Altrius Capital Management Inc

CIK
1940646
City
NEW BERN
State / Country
NC

Top Portfolio Positions

52 positions · $342,874,849 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
TTE
TotalEnergies SE
Energy
144,974 $13,189,734 3.85%
BP
Bp PLC
Energy
272,176 $12,792,272 3.73%
LYB
LyondellBasell Industries N.V.
Basic Materials
144,831 $11,667,585 3.40%
ABEV
Ambev S.A.
Consumer Defensive
3,785,329 $11,053,160 3.22%
NVS
Novartis AG
Healthcare
70,631 $10,788,885 3.15%
BAESY
Bae Systems PLC /Fi/
Industrials
91,841 $10,699,476 3.12%
SNY
Sanofi
Healthcare
221,512 $10,672,448 3.11%
ETN
Eaton Corp plc
Industrials
28,555 $10,213,266 2.98%
RY
Royal Bank Of Canada
Financial Services
62,099 $10,046,376 2.93%
BTI
British American Tobacco p.l.c.
Consumer Defensive
168,516 $9,853,130 2.87%

Portfolio Trend

16 quarters · across all stocks

Holdings in MSM

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Shares Held

Position Value (USD)

7 of 7 shown
Report Date Value (USD) Shares
2026-03-31 $5,735,964 62,165
2025-12-31 $4,950,210 58,861
2025-09-30 $5,293,995 57,456
2025-06-30 $4,852,431 57,074
2025-03-31 $4,390,296 56,525
2024-12-31 $4,043,567 54,138
2024-09-30 $4,645,432 53,979