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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 Q2 2025 · Filed August 6, 2025 · Accession 0001940646-25-000008

Total Value
$427.8M
Positions
84
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (84)

#IssuerTicker / CUSIPSharesValue% of Filing
1EATON CORP PLC SHSETN29,297$10.5M2.44%
2BANCO BILBAO VIZCAYA ARGENTARIBBVXF670,312$10.3M2.41%
3BAE SYSTEMS PLCBAESF95,853$10.1M2.35%
4AMBEV SAABEV3,973,716$9.6M2.24%
5NOVARTIS A G SPONSORED ADRNVSEF78,909$9.5M2.23%
6NXP SEMICONDUCTORS FNXPI43,425$9.5M2.22%
7ROYAL BANK OF CANADA78008710271,285$9.4M2.19%
8BRITISH AMERICAN TOBACCO PLC S110448107197,309$9.3M2.18%
9AXA SA F SPONSORED ADR 1 ADR RAXTA186,071$9.1M2.14%
10SIEMENS A.G. ADR82619750170,275$9.1M2.12%
11RECKITT BENCKISER GROU F756255204645,906$8.9M2.07%
12BNP PARIBAS SA05565A202196,200$8.9M2.07%
13CNH INDUSTRIAL NVN20944109672,846$8.7M2.04%
14GSK PLCGLAXF224,859$8.6M2.02%
15VINCI SA927320101232,179$8.6M2.00%
16TOTALENERGIES SETTE138,793$8.5M1.99%
17PHILIP MORRIS INTL COM71817210945,503$8.3M1.94%
18BP PLC SPONS ADRBPPFF276,636$8.3M1.94%
19ASTRAZENECA PLC SPONSORED ADRAZN118,022$8.2M1.93%
20LYONDELLBASELL INDUSTRIES NVLYB141,250$8.2M1.91%
21SANOFI SPONSORED ADRSNYNF166,098$8.0M1.88%
22NESTLE S A SPONSORED ADR64106940680,595$8.0M1.87%
23TOYOTA MOTOR CORP ADRTOYOF45,404$7.8M1.83%
24ROCHE HOLDINGS LTD771195104190,619$7.8M1.82%
25DEUTSCHE POST AG25157y202166,451$7.7M1.81%
26STELLANTIS NVSTLA742,657$7.4M1.74%
27INTL BUSINESS MACHINES COMINTR22,830$6.7M1.57%
28CISCO SYS INC COMCSCO91,495$6.3M1.48%
29JPMORGAN CHASE & CO COMVYLD21,807$6.3M1.48%
30CITIGROUP INC COM NEWC-PR73,009$6.2M1.45%
31ALTRIA GROUP INC COMMO98,419$5.8M1.35%
32BANK OF AMERICA CORP COM060505104116,347$5.5M1.29%
33CARDINAL HEALTH INC COMCAH32,624$5.5M1.28%
34FRANKLIN RESOURCES INC COMBEN226,702$5.4M1.26%
35CATERPILLAR INC COMCAT13,810$5.4M1.25%
36GILEAD SCIENCES INC COMGILD47,926$5.3M1.24%
37STARBUCKS CORPSBUX56,708$5.2M1.21%
38GENERAL DYNAMICS CORP COMGD17,252$5.0M1.18%
39CIGNA CORP COM12552310014,913$4.9M1.15%
40VERIZON COMMUNICATIONS COMVZ113,793$4.9M1.15%
41AIR PRODS & CHEMS INC COMAIIR17,260$4.9M1.14%
42MSC INDL DIRECT INC CL A55353010657,074$4.9M1.13%
43ABBVIE INC COMABBV25,751$4.8M1.12%
44PHILLIPS 66 COMPSX39,569$4.7M1.10%
45MEDTRONIC INC COMMDT53,928$4.7M1.10%
46LOCKHEED MARTIN COMLMT10,040$4.7M1.09%
47EXXON MOBIL CORPORATION COMXOM42,805$4.6M1.08%
48CHEVRON CORP NEW COMCVX32,156$4.6M1.08%
49JOHNSON & JOHNSON COMJNJ29,909$4.6M1.07%
50PFIZER INC COMPFE187,030$4.5M1.06%
51PROCTER GAMBLE CO COM74271810928,340$4.5M1.06%
52BOSTON PROPERTIES INC COMBXP66,751$4.5M1.05%
53PEPSICO INC COMPEP34,029$4.5M1.05%
54GENTEX CORP COMGNTX202,283$4.4M1.04%
55UNITED PARCEL SERVICE CL BUPS43,657$4.4M1.03%
56MERCK & CO INC NEW COMMRK55,663$4.4M1.03%
57TYSON FOODS INC CL ATSN77,824$4.4M1.02%
58DEVON ENERGY CORP NEW COM25179M103135,052$4.3M1.00%
59EASTMAN CHEMICAL CO COMEMN57,026$4.3M1.00%
60CONSTELLATION BRAND CLASS ASTZ25,185$4.1M0.96%
61KRAFT HEINZ CO COMKHC158,644$4.1M0.96%
62ALTRIUS GLOBAL DIVIDEND ETF02072L656114,051$4.1M0.95%
63DOW INC COMDOW150,332$4.0M0.93%
64BERKSHIRE HATHAWAY INC DEL CLBRK-A6,616$3.2M0.75%
65INVESCO BULLETSHARES 2027 HIGHIVZ83,150$1.9M0.44%
66INVESCO BULLETSHARES 2026 HIGHIVZ63,468$1.5M0.35%
67ORACLE CORPORCL-PD6,277$1.4M0.32%
68APPLE INCAAPL6,170$1.3M0.30%
69SPDR PORTFOLIO WORLD EX US ETF78463X88928,611$1.2M0.27%
70WISDOMTREE INTERNATIONAL LARGEWT17,380$1.0M0.24%
71ELI LILLY AND COLLY1,221$951,8060.22%
72INVESCO BULLETSHARES 2025 HIGHIVZ34,194$788,8570.18%
73SPDR PORTFOLIO LARGE CAP ETF78464A85410,411$756,7750.18%
74SPDR S&P 500 ETFSPY1,112$687,1810.16%
75INVESCO BUL 2028 HG YLD CR BNDIVZ30,679$676,4710.16%
76AFLAC INCAFL4,485$472,9880.11%
77WISDOMTREE US AI ENHANCED VALWT3,690$417,1990.10%
78SPDR S&P 500 HIGH DIVIDEND ETF78468r7889,215$391,1050.09%
79MONDELEZ INTL INC CL A6092071054,952$333,9690.08%
80MICROSOFT CORP COMMSFT595$295,9580.07%
81ISHARES CORE AGGRESSIVE ALLOCA4642898593,437$286,7180.07%
82ISHARES CORE S&P500 ETF464287200417$258,9150.06%
83SPDR PORTFOLIO MID CAP ETF78464A8474,063$220,9830.05%
84PUB SVC ENTERPISE GP7445731062,442$205,5670.05%