Taurus Asset Management, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Taurus Asset Management, LLC reported 88 stock positions worth $1.0 billion. Its top holding was Apple (AAPL) at 7.9% of the portfolio, followed by Microsoft (MSFT, 7.5%) and Amazon.com (AMZN, 5.3%). Compared with Q3 2024, it opened 1 new position, sold out of 3, added to 17 and reduced 37. The biggest buy was Nvidia (NVDA, shares +28%) and the biggest sale Nextera Energy (NEE, shares −6%).

Most Recent 13F
Q1 2025
Location
New York, NY
CIK
0001317209
Portfolio Value
$1.0B (Q4 2024)
SEC Filing
0001172661-25-000781 ↗ filed Feb 13, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $987.4M Q1 2024 Q2 2024: $987.2M Q2 2024 Q3 2024: $1.0B Q3 2024 Q4 2024: $1.0B $1.0B Q4 2024 Q1 2025: $986.2M Q1 2025

Holdings 88 stocks · $1.0B
AAPL Apple Inc. 7.91% 324,839 $81.3M Reduce -1.0%
MSFT Microsoft Corp. 7.51% 183,083 $77.2M Reduce -0.6%
AMZN Amazon.com Inc. 5.33% 249,895 $54.8M Reduce -1.4%
JPM JPMorgan Chase & Co. 4.80% 205,849 $49.3M Reduce -1.2%
GOOG Alphabet Inc. Class C 4.67% 252,086 $48.0M Reduce -1.0%
V Visa Inc. Class A 3.69% 120,150 $38.0M Reduce -0.8%
DHR Danaher Corp. 3.29% 147,430 $33.8M Add +4.7%
INTU Intuit Inc. 3.17% 51,879 $32.6M Reduce -1.2%
CRM Salesforce Inc. 3.09% 95,087 $31.8M Reduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US 2.71% 47,453 $27.8M Reduce -0.5%
GTLS Chart Industries Inc. 2.67% 143,554 $27.4M Reduce -0.9%
TMO Thermo Fisher Scientific Inc. 2.65% 52,296 $27.2M Add +0.9%
COST Costco Wholesale Corp. 2.54% 28,514 $26.1M Reduce -1.1%
CHD Church & Dwight Co. Inc. 2.54% 249,344 $26.1M Reduce -1.0%
KO The Coca-Cola Co. 2.32% 383,585 $23.9M Add +0.8%
APH Amphenol Corp. Class A 2.25% 332,605 $23.1M Reduce -0.7%
LIN Linde PLC 2.24% 55,009 $23.0M Add +0.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.22% 519,334 $22.8M Reduce -0.7%
HD Home Depot Inc. 2.02% 53,333 $20.7M Reduce -4.6%
AME Ametek Inc. 2.01% 114,588 $20.7M Reduce -0.4%
MCD McDonald's Corp. 1.93% 68,370 $19.8M Reduce -0.3%
NOW ServiceNow Inc. 1.81% 17,560 $18.6M Reduce -1.5%
NEE Nextera Energy Inc. 1.73% 248,150 $17.8M Reduce -6.3%
AMD Advanced Micro Devices 1.71% 145,563 $17.6M Add +0.6%
MMM 3M Co. 1.70% 134,968 $17.4M Add +0.2%
COO The Cooper Cos Inc. 1.68% 188,200 $17.3M Add +3.6%
ASML ASML Holding NV-NY Reg SHS 1.68% 24,870 $17.2M Add +21.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.63% 150,588 $16.8M Reduce -1.7%
MDLZ Mondelez International Inc. Class A 1.61% 276,926 $16.5M Add +2.2%
TXN Texas Instruments Inc. 1.52% 83,181 $15.6M Reduce -2.5%
NKE Nike Inc. Class B 1.51% 205,760 $15.6M Add +0.6%
REGN Regeneron Pharmaceuticals 1.19% 17,125 $12.2M Add +7.1%
ROP Roper Technologies Inc. 1.16% 22,954 $11.9M Add +5.9%
ODFL Old Dominion Freight Line 1.11% 64,481 $11.4M Add +2.1%
UNP Union Pacific Corp. 0.94% 42,546 $9.7M Add +32.0%
