Long-term investor
Aureus Asset Management, LLC @aureusassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001381296).
Record
- Tracked since 2025-06-30 (441 days), 102 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +8.4% · all +8.4%
- Max drawdown n/a · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 5.4% · long · since 2025-06-30
- AMAT · 4.6% · long · since 2025-06-30
- AAPL · 4.2% · long · since 2025-06-30
- AMZN · 4.1% · long · since 2025-06-30
- MSFT · 4.1% · long · since 2025-06-30
- V · 3.6% · long · since 2025-06-30
- AVGO · 3.6% · long · since 2025-06-30
- SCHW · 3.4% · long · since 2025-06-30
- LIN · 3.3% · long · since 2025-06-30
- WCN · 3.3% · long · since 2025-06-30
- TSM · 3.2% · long · since 2025-06-30
- UNH · 3.2% · long · since 2025-06-30