Data as of Q4 2025 (Dec 31, 2025)
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Showing Q1 2025 data
TAURUS ASSET MANAGEMENT, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

TAURUS ASSET MANAGEMENT, LLC

โ€ขCIK: 1317209โ€ขFiling: Q1 2025

**TAURUS ASSET MANAGEMENT, LLC** manages $986M across a diversified portfolio of 87 positions. The fund exhibits significant concentration in mega-cap technology and financial names, notably holding AAPL ($71.2M) and MSFT ($69.9M). Further substantial allocations include JPM ($49.9M), AMZN ($46.5M), and V ($41.4M). This structure suggests a core conviction in established market leaders across technology, finance, and consumer staples.

Total AUM
$986.2M
QoQ Performance
-4.0%
Positions
85
Top 10 Concentration
44.3%
Latest Filing
Q1 2025

Top Holdings Allocation

AAPL
MSFT
JPM
AAPL7.2%
MSFT7.1%
JPM5.1%
AMZN4.7%
V4.2%
GOOG4.0%
INTU3.3%
DHR3.1%

๐Ÿ“ˆ Biggest Buys

META
META PLATFORMS INC
+1267.0%
1.6% of portfolio
AVGO
BROADCOM INC
+4001.4%
1.3% of portfolio
ASML
ASML HOLDING N V
+51.0%
2.5% of portfolio
SPY
SPDR S&P 500 ETF TR
+7.0%
2.9% of portfolio
MSFT
MICROSOFT CORP
+1.7%
7.1% of portfolio

๐Ÿ“‰ Biggest Sells

AMD
ADVANCED MICRO DEVICES INC
-78.5%
0.3% of portfolio
ACN
ACCENTURE PLC IRELAND
-64.4%
0.2% of portfolio
CHD
CHURCH & DWIGHT CO INC
-6.4%
2.6% of portfolio
MDLZ
MONDELEZ INTL INC
-8.4%
1.7% of portfolio
AMZN
AMAZON COM INC
-2.1%
4.7% of portfolio

Sector Breakdown

Technology29.8%
Other19.4%
Consumer13.2%
Financial12.2%
Healthcare6.9%
Consumer Staples5.1%
Industrial3.3%
ETF3.0%

๐Ÿšช Exited Positionssold since Q4 2024

VUG
VANGUARD INDEX FDS
SOLD
$247.1K
BX
BLACKSTONE INC
SOLD
$226.7K

Changes from Q4 2024

NEW1 new position
โ†‘13 increased
โ†“47 decreased

Historical Filings

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023