EOG EOG Resources Inc. 0.90% 75,105 $9.2M Reduce -5.2%
NVDA Nvidia Corp. 0.72% 55,480 $7.5M Add +27.9%
ACN Accenture PLC Class A 0.68% 19,856 $7.0M Reduce -5.5%
PEP Pepsico Inc. 0.56% 37,639 $5.7M Reduce -1.7%
JNJ Johnson & Johnson 0.45% 32,035 $4.6M Reduce -13.9%
AXP American Express Co. 0.42% 14,498 $4.3M No change
VLTO Veralto Corp. 0.33% 33,473 $3.4M Reduce -3.2%
XOM Exxon Mobil Corp. 0.30% 28,644 $3.1M Reduce -0.4%
SBUX Starbucks Corp. 0.19% 21,895 $2.0M Add +0.5%
LLY Eli Lilly & Co. 0.18% 2,428 $1.9M Reduce -4.2%
CVX Chevron Corp. 0.16% 11,612 $1.7M Reduce -4.3%
PG The Procter & Gamble Co. 0.15% 9,405 $1.6M Reduce -1.1%
GOOGL Alphabet Inc. Class A 0.14% 7,542 $1.4M No change
BRK.A Berkshire Hathaway Inc. Class A 0.13% 2 $1.4M No change
ABT Abbott Laboratories 0.12% 10,827 $1.2M No change
CAT Caterpillar Inc. 0.11% 3,158 $1.1M No change
META Meta Platforms Inc. Class A 0.11% 1,950 $1.1M No change
PFE Pfizer Inc. 0.11% 42,925 $1.1M Reduce -6.0%
ABBV Abbvie Inc. 0.11% 6,182 $1.1M No change
CL Colgate-Palmolive Co. 0.10% 11,618 $1.1M No change
VOO Vanguard S&P 500 ETF 0.10% 1,915 $1.0M Reduce -8.4%
WSM Williams-Sonoma Inc. 0.09% 5,000 $926K No change
MA Mastercard Inc. Class A 0.09% 1,755 $924K No change
BSX Boston Scientific Corp. 0.09% 10,000 $893K No change
PM Philip Morris International 0.08% 6,506 $783K Reduce -0.2%
YUM Yum! Brands Inc. 0.06% 4,805 $645K No change
MO Altria Group Inc. 0.06% 11,685 $611K No change
ADI Analog Devices Inc. 0.06% 2,733 $581K No change
LOW Lowe's Cos Inc. 0.05% 2,140 $528K Reduce -2.3%
BRK.B Berkshire Hathaway Inc. Class B 0.05% 1,125 $510K Reduce -2.2%
IDXX Idexx Laboratories Inc. 0.05% 1,225 $506K No change
GE General Electric filed as GE AEROSPACE 0.04% 2,657 $443K No change
GS Goldman Sachs Group Inc. 0.04% 770 $441K No change
ORCL Oracle Corp. 0.04% 2,568 $428K No change
AVGO Broadcom Inc. 0.04% 1,820 $422K No change
SPGI S&P Global Inc. 0.04% 846 $421K No change
AMGN Amgen Inc. 0.04% 1,500 $391K No change
PODD Insulet Corp. 0.04% 1,425 $372K No change
CMCSA Comcast Corp. Class A 0.03% 9,525 $357K Add +4.4%
RTX RTX Corp. 0.03% 2,969 $344K Reduce -31.6%
MRK Merck & Co. Inc. 0.03% 3,449 $343K No change
BLK BlackRock Inc. 0.03% 300 $308K New
HON Honeywell International Inc. 0.03% 1,346 $304K No change
ROST Ross Stores Inc. 0.03% 1,964 $297K No change
DXCM Dexcom Inc. 0.03% 3,800 $296K Reduce -34.5%
IVV iShares Core S&P 500 ETF 0.03% 483 $284K No change
GEV GE Vernova Inc. 0.03% 826 $272K No change
APD Air Products & Chemicals Inc. 0.03% 915 $265K No change
FTV Fortive Corp. 0.03% 3,525 $264K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.02% 602 $247K No change
BX Blackstone Inc. 0.02% 1,315 $227K No change
ZTS Zoetis Inc. 0.02% 1,282 $209K No change
BXMT Blackstone Mortgage Tru Class A 0.02% 11,000 $192K No change

