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Home > Institutional Investor > Altrius Capital Management Inc > Profile

Instuitional Investor - Altrius Capital Management Inc

Fund Profile
Filing Period:
Fund Name: Altrius Capital Management Inc
Portfolio Value $471,772,849
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Royal Bank Canada Montreal Que
 RY 65,579 $11,180,728 2.37%
2.
Banco Bilbao Vizcaya Argentaria
 BBVA 454,560 $10,595,809 2.25%
3.
Astrazeneca Plc
 AZN 115,064 $10,577,902 2.24%
4.
Novartis A G
 NVS 74,923 $10,329,712 2.19%
5.
Bnp Paribas-Adr
 BNPQY 215,875 $10,232,514 2.17%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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