Aureus Asset Management, LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,645,935
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 239 | 1,645,935 | 13F-HR | Aureus Asset Management, LLC |
| Q1 2026 | 5/13/2026 | 225 | 1,501,265 | 13F-HR | Aureus Asset Management, LLC |
| Q4 2025 | 2/17/2026 | 201 | 1,569,854 | 13F-HR | Aureus Asset Management, LLC |
| Q3 2025 | 11/17/2025 | 199 | 1,535,766 | 13F-HR | Aureus Asset Management, LLC |
| Q2 2025 | 8/14/2025 | 205 | 1,563,297 | 13F-HR | Aureus Asset Management, LLC |
| Q2 2014 | 8/8/2014 | 138 | 400,022 | 13F-HR | Aureus Asset Management, LLC |
| Q1 2014 | 5/6/2014 | 155 | 389,276 | 13F-HR | Aureus Asset Management, LLC |
| Q4 2013 | 1/13/2014 | 140 | 369,277 | 13F-HR | Aureus Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.549 M | 94.1% | 127 K | 0 | 127 K |
| ETFs | 87.1 K | 5.3% | 7.545 K | 0 | 7.545 K |
| Debt | 1.222 K | 0.1% | 1.222 K | 0 | 1.222 K |
| Other | 8.896 K | 0.5% | 8.896 K | 0 | 8.896 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,645,935
Holdings
239
QoQ value change ($000)
144,670
(9.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.