TAURUS ASSET MANAGEMENT, LLC

data from 31/03/2025

Capitalization

$ 986.165 M -4.05 %

Average holding period

39 ans

Performance

$ 478.944 M 75 556.35 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in TAURUS ASSET MANAGEMENT, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/03/31 AAPL APPLE INC 7.22% 71.229 M $ 320664 2009/09/30 -9.190 M $ -11.30 %
2025/03/31 MSFT MICROSOFT CORP 7.09% 69.930 M $ 186286 2006/06/30 -8.442 M $ -10.94 %
2025/03/31 JPM JPMORGAN CHASE & CO. 5.06% 49.902 M $ 203431 2006/06/30 1.151 M $ 2.33 %
2025/03/31 AMZN AMAZON COM INC 4.72% 46.540 M $ 244611 2015/09/30 -7.279 M $ -13.28 %
2025/03/31 V VISA INC 4.20% 41.403 M $ 118140 2017/03/31 4.136 M $ 10.89 %
2025/03/31 GOOG ALPHABET INC 3.96% 39.072 M $ 250096 2015/12/31 -8.624 M $ -17.96 %
2025/03/31 INTU INTUIT 3.33% 32.879 M $ 53549 2013/06/30 -752.764 K $ -2.31 %
2025/03/31 DHR DANAHER CORPORATION 3.11% 30.683 M $ 149674 2010/12/31 -3.619 M $ -10.69 %
2025/03/31 SPY SPDR S&P 500 ETF TR 2.88% 28.405 M $ 50778 2008/12/31 -1.267 M $ -4.55 %
2025/03/31 KO COCA COLA CO 2.71% 26.753 M $ 373535 2006/06/30 3.590 M $ 15.03 %
2025/03/31 COST COSTCO WHSL CORP NEW 2.71% 26.713 M $ 28244 2010/12/31 841.448 K $ 3.22 %
2025/03/31 TMO THERMO FISHER SCIENTIFIC INC 2.61% 25.779 M $ 51806 2008/12/31 -1.183 M $ -4.35 %
2025/03/31 CHD CHURCH & DWIGHT CO INC 2.60% 25.687 M $ 233325 2010/09/30 1.341 M $ 5.14 %
2025/03/31 LIN LINDE PLC 2.58% 25.410 M $ 54570 2023/03/31 2.584 M $ 11.22 %
2025/03/31 CRM SALESFORCE INC 2.57% 25.308 M $ 94308 2024/03/31 -6.273 M $ -19.73 %
2025/03/31 ASML ASML HOLDING N V 2.52% 24.878 M $ 37545 2024/09/30 -757.291 K $ -4.39 %
2025/03/31 BAC BANK AMERICA CORP 2.19% 21.572 M $ 516934 2019/09/30 -1.153 M $ -5.05 %
2025/03/31 APH AMPHENOL CORP NEW 2.18% 21.501 M $ 327810 2017/09/30 -1.284 M $ -5.56 %
2025/03/31 MCD MCDONALDS CORP 2.15% 21.163 M $ 67751 2006/06/30 1.537 M $ 7.75 %
2025/03/31 GTLS CHART INDS INC 2.08% 20.545 M $ 142319 2022/12/31 -6.672 M $ -24.36 %
2025/03/31 MMM 3M CO 1.99% 19.616 M $ 133568 2024/06/30 2.398 M $ 13.77 %
2025/03/31 AME AMETEK INC 1.97% 19.450 M $ 112988 2019/09/30 -930.454 K $ -4.50 %
2025/03/31 HD HOME DEPOT INC 1.95% 19.181 M $ 52336 2006/06/30 -1.200 M $ -5.78 %
2025/03/31 NEE NEXTERA ENERGY INC 1.76% 17.379 M $ 245160 2010/06/30 -198.519 K $ -1.12 %
2025/03/31 MDLZ MONDELEZ INTL INC 1.74% 17.205 M $ 253577 2012/12/31 2.249 M $ 13.59 %
2025/03/31 COO COOPER COS INC 1.64% 16.183 M $ 191854 2024/03/31 -1.427 M $ -8.25 %
2025/03/31 META META PLATFORMS INC 1.56% 15.364 M $ 26657 2013/03/31 -17.842 K $ -1.56 %
2025/03/31 DIS DISNEY WALT CO 1.51% 14.853 M $ 150489 2006/06/30 -1.905 M $ -11.36 %
