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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
โขCIK: 1317209โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Technology29.8%
Other19.4%
Consumer13.2%
Financial12.2%
Healthcare6.9%
Consumer Staples5.1%
Industrial3.3%
ETF3.0%
Changes from Q4 2024
NEW1 new position
โ13 increased
โ47 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023