Filed: 5/13/2025ACC: 0001172661-25-001749
📋 What this filing means
TAURUS ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $986.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$986.17M
Total AUM (reported)
5.73M
Total Shares
Allocation by class
COM$747.61M75.8%
CL A$57.12M5.8%
COM CL A$41.62M4.2%
CAP STK CL C$39.07M4.0%
TR UNIT$28.40M2.9%
SHS$25.41M2.6%
N Y REGISTRY SHS$24.88M2.5%
Portfolio Concentration
Top 3$191.06M19.4%
4–10$245.73M24.9%
11–25$331.39M33.6%
Rest$217.98M22.1%
Top 3 weight
19.4%
Top 10 weight
44.3%
Voting Authority Distribution
Total shares with voting rights: 5.73M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.73M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole87
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings87
Rows:
APPLE INC
SOLEShares320.66K
TypeSH
Market value$71.23M
7.22%
Sole
0.00
Shared
0.00
None
320.66K
MICROSOFT CORP
SOLEShares186.29K
TypeSH
Market value$69.93M
7.09%
Sole
0.00
Shared
0.00
None
186.29K
JPMORGAN CHASE & CO.
SOLEShares203.43K
TypeSH
Market value$49.90M
5.06%
Sole
0.00
Shared
0.00
None
203.43K
AMAZON COM INC
SOLEShares244.61K
TypeSH
Market value$46.54M
4.72%
Sole
0.00
Shared
0.00
None
244.61K
VISA INC
SOLEShares118.14K
TypeSH
Market value$41.40M
4.20%
Sole
0.00
Shared
0.00
None
118.14K
ALPHABET INC
SOLEShares250.10K
TypeSH
Market value$39.07M
3.96%
Sole
0.00
Shared
0.00
None
250.10K
INTUIT
SOLEShares53.55K
TypeSH
Market value$32.88M
3.33%
Sole
0.00
Shared
0.00
None
53.55K
DANAHER CORPORATION
SOLEShares149.67K
TypeSH
Market value$30.68M
3.11%
Sole
0.00
Shared
0.00
None
149.67K
SPDR S&P 500 ETF TR
SOLEShares50.78K
TypeSH
Market value$28.40M
2.88%
Sole
0.00
Shared
0.00
None
50.78K
COCA COLA CO
SOLEShares373.54K
TypeSH
Market value$26.75M
2.71%
Sole
0.00
Shared
0.00
None
373.54K
COSTCO WHSL CORP NEW
SOLEShares28.24K
TypeSH
Market value$26.71M
2.71%
Sole
0.00
Shared
0.00
None
28.24K
THERMO FISHER SCIENTIFIC INC
SOLEShares51.81K
TypeSH
Market value$25.78M
2.61%
Sole
0.00
Shared
0.00
None
51.81K
CHURCH & DWIGHT CO INC
SOLEShares233.32K
TypeSH
Market value$25.69M
2.60%
Sole
0.00
Shared
0.00
None
233.32K
LINDE PLC
SOLEShares54.57K
TypeSH
Market value$25.41M
2.58%
Sole
0.00
Shared
0.00
None
54.57K
SALESFORCE INC
SOLEShares94.31K
TypeSH
Market value$25.31M
2.57%
Sole
0.00
Shared
0.00
None
94.31K
ASML HOLDING N V
SOLEShares37.55K
TypeSH
Market value$24.88M
2.52%
Sole
0.00
Shared
0.00
None
37.55K
BANK AMERICA CORP
SOLEShares516.93K
TypeSH
Market value$21.57M
2.19%
Sole
0.00
Shared
0.00
None
516.93K
AMPHENOL CORP NEW
SOLEShares327.81K
TypeSH
Market value$21.50M
2.18%
Sole
0.00
Shared
0.00
None
327.81K
MCDONALDS CORP
SOLEShares67.75K
TypeSH
Market value$21.16M
2.15%
Sole
0.00
Shared
0.00
None
67.75K
CHART INDS INC
SOLEShares142.32K
TypeSH
