Position in HUT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$478,669
New position
Shares Held
10,204
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aureus Asset Management, LLC holds $72,504,758 across 7 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
600,554 | $55,413,117 | |
| 2 | MS |
Morgan Stanley
|
50,794 | $10,617,977 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,132 | $3,167,610 | |
| 4 | LAZ |
Lazard, Inc.
|
38,419 | $1,611,292 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
3,234 | $910,953 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,985 | $399,615 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,414 | $384,194 |
All Filings in HUT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $478,669 | 10,204 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||