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Aureus Asset Management, LLC

Q2 2026 13F filing

Updated 27 days ago

239 disclosed positions worth $1.6B

Portfolio value
$1.6B
Total holdings
239
New positions
31
Closed positions
17
Increased
68
Decreased
84
Turnover
20.1%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

G

ALPHABET INC

-0.8%
Value
$89.6M
Shares
250.8K
% Port
5.45%
A

APPLIED MATLS INC

-38.4%
Value
$75.5M
Shares
104.4K
% Port
4.59%
A

APPLE INC

+1.1%
Value
$69.9M
Shares
241.7K
% Port
4.25%
A

AMAZON COM INC

-0.3%
Value
$67.2M
Shares
282.1K
% Port
4.09%
M

MICROSOFT CORP

-7.6%
Value
$66.9M
Shares
179.3K
% Port
4.06%
V
6.V

VISA INC

-0.8%
Value
$59.2M
Shares
172.6K
% Port
3.60%
A

BROADCOM INC

+0.2%
Value
$58.9M
Shares
156.0K
% Port
3.58%
S

SCHWAB CHARLES CORP

-0.8%
Value
$55.4M
Shares
600.6K
% Port
3.37%
L
9.LIN

LINDE PLC

-0.8%
Value
$54.9M
Shares
105.7K
% Port
3.33%
W
10.WCN

WASTE CONNECTIONS INC

+3.7%
Value
$54.4M
Shares
326.1K
% Port
3.30%
T

TAIWAN SEMICONDUCTOR MANUFAC

-7.8%
Value
$53.2M
Shares
111.5K
% Port
3.23%
U
12.UNH

UNITEDHEALTH GROUP INC

+1.7%
Value
$53.1M
Shares
127.8K
% Port
3.23%
N

NEXTERA ENERGY INC

-0.6%
Value
$52.3M
Shares
595.8K
% Port
3.18%
N
14.NVDA

NVIDIA CORPORATION

+1.7%
Value
$51.3M
Shares
256.2K
% Port
3.11%
M
15.META

META PLATFORMS INC

+1.2%
Value
$43.2M
Shares
76.7K
% Port
2.62%
T
16.TMO

THERMO FISHER SCIENTIFIC INC

-1.7%
Value
$37.5M
Shares
74.8K
% Port
2.28%
A
17.AXP

AMERICAN EXPRESS CO

-0.4%
Value
$37.5M
Shares
110.8K
% Port
2.28%
S
18.SPGI

S&P GLOBAL INC

-4.5%
Value
$34.6M
Shares
85.0K
% Port
2.10%
A
19.APOS

APOLLO GLOBAL MGMT INC

+16.0%
Value
$33.8M
Shares
285.7K
% Port
2.05%
A
20.ABT

ABBOTT LABORATORIES

-5.4%
Value
$28.5M
Shares
313.9K
% Port
1.73%
B
21.BX

BLACKSTONE INC

-3.5%
Value
$28M
Shares
238.3K
% Port
1.70%
W
22.WAB

WABTEC

-35.4%
Value
$28M
Shares
103.9K
% Port
1.70%
C
23.CNX

CNX RES CORP

-0.5%
Value
$24.2M
Shares
712.2K
% Port
1.47%
T
24.TXN

TEXAS INSTRS INC

+76.5%
Value
$21.7M
Shares
72.7K
% Port
1.32%
A
25.AWK

AMERICAN WTR WKS CO INC NEW

-1.7%
Value
$21.6M
Shares
164.1K
% Port
1.31%
O

ORACLE CORP

+3.5%
Value
$21.4M
Shares
146.2K
% Port
1.30%
H
27.HUM

IDEX CORP

Value
$20.5M
Shares
90.2K
% Port
1.24%
M

MOOG INC

+2.4%
Value
$18.5M
Shares
43.7K
% Port
1.13%
E
29.ETHA

ISHARES TR

-6.5%
Value
$18M
Shares
24.0K
% Port
1.09%
G

ALPHABET INC

-0.8%
Value
$16.7M
Shares
47.4K
% Port
1.02%
F
31.FLS

FLOWSERVE CORP

-43.4%
Value
$15M
Shares
202.8K
% Port
0.91%
M

MORGAN STANLEY

+7.8%
Value
$10.6M
Shares
50.8K
% Port
0.65%
F
33.FBTC

WILLIAMS COS INC

+2.6%
Value
$10.5M
Shares
140.7K
% Port
0.64%
S
34.SCI

SERVICE CORP INTL

+4.7%
Value
$8.9M
Shares
117.4K
% Port
0.54%
S
35.STE

STERIS PLC

+12.3%
Value
$8.9M
Shares
42.2K
% Port
0.54%
W
36.WCC

WESCO INTL INC

+2.9%
Value
$8.5M
Shares
24.7K
% Port
0.52%
K
37.KO

COCA COLA CO

+3.0%
Value
$7.5M
Shares
92.5K
% Port
0.46%
A
38.A

AGILENT TECHNOLOGIES INC

+88.4%
Value
$7.2M
Shares
54.0K
% Port
0.44%
?
39.N/A

QXO INC

-0.4%
Value
$7.1M
Shares
410.2K
% Port
0.43%
J

JPMORGAN CHASE & CO

+4.5%
Value
$6.9M
Shares
21.2K
% Port
0.42%
G
41.GLPI

GAMING & LEISURE P

+2.1%
Value
$6.5M
Shares
145.3K
% Port
0.39%
S
42.SPY

STATE STR SPDR S&P 500 ETF T

-4.2%
Value
$6.4M
Shares
8.6K
% Port
0.39%
E
43.ETHA

ISHARES TR

-2.7%
Value
$6.4M
Shares
21.3K
% Port
0.39%
E
44.ETHA

ISHARES TR

-5.3%
Value
$6.3M
Shares
25.8K
% Port
0.38%
C
45.CBT

CABOT CORP

Unchanged
Value
$6.1M
Shares
67.1K
% Port
0.37%
M
46.MU

MICRON TECHNOLOGY INC

-15.1%
Value
$5.4M
Shares
4.7K
% Port
0.33%
C
47.CME

CME GROUP INC

+3.7%
Value
$4.8M
Shares
21.6K
% Port
0.29%
C
48.COHR

COHERENT CORP

Unchanged
Value
$4.6M
Shares
11.6K
% Port
0.28%
D
49.DELL

DELL TECHNOLOGIES INC

-7.1%
Value
$4.5M
Shares
10.4K
% Port
0.27%
V
50.VGES

VANGUARD INTL EQUITY INDEX F

-3.4%
Value
$4.2M
Shares
69.5K
% Port
0.25%