Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Autus Asset Management, LLC 13F Holdings -- Portfolio & Top Positions (2022-12-31)

Autus Asset Management, LLC (CIK 1513865) reported $555.8M across 147 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: VB ($31.6M, 5.69%), VEA ($18.4M, 3.31%), VCIT ($17.2M, 3.09%), AAPL ($16.7M, 3.01%), CVX ($13.4M, 2.42%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VBVANGUARD INDEX FDS$31.6M5.69%172,389Trimmed
2VEAVANGUARD TAX-MANAGED FDS$18.4M3.31%438,309Trimmed
3VCITVANGUARD SCOTTSDALE FDS$17.2M3.09%221,796Trimmed
4AAPLAPPLE INC$16.7M3.01%128,610Trimmed
5CVXCHEVRON CORP NEW$13.4M2.42%74,801Trimmed
6VCSHVANGUARD SCOTTSDALE FDS$13.4M2.41%177,954Trimmed
7HYGISHARES TR$12.9M2.33%175,836Trimmed
8ACNACCENTURE PLC IRELAND$12.8M2.30%47,887Trimmed
9ABBVABBVIE INC$12.3M2.21%75,934Trimmed
10COSTCOSTCO WHSL CORP NEW$12.3M2.21%26,903Trimmed
11MAMASTERCARD INCORPORATED$12.1M2.18%34,833Trimmed
12ABTABBOTT LABS$10.9M1.97%99,675Trimmed
13VWOVANGUARD INTL EQUITY INDEX F$10.8M1.95%277,536Trimmed
14BRK/BBERKSHIRE HATHAWAY INC DEL$10.7M1.92%34,610Trimmed
15DCIDONALDSON INC$10.6M1.91%180,603Trimmed
16GOOGALPHABET INC$10.6M1.91%119,851Trimmed
17MKCMCCORMICK & CO INC$10.2M1.84%123,619Trimmed
18TJXTJX COS INC NEW$10.1M1.82%127,292Trimmed
19ISRGINTUITIVE SURGICAL INC$9.6M1.72%36,132Trimmed
20HONHONEYWELL INTL INC$8.9M1.60%41,379Trimmed
21BLKBLACKROCK INC$8.6M1.55%12,136Trimmed
22INTUINTUIT$8.6M1.55%22,196Trimmed
23NKENIKE INC$8.5M1.54%73,049Trimmed
24UNHUNITEDHEALTH GROUP INC$8.3M1.49%15,595Trimmed
25ADBEADOBE SYSTEMS INCORPORATED$8.0M1.43%23,658Trimmed

Source: SEC Form 13F filings · as of 2022-12-31