Aureus Asset Management, LLC - Portfolio overview

Aureus Asset Management, LLC has 261 reported holdings in this dataset, with the latest filing dated 2026-05-13.

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. GOOGL - Alphabet Inc. Class A, 4.40%
2. MSFT - Microsoft Corp, 4.35%
3. AAPL - Apple Inc, 3.68%

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

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