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Portfolio (Quarterly) Guide ↗

Altrius Capital Management Inc

· CIK 0001940646
13F Portfolio $526M AUM 89 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 51 Added 27 Reduced 4 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ABEV AMBEV SA Consumer Defensive 3,679,965.0 $11.6M 2.19% -105K -2.8% $3.14 -6.7%
2 TOTALENERGIES SE 129,527.0 $10.1M 1.91% -15K -10.7% $77.76
3 NXP SEMICONDUCTORS F 35,565.0 $10.0M 1.90% -14K -28.9% $281.03
4 BP BP PLC SPONS ADR Energy 259,662.0 $9.6M 1.82% -13K -4.6% $36.95 +18.3%
5 UNITEDHEALTH GRP INC 18,188.0 $7.6M 1.44% -1K -6.0% $415.63
6 STT STATE STR CORP COM Financial Services 44,323.0 $7.5M 1.43% -411.0 -0.9% $169.60 +12.0%
7 BEN FRANKLIN RESOURCES INC COM Financial Services 222,692.0 $7.4M 1.41% -2K -1.1% $33.27 +3.5%
8 PSX PHILLIPS 66 COM Energy 38,879.0 $6.6M 1.25% -465.0 -1.2% $169.05 +42.1%
9 DIVD ALTRIUS GLOBAL DIVIDEND ETF 154,469.0 $6.6M 1.25% -10K -6.2% $42.53 +7.4%
10 DVN DEVON ENERGY CORP NEW COM Energy 143,410.0 $5.9M 1.12% -3K -2.1% $41.32 +15.8%
11 BERKSHIRE HATHAWAY INC DEL CL 6,502.0 $3.3M 0.62% -37.0 -0.6% $500.39
12 AAPL APPLE INC Technology 6,072.0 $1.8M 0.33% -67.0 -1.1% $289.38 +7.9%
13 SPDW SPDR PORTFOLIO WORLD EX US ETF 32,312.0 $1.6M 0.31% -772.0 -2.3% $50.39 +2.8%
14 BSJR INVESCO BULLETSHARES 2027 HIGH 63,205.0 $1.4M 0.27% -2K -2.3% $22.35 -0.1%
15 LLY ELI LILLY AND CO Healthcare 1,173.0 $1.4M 0.27% -46.0 -3.8% $1199.43 +3.6%
16 INVESCO BULLETSHARES 2026 HIGH 50,797.0 $1.2M 0.22% -1K -2.4% $22.96
17 IVLU ISHARES MSCI INTL VALUE FACTOR 26,676.0 $1.1M 0.21% -147.0 -0.6% $41.82 +6.2%
18 ORACLE CORP 6,358.0 $932K 0.18% -64.0 -1.0% $146.56
19 INVESCO BUL 2028 HG YLD CR BND 40,607.0 $883K 0.17% -2K -3.9% $21.75
20 CSCO CISCO SYS INC COM Technology 6,256.0 $735K 0.14% -71K -91.9% $117.46 -5.6%
Page 1 of 2  ·  27 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
Financial Services 23.1%
Consumer Defensive 20.9%
Healthcare 19.3%
Energy 8.8%
Industrials 8.0%
Basic Materials 7.9%
Consumer Cyclical 7.2%
Real Estate 2.2%
Communication Services 1.8%
Technology 0.9%