Anu Prabhu Portfolio
Invests via Altrius Capital Management Inc. | Managed by James M. Russo, Anu Prabhu, Zachary Q. Smith, Brady Gingrich
Invests via Altrius Capital Management Inc.
Managed by James M. Russo, Anu Prabhu, Zachary Q. Smith, Brady Gingrich
Automatically Tracked
Anu Prabhu Profile
With a strong foundation in finance and technology, Anu Prabhu has made significant strides as an innovative leader in the startup ecosystem. Her expertise spans financial analysis and strategic operational management, enabling her to drive business growth effectively. Having founded multiple ventures that leverage cutting-edge technology solutions, she is dedicated to solving real-world problems through entrepreneurship. Anu's leadership skills are reflected in her ability to assemble diverse teams focused on delivering value-driven results. As a prominent figure among emerging founders, her contributions not only foster economic advancement but also inspire the next generation of innovators.
With a strong foundation in finance and technology, Anu Prabhu has made significant strides as an innovative leader in the startup ecosystem. Her expertise spans financial analysis and strategic operational management, enabling her to drive business growth effectively. Having founded multiple ventures that leverage cutting-edge technology solutions, she is dedicated to solving real-world problems through entrepreneurship. Anu's leadership skills are reflected in her ability to assemble diverse teams focused on delivering value-driven results. As a prominent figure among emerging founders, her contributions not only foster economic advancement but also inspire the next generation of innovators.
Investment Philosophy & Strategy
At the intersection of finance and technology lies Anu Prabhu's investment approach, which emphasizes innovation-driven strategies. By fostering an entrepreneurial mindset, she seeks to identify transformative startups that challenge conventional norms. The emphasis is placed on scalable solutions with the potential to disrupt industries while addressing pressing challenges. Focused on operational excellence, her methodology integrates rigorous financial assessments with strategic growth initiatives, ensuring that each investment resonates with both market demand and technological advancements. Through a keen understanding of sector dynamics, she effectively navigates competitive landscapes to enhance portfolio resilience.
At the intersection of finance and technology lies Anu Prabhu's investment approach, which emphasizes innovation-driven strategies. By fostering an entrepreneurial mindset, she seeks to identify transformative startups that challenge conventional norms. The emphasis is placed on scalable solutions with the potential to disrupt industries while addressing pressing challenges. Focused on operational excellence, her methodology integrates rigorous financial assessments with strategic growth initiatives, ensuring that each investment resonates with both market demand and technological advancements. Through a keen understanding of sector dynamics, she effectively navigates competitive landscapes to enhance portfolio resilience.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
50.2%
Gain +0.66%
Monthly
1.08%
Yearly
13.71%
Drawdown
15.4%
$456.35M
Equity
Holdings
$456.35M
Investment
$331.55M
$160.91M
Profit +$2.17M
Realized
$36.11M
Unrealized
$124.8M
Dividends
$48.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.66%
Profit
$2.17M
Win %
73%
This Week
Compared To Last Week
Gain
0.24%
Profit
$1.09M
Win %
73%
This Month
Compared to last month
Gain
2.46%
Profit
$10.97M
Win %
73%
This Year
Compared to last year
Gain
5.35%
Profit
$23.17M
Win %
74%
NVS Novartis AG Sponsored ADR
+3.66%
+$386,351.57 
ETN Eaton Corporation plc
+2.23%
+$255,852.8 
TTE TotalEnergies SE
+2.15%
+$251,529.89 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.83%
+$208,128.84 
CSCO Cisco Systems, Inc.
+1.56%
+$133,266.6 
APD Air Products and Chemicals, Inc.
+1.45%
+$87,885.21 
DOW Dow Inc.
+1.38%
+$67,628.28 
LYB LyondellBasell Industries N.V.
+1.32%
+$115,864.8 
IVLU iShares MSCI International Value Factor ETF
+1.22%
+$13,679.73 
C Citigroup Inc.
+1.21%
+$80,553.66 
DOL WisdomTree International LargeCap Dividend Fund
+1.11%
+$4,354.01 
TM Toyota Motor Corporation
+1.09%
+$90,903.59 
BEN Franklin Resources Inc.
+1.04%
+$75,431.95 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.02%
+$16,542 
PSX Phillips 66
+1.01%
+$83,212.56 
STT State Street Corp
+0.95%
+$77,613.49 
BXP Boston Properties, Inc.
+0.89%
+$60,617.97 
UPS United Parcel Service, Inc.
+0.88%
+$54,977.73 
MSM MSC Industrial Direct Co., Inc.
+0.86%
+$66,205.73 
BP BP p.l.c. Sponsored ADR
+0.81%
+$92,539.84 
JPM JPMorgan Chase & Co.
+0.77%
+$49,790.48 
DVN Devon Energy Corporation
+0.73%
+$46,865.92 
AOA iShares Core Aggressive Allocation ETF
+0.63%
+$2,034.01 
GNTX Gentex Corporation
+0.63%
+$37,798.35 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.62%
+$1,833.43 
IVV iShares Core S&P 500 ETF
+0.61%
+$2,472.37 
ABEV Ambev S.A.
+0.48%
+$56,401.4 
SBUX Starbucks Corporation
+0.48%
+$30,693 
BNPQY BNP Paribas S.A. ADR
+0.46%
+$51,079.95 
EMN Eastman Chemical Company
+0.46%
+$25,073.73 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$2,923.53 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.43%
+$1,091 
ABBV AbbVie Inc.
