Asset Management, Llc Taurus - Portfolio overview

Asset Management, Llc Taurus has 87 reported holdings in this dataset, with the latest filing dated 2025-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. AAPL - APPLE INC, 7.22%
  2. MSFT - MICROSOFT CORP, 7.09%
  3. JPM - JPMORGAN CHASE & CO., 5.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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