Taurus Asset Management
Latest statistics and disclosures from Taurus Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, JPM, AMZN, V, and represent 28.29% of Taurus Asset Management's stock portfolio.
- Added to shares of these 10 stocks: META (+$14M), AVGO (+$12M), ASML (+$8.4M), SPY, MSFT, INTU, NKE, DHR, UNP, COO.
- Started 1 new stock position in ED.
- Reduced shares in these 10 stocks: AMD (-$12M), ACN, CHD, MDLZ, AMZN, AAPL, EOG, KO, V, JPM.
- Sold out of its positions in BX, VUG.
- Taurus Asset Management was a net buyer of stock by $12M.
- Taurus Asset Management has $986M in assets under management (AUM), dropping by -4.05%.
- Central Index Key (CIK): 0001317209
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Portfolio Holdings for Taurus Asset Management
Taurus Asset Management holds 87 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $71M | 321k | 222.13 |
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| Microsoft Corporation (MSFT) | 7.1 | $70M | 186k | 375.39 |
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| JPMorgan Chase & Co. (JPM) | 5.1 | $50M | 203k | 245.30 |
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| Amazon (AMZN) | 4.7 | $47M | -2% | 245k | 190.26 |
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| Visa Com Cl A (V) | 4.2 | $41M | 118k | 350.46 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $39M | 250k | 156.23 |
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| Intuit (INTU) | 3.3 | $33M | +3% | 54k | 613.99 |
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| Danaher Corporation (DHR) | 3.1 | $31M | 150k | 205.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $28M | +7% | 51k | 559.39 |
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| Coca-Cola Company (KO) | 2.7 | $27M | -2% | 374k | 71.62 |
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| Costco Wholesale Corporation (COST) | 2.7 | $27M | 28k | 945.78 |
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| Thermo Fisher Scientific (TMO) | 2.6 | $26M | 52k | 497.60 |
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| Church & Dwight (CHD) | 2.6 | $26M | -6% | 233k | 110.09 |
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| Linde SHS (LIN) | 2.6 | $25M | 55k | 465.64 |
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| salesforce (CRM) | 2.6 | $25M | 94k | 268.36 |
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| Asml Holding N V N Y Registry Shs (ASML) | 2.5 | $25M | +50% | 38k | 662.63 |
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| Bank of America Corporation (BAC) | 2.2 | $22M | 517k | 41.73 |
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| Amphenol Corp Cl A (APH) | 2.2 | $22M | 328k | 65.59 |
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| McDonald's Corporation (MCD) | 2.1 | $21M | 68k | 312.37 |
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| Chart Industries (GTLS) | 2.1 | $21M | 142k | 144.36 |
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| 3M Company (MMM) | 2.0 | $20M | 134k | 146.86 |
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| Ametek (AME) | 2.0 | $19M | 113k | 172.14 |
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| Home Depot (HD) | 1.9 | $19M | 52k | 366.49 |
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| Nextera Energy (NEE) | 1.8 | $17M | 245k | 70.89 |
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| Mondelez Intl Cl A (MDLZ) | 1.7 | $17M | -8% | 254k | 67.85 |
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| Cooper Cos (COO) | 1.6 | $16M | 192k | 84.35 |
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| Meta Platforms Cl A (META) | 1.6 | $15M | +1267% | 27k | 576.36 |
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| Walt Disney Company (DIS) | 1.5 | $15M | 151k | 98.70 |
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| Texas Instruments Incorporated (TXN) | 1.5 | $15M | -2% | 81k | 179.70 |
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| Servicenow (NOW) | 1.4 | $14M | 18k | 796.14 |
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| Nike CL B (NKE) | 1.4 | $14M | +3% | 214k | 63.48 |
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| Roper Industries (ROP) | 1.4 | $14M | 23k | 589.58 |
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| Broadcom (AVGO) | 1.3 | $13M | +4001% | 75k | 167.43 |
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| Old Dominion Freight Line (ODFL) | 1.1 | $11M | 65k | 165.45 |
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| Regeneron Pharmaceuticals (REGN) | 1.1 | $11M | -2% | 17k | 634.21 |
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| Union Pacific Corporation (UNP) | 1.1 | $10M | +3% | 44k | 236.24 |
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| EOG Resources (EOG) | 0.9 | $8.8M | -8% | 69k | 128.24 |
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| NVIDIA Corporation (NVDA) | 0.6 | $6.0M | 56k | 108.38 |
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| Pepsi (PEP) | 0.6 | $5.6M | 38k | 149.94 |
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| Johnson & Johnson (JNJ) | 0.5 | $5.2M | -2% | 31k | 165.84 |
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| American Express Company (AXP) | 0.4 | $3.8M | -2% | 14k | 269.05 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $3.4M | 29k | 118.93 |
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| Advanced Micro Devices (AMD) | 0.3 | $3.2M | -78% | 31k | 102.74 |