+0.4%
+$25,449 
XOM Exxon Mobil Corporation
+0.39%
+$25,104.72 
BAC Bank of America Corporation
+0.35%
+$23,040.36 
NSRGY Nestle S.A. Sponsored ADR
+0.34%
+$33,982.56 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.26%
+$1,573.49 
RY Royal Bank of Canada
+0.24%
+$31,049.5 
CVX Chevron Corporation
+0.23%
+$14,723.28 
KHC The Kraft Heinz Company
+0.12%
+$7,034.22 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.07%
+$970.78 
BSJU Invesco BulletShares 2030 High Yield Fund
+0.06%
+$895.89 
13961R100
0%
$0 
21036P108
0%
$0 
25157Y202
0%
$0 
25746U109
0%
$0 
37733W204
0%
$0 
46138J452
0%
$0 
46138J635
0%
$0 
68389X105
0%
$0 
78462F103
0%
$0 
78464A854
0%
$0 
91324P102
0%
$0 
AZN
0%
$0 
G5960L103
0%
$0 
N6596X109
0%
$0 
PUBGY Publicis Groupe S.A. ADR
0%
$0 
AAPL Apple Inc.
-2.14%
-$43,893.79 
PAYX Paychex Inc.
-2.07%
-$136,002.72 
LMT Lockheed Martin Corporation
-1.96%
-$104,752.63 
GILD Gilead Sciences Inc.
-1.33%
-$80,200.47 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
-1.21%
-$127,499.12 
IBM International Business Machines Corporation
-1.17%
-$51,552.5 
RHHBY Roche Holding AG
-1.16%
-$106,175.4 
MSFT Microsoft Corp.
-1.03%
-$2,796.01 
JNJ Johnson & Johnson
-0.89%
-$60,897 
MDLZ Mondelez International, Inc.
-0.82%
-$2,504.7 
GD General Dynamics Corporation
-0.76%
-$45,713.08 
SNY Sanofi American Depositary Receipt
-0.61%
-$59,808.24 
BTI British American Tobacco p.l.c. ADR
-0.61%
-$64,036.08 
PEP PepsiCo, Inc.
-0.6%
-$28,747.71 
MO Altria Group, Inc.
-0.58%
-$42,751.36 
AXAHY Axa S.A. Sponsored ADR
-0.55%
-$56,144.48 
DIVD Altrius Global Dividend ETF
-0.52%
-$37,202.12 
VZ Verizon Communications Inc.
-0.49%
-$27,694.37 
BRK-B Berkshire Hathaway Inc.
-0.49%
-$15,693.6 
VCISY Vinci S.A.
-0.47%
-$43,054.72 
PM Philip Morris International Inc.
-0.46%
-$38,459.57 
HBAN Huntington Bancshares Incorporated
-0.39%
-$22,693.02 
TSN Tyson Foods Inc.
-0.38%
-$20,535.02 
PG Procter & Gamble Co
-0.37%
-$19,758.2 
RBGLY Reckitt Benckiser Group plc Sponsored ADR
-0.36%
-$31,393.65 
AFL Aflac Inc.
-0.29%
-$1,614.6 
LLY Eli Lilly and Company
-0.19%
-$2,706.91 
BAESY BAE Systems plc
-0.17%
-$15,612.97 
PFE Pfizer Inc.
-0.14%
-$7,108.11 
MRK Merck & Co., Inc.
-0.02%
-$1,628.13 Events
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Dividends
Dividend Analysis
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| Trades 1357 | Longs Won 923/1357 68% | Profit Factor 5.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $502,989.89 |
| Average Win $215,448.87 | Best Trade (Jul 22) $6.98M | Sharpe Ratio -144.22 |
| Average Loss -$87,432.62 | Worst Trade (Mar 30) -$2.51M | Z-Score 5.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 5d | Expectancy $118,578.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,208 | 4,688 | 4,167 | 3,646 | 3,125 | 2,604 | 2,083 | 1,563 | 1,042 | 521 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Anu Prabhu?
The largest contributions to the portfolio's profits come from the following stocks: Banco Bilbao Vizcaya Argentaria, S.A - $8.17M, Caterpillar Inc - $6.09M, Cardinal Health Inc - $5.66M, Eaton Corporation plc - $5.35M, and BAE Systems plc - $3.27M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Bayer AG Sponsored ADR - $3.51M, Walgreens Boots Alliance Inc - $3.36M, V.F. Corporation - $2.3M, B&G Foods Inc - $1.79M, and AT&T Inc - $756,484.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Anu Prabhu's portfolio generate?
The portfolio generates substantial dividend income, with a total of $48.99M earned over time. The largest contributors to dividend income include British American Tobacco p.l.c. ADR - $2.21M, Banco Bilbao Vizcaya Argentaria, S.A - $2.06M, LyondellBasell Industries N.V - $1.84M, Stellantis N.V - $1.64M, and BP p.l.c. Sponsored ADR - $1.62M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anu Prabhu's monthly returns?
Anu Prabhu's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Anu Prabhu's strategy be considered aggressive or moderate?
Anu Prabhu's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Anu Prabhu's strategy?
Anu Prabhu's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
