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Portfolio (Quarterly) Guide ↗

Altrius Capital Management Inc

· CIK 0001940646
13F Portfolio $472M AUM 86 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 86 New
Page 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VINCI SA 259,380.0 $9.1M 1.94% NEW $35.20
22 NESTLE S A SPONSORED ADR 88,600.0 $8.8M 1.85% NEW $98.78
23 BAE SYSTEMS PLC 93,878.0 $8.7M 1.85% NEW $92.88
24 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 196,810.0 $8.5M 1.81% NEW $43.30 +35.1%
25 ETN EATON CORP PLC SHS Industrials 25,877.0 $8.2M 1.75% NEW $318.51 +36.8%
26 PM PHILIP MORRIS INTL COM Consumer Defensive 43,143.0 $6.9M 1.47% NEW $160.40 +8.0%
27 MRK MERCK & CO INC NEW COM Healthcare 58,069.0 $6.1M 1.30% NEW $105.26 +9.7%
28 C CITIGROUP INC COM NEW Financial Services 52,222.0 $6.1M 1.29% NEW $116.69 +24.8%
29 JNJ JOHNSON & JOHNSON COM Healthcare 29,437.0 $6.1M 1.29% NEW $206.95 +11.8%
30 DIVD ALTRIUS GLOBAL DIVIDEND ETF 155,162.0 $6.0M 1.27% NEW $38.54 +9.7%
31 CSCO CISCO SYS INC COM Technology 76,778.0 $5.9M 1.25% NEW $77.03 +57.8%
32 JPM JPMORGAN CHASE & CO COM Financial Services 18,000.0 $5.8M 1.23% NEW $322.23 +2.9%
33 BAC BANK OF AMERICA CORP COM Financial Services 105,260.0 $5.8M 1.23% NEW $55.00 +4.3%
34 GILD GILEAD SCIENCES INC COM Healthcare 46,745.0 $5.7M 1.22% NEW $122.74 +1.7%
35 STT STATE STR CORP COM Financial Services 44,432.0 $5.7M 1.22% NEW $129.01 +34.6%
36 UPS UNITED PARCEL SERVICE CL B Industrials 56,523.0 $5.6M 1.19% NEW $99.19 +8.1%
37 GD GENERAL DYNAMICS CORP COM Industrials 16,633.0 $5.6M 1.19% NEW $336.67 +2.0%
38 ABBV ABBVIE INC COM Healthcare 24,502.0 $5.6M 1.19% NEW $228.49 +0.7%
39 IBM INTL BUSINESS MACHINES COM Technology 18,864.0 $5.6M 1.18% NEW $296.21 -14.9%
40 MO ALTRIA GROUP INC COM Consumer Defensive 96,235.0 $5.5M 1.18% NEW $57.66 +20.6%
Page 2 of 5  ·  86 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 19.7%
Financial Services 17.5%
Consumer Defensive 17.5%
Industrials 12.0%
Energy 9.4%
Basic Materials 7.3%
Technology 7.3%
Consumer Cyclical 6.2%
Real Estate 1.5%
Communication Services 1.5%