AUREUS ASSET MANAGEMENT, LLC

PrivateCIK: 1381296
Location

BOSTON, MA

239
Positions
$1.65B
Total AUM (reported)
9.52M
Total Shares

Allocation by class

TOTAL AUM$1.65B239 positions
COM$1.15B70.0%
CAP STK CL A$89.63M5.4%
CL A$72.25M4.4%
COM CL A$63.05M3.8%
SHS$59.10M3.6%
SPONSORED ADS$55.39M3.4%
CORE S&P500 ETF$17.99M1.1%

Portfolio Concentration

Top 314.3%4–1025.3%11–2533.3%Rest27.1%TOP 1039.6%0%100%
Top 3$235.06M14.3%
4–10$416.92M25.3%
11–25$548.47M33.3%
Rest$445.48M27.1%

Top 3 weight

14.3%

Top 10 weight

39.6%

Voting Authority Distribution

Total shares with voting rights: 9.52M

Sole

Full voting authority

9.52M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole239
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings239
Rows:

ALPHABET INC

SOLE
CAP STK CL A
Shares250.80K
TypeSH
Market value$89.63M
5.45%
Sole
250.80K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares104.40K
TypeSH
Market value$75.48M
4.59%
Sole
104.40K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares241.74K
TypeSH
Market value$69.95M
4.25%
Sole
241.74K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares282.14K
TypeSH
Market value$67.25M
4.09%
Sole
282.14K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares179.28K
TypeSH
Market value$66.87M
4.06%
Sole
179.28K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares172.60K
TypeSH
Market value$59.22M
3.60%
Sole
172.60K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares156.05K
TypeSH
Market value$58.95M
3.58%
Sole
156.05K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

SOLE
COM
Shares600.55K
TypeSH
Market value$55.41M
3.37%
Sole
600.55K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares105.72K
TypeSH
Market value$54.86M
3.33%
Sole
105.72K
Shared
0.00
None
0.00

WASTE CONNECTIONS INC

SOLE
COM
Shares326.14K
TypeSH
Market value$54.36M
3.30%
Sole
326.14K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares111.48K
TypeSH
Market value$53.24M
3.23%
Sole
111.48K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares127.83K
TypeSH
Market value$53.13M
3.23%
Sole
127.83K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares595.78K
TypeSH
Market value$52.29M
3.18%
Sole
595.78K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares256.16K
TypeSH
Market value$51.26M
3.11%
Sole
256.16K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares76.69K
TypeSH
Market value$43.20M
2.62%
Sole
76.69K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares74.81K
TypeSH
Market value$37.50M
2.28%
Sole
74.81K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares110.78K
TypeSH
Market value$37.47M
2.28%
Sole
110.78K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares85.03K
TypeSH
Market value$34.63M
2.10%
Sole
85.03K
Shared
0.00
None
0.00

APOLLO GLOBAL MGMT INC

SOLE
COM
Shares285.69K
TypeSH
Market value$33.80M
2.05%
Sole
285.69K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares313.87K
TypeSH
Market value$28.48M
1.73%
Sole
313.87K
Shared
0.00
None
0.00

BLACKSTONE INC

SOLE
COM
Shares238.30K
TypeSH
Market value$28.04M
1.70%
Sole
238.30K
Shared
0.00
None
0.00

WABTEC

SOLE
COM
Shares103.89K
TypeSH
Market value$28.01M
1.70%
Sole
103.89K
Shared
0.00
None
0.00

CNX RES CORP

SOLE
COM
Shares712.17K
TypeSH
Market value$24.16M
1.47%
Sole
712.17K
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares72.67K
TypeSH
Market value$21.66M
1.32%
Sole
72.67K
Shared
0.00
None
0.00

AMERICAN WTR WKS CO INC NEW

SOLE
COM
Shares164.06K
TypeSH
Market value$21.59M
1.31%
Sole
164.06K
Shared
0.00
None
0.00
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