MondegarAI
Aureus Asset Management, LLC

Q2 2024 · 13F-HR

Aureus Asset Management, LLCholdings as filed

Filed 2024-08-13 · accession 0001381296-24-000003

$1.43B
Reported value
201
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corporation$92.0M6.43%205,736CommonSOLE
023135106AMZNAmazon.Com, Inc.$72.0M5.03%372,622CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$68.4M4.78%375,411CommonSOLE
037833100AAPLApple Inc.$56.5M3.95%268,197CommonSOLE
92826C839VVisa Inc. Class A$52.7M3.69%200,932CommonSOLE
808513105SCHWCharles Schwab Corporation$49.1M3.43%666,092CommonSOLE
30303M102METAMeta Platforms Inc.$48.8M3.41%96,773CommonSOLE
09260D107BXBlackstone Group L.P.$45.8M3.20%370,073CommonSOLE
65339F101NEENextera Energy, Inc.$44.6M3.12%629,762CommonSOLE
91324P102UNHUnitedhealth Group Incorporated$41.8M2.92%82,010CommonSOLE
94106B101WCNWaste Connections, Inc.$38.8M2.71%221,022CommonSOLE
42226A107HQYHealthequity Inc$38.4M2.69%445,991CommonSOLE
78409V104SPGIS&P Global Inc.$38.0M2.66%85,222CommonSOLE
025816109AXPAmerican Express Company$37.9M2.65%163,830CommonSOLE
09857L108BKNGBooking Holdings Inc$37.5M2.62%9,475CommonSOLE
929740108WABWabtec Corporation$36.3M2.53%229,424CommonSOLE
11135F101AVGOBroadcom Limited$35.7M2.50%22,252CommonSOLE
79466L302CRMSalesforce.Com, Inc.$34.9M2.44%135,558CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$32.3M2.26%58,404CommonSOLE
03027X100AMTAmerican Tower Corporation$32.2M2.25%165,557CommonSOLE
099502106BAHBooz Allen Hamilton Holding Corporation Class A$32.0M2.24%207,938CommonSOLE
34959J108FTVFortive Corp.$29.2M2.04%393,754CommonSOLE
00724F101ADBEAdobe Systems Incorporated$28.3M1.98%50,931CommonSOLE
16119P108CHTRCharter Communications, Inc. Class A$25.7M1.80%86,004CommonSOLE
143130102KMXCarmax Inc Com$23.8M1.66%323,866CommonSOLE
824348106SHWSherwin-Williams Company$19.4M1.35%64,959CommonSOLE
052769106ADSKAutodesk, Inc.$18.4M1.29%74,404CommonSOLE
437076102HDHome Depot, Inc.$15.8M1.11%45,956CommonSOLE
12653C108CNXCnx Resources Corp.$15.5M1.08%638,630CommonSOLE
464287200IVVIshares Core S&P 500 Etf$13.5M0.94%24,588CommonSOLE
29414B104EPAMEpam Sys Inc Com$12.8M0.90%68,153CommonSOLE
02079K107GOOGAlphabet Inc. Class C$9.0M0.63%49,242CommonSOLE
68389X105ORCLOracle Corporation$8.6M0.60%60,996CommonSOLE
038222105AMATApplied Materials, Inc.$8.2M0.57%34,556CommonSOLE
G8473T100STESteris Plc$6.7M0.47%30,400CommonSOLE
438516106HONHoneywell International Inc.$6.6M0.46%30,807CommonSOLE
002824100ABTAbbott Laboratories$6.5M0.45%62,138CommonSOLE
20030N101CMCSAComcast Corporation Class A$6.4M0.45%164,170CommonSOLE
609207105MDLZMondelez Intl Inc. Class A$6.4M0.44%97,201CommonSOLE
615394202MOG/AMoog Inc. Class A$6.2M0.44%37,250CommonSOLE
127055101CBTCabot Corporation$6.2M0.43%67,664CommonSOLE
191216100KOCoca-Cola Company$6.0M0.42%93,830CommonSOLE
11133T103BRBroadridge Financial Solutions, Inc.$5.6M0.39%28,575CommonSOLE
78462F103SPYSpdr S&P 500 Etf Trust$5.5M0.38%10,098CommonSOLE
617446448MSMorgan Stanley$5.5M0.38%56,542CommonSOLE
36467J108GLPIGaming And Leisure Properties, Inc.$5.3M0.37%118,083CommonSOLE
58933Y105MRKMerck & Co., Inc.$5.2M0.36%41,867CommonSOLE
934550203WMGWarner Music Group Corp$5.2M0.36%168,489CommonSOLE
571903202MARMarriott International, Inc. Class A$4.9M0.34%20,335CommonSOLE
