TAURUS ASSET MANAGEMENT, LLC
CIK: 0001317209SEC EDGAR →
Portfolio Value
$986K
Holdings
87
As of
Q1 2025
New Positions
1
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 320,664 | $71K | 7.22% |
| 2 | MICROSOFT CORP | 186,286 | $70K | 7.09% |
| 3 | JPMORGAN CHASE & CO. | 203,431 | $50K | 5.06% |
| 4 | AMAZON COM INC | 244,611 | $47K | 4.72% |
| 5 | VISA INC | 118,140 | $41K | 4.20% |
| 6 | ALPHABET INC | 250,096 | $39K | 3.96% |
| 7 | INTUIT | 53,549 | $33K | 3.33% |
| 8 | DANAHER CORPORATION | 149,674 | $31K | 3.11% |
| 9 | SPDR S&P 500 ETF TR | 50,778 | $28K | 2.88% |
| 10 | COCA COLA CO | 373,535 | $27K | 2.71% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 15 | $299K | 30.4% |
| Financial Services | 11 | $148K | 15.0% |
| Consumer Defensive | 8 | $105K | 10.7% |
| Consumer Cyclical | 9 | $105K | 10.6% |
| Industrials | 11 | $99K | 10.1% |
| Healthcare | 15 | $97K | 9.8% |
| Communication Services | 5 | $71K | 7.2% |
| Basic Materials | 2 | $26K | 2.6% |
| Utilities | 3 | $18K | 1.8% |
| Energy | 3 | $14K | 1.4% |
| Unknown | 4 | $3K | 0.3% |
| Real Estate | 1 | $220 | 0.0% |