2025/03/31 TXN TEXAS INSTRS INC 1.47% 14.518 M $ 80792 2019/12/31 -649.643 K $ -4.17 %
2025/03/31 NOW SERVICENOW INC 1.43% 14.131 M $ 17750 2021/03/31 -4.635 M $ -24.90 %
2025/03/31 NKE NIKE INC 1.38% 13.570 M $ 213776 2011/03/31 -2.508 M $ -16.11 %
2025/03/31 ROP ROPER TECHNOLOGIES INC 1.36% 13.451 M $ 22815 2024/06/30 1.601 M $ 13.41 %
2025/03/31 AVGO BROADCOM INC 1.27% 12.498 M $ 74645 2024/09/30 -117.226 K $ -27.78 %
2025/03/31 ODFL OLD DOMINION FREIGHT LINE IN 1.09% 10.732 M $ 64866 2022/03/31 -706.066 K $ -6.21 %
2025/03/31 REGN REGENERON PHARMACEUTICALS 1.07% 10.598 M $ 16711 2021/03/31 -1.337 M $ -10.96 %
2025/03/31 UNP UNION PAC CORP 1.06% 10.410 M $ 44066 2017/12/31 348.877 K $ 3.60 %
2025/03/31 EOG EOG RES INC 0.89% 8.804 M $ 68650 2006/06/30 425.094 K $ 4.62 %
2025/03/31 NVDA NVIDIA CORPORATION 0.61% 6.035 M $ 55680 2023/06/30 -1.437 M $ -19.29 %
2025/03/31 PEP PEPSICO INC 0.57% 5.623 M $ 37504 2006/06/30 -79.794 K $ -1.39 %
2025/03/31 JNJ JOHNSON & JOHNSON 0.53% 5.197 M $ 31335 2006/06/30 679.782 K $ 14.67 %
2025/03/31 AXP AMERICAN EXPRESS CO 0.39% 3.820 M $ 14198 2006/06/30 -402.174 K $ -9.35 %
2025/03/31 XOM EXXON MOBIL CORP 0.35% 3.407 M $ 28644 2006/06/30 325.395 K $ 10.56 %
2025/03/31 AMD ADVANCED MICRO DEVICES INC 0.33% 3.210 M $ 31248 2022/03/31 -2.627 M $ -14.94 %
2025/03/31 VLTO VERALTO CORP 0.29% 2.867 M $ 29418 2023/12/31 -147.281 K $ -4.32 %
2025/03/31 ACN ACCENTURE PLC IRELAND 0.22% 2.208 M $ 7075 2019/12/31 -789.276 K $ -11.30 %
2025/03/31 SBUX STARBUCKS CORP 0.22% 2.138 M $ 21795 2006/06/30 149.761 K $ 7.50 %
2025/03/31 LLY ELI LILLY & CO 0.20% 1.972 M $ 2388 2017/12/31 130.893 K $ 6.98 %
2025/03/31 CVX CHEVRON CORP NEW 0.18% 1.786 M $ 10675 2006/06/30 260.689 K $ 15.50 %
2025/03/31 BRK-A BERKSHIRE HATHAWAY INC DEL 0.16% 1.597 M $ 2 2006/06/30 235.043 K $ 17.26 %
2025/03/31 PG PROCTER AND GAMBLE CO 0.16% 1.566 M $ 9191 2006/06/30 26.051 K $ 1.65 %
2025/03/31 ABT ABBOTT LABS 0.15% 1.436 M $ 10827 2006/06/30 211.559 K $ 17.28 %
2025/03/31 ABBV ABBVIE INC 0.13% 1.290 M $ 6157 2013/03/31 196.711 K $ 17.91 %
2025/03/31 GOOGL ALPHABET INC 0.12% 1.157 M $ 7482 2015/12/31 -261.405 K $ -18.31 %
2025/03/31 CAT CATERPILLAR INC 0.11% 1.042 M $ 3158 2009/09/30 -104.087 K $ -9.09 %
2025/03/31 PFE PFIZER INC 0.10% 1.025 M $ 40462 2006/06/30 -51.080 K $ -4.49 %
2025/03/31 BSX BOSTON SCIENTIFIC CORP 0.10% 1.009 M $ 10000 2017/03/31 115.600 K $ 12.94 %
2025/03/31 CL COLGATE PALMOLIVE CO 0.10% 1.004 M $ 10718 2006/06/30 32.414 K $ 3.07 %
2025/03/31 PM PHILIP MORRIS INTL INC 0.10% 1.001 M $ 6306 2008/06/30 249.700 K $ 31.89 %