12572Q105CMECme Group Inc. Class A$4.9M0.34%24,991CommonSOLE
969457100WMBWilliams Companies, Inc.$4.8M0.34%113,286CommonSOLE
464287598IWDIshares Russell 1000 Value Etf$4.8M0.33%27,263CommonSOLE
256677105DGDollar General Corporation$4.6M0.32%34,816CommonSOLE
68902V107OTISOtis Worldwide Corporation$4.2M0.29%43,651CommonSOLE
478160104JNJJohnson & Johnson$4.0M0.28%27,191CommonSOLE
21036P108STZConstellation Brands, Inc. Class A$3.9M0.27%14,973CommonSOLE
464287655IWMIshares Russell 2000 Etf$3.8M0.26%18,643CommonSOLE
70432V102PAYCPaycom Software, Inc.$3.7M0.26%25,727CommonSOLE
084670108BRK/ABerkshire Hathaway Inc. Class A$3.7M0.26%6CommonSOLE
580135101MCDMcdonald'S Corporation$3.5M0.25%13,819CommonSOLE
46625H100JPMJpmorgan Chase & Co.$3.5M0.24%17,216CommonSOLE
235851102DHRDanaher Corporation$3.3M0.23%13,120CommonSOLE
922042858VWOVanguard Ftse Emerging Markets Etf$3.2M0.22%377,760CommonSOLE
532457108LLYEli Lilly And Company$3.1M0.22%3,429CommonSOLE
591774104MCBMetropolitan Bk Hldg Corp Com$3.0M0.21%71,284CommonSOLE
922908736VUGVanguard Growth Index Fund$2.9M0.20%7,808CommonSOLE
921937819BIVVanguard Intermediate Term Bond Index Fund$2.9M0.20%38,548CommonSOLE
084670702BRK/BBerkshire Hathaway Inc. Class B$2.6M0.18%6,428CommonSOLE
67066G104NVDANvidia Corporation$2.5M0.17%20,253CommonSOLE
742718109PGProcter & Gamble Company$2.3M0.16%13,885CommonSOLE
14448C104CARRCarrier Global Corporation$2.0M0.14%31,159CommonSOLE
922908629VOVanguard Mid-Cap Index Fund$1.9M0.14%8,033CommonSOLE
921943858VEAVanguard Ftse Developed Markets Etf$1.9M0.14%39,326CommonSOLE
053015103ADPAutomatic Data Processing, Inc.$1.9M0.13%8,061CommonSOLE
539830109LMTLockheed Martin Corporation$1.8M0.12%3,751CommonSOLE
92206C714VONVVanguard Russell 1000 Value Index Fund$1.7M0.12%21,858CommonSOLE
46138B103DBCPowershares DB Commodity Index Tracking Fund$1.6M0.12%70,900CommonSOLE
464287234EEMIshares Msci Emerging Markets Etf$1.6M0.11%36,625CommonSOLE
75513E101RTXRaytheon Technologies Corporation$1.5M0.11%15,114CommonSOLE
149123101CATCaterpillar Inc.$1.4M0.10%4,178CommonSOLE
115637209BF/BBrown-Forman Corporation Class B$1.4M0.10%31,951CommonSOLE
81369Y803XLKTechnology Select Sector Spdr Fund$1.4M0.09%5,999CommonSOLE
64110L106NFLXNetflix, Inc.$1.3M0.09%2,000CommonSOLE
50212V100LPLALpl Finl Hldgs Inc Com$1.2M0.09%4,455CommonSOLE
166764100CVXChevron Corporation$1.2M0.08%7,652CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co., Ltd. Sponsored Adr$1.2M0.08%6,783CommonSOLE
92532F100VRTXVertex Pharmaceuticals Incorporated$1.1M0.07%2,266CommonSOLE
718172109PMPhilip Morris International Inc.$1.0M0.07%10,091CommonSOLE
713448108PEPPepsico, Inc.$999,4860.07%6,060CommonSOLE
89417E109TRVTravelers Companies, Inc.$983,7590.07%4,838CommonSOLE
427866108HSYHershey Company$928,3420.06%5,050CommonSOLE
907818108UNPUnion Pacific Corporation$915,9000.06%4,048CommonSOLE
921937827BSVVanguard Short-Term Bond Index Fund$910,1990.06%11,867CommonSOLE
19247G107COHRCoherent Corp.$905,0250.06%12,490CommonSOLE
46090E103QQQPowershares Qqq Trust$835,6350.06%1,744CommonSOLE
67103H107ORLYO'Reilly Automotive, Inc.$825,8390.06%782CommonSOLE
592688105MTDMettler-Toledo International Inc.$824,5780.06%590CommonSOLE
464289446IWLIshares Russell Top 200 Etf$803,7000.06%6,000CommonSOLE
540424108LLoews Corp Com$776,7730.05%10,393CommonSOLE
