Titelia

Holdings of Aureus Asset Management, LLC

212 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 41.9 % of the equity sleeve

Sector breakdown

  • Technology 26.4 %
  • Financials 19.7 %
  • Health care 10.9 %
  • Communication 9.5 %
  • Utilities 5.7 %
  • Consumer discretionary 5.6 %
  • Industrials 4.9 %
  • Funds 2.2 %
  • Consumer staples 1.2 %
  • Energy 0.8 %
  • Materials 0.4 %
  • Real estate 0.2 %
  • Unattributed 12.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 96.8 %
  • TW 3.0 %
  • DK 0.1 %
  • IN 0.0 %
  • IL 0.0 %
  • NL 0.0 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2031.3B $96.83 %
2TW241.1M $2.97 %
3DK11M $0.07 %
4IN2594.6K $0.04 %
5IL1530K $0.04 %
6NL1441.2K $0.03 %
7GB2191.5K $0.01 %

Positions

RankCompanySharesValueWeight
201iShares Trust 3,258223.1K $
202United Rentals Inc 300218.6K $
203Parsons Corp 4,000216.7K $
204abrdn Bloomberg All Commodity 5,965213.4K $
205Vulcan Materials Co 778211.8K $
206Cooper Cos Inc/The 2,892206.8K $
207Putnam Focused Large Cap Value ETF 4,407204.5K $
208iShares Biotechnology ETF 1,200202.6K $
209RXO Inc 10,000146.2K $
210Infosys Ltd 10,506141.9K $
211Haleon PLC 11,001110.1K $
212Lloyds Banking Group PLC 16,18681.4K $