$808 Million is the total value of TAURUS ASSET MANAGEMENT, LLC's 85 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore s&p500 etf | $523,000 | – | 1,555 | +100.0% | 0.06% | – |
| CRM | New | SALESFORCE COM INC | $226,000 | – | 898 | +100.0% | 0.03% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $210,000 | – | 1,635 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 45 | Q2 2024 | 7.5% |
| MICROSOFT CORP | 45 | Q2 2024 | 8.2% |
| DISNEY WALT CO | 45 | Q2 2024 | 5.9% |
| DANAHER CORPORATION | 45 | Q2 2024 | 5.3% |
| THERMO FISHER SCIENTIFIC INC | 45 | Q2 2024 | 5.2% |
| JPMORGAN CHASE & CO. | 45 | Q2 2024 | 5.0% |
| NIKE INC | 45 | Q2 2024 | 4.5% |
| INTUIT | 45 | Q2 2024 | 3.8% |
| MCDONALDS CORP | 45 | Q2 2024 | 4.0% |
| CHURCH & DWIGHT INC | 45 | Q2 2024 | 3.2% |
View TAURUS ASSET MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| N-PX | 2024-08-05 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-10 |
View TAURUS ASSET MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.