132152109Cambridge Bancorp Com$749,1330.05%10,857CommonSOLE
09247X101BLKCHFBlackrock, Inc.$745,5920.05%947CommonSOLE
369550108GDGeneral Dynamics Corporation$705,0400.05%2,430CommonSOLE
653656108NICENice Systems Ltd. Sponsored Adr$687,8800.05%4,000CommonSOLE
031162100AMGNAmgen Inc.$659,5820.05%2,111CommonSOLE
09248X100BBNBlackrock Tax Municipal Bd Tr Shs$657,9400.05%40,241CommonSOLE
931142103WMTWal-Mart Stores, Inc.$650,0840.05%9,601CommonSOLE
921908844VIGVanguard Dividend Appreciation Index Fund$635,2330.04%3,480CommonSOLE
G0450A105ACGLArch Cap Group Ltd Ord$612,3010.04%6,069CommonSOLE
464288521USRTIshares Core U.S. Reit Etf$574,7520.04%10,731CommonSOLE
127097103CTRACabot Oil & Gas Corporation$570,3110.04%21,384CommonSOLE
02209S103MOAltria Group, Inc.$562,8160.04%12,356CommonSOLE
17275R102CSCOCisco Systems, Inc.$562,1860.04%11,833CommonSOLE
73278L105POOLPool Corporation Com$544,2810.04%1,771CommonSOLE
00287Y109ABBVAbbvie, Inc.$539,0870.04%3,143CommonSOLE
82982L103SITESiteone Landscape Supply Inc Com$525,4620.04%4,328CommonSOLE
57636Q104MAMastercard Incorporated Class A$523,6570.04%1,187CommonSOLE
056525108BMIBadger Meter Inc Com$522,3390.04%2,803CommonSOLE
46434G822EWJIshares Msci Japan Etf$516,4400.04%7,568CommonSOLE
45168D104IDXXIdexx Laboratories, Inc.$510,5860.04%1,048CommonSOLE
16359R103CHEChemed Corporation$500,2590.03%922CommonSOLE
88160R101TSLATesla Motors, Inc.$499,6470.03%2,525CommonSOLE
863667101SYKStryker Corporation$499,4870.03%1,468CommonSOLE
88162G103TTEKTetra Tech Inc New Com$493,4100.03%2,413CommonSOLE
254687106DISWalt Disney Company$489,5280.03%4,930CommonSOLE
855244109SBUXStarbucks Corporation$470,5560.03%6,044CommonSOLE
464287622IWBIshares Russell 1000 Etf$469,2210.03%1,577CommonSOLE
G1151C101ACNAccenture Plc$457,2390.03%1,507CommonSOLE
704326107PAYXPaychex, Inc.$449,1050.03%3,788CommonSOLE
517834107LVSLas Vegas Sands Corp.$442,5000.03%10,000CommonSOLE
891160509TDToronto-Dominion Bank$439,6800.03%8,000CommonSOLE
464287150ITOTIshares Core S&P Total U.S. Stock Market Etf$438,6550.03%3,693CommonSOLE
22160K105COSTCostco Wholesale Corporation$432,6450.03%509CommonSOLE
092528504CLOABlackrock Aaa Clo Etf$432,1930.03%8,321CommonSOLE
829073105SSDSimpson Mfg Inc Com$431,6050.03%2,561CommonSOLE
368736104GNRCGenerac Holdings Inc.$423,1040.03%3,200CommonSOLE
98419M100XYLXylem Inc.$420,4530.03%3,100CommonSOLE
589889104MMSIMerit Med Sys Inc Com$412,9040.03%4,804CommonSOLE
303075105FDSFactset Resh Sys Inc Com$398,0630.03%975CommonSOLE
922908363VOOVanguard S&P 500 Index Fund$396,6030.03%793CommonSOLE
45104G104IBNIcici Bank Limited Sponsored Adr$394,9850.03%13,710CommonSOLE
03676C100ATEXAnterix Inc Com$393,1290.03%9,930CommonSOLE
008474108AEMAgnico-Eagle Mines Limited$388,8680.03%5,946CommonSOLE
882508104TXNTexas Instruments Incorporated$374,4700.03%1,925CommonSOLE
670100205NVONovo Nordisk A/S Sponsored Adr Class B$353,2820.02%2,475CommonSOLE
697435105PANWPalo Alto Networks, Inc.$348,8410.02%1,029CommonSOLE
74346Y103PROPros Holdings Inc Com$343,0260.02%11,973CommonSOLE
526107107LIILennox Intl Inc Com$339,1770.02%634CommonSOLE
871829107SYYSysco Corporation$333,0340.02%4,665CommonSOLE
025537101AEPAmerican Electric Power Company, Inc.$326,7440.02%3,724CommonSOLE
922908751VBVanguard Small-Cap Index Fund$324,6620.02%1,489CommonSOLE
