StockDriftsStockDriftsTop 50 Aureus Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. Class A | 4.84% | 252.7K | $72.7M | -15.46%(-46.21K) | $45.61(+779.32%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 4.79% | 194.1K | $71.8M | -2.57%(-5.12K) | $156.68(+161.32%) | 2026-03-31 | |
| AAPL | Apple Inc | 4.04% | 239.1K | $60.7M | -1.26%(-3.06K) | $53.64(+455.93%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 3.92% | 282.8K | $58.9M | +3.96%(+10.76K) | $84.81(+215.08%) | 2026-03-31 | |
| AMAT | Applied Materials Inc | 3.86% | 169.4K | $57.9M | -4.96%(-8.85K) | $150.99(+191.78%) | 2026-03-31 | |
| SCHW | Charles Schwab Corporation | 3.79% | 605.6K | $56.9M | -1.72%(-10.61K) | $53.46(+67.31%) | 2026-03-31 | |
| NEE | NextEra Energy Inc | 3.71% | 599.5K | $55.7M | +0.79%(+4.70K) | $71.43(+33.94%) | 2026-03-31 | |
| LIN | Linde PLC | 3.52% | 106.6K | $52.9M | +95.24%(+52.00K) | $455.13(+12.42%) | 2026-03-31 | |
| V | Visa Inc | 3.5% | 174.0K | $52.6M | -0.66%(-1.15K) | $91.85(+251.15%) | 2026-03-31 | |
| WCN | Waste Connections Inc | 3.4% | 314.6K | $51.1M | +15.91%(+43.17K) | $113.11(+36.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.76% | +71.76% |
| Top 20 Holdings Unweighted | +18.88% | +68.00% |
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