Market value$20.55M
2.08%
Sole
0.00
Shared
0.00
None
142.32K
3M CO
SOLEShares133.57K
TypeSH
Market value$19.62M
1.99%
Sole
0.00
Shared
0.00
None
133.57K
AMETEK INC
SOLEShares112.99K
TypeSH
Market value$19.45M
1.97%
Sole
0.00
Shared
0.00
None
112.99K
HOME DEPOT INC
SOLEShares52.34K
TypeSH
Market value$19.18M
1.94%
Sole
0.00
Shared
0.00
None
52.34K
NEXTERA ENERGY INC
SOLEShares245.16K
TypeSH
Market value$17.38M
1.76%
Sole
0.00
Shared
0.00
None
245.16K
MONDELEZ INTL INC
SOLEShares253.58K
TypeSH
Market value$17.21M
1.74%
Sole
0.00
Shared
0.00
None
253.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 320.66K | SH | $71.23M 7.22% | 0.00 | 0.00 | 320.66K |
MICROSOFT CORPSOLE | COM | 186.29K | SH | $69.93M 7.09% | 0.00 | 0.00 | 186.29K |
JPMORGAN CHASE & CO.SOLE | COM | 203.43K | SH | $49.90M 5.06% | 0.00 | 0.00 | 203.43K |
AMAZON COM INCSOLE | COM | 244.61K | SH | $46.54M 4.72% | 0.00 | 0.00 | 244.61K |
VISA INCSOLE | COM CL A | 118.14K | SH | $41.40M 4.20% | 0.00 | 0.00 | 118.14K |
ALPHABET INCSOLE | CAP STK CL C | 250.10K | SH | $39.07M 3.96% | 0.00 | 0.00 | 250.10K |
INTUITSOLE | COM | 53.55K | SH | $32.88M 3.33% | 0.00 | 0.00 | 53.55K |
DANAHER CORPORATIONSOLE | COM | 149.67K | SH | $30.68M 3.11% | 0.00 | 0.00 | 149.67K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 50.78K | SH | $28.40M 2.88% | 0.00 | 0.00 | 50.78K |
COCA COLA COSOLE | COM | 373.54K | SH | $26.75M 2.71% | 0.00 | 0.00 | 373.54K |
COSTCO WHSL CORP NEWSOLE | COM | 28.24K | SH | $26.71M 2.71% | 0.00 | 0.00 | 28.24K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 51.81K | SH | $25.78M 2.61% | 0.00 | 0.00 | 51.81K |
CHURCH & DWIGHT CO INCSOLE | COM | 233.32K | SH | $25.69M 2.60% | 0.00 | 0.00 | 233.32K |
LINDE PLCSOLE | SHS | 54.57K | SH | $25.41M 2.58% | 0.00 | 0.00 | 54.57K |
SALESFORCE INCSOLE | COM | 94.31K | SH | $25.31M 2.57% | 0.00 | 0.00 | 94.31K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 37.55K | SH | $24.88M 2.52% | 0.00 | 0.00 | 37.55K |
BANK AMERICA CORPSOLE | COM | 516.93K | SH | $21.57M 2.19% | 0.00 | 0.00 | 516.93K |
AMPHENOL CORP NEWSOLE | CL A | 327.81K | SH | $21.50M 2.18% | 0.00 | 0.00 | 327.81K |
MCDONALDS CORPSOLE | COM | 67.75K | SH | $21.16M 2.15% | 0.00 | 0.00 | 67.75K |
CHART INDS INCSOLE | COM | 142.32K | SH | $20.55M 2.08% | 0.00 | 0.00 | 142.32K |
3M COSOLE | COM | 133.57K | SH | $19.62M 1.99% | 0.00 | 0.00 | 133.57K |
AMETEK INCSOLE | COM | 112.99K | SH | $19.45M 1.97% | 0.00 | 0.00 | 112.99K |
HOME DEPOT INCSOLE | COM | 52.34K | SH | $19.18M 1.94% | 0.00 | 0.00 | 52.34K |
NEXTERA ENERGY INCSOLE | COM | 245.16K | SH | $17.38M 1.76% | 0.00 | 0.00 | 245.16K |
MONDELEZ INTL INCSOLE | CL A | 253.58K | SH | $17.21M 1.74% | 0.00 | 0.00 | 253.58K |
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