2025/03/31 MA MASTERCARD INCORPORATED 0.10% 961.951 K $ 1755 2021/06/30 37.820 K $ 4.09 %
2025/03/31 VOO VANGUARD INDEX FDS 0.09% 889.065 K $ 1730 2018/03/31 -47.683 K $ -4.62 %
2025/03/31 WSM WILLIAMS SONOMA INC 0.08% 790.500 K $ 5000 2021/06/30 -135.400 K $ -14.62 %
2025/03/31 YUM YUM BRANDS INC 0.08% 756.115 K $ 4805 2006/06/30 111.476 K $ 17.29 %
2025/03/31 MO ALTRIA GROUP INC 0.07% 683.328 K $ 11385 2006/06/30 90.325 K $ 14.78 %
2025/03/31 ADI ANALOG DEVICES INC 0.06% 551.164 K $ 2733 2020/12/31 -29.489 K $ -5.08 %
2025/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.06% 545.895 K $ 1025 2010/03/31 89.212 K $ 17.49 %
2025/03/31 GE GE AEROSPACE 0.05% 531.799 K $ 2657 2021/09/30 88.637 K $ 20.00 %
2025/03/31 IDXX IDEXX LABS INC 0.05% 514.439 K $ 1225 2021/06/30 7.974 K $ 1.57 %
2025/03/31 LOW LOWES COS INC 0.05% 499.112 K $ 2140 2017/12/31 -29.039 K $ -5.50 %
2025/03/31 AMGN AMGEN INC 0.05% 459.536 K $ 1475 2006/06/30 76.365 K $ 19.53 %
2025/03/31 SPGI S&P GLOBAL INC 0.04% 429.853 K $ 846 2022/03/31 8.519 K $ 2.02 %
2025/03/31 GS GOLDMAN SACHS GROUP INC 0.04% 420.643 K $ 770 2021/06/30 -20.274 K $ -4.60 %
2025/03/31 RTX RTX CORPORATION 0.04% 393.274 K $ 2969 2021/06/30 49.701 K $ 14.47 %
2025/03/31 PODD INSULET CORP 0.04% 374.219 K $ 1425 2021/06/30 2.194 K $ 0.59 %
2025/03/31 ORCL ORACLE CORP 0.04% 359.032 K $ 2568 2023/06/30 -68.899 K $ -16.10 %
2025/03/31 MRK MERCK & CO INC 0.03% 309.582 K $ 3449 2009/12/31 -33.524 K $ -9.77 %
2025/03/31 BLK BLACKROCK INC 0.03% 283.944 K $ 300 2024/12/31 -23.588 K $ -7.67 %
2025/03/31 CMCSA COMCAST CORP NEW 0.03% 281.252 K $ 7622 2006/06/30 -6.000 K $ -1.68 %
2025/03/31 IVV ISHARES TR 0.03% 271.398 K $ 483 2020/09/30 -12.934 K $ -4.55 %
2025/03/31 HON HONEYWELL INTL INC 0.03% 269.981 K $ 1275 2017/12/31 -19.032 K $ -6.26 %
2025/03/31 APD AIR PRODS & CHEMS INC 0.03% 269.852 K $ 915 2016/03/31 4.465 K $ 1.68 %
2025/03/31 DXCM DEXCOM INC 0.03% 259.502 K $ 3800 2021/06/30 -36.023 K $ -12.19 %
2025/03/31 GEV GE VERNOVA INC 0.03% 252.161 K $ 826 2024/09/30 -19.534 K $ -7.19 %
2025/03/31 ROST ROSS STORES INC 0.03% 250.980 K $ 1964 2022/12/31 -46.114 K $ -15.52 %
2025/03/31 ED CONSOLIDATED EDISON INC 0.02% 221.180 K $ 2000 2024/09/30 0.000 $ 0.00 %
2025/03/31 BXMT BLACKSTONE MTG TR INC 0.02% 220.000 K $ 11000 2023/03/31 28.490 K $ 14.88 %
2025/03/31 FTV FORTIVE CORP 0.02% 219.540 K $ 3000 2016/09/30 -6.415 K $ -2.43 %
2025/03/31 ZTS ZOETIS INC 0.02% 211.081 K $ 1282 2016/09/30 2.205 K $ 1.06 %
2025/03/31 BX BLACKSTONE INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/03/31 VUG VANGUARD INDEX FDS 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %