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CIK: 0001317209
Total reported value
$986.2M
$986.2M
88 檔
31.5%
As reported in its official Q4 2024 Form 13F filing, Taurus Asset Management, LLC's tracked investment portfolio stood at $986.2M with 88 total positions.
During Q4 2024, Taurus Asset Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.91% | +7.22% | NEW | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.51% | +7.09% | NEW | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.33% | +4.72% | NEW | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.80% | +5.06% | NEW | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.67% | +3.96% | NEW | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.69% | +4.20% | NEW | |
| 7 | DHR | Danaher CORP | Stock-Healthcare | 3.29% | +3.11% | NEW | |
| 8 | INTU | Intuit Inc | Stock-Tech | 3.17% | +3.33% | NEW | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 3.09% | +2.57% | NEW | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.71% | +2.88% | NEW | |
| 11 | GTLS | Chart Industries Inc | Stock-Industrials | 2.67% | +2.08% | NEW | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.65% | +2.61% | NEW | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.54% | +2.71% | NEW | |
| 14 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.54% | +2.60% | NEW | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.32% | +2.71% | NEW | |
| 16 | APH | Amphenol Corp-cl A | Stock-Tech | 2.25% | +2.18% | NEW | |
| 17 | LIN | Linde plc | Stock-Materials | 2.24% | +2.58% | NEW | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 2.22% | +2.19% | NEW | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 2.02% | +1.94% | NEW | |
| 20 | AME | Ametek Inc | Stock-Industrials | 2.01% | +1.97% | NEW | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.93% | +2.15% | NEW | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.81% | +1.43% | NEW | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 1.73% | +1.76% | NEW | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.71% | +0.33% | NEW | |
| 25 | MMM | 3m Co | Stock-Industrials | 1.70% | +1.99% | NEW | |
| 26 | COO | Cooper Cos Inc/the | Stock-Healthcare | 1.68% | +1.64% | NEW | |
| 27 | ASML | ASML Holding N.V. | Stock-Tech | 1.68% | +2.52% | NEW | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.63% | +1.51% | NEW | |
| 29 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.61% | +1.74% | NEW | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 1.52% | +1.47% | NEW | |
| 31 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.51% | +1.38% | NEW | |
| 32 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.19% | +1.07% | NEW | |
| 33 | ROP | Roper Technologies Inc | Stock-Tech | 1.16% | +1.36% | NEW | |
| 34 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.11% | +1.09% | NEW | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.94% | +1.06% | NEW | |
| 36 | EOG | Eog Resources Inc | Stock-Energy | 0.90% | +0.89% | NEW | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.61% | NEW | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.68% | +0.22% | NEW | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | +0.57% | NEW | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | +0.53% | NEW | |
| 41 | AXP | American Express Co | Stock-Financials | 0.42% | +0.39% | NEW | |
| 42 | VLTO | Veralto CORP | Stock-Industrials | 0.33% | +0.29% | NEW | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | +0.35% | NEW | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.19% | +0.22% | NEW | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.20% | NEW | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.16% | +0.18% | NEW | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | +0.16% | NEW | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | — | — | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.13% | +0.16% | NEW | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.12% | — | — |
According to official SEC Form 13F filings, Taurus Asset Management, LLC reported a total U.S. public equity portfolio value of $986.2M across 88 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 31.5% of total reported equity market value during Q4 2024.
During Q4 2024, Taurus Asset Management, LLC's top holdings by market value included AAPL (7.9%)、MSFT (7.5%)、AMZN (5.3%). The largest single position, AAPL, represented 7.9% of total portfolio value.
In Q4 2024, Taurus Asset Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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