation Stock (SBUX) | 0.0 | $485k | +76% | 5.4k | 89.60 |
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| Trimble Stock (TRMB) | 0.0 | $482k | 7.4k | 65.23 |
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| Hut 8 Corp Stock (HUT) | 0.0 | $479k | NEW | 10k | 46.91 |
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| American Electric Power Company Stock (AEP) | 0.0 | $478k | -3% | 3.6k | 131.08 |
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| Fidelity Msci Information Technology ETF Etf (FTEC) | 0.0 | $477k | NEW | 2.3k | 208.04 |
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| Automatic Data Processing Stock (ADP) | 0.0 | $461k | -67% | 2.3k | 203.18 |
|
| Emerson Electric Stock (EMR) | 0.0 | $457k | -3% | 3.5k | 131.02 |
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| Icici Bank Adr (IBN) | 0.0 | $453k | +9% | 18k | 25.90 |
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| Hershey Company Stock (HSY) | 0.0 | $451k | 2.2k | 207.89 |
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| Asml Holding Nv Adr (ASML) | 0.0 | $441k | -13% | 334.00 | 1320.83 |
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| Yum! Brands Stock (YUM) | 0.0 | $441k | 2.8k | 155.48 |
|
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| iShares Core Msci Emerging Markets ETF Etf (IEMG) | 0.0 | $439k | NEW | 6.3k | 69.75 |
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| Simpson Mfg Stock (SSD) | 0.0 | $434k | 2.5k | 171.62 |
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| Southern Company Stock (SO) | 0.0 | $431k | NEW | 4.5k | 96.52 |
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| Pool Corporation Stock (POOL) | 0.0 | $422k | +17% | 2.1k | 202.33 |
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| Real Estate Select Sector Spdr Fund Etf (XLRE) | 0.0 | $408k | NEW | 10k | 40.83 |
|
| Interactive Brokers Group Inc Com Cl A Stock (IBKR) | 0.0 | $405k | 6.0k | 67.07 |
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| Idexx Laboratories Stock (IDXX) | 0.0 | $401k | -5% | 713.00 | 561.89 |
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| Tko Group Holdings Inc Cl A Stock (TKO) | 0.0 | $395k | 2.0k | 201.65 |
|
|
| iShares Russell 1000 Growth ETF Etf (IWF) | 0.0 | $379k | -59% | 888.00 | 426.40 |
|
| Xylem Stock (XYL) | 0.0 | $371k | 3.1k | 119.50 |
|
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| iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML) | 0.0 | $367k | NEW | 7.8k | 47.02 |
|
| Solstice Advanced Materials Stock (SOLS) | 0.0 | $365k | -3% | 4.8k | 76.16 |
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| iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT) | 0.0 | $365k | 2.6k | 142.43 |
|
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| Vanguard Small-Cap Value Index Fund Etf (VBR) | 0.0 | $357k | NEW | 1.6k | 217.25 |
|
| Texas Pac Ld Tr Sub Ctf Prop I T Stock (TPL) | 0.0 | $355k | 747.00 | 474.56 |
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| Tjx Companies Stock (TJX) | 0.0 | $348k | -13% | 2.2k | 159.70 |
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| iShares Russell 1000 ETF Etf (IWB) | 0.0 | $337k | -12% | 944.00 | 356.56 |
|
| iShares Core S&P Small Cap ETF Etf (IJR) | 0.0 | $333k | NEW | 2.7k | 124.33 |
|
| SPDR Gold Trust Etf (GLD) | 0.0 | $323k | NEW | 750.00 | 430.29 |
|
| Uber Technologies Stock (UBER) | 0.0 | $313k | 4.4k | 71.93 |
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| General Motors Company Stock (GM) | 0.0 | $307k | NEW | 4.1k | 74.50 |
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| Eve Hldg Stock (EVEX) | 0.0 | $299k | 121k | 2.48 |
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| W R Berkley Corporation Stock (WRB) | 0.0 | $298k | -3% | 4.5k | 66.28 |
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| Zoetis, Inc. Class A Stock (ZTS) | 0.0 | $294k | -9% | 2.5k | 118.21 |
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| iShares U.S. Medical Devices ETF Etf (IHI) | 0.0 | $288k | NEW | 5.4k | 53.35 |
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| Teledyne Technologies Incorporated Stock (TDY) | 0.0 | $284k | 470.00 | 605.01 |
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| Chemed Corporation Stock (CHE) | 0.0 | $284k | -18% | 751.00 | 377.74 |
