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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 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TOTALENERGIES SE 144,974.0 $13.2M 2.62% -6K -3.7% $90.98
2 BP BP PLC SPONS ADR Energy 272,176.0 $12.8M 2.55% -3K -1.2% $47.00 -15.4%
3 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 144,831.0 $11.7M 2.32% -52K -26.4% $80.56 -27.4%
4 ABEV AMBEV SA Consumer Defensive 3,785,329.0 $11.1M 2.20% -239K -5.9% $2.92 +7.5%
5 AZN ASTRAZENECA PLC SPONSORED ADR Healthcare 55,528.0 $11.0M 2.18% NEW $197.22 -10.5%
6 NVS NOVARTIS A G SPONSORED ADR Healthcare 70,631.0 $10.8M 2.15% -4K -5.7% $152.75 -2.5%
7 BAE SYSTEMS PLC 91,841.0 $10.7M 2.13% -2K -2.2% $116.50
8 SNY SANOFI SPONSORED ADR Healthcare 221,512.0 $10.7M 2.12% +27K +13.8% $48.18 -13.3%
9 GSK GSK PLC Healthcare 193,180.0 $10.7M 2.12% -4K -1.9% $55.19 -8.1%
10 ETN EATON CORP PLC SHS Industrials 28,555.0 $10.2M 2.03% +3K +10.3% $357.67 +21.8%
11 VINCI SA 269,092.0 $10.1M 2.01% +10K +3.7% $37.53
12 RY ROYAL BANK OF CANADA Financial Services 62,099.0 $10.0M 2.00% -3K -5.3% $161.78 +25.3%
13 BTI BRITISH AMERICAN TOBACCO PLC S Consumer Defensive 168,516.0 $9.9M 1.96% +2K +1.1% $58.47 +0.7%
14 NXPI NXP SEMICONDUCTORS F Technology 50,019.0 $9.8M 1.96% +7K +16.8% $196.86 +64.2%
15 BBVA BANCO BILBAO VIZCAYA ARGENTARI Financial Services 452,454.0 $9.8M 1.95% $21.66 +14.7%
16 TM TOYOTA MOTOR CORP ADR Consumer Cyclical 46,498.0 $9.6M 1.91% -1K -2.7% $206.09 -17.6%
17 NESTLE S A SPONSORED ADR 94,396.0 $9.4M 1.86% +6K +6.5% $99.10
18 AXA SA F SPONSORED ADR 1 ADR R 200,516.0 $9.2M 1.83% +6K +3.1% $45.99
19 BNP PARIBAS SA 189,185.0 $9.0M 1.79% -27K -12.4% $47.59
20 DEUTSCHE POST AG 342,411.0 $9.0M 1.79% +168K +96.7% $26.21
Page 1 of 5  ·  87 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%