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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 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SBUX STARBUCKS CORP Consumer Cyclical 62,217.0 $6.4M 1.21% +831.0 +1.4% $102.19 +5.4%
42 BAC BANK OF AMERICA CORP COM Financial Services 111,404.0 $6.3M 1.21% +2K +1.5% $56.98 +8.9%
43 UPS UNITED PARCEL SERVICE CL B Industrials 56,782.0 $6.1M 1.16% +2K +2.8% $107.50 -4.9%
44 APD AIR PRODS & CHEMS INC COM Basic Materials 20,686.0 $6.1M 1.15% +295.0 +1.4% $293.19 +3.2%
45 ABT ABBOTT LABS COM Healthcare 66,618.0 $6.0M 1.15% NEW $90.74 +28.8%
46 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 339,875.0 $6.0M 1.15% +16K +4.8% $17.73 -4.1%
47 DVN DEVON ENERGY CORP NEW COM Energy 143,410.0 $5.9M 1.12% -3K -2.1% $41.32 +15.8%
48 KHC KRAFT HEINZ CO COM Consumer Defensive 250,328.0 $5.9M 1.12% +16K +6.8% $23.62 +9.2%
49 GILD GILEAD SCIENCES INC COM Healthcare 46,632.0 $5.9M 1.12% +1K +2.9% $126.34 +15.8%
50 EXXON MOBIL CORPORATION COM 43,052.0 $5.9M 1.12% NEW $136.72
51 PAYX PAYCHEX INC COM Industrials 59,683.0 $5.9M 1.11% +3K +4.4% $98.33 +28.2%
52 LMT LOCKHEED MARTIN COM Industrials 11,240.0 $5.7M 1.09% +749.0 +7.1% $509.47 +10.8%
53 PG PROCTER GAMBLE CO COM Consumer Defensive 38,851.0 $5.7M 1.08% +3K +8.2% $146.64 -0.6%
54 MRSH MARSH & MC LENNAN CO Financial Services 33,756.0 $5.6M 1.07% NEW $166.67 +16.5%
55 CVX CHEVRON CORP NEW COM Energy 33,885.0 $5.6M 1.07% +423.0 +1.3% $165.76 +22.4%
56 KO THE COCA-COLA CO Consumer Defensive 68,989.0 $5.6M 1.06% NEW $81.27 +12.9%
57 TSN TYSON FOODS INC CL A Consumer Defensive 96,915.0 $5.5M 1.05% +4K +3.8% $57.25 +1.3%
58 VZ VERIZON COMMUNICATIONS COM Communication Services 130,950.0 $5.5M 1.05% +2K +1.7% $42.34 +18.3%
59 EMN EASTMAN CHEMICAL CO COM Basic Materials 82,119.0 $5.5M 1.04% +1K +1.5% $66.98 +9.0%
60 MEDTRONIC INC COM 70,127.0 $5.5M 1.04% +13K +22.1% $78.23
Page 3 of 5  ·  89 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%