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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

Altrius Capital Management Inc

Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0001940646-25-000007

Total Value
$411.4M
Positions
86
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (86)

#IssuerTicker / CUSIPSharesValue% of Filing
1BRITISH AMERICAN TOBACCO PLC S110448107230,257$9.5M2.32%
2AMBEV SAABEV4,058,686$9.5M2.30%
3BP PLC SPONS ADRBPPFF274,735$9.3M2.26%
4BANCO BILBAO VIZCAYA ARGENTARIBBVXF680,861$9.3M2.25%
5SANOFI SPONSORED ADRSNYNF163,593$9.1M2.21%
6TOTALENERGIES SETTE138,014$8.9M2.17%
7NOVARTIS A G SPONSORED ADRNVSEF79,612$8.9M2.16%
8GSK PLCGLAXF225,819$8.7M2.13%
9ASTRAZENECA PLC SPONSORED ADRAZN117,654$8.6M2.10%
10BNP PARIBAS SA05565A202198,369$8.3M2.01%
11CNH INDUSTRIAL NVN20944109671,704$8.2M2.00%
12NESTLE S A SPONSORED ADR64106940681,440$8.2M2.00%
13SIEMENS A.G. ADR82619750170,510$8.1M1.98%
14ROYAL BANK OF CANADA78008710271,705$8.1M1.96%
15AXA SA F SPONSORED ADR 1 ADR RAXTA188,155$8.0M1.95%
16BAE SYSTEMS PLCBAESF97,244$8.0M1.94%
17EATON CORP PLC SHSETN29,410$8.0M1.94%
18VINCI SA927320101252,311$7.9M1.93%
19LYONDELLBASELL INDUSTRIES NVLYB112,635$7.9M1.93%
20TOYOTA MOTOR CORP ADRTOYOF44,874$7.9M1.93%
21ROCHE HOLDINGS LTD771195104189,993$7.8M1.90%
22RECKITT BENCKISER GROU F756255204574,184$7.8M1.90%
23STELLANTIS NVSTLA668,525$7.5M1.82%
24PHILIP MORRIS INTL COM71817210947,010$7.5M1.81%
25NXP SEMICONDUCTORS FNXPI38,041$7.2M1.76%
26DEUTSCHE POST AG25157y202165,181$7.1M1.72%
27ALTRIA GROUP INC COMMO99,720$6.0M1.45%
28CARDINAL HEALTH INC COMCAH42,633$5.9M1.43%
29INTL BUSINESS MACHINES COMINTR23,537$5.9M1.42%
30CISCO SYS INC COMCSCO92,617$5.7M1.39%
31BRISTOL MYERS SQUIBB CO COMCELG-RI91,834$5.6M1.36%
32JPMORGAN CHASE & CO COMVYLD22,200$5.4M1.32%
33ABBVIE INC COMABBV25,653$5.4M1.31%
34GILEAD SCIENCES INC COMGILD47,772$5.4M1.30%
35CHEVRON CORP NEW COMCVX31,706$5.3M1.29%
36CITIGROUP INC COM NEWC-PR74,405$5.3M1.28%
37STARBUCKS CORPSBUX52,851$5.2M1.26%
38VERIZON COMMUNICATIONS COMVZ113,900$5.2M1.26%
39AIR PRODS & CHEMS INC COMAIIR17,198$5.1M1.23%
40EXXON MOBIL CORPORATION COMXOM42,316$5.0M1.22%
41JOHNSON & JOHNSON COMJNJ29,834$4.9M1.20%
42CIGNA CORP COM12552310014,981$4.9M1.20%
43BANK OF AMERICA CORP COM060505104117,536$4.9M1.19%
44TYSON FOODS INC CL ATSN76,407$4.9M1.19%
45PROCTER GAMBLE CO COM74271810928,168$4.8M1.17%
46GENERAL DYNAMICS CORP COMGD17,222$4.7M1.14%
47DEVON ENERGY CORP NEW COM25179M103124,656$4.7M1.13%
48KRAFT HEINZ CO COMKHC150,765$4.6M1.12%
49CATERPILLAR INC COMCAT13,785$4.5M1.11%
50LOCKHEED MARTIN COMLMT10,059$4.5M1.09%
51BOSTON PROPERTIES INC COMBXP66,842$4.5M1.09%
52CONSTELLATION BRAND CLASS ASTZ24,396$4.5M1.09%
53PHILLIPS 66 COMPSX35,855$4.4M1.08%
54PFIZER INC COMPFE174,650$4.4M1.08%
55PEPSICO INC COMPEP29,410$4.4M1.07%
56MSC INDL DIRECT INC CL A55353010656,525$4.4M1.07%
57INTERNATIONAL PAPER CO COM46014610382,235$4.4M1.07%
58FRANKLIN RESOURCES INC COMBEN227,666$4.4M1.07%
59MERCK & CO INC NEW COMMRK48,539$4.4M1.06%
60EASTMAN CHEMICAL CO COMEMN49,264$4.3M1.06%
61DOW INC COMDOW123,611$4.3M1.05%
62GENTEX CORP COMGNTX176,729$4.1M1.00%
63BERKSHIRE HATHAWAY INC DEL CLBRK-A6,616$3.5M0.86%
64INVESCO BULLETSHARES 2027 HIGHIVZ95,186$2.1M0.52%
65INVESCO BULLETSHARES 2026 HIGHIVZ67,505$1.6M0.38%
66APPLE INCAAPL6,358$1.4M0.34%
67ALTRIUS GLOBAL DIVIDEND ETF02072L65636,121$1.2M0.30%
68SPDR PORTFOLIO WORLD EX US ETF78463X88928,456$1.0M0.25%
69ELI LILLY AND COLLY1,238$1.0M0.25%
70WISDOMTREE INTERNATIONAL LARGEWT17,487$963,0360.23%
71ORACLE CORPORCL-PD6,277$877,5870.21%
72INVESCO BULLETSHARES 2025 HIGHIVZ34,648$798,6590.19%
73SPDR PORTFOLIO LARGE CAP ETF78464A85410,330$679,3000.17%
74SPDR S&P 500 ETFSPY1,213$678,8950.17%
75AFLAC INCAFL4,612$512,8080.12%
76INVESCO BUL 2028 HG YLD CR BNDIVZ20,375$440,9150.11%
77SPDR S&P 500 HIGH DIVIDEND ETF78468r7889,054$400,7520.10%
78WISDOMTREE US AI ENHANCED VALWT3,643$400,0020.10%
79MONDELEZ INTL INC CL A6092071054,921$333,8940.08%
80ISHARES CORE AGGRESSIVE ALLOCA4642898593,581$273,9690.07%
81AXON ENTERPRISE INCAXON500$262,9750.06%
82TRUIST FINANCIAL CORPORATION89832Q1096,127$252,1600.06%
83ISHARES CORE S&P500 ETF464287200417$234,3120.06%
84MICROSOFT CORP COMMSFT604$226,7350.06%
85SPDR PORTFOLIO MID CAP ETF78464A8474,110$210,3660.05%
86PUB SVC ENTERPISE GP7445731062,442$200,9760.05%