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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LMT LOCKHEED MARTIN COM Industrials 11,347.0 $5.5M 1.16% NEW $483.70 +2.0%
42 TSN TYSON FOODS INC CL A Consumer Defensive 93,617.0 $5.5M 1.16% NEW $58.62 -5.3%
43 BEN FRANKLIN RESOURCES INC COM Financial Services 229,656.0 $5.5M 1.16% NEW $23.89 +42.0%
44 DVN DEVON ENERGY CORP NEW COM Energy 149,466.0 $5.5M 1.16% NEW $36.63 +17.5%
45 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 315,425.0 $5.5M 1.16% NEW $17.35 -1.7%
46 XOM EXXON MOBIL CORPORATION COM Energy 44,825.0 $5.4M 1.14% NEW $120.34 +14.5%
47 MDT MEDTRONIC INC COM Healthcare 55,835.0 $5.4M 1.14% NEW $96.06 -17.5%
48 DOW DOW INC COM Basic Materials 220,883.0 $5.2M 1.09% NEW $23.38 +31.7%
49 PSX PHILLIPS 66 COM Energy 40,007.0 $5.2M 1.09% NEW $129.04 +30.5%
50 EMN EASTMAN CHEMICAL CO COM Basic Materials 80,713.0 $5.2M 1.09% NEW $63.83 +12.7%
51 CVX CHEVRON CORP NEW COM Energy 33,624.0 $5.1M 1.09% NEW $152.41 +14.9%
52 SBUX STARBUCKS CORP Consumer Cyclical 60,734.0 $5.1M 1.08% NEW $84.21 +18.9%
53 STZ CONSTELLATION BRAND CLASS A Consumer Defensive 36,590.0 $5.0M 1.07% NEW $137.96 +2.6%
54 BXP BOSTON PROPERTIES INC COM Real Estate 74,780.0 $5.0M 1.07% NEW $67.48 -3.8%
55 APD AIR PRODS & CHEMS INC COM Basic Materials 20,307.0 $5.0M 1.06% NEW $247.02 +14.6%
56 VZ VERIZON COMMUNICATIONS COM Communication Services 123,005.0 $5.0M 1.06% NEW $40.73 +11.4%
57 GNTX GENTEX CORP COM Consumer Cyclical 214,782.0 $5.0M 1.06% NEW $23.27 +10.4%
58 PEP PEPSICO INC COM Consumer Defensive 34,801.0 $5.0M 1.06% NEW $143.52 -2.0%
59 MSM MSC INDL DIRECT INC CL A Industrials 58,861.0 $5.0M 1.05% NEW $84.10 +39.6%
60 PFE PFIZER INC COM Healthcare 196,974.0 $4.9M 1.04% NEW $24.90 +0.7%
Page 3 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%