Aureus Asset Management, LLC
Annual return '25
+10.4%
SPY '25
+17.7%
Alpha
-7.3ptsvs SPY
Invested
$3B
Holdings
231
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
Alphabet Inc. Class A
Q1 2026: Sold 36.4% (14.2k → 9.0k shares)
5.0%
02
$MSFT
Microsoft Corp
Q1 2026: Increased +75.9% (8.1k → 14.3k shares)
4.9%
03
$AAPL
Apple Inc
Q1 2026: Increased +41.2% (5.6k → 7.9k shares)
4.1%
04
$AMZN
Amazon.com Inc
Q1 2026: Increased +120.2% (30.0k → 66.0k shares)
4.0%
05
$AMAT
Applied Materials Inc
Q1 2026: Increased +333.3% (816 → 3.5k shares)
3.9%
06
$SCHW
Charles Schwab Corporation
Held since at least Q1 2024
3.9%
07
$NEE
NextEra Energy Inc
Q1 2026: Exited (was 2.6k shares)
3.8%
08
$V
Visa Inc
Q1 2026: Sold 44.0% (2.6k → 1.5k shares)
3.6%
09
$WCN
Waste Connections Inc
Held since at least Q1 2024
3.5%
10
$AVGO
Broadcom Inc
Q1 2026: Increased +104.5% (6.0k → 12.3k shares)
3.3%
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 13:17 UTC.