Aureus Asset Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.54 Billion distributed in 205 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $104M, Amazon Com Inc with a value of $80.4M, Meta Platforms, Inc. with a value of $75.4M, Visa Inc. with a value of $67.9M, and Broadcom Inc. with a value of $65.3M.

Examining the 13F form we can see an increase of $126M in the current position value, from $1.41B to 1.54B.

Aureus Asset Management, LLC is based out at Boston, MA

Below you can find more details about Aureus Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.54 Billion
Technology: $403 Million
Financial Services: $303 Million
Communication Services: $190 Million
Healthcare: $177 Million
Consumer Cyclical: $141 Million
Industrials: $99.7 Million
Real Estate: $59.4 Million
ETFs: $57.1 Million
Other: $106 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $1.54 Billion
  • Prior Value $1.41 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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