SEC 13F Intelligence

Managers / Q1 2026

Aureus Asset Management, LLC

CIK 0001381296 · ONE WINTHROP SQUARE, BOSTON, MA, 02110 · 617 728 8900

Reported Value
$1.5B
Q1 2026
Positions
225
Filings on Record
30
2019–present window
Filed
May 13, 2026
original filing

Summary

Aureus Asset Management, Llc reported $1.5B in U.S.-listed holdings across 225 positions for Q1 2026.

Its largest position, GOOGL, represents 4.8% of the portfolio.

Compared with Q4 2025, the fund opened 52 new positions and exited 28.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $636MQ4 ’18Q1 ’19: $755MQ2 ’19: $812MQ3 ’19: $803MQ4 ’19: $895MQ4 ’19Q1 ’20: $721MQ2 ’20: $917MQ3 ’20: $1.1BQ4 ’20: $1.2BQ4 ’20Q1 ’21: $1.3BQ2 ’21: $1.6BQ3 ’21: $1.5BQ4 ’21: $1.6BQ4 ’21Q1 ’22: $1.5BQ2 ’22: $1.2BQ3 ’22: $1.1BQ4 ’22: $1.16TQ4 ’22Q1 ’23: $1.3BQ2 ’23: $1.3BQ3 ’23: $1.2BQ4 ’23: $1.4BQ4 ’23Q1 ’24: $1.5BQ2 ’24: $1.4BQ3 ’24: $1.5BQ4 ’24: $1.5BQ4 ’24Q1 ’25: $1.4BQ2 ’25: $1.6BQ3 ’25: $1.5BQ4 ’25: $1.6BQ4 ’25Q1 ’26: $1.5Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 86.4%ETP: 5.3%Other: 4.5%ADR: 3.2%REIT: 0.6%
  • Common Stock · 86.4% · $1.3B
  • ETP · 5.3% · $80M
  • Other · 4.5% · $67M
  • ADR · 3.2% · $48M
  • REIT · 0.6% · $10M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.5B225May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.6B201Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.5B199Nov 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.6B205Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.4B203May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.5B209Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.5B211Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.4B201Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.5B199May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.4B196Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.2B193Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.3B185Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.3B180May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.16T174Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.1B166Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.2B183Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.5B213May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.6B207Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.5B208Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.6B229Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.3B177May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.2B185Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.1B177Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$917M170Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$721M152May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$895M174Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$803M164Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$812M170Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$755M168May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$636M166Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.