G54950103LINLinde Plc Com$323,8420.02%738CommonSOLE
464287614IWFIshares Russell 1000 Growth Etf$323,6850.02%888CommonSOLE
98978V103ZTSZoetis, Inc. Class A$322,9700.02%1,863CommonSOLE
30231G102XOMExxon Mobil Corporation$317,3690.02%2,757CommonSOLE
294429105EFXEquifax Inc.$315,1980.02%1,300CommonSOLE
N07059210ASMLAsml Holding Nv Adr$312,9550.02%306CommonSOLE
08265T208BSYBentley Sys Inc Com Cl B$310,1290.02%6,283CommonSOLE
020002101ALLAllstate Corporation$299,5220.02%1,876CommonSOLE
880770102TERTeradyne, Inc.$296,5800.02%2,000CommonSOLE
097023105BABoeing Company$293,0360.02%1,610CommonSOLE
537008104LFUSLittelfuse, Inc.$288,3060.02%1,128CommonSOLE
896239100TRMBTrimble Inc.$285,4720.02%5,105CommonSOLE
046353108AZNNAstrazeneca Plc Sponsored Adr$277,0200.02%3,552CommonSOLE
747525103QCOMQualcomm Incorporated$266,9010.02%1,340CommonSOLE
46432F842IEFAIshares Core Msci Eafe Etf$262,4480.02%3,613CommonSOLE
45826H109ITGRINTEGER HLDGS CORP COM$262,3800.02%2,266CommonSOLE
219350105GLWCorning Incorporated$258,8580.02%6,663CommonSOLE
942622200WSOWatsco, Inc.$255,2450.02%551CommonSOLE
216648501COOCooper Cos Inc Com New$252,4720.02%2,892CommonSOLE
497266106KEXKirby Corporation$251,0740.02%2,097CommonSOLE
872540109TJXTjx Companies, Inc.$247,0640.02%2,244CommonSOLE
595112103MUMicron Technology, Inc.$245,0400.02%1,863CommonSOLE
75886F107REGNRegeneron Pharmaceuticals, Inc.$244,8900.02%233CommonSOLE
127387108CDNSCadence Design System Inc Com$243,7380.02%792CommonSOLE
084423102WRBW R Berkley Corporation Com$243,2840.02%3,096CommonSOLE
049468101TEAMAtlassian Corporation$236,3120.02%1,336CommonSOLE
45841N107IBKRInteractive Brokers Group Inc Com Cl A$233,7980.02%1,907CommonSOLE
655663102NDSNNordson Corp Com$232,8680.02%1,004CommonSOLE
N3167Y103RACEFerrari N V Com$229,5040.02%562CommonSOLE
775711104ROLRollins Inc Com$228,4840.02%4,683CommonSOLE
G4705A100ICLRIcon Plc Shs$228,2060.02%728CommonSOLE
422704106HLHecla Mng Co Com$225,0400.02%46,400CommonSOLE
989207105ZBRAZebra Technologies Corp Cl A$223,3560.02%723CommonSOLE
893641100TDGTransdigm Group Inc Com$222,3040.02%174CommonSOLE
988498101YUMYum! Brands, Inc.$220,6780.02%1,666CommonSOLE
159864107CRLCharles Riv Labs Intl Inc Com$217,3220.02%1,052CommonSOLE
303250104FICOFair Isaac Corp Com$215,8560.02%145CommonSOLE
98983L108ZWSZurn Elkay Water Solns Corp Com$215,0020.02%7,313CommonSOLE
48251W104KKRKkr & Co. L.P.$210,4800.01%2,000CommonSOLE
97717Y527USFRWisdomtree Floating Rate Treasury Fund$209,7420.01%4,169CommonSOLE
92343V104VZVerizon Communications Inc.$205,1280.01%4,974CommonSOLE
13646K108CPCanadian Pacific Railway Limited$203,0450.01%2,579CommonSOLE
G0176J109ALLEAllegion Plc$201,2090.01%1,703CommonSOLE
03076C106AMPAmeriprise Financial, Inc.$200,7790.01%470CommonSOLE
G0085J117ADSEAds Tec Energy Plc Shs$188,2500.01%15,000CommonSOLE
00215W100ASXAse Technology Hldg Co Ltd Sponsored Ads$152,8570.01%13,385CommonSOLE
27627N105EBCEastern Bankshares Inc Com$150,7180.01%10,781CommonSOLE
G6683N103NUNu Hldgs Ltd Ord Shs Cl A$136,7370.01%10,608CommonSOLE
05946K101BBVABanco Bilbao Vizcaya Argentaria, S.A. Sponsored Adr$105,8570.01%10,554CommonSOLE
405552100HLNHaleon Plc Spon Ads$103,9360.01%12,583CommonSOLE
02319V103ABEVAmbev Sa Sponsored Adr$33,6610.00%16,420CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.