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| Veralto Corp Com Shs (VLTO) | 0.3 | $2.9M | -12% | 29k | 97.45 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.2M | -64% | 7.1k | 312.04 |
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| Starbucks Corporation (SBUX) | 0.2 | $2.1M | 22k | 98.09 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.0M | 2.4k | 825.91 |
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| Chevron Corporation (CVX) | 0.2 | $1.8M | -8% | 11k | 167.29 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.6M | 2.00 | 798441.50 |
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| Procter & Gamble Company (PG) | 0.2 | $1.6M | -2% | 9.2k | 170.41 |
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| Abbott Laboratories (ABT) | 0.1 | $1.4M | 11k | 132.65 |
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| Abbvie (ABBV) | 0.1 | $1.3M | 6.2k | 209.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.2M | 7.5k | 154.64 |
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| Caterpillar (CAT) | 0.1 | $1.0M | 3.2k | 329.80 |
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| Pfizer (PFE) | 0.1 | $1.0M | -5% | 41k | 25.34 |
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| Boston Scientific Corporation (BSX) | 0.1 | $1.0M | 10k | 100.88 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.0M | -7% | 11k | 93.70 |
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| Philip Morris International (PM) | 0.1 | $1.0M | -3% | 6.3k | 158.73 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $962k | 1.8k | 548.12 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $889k | -9% | 1.7k | 513.91 |
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| Williams-Sonoma (WSM) | 0.1 | $791k | 5.0k | 158.10 |
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| Yum! Brands (YUM) | 0.1 | $756k | 4.8k | 157.36 |
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| Altria (MO) | 0.1 | $683k | -2% | 11k | 60.02 |
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| Analog Devices (ADI) | 0.1 | $551k | 2.7k | 201.67 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $546k | -8% | 1.0k | 532.58 |
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| Ge Aerospace Com New (GE) | 0.1 | $532k | 2.7k | 200.15 |
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| IDEXX Laboratories (IDXX) | 0.1 | $514k | 1.2k | 419.95 |
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| Lowe's Companies (LOW) | 0.1 | $499k | 2.1k | 233.23 |
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| Amgen (AMGN) | 0.0 | $460k | 1.5k | 311.55 |
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| S&p Global (SPGI) | 0.0 | $430k | 846.00 | 508.10 |
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| Goldman Sachs (GS) | 0.0 | $421k | 770.00 | 546.29 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $393k | 3.0k | 132.46 |
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| Insulet Corporation (PODD) | 0.0 | $374k | 1.4k | 262.61 |
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| Oracle Corporation (ORCL) | 0.0 | $359k | 2.6k | 139.81 |
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| Merck & Co (MRK) | 0.0 | $310k | 3.4k | 89.76 |
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| Blackrock (BLK) | 0.0 | $284k | 300.00 | 946.48 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $281k | -19% | 7.6k | 36.90 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $271k | 483.00 | 561.90 |
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| Honeywell International (HON) | 0.0 | $270k | -5% | 1.3k | 211.75 |
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| Air Products & Chemicals (APD) | 0.0 | $270k | 915.00 | 294.92 |
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| Dex (DXCM) | 0.0 | $260k | 3.8k | 68.29 |
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| Ge Vernova (GEV) | 0.0 | $252k | 826.00 | 305.28 |
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| Ross Stores (ROST) | 0.0 | $251k | 2.0k | 127.79 |
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| Consolidated Edison (ED) | 0.0 | $221k | NEW | 2.0k | 110.59 |
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| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $220k | 11k | 20.00 |
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| Fortive (FTV) | 0.0 | $220k | -14% | 3.0k | 73.18 |
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| Zoetis Cl A (ZTS) | 0.0 | $211k | 1.3k | 164.65 |
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Past Filings by Taurus Asset Management
SEC 13F filings are viewable for Taurus Asset Management going back to 2010
- Taurus Asset Management 2025 Q1 filed May 13, 2025
- Taurus Asset Management 2024 Q4 filed Feb. 13, 2025
- Taurus Asset Management 2024 Q3 filed Nov. 7, 2024
- Taurus Asset Management 2024 Q2 filed Aug. 8, 2024
- Taurus Asset Management 2024 Q1 filed May 8, 2024
- Taurus Asset Management 2023 Q4 filed Feb. 12, 2024
- Taurus Asset Management 2023 Q3 filed Nov. 9, 2023
- Taurus Asset Management 2023 Q2 filed Aug. 8, 2023
- Taurus Asset Management 2023 Q1 filed May 8, 2023
- Taurus Asset Management 2022 Q4 filed Feb. 10, 2023
- Taurus Asset Management 2022 Q3 filed Nov. 9, 2022
- Taurus Asset Management 2022 Q2 filed Aug. 10, 2022
- Taurus Asset Management 2022 Q1 filed May 9, 2022
- Taurus Asset Management 2021 Q4 filed Feb. 14, 2022
- Taurus Asset Management 2021 Q3 filed Nov. 15, 2021
- Taurus Asset Management 2021 Q2 filed Aug. 16, 2021