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| Zurn Elkay Water Solns Corp Stock (ZWS) | 0.0 | $283k | 6.3k | 44.84 |
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| Kirby Corporation Stock (KEX) | 0.0 | $279k | 2.1k | 132.88 |
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| Allstate Corporation Stock (ALL) | 0.0 | $269k | 1.3k | 207.34 |
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| Henry Jack & Assoc Stock (JKHY) | 0.0 | $268k | +41% | 1.7k | 158.04 |
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| ConocoPhillips Stock (COP) | 0.0 | $267k | NEW | 2.0k | 132.00 |
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| Ul Solutions Inc Class A Stock (ULS) | 0.0 | $267k | 3.1k | 85.71 |
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| Allegion Stock (ALLE) | 0.0 | $265k | 1.8k | 145.29 |
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| Martin Marietta Materials Stock (MLM) | 0.0 | $265k | NEW | 450.00 | 588.68 |
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| Clear Secure Inc Com Cl A Stock (YOU) | 0.0 | $263k | NEW | 5.4k | 48.41 |
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| Ase Technology Hldg Adr (ASX) | 0.0 | $262k | -22% | 12k | 21.68 |
|
| Nordson Corp Stock (NDSN) | 0.0 | $259k | -2% | 975.00 | 266.06 |
|
| Atmus Filtration Technologies Stock (ATMU) | 0.0 | $251k | NEW | 4.4k | 56.77 |
|
| Rollins Stock (ROL) | 0.0 | $245k | -2% | 4.6k | 53.41 |
|
| Sea Adr (SE) | 0.0 | $244k | +74% | 3.0k | 82.81 |
|
| iShares Core Dividend Growth ETF Etf (DGRO) | 0.0 | $239k | NEW | 3.4k | 70.18 |
|
| Pfizer Stock (PFE) | 0.0 | $237k | NEW | 8.4k | 28.08 |
|
| Vanguard Ftse Europe ETF Etf (VGK) | 0.0 | $235k | NEW | 2.9k | 82.43 |
|
| Robinhood Mkts Inc Com Cl A Stock (HOOD) | 0.0 | $235k | 3.4k | 69.30 |
|
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| Resmed Stock (RMD) | 0.0 | $229k | 1.0k | 224.48 |
|
|
| Equifax Stock (EFX) | 0.0 | $228k | -2% | 1.3k | 180.07 |
|
| Digital Realty Trust Reit (DLR) | 0.0 | $227k | -9% | 1.3k | 180.21 |
|
| Bristol-Myers Squibb Company Stock (BMY) | 0.0 | $224k | -81% | 3.7k | 60.65 |
|
| iShares Msci Acwi Ex U.S. ETF Etf (ACWX) | 0.0 | $223k | NEW | 3.3k | 68.47 |
|
| United Rentals Stock (URI) | 0.0 | $219k | 300.00 | 728.56 |
|
|
| Astrazeneca Adr (AZN) | 0.0 | $218k | NEW | 1.1k | 197.22 |
|
| Parsons Corp Del Stock (PSN) | 0.0 | $217k | 4.0k | 54.17 |
|
|
| Seagate Technology Stock (STX) | 0.0 | $217k | NEW | 553.00 | 391.76 |
|
| ABRDN Bloomberg All Commodity Longer Dates Strategy K-1 Free ETF Etf (BCD) | 0.0 | $213k | NEW | 6.0k | 35.78 |
|
| Vulcan Materials Company Stock (VMC) | 0.0 | $212k | NEW | 778.00 | 272.30 |
|
| Cooper Cos Stock (COO) | 0.0 | $207k | 2.9k | 71.50 |
|
|
| Putnam Focused Large Cap Value ETF Etf (PVAL) | 0.0 | $205k | NEW | 4.4k | 46.40 |
|
| iShares Nasdaq Biotechnology ETF Etf (IBB) | 0.0 | $203k | NEW | 1.2k | 168.85 |
|
| Ads Tec Energy Stock (ADSE) | 0.0 | $173k | 15k | 11.50 |
|
|
| Rxo Stock (RXO) | 0.0 | $146k | 10k | 14.62 |
|
|
| Infosys Adr (INFY) | 0.0 | $142k | NEW | 11k | 13.51 |
|
| Haleon Plc Spon Ads Adr (HLN) | 0.0 | $110k | 11k | 10.01 |
|
|
| Lloyds Banking Group Adr (LYG) | 0.0 | $81k | NEW | 16k | 5.03 |
|
Past Filings by Aureus Asset Management
SEC 13F filings are viewable for Aureus Asset Management going back to 2011
- Aureus Asset Management 2026 Q1 filed May 13, 2026
- Aureus Asset Management 2025 Q4 filed Feb. 17, 2026
- Aureus Asset Management 2025 Q3 filed Nov. 17, 2025
- Aureus Asset Management 2025 Q2 filed Aug. 14, 2025
- Aureus Asset Management 2025 Q1 filed May 15, 2025
- Aureus Asset Management 2024 Q4 filed Feb. 14, 2025
- Aureus Asset Management 2024 Q3 filed Nov. 14, 2024
- Aureus Asset Management 2024 Q2 filed Aug. 13, 2024
- Aureus Asset Management 2024 Q1 filed May 13, 2024
- Aureus Asset Management 2023 Q4 filed Feb. 14, 2024
- Aureus Asset Management 2023 Q3 filed Nov. 13, 2023
- Aureus Asset Management 2023 Q2 filed Aug. 11, 2023
- Aureus Asset Management 2023 Q1 filed May 12, 2023
- Aureus Asset Management 2022 Q4 filed Feb. 14, 2023
- Aureus Asset Management 2022 Q3 filed Nov. 14, 2022
- Aureus Asset Management 2022 Q2 filed Aug. 15, 2022