Portfolio Sells Q3 2024 → Q4 2024
NEE Nextera Energy Inc. Reduce -6.3% 1.73% −0.45
MSFT Microsoft Corp. Reduce -0.6% 7.51% −0.21
TXN Texas Instruments Inc. Reduce -2.5% 1.52% −0.20
HD Home Depot Inc. Reduce -4.6% 2.02% −0.19
JNJ Johnson & Johnson Reduce -13.9% 0.45% −0.14
OLED Universal Display Corp. Sold out 0.00% −0.10
MCD McDonald's Corp. Reduce -0.3% 1.93% −0.10
PEP Pepsico Inc. Reduce -1.7% 0.56% −0.08
EOG EOG Resources Inc. Reduce -5.2% 0.90% −0.05
VLTO Veralto Corp. Reduce -3.2% 0.33% −0.04
ACN Accenture PLC Class A Reduce -5.5% 0.68% −0.04
LLY Eli Lilly & Co. Reduce -4.2% 0.18% −0.04
XOM Exxon Mobil Corp. Reduce -0.4% 0.30% −0.03
CHD Church & Dwight Co. Inc. Reduce -1.0% 2.54% −0.03
ED Consolidated Edison Inc. Sold out 0.00% −0.03
INTC Intel Corp. Sold out 0.00% −0.02
PFE Pfizer Inc. Reduce -6.0% 0.11% −0.02
RTX RTX Corp. Reduce -31.6% 0.03% −0.02
CVX Chevron Corp. Reduce -4.3% 0.16% −0.01
DXCM Dexcom Inc. Reduce -34.5% 0.03% −0.01
VOO Vanguard S&P 500 ETF Reduce -8.4% 0.10% −0.01
PG The Procter & Gamble Co. Reduce -1.1% 0.15% −0.01
LOW Lowe's Cos Inc. Reduce -2.3% 0.05% −0.01
INTU Intuit Inc. Reduce -1.2% 3.17% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.2% 0.05% −0.00
PM Philip Morris International Reduce -0.2% 0.08% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.5% 2.71% +0.04
COST Costco Wholesale Corp. Reduce -1.1% 2.54% +0.05
AME Ametek Inc. Reduce -0.4% 2.01% +0.09
APH Amphenol Corp. Class A Reduce -0.7% 2.25% +0.12
DIS The Walt Disney Co. Reduce -1.7% 1.63% +0.20
BAC Bank of America Corp. Reduce -0.7% 2.22% +0.20
NOW ServiceNow Inc. Reduce -1.5% 1.81% +0.26
V Visa Inc. Class A Reduce -0.8% 3.69% +0.45
AAPL Apple Inc. Reduce -1.0% 7.91% +0.47
GOOG Alphabet Inc. Class C Reduce -1.0% 4.67% +0.53
JPM JPMorgan Chase & Co. Reduce -1.2% 4.80% +0.53
CRM Salesforce Inc. Reduce -0.9% 3.09% +0.54
AMZN Amazon.com Inc. Reduce -1.4% 5.33% +0.74
GTLS Chart Industries Inc. Reduce -0.9% 2.67% +0.92

Portfolio Buys Q3 2024 → Q4 2024
NVDA Nvidia Corp. Add +27.9% 0.72% +0.21
UNP Union Pacific Corp. Add +32.0% 0.94% +0.17
BLK BlackRock Inc. New 0.03% +0.03
ASML ASML Holding NV-NY Reg SHS Add +21.9% 1.68% +0.02
CMCSA Comcast Corp. Class A Add +4.4% 0.03% −0.00
SBUX Starbucks Corp. Add +0.5% 0.19% −0.01
ROP Roper Technologies Inc. Add +5.9% 1.16% −0.01
MMM 3M Co. Add +0.2% 1.70% −0.10
ODFL Old Dominion Freight Line Add +2.1% 1.11% −0.11
NKE Nike Inc. Class B Add +0.6% 1.51% −0.25
COO The Cooper Cos Inc. Add +3.6% 1.68% −0.27
LIN Linde PLC Add +0.9% 2.24% −0.29
MDLZ Mondelez International Inc. Class A Add +2.2% 1.61% −0.33
KO The Coca-Cola Co. Add +0.8% 2.32% −0.34
REGN Regeneron Pharmaceuticals Add +7.1% 1.19% −0.45
TMO Thermo Fisher Scientific Inc. Add +0.9% 2.65% −0.47
DHR Danaher Corp. Add +4.7% 3.29% −0.52
AMD Advanced Micro Devices Add +0.6% 1.71% −0.60

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2025 87$986.2MAAPL, MSFT, JPM, AMZN, V
Q4 2024 88$1.0BAAPL, MSFT, AMZN, JPM, GOOG
Q3 2024 90$1.0BMSFT, AAPL, AMZN, JPM, GOOG
Q2 2024 87$987.2MMSFT, AAPL, AMZN, GOOG, JPM
Q1 2024 89$987.4MMSFT, AAPL, JPM, AMZN, GOOG