Taurus Asset Management, LLC
Annual return '25
+18.7%
SPY '25
+17.7%
Alpha
+1.0ptsvs SPY
Invested
$3.6B
Holdings
125
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
Vanguard S&P 500 ETF
Q1 2026: New position (1.14M shares)
23.6%
02
$VO
Vanguard Mid Cap Vipers
Q1 2026: New position (92.1k shares)
11.0%
03
$VEA
Vanguard MSCI EAFE ETF
Q1 2026: New position (5.57M shares)
10.9%
04
$SCHX
Schwab US Large Cap ETF
Q1 2026: New position (50.2k shares)
6.4%
05
$DFSV
Dimensional US Small Cap Value
Q1 2026: New position (24.4k shares)
5.4%
06
$SPY
SPDR S&P 500 ETF Trust
Q1 2026: New position (18.1k shares)
4.9%
07
$VWO
Vanguard MSCI Emerging Markets
Q1 2026: New position (2.04M shares)
4.4%
08
$DFIC
DFA International Core Equity
Q1 2026: New position (13.3k shares)
4.3%
09
$DFGR
Dimensional Global Real Estate
Held since at least Q1 2024
4.2%
10
$SCHF
Schwab International Equity ET
Q1 2026: New position (463.3k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:28 UTC.