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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 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PEP PEPSICO INC COM Consumer Defensive 35,491.0 $5.5M 1.10% +690.0 +2.0% $155.29 -9.4%
22 GNTX GENTEX CORP COM Consumer Cyclical 251,989.0 $5.5M 1.10% +37K +17.3% $21.85 +17.6%
23 SBUX STARBUCKS CORP Consumer Cyclical 61,386.0 $5.5M 1.09% +652.0 +1.1% $89.59 +11.8%
24 ABBV ABBVIE INC COM Healthcare 24,950.0 $5.4M 1.08% +448.0 +1.8% $217.50 +5.8%
25 BAC BANK OF AMERICA CORP COM Financial Services 109,716.0 $5.3M 1.06% +4K +4.2% $48.75 +17.7%
26 KHC KRAFT HEINZ CO COM Consumer Defensive 234,474.0 $5.3M 1.05% +36K +18.1% $22.49 -2.0%
27 PAYX PAYCHEX INC COM Industrials 57,144.0 $5.3M 1.05% +15K +35.4% $92.12 +4.1%
28 BXP BOSTON PROPERTIES INC COM Real Estate 100,195.0 $5.2M 1.03% +25K +34.0% $51.90 +25.1%
29 PG PROCTER GAMBLE CO COM Consumer Defensive 35,924.0 $5.2M 1.03% +2K +6.9% $144.44 +2.3%
30 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 324,186.0 $5.1M 1.01% +9K +2.8% $15.65 +8.9%
31 IBM INTL BUSINESS MACHINES COM Technology 20,621.0 $5.0M 0.99% +2K +9.3% $242.40 +4.1%
32 MDT MEDTRONIC INC COM Healthcare 57,425.0 $5.0M 0.99% +2K +2.9% $86.65 -8.5%
33 AAPL APPLE INC Technology 6,139.0 $1.6M 0.31% +67.0 +1.1% $253.80 +17.0%
34 BSJU INVESCO BULLETSHARES 2030 HIGH 59,726.0 $1.5M 0.30% +15K +32.6% $25.59 +0.6%
35 SPDW SPDR PORTFOLIO WORLD EX US ETF 33,084.0 $1.5M 0.30% +905.0 +2.8% $45.65 +12.0%
36 IVLU ISHARES MSCI INTL VALUE FACTOR 26,823.0 $1.1M 0.21% +2K +10.1% $39.68 +7.0%
37 ORCL ORACLE CORP Technology 6,422.0 $945K 0.19% +111.0 +1.8% $147.12 +19.0%
38 SPYM STATE STREET SPDR PORTFL S&P 5 8,753.0 $670K 0.13% +658.0 +8.1% $76.54 +14.5%
39 VYM VANGUARD HIGH DIVIDEND YIELD E 4,237.0 $627K 0.12% +453.0 +12.0% $148.10 +6.9%
40 BSJT INVESCO BULLETSHARES 2029 HIGH 28,609.0 $602K 0.12% +6K +29.2% $21.03 +0.4%
Page 2 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%