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Portfolio (Quarterly) Guide ↗

Altrius Capital Management Inc

· CIK 0001940646
13F Portfolio $503M AUM 87 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 42 Added 30 Reduced 3 Exited
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SNY SANOFI SPONSORED ADR Healthcare 221,512.0 $10.7M 2.12% +27K +13.8% $48.18 -13.3%
2 ETN EATON CORP PLC SHS Industrials 28,555.0 $10.2M 2.03% +3K +10.3% $357.67 +21.8%
3 VINCI SA 269,092.0 $10.1M 2.01% +10K +3.7% $37.53
4 BTI BRITISH AMERICAN TOBACCO PLC S Consumer Defensive 168,516.0 $9.9M 1.96% +2K +1.1% $58.47 +0.7%
5 NXPI NXP SEMICONDUCTORS F Technology 50,019.0 $9.8M 1.96% +7K +16.8% $196.86 +64.2%
6 NESTLE S A SPONSORED ADR 94,396.0 $9.4M 1.86% +6K +6.5% $99.10
7 AXA SA F SPONSORED ADR 1 ADR R 200,516.0 $9.2M 1.83% +6K +3.1% $45.99
8 DEUTSCHE POST AG 342,411.0 $9.0M 1.79% +168K +96.7% $26.21
9 PUBLICIS GROUPE SA ADR 416,102.0 $8.6M 1.72% +58K +16.1% $20.71
10 CAPGEMINI SE 363,258.0 $8.6M 1.70% +62K +20.8% $23.55
11 SIEMENS A.G. ADR 69,293.0 $8.4M 1.68% +3K +4.2% $121.88
12 DIVD ALTRIUS GLOBAL DIVIDEND ETF 164,684.0 $6.8M 1.34% +10K +6.1% $41.03 +3.1%
13 MO ALTRIA GROUP INC COM Consumer Defensive 98,279.0 $6.5M 1.29% +2K +2.1% $65.99 +5.3%
14 VZ VERIZON COMMUNICATIONS COM Communication Services 128,811.0 $6.5M 1.29% +6K +4.7% $50.20 -9.6%
15 CSCO CISCO SYS INC COM Technology 77,256.0 $6.0M 1.19% +478.0 +0.6% $77.59 +56.6%
16 MSM MSC INDL DIRECT INC CL A Industrials 62,165.0 $5.7M 1.14% +3K +5.6% $92.27 +27.2%
17 PFE PFIZER INC COM Healthcare 203,089.0 $5.7M 1.14% +6K +3.1% $28.08 -10.7%
18 STT STATE STR CORP COM Financial Services 44,734.0 $5.7M 1.13% +302.0 +0.7% $126.56 +37.3%
19 JPM JPMORGAN CHASE & CO COM Financial Services 19,004.0 $5.6M 1.11% +1K +5.6% $294.17 +12.7%
20 STZ CONSTELLATION BRAND CLASS A Consumer Defensive 37,042.0 $5.6M 1.11% +452.0 +1.2% $150.00 -5.7%
Page 1 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 23.1%
Consumer Defensive 16.9%
Financial Services 14.6%
Energy 11.3%
Industrials 10.5%
Basic Materials 8.3%
Technology 6.4%
Consumer Cyclical 5.6%
Communication Services 1.8%
Real Estate 1.4%