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:
69.89%
Gain +0.23%
Monthly
1.07%
Yearly
13.66%
Drawdown
15.41%
$480.45M
Equity
Holdings
$480.45M
Investment
$357.59M
$174.25M
Profit +$614,097.67
Realized
$51.38M
Unrealized
$122.87M
Dividends
$52.24M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.23%
Profit
$614,097.67
Win %
71%
This Week
Compared To Last Week
Gain
0.13%
Profit
$614,097.67
Win %
71%
This Month
Compared to last month
Gain
5.2%
Profit
$23.74M
Win %
71%
This Year
Compared to last year
Gain
6.11%
Profit
$27.65M
Win %
74%
MSM MSC Industrial Direct Co., Inc. Class A
+5.86%
+$415,060.76 
DOW Dow Inc.
+4.16%
+$239,210.35 
BAESY BAE Systems plc
+3.28%
+$330,551.08 
LMT Lockheed Martin Corporation
+3.24%
+$219,854.51 
CSCO Cisco Systems, Inc.
+3.03%
+$20,206.88 
LYB LyondellBasell Industries N.V.
+2.48%
+$268,880.7 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
+2.13%
+$253,178.35 
PSX Phillips 66
+2.03%
+$223,165.85 
BNPQY BNP Paribas S.A. ADR
+1.88%
+$167,851.2 
NVS Novartis AG Sponsored ADR
+1.87%
+$204,686.88 
GILD Gilead Sciences Inc.
+1.81%
+$131,968.89 
STT State Street Corporation Common Stock
+1.75%
+$129,866.39 
AXAHY Axa S.A. Sponsored ADR
+1.74%
+$168,387.66 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
+1.72%
+$174,799.43 
BTI British American Tobacco plc ADR
+1.68%
+$174,404 
PM Philip Morris International Inc.
+1.52%
+$133,768.44 
EMN Eastman Chemical Co.
+1.47%
+$78,423.65 
VCISY Vinci S.A.
+1.41%
+$117,221.16 
SBUX Starbucks Corp.
+1.38%
+$86,481.63 
MSFT Microsoft Corporation Common Stock
+1.01%
+$3,111.65 
ABT Abbott Laboratories
+0.96%
+$66,618 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
+0.92%
+$2,553.16 
C Citigroup Inc.
+0.9%
+$56,279.97 
BEN Franklin Templeton Inc.
+0.89%
+$61,240.52 
TTE TotalEnergies SE
+0.88%
+$106,212.14 
JPM JPMorgan Chase & Co.
+0.87%
+$56,676.96 
JNJ Johnson & Johnson
+0.85%
+$61,909.12 
IVLU iShares MSCI Intl Value Factor ETF
+0.81%
+$9,069.87 
TM Toyota Motor Corporation Sponsored ADR
+0.77%
+$87,228.75 
IVV iShares Core S&P 500 ETF
+0.72%
+$1,796.26 
BAC Bank of America Corporation
+0.71%
+$40,105.44 
AFL Aflac Incorporated
+0.7%
+$3,812.25 
BXP BXP, Inc.
+0.66%
+$41,960.42 
DOL WisdomTree True Developed International Fund
+0.61%
+$2,376.88 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.61%
+$1,496.72 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.58%
+$9,208.92 
BRK-B Berkshire Hathaway Inc.
+0.56%
+$19,611.98 
VYM Vanguard High Dividend Yield ETF
+0.55%
+$3,809.2 
LLY Eli Lilly and Company
+0.53%
+$7,894.34 
AOA iShares Core 80/20 Aggressive Allocation ETF
+0.47%
+$1,218.15 
ABBV AbbVie Inc.
+0.44%
+$33,066.25 
DVN Devon Energy Corporation
+0.37%
+$27,247.9 
XOM ExxonMobil Holdings Corporation
+0.35%
+$27,552.85 
APD Air Products and Chemicals Inc.
+0.26%
+$16,238.72 
HBAN HubSpot Inc.
+0.25%
+$13,595 
BSJU Invesco BulletShares 2030 High Yield Corporate Bond ETF
+0.24%
+$3,607.98 
MURGY Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft ADR
+0.24%
+$24,887.37 
DIVD Altrius Global Dividend ETF
+0.23%
+$16,033.88 
RY Royal Bank of Canada
+0.19%
+$25,247.58 
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF
+0.17%
+$1,765.19 
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF
+0.04%
+$568.85 6838
68389X105
0%
$0 9132
91324P102
0%
$0 7846
78462F103
0%
$0 N659
N6596X109
0%
$0 2103
21036P108
0%
$0 2574
25746U109
0%
$0 G596
G5960L103
0%
$0 AZN
AZN
0%
$0 9220
92206C714
0%
$0 7846
78464A854
0%
$0 3773
37733W204
0%
$0 2515
25157Y202
0%
$0 4613
46138J635
0%
$0 4613
46138J452
0%
$0 1396
13961R100
0%
$0 
ABEV Ambev S.A. ADR
-16.82%
-$2.04M 
VZ Verizon Communications Inc.
-3.25%
-$189,877.5 
MRK Merck & Co., Inc.
-2.53%
-$201,189.28 
RHHBY Roche Holding AG
-2.31%
-$268,325.82 
PAYX Paychex Inc.
-2.3%
-$162,337.82 
MRSH Marsh & McLennan Companies, Inc.
-1.54%
-$102,618.24 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.28%
-$4,182 
PUBGY Publicis Groupe S.A. ADR
-1.24%
-$152,925.15 
BP BP Plc Sponsored ADR
-1.12%
-$149,305.65 
AAPL Apple Inc.
-1.03%
-$21,859.26 
UPS United Parcel Service, Inc. Class B Common Stock
-1.01%
-$58,201.44 
TSN Tyson Foods, Inc. Class A Common Stock
-0.96%
-$52,818.68 
MO Altria Group, Inc.
-0.87%
-$64,524.2 
PG The Procter & Gamble Company
-0.77%
-$48,175.4 
KHC The Kraft Heinz Company
-0.6%
-$37,549.2 
NSRGY Nestle S.A. Sponsored ADR
-0.58%
-$57,566.89 
PFE Pfizer Inc.
-0.53%
-$34,653.02 
RBGLY Reckitt Benckiser Group plc Sponsored ADR
-0.42%
-$48,730.37 
CVX Chevron Corporation
-0.34%
-$27,108.34 
KO The Coca-Cola Company
-0.3%
-$19,316.92 
GNTX Gentex Corporation
-0.17%
-$9,037.07 
SNY Sanofi ADR
-0.11%
-$10,743.61 
PEP PepsiCo, Inc.
-0.01%
-$767.72 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1444 | Longs Won 1016/1444 70% | Profit Factor 5.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $507,367.84 |
| Average Win $210,904.74 | Best Trade (Oct 15) $6.87M | Sharpe Ratio -140.09 |
| Average Loss -$93,533.35 | Worst Trade (Mar 30) -$2.51M | Z-Score 9.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 3d | Expectancy $120,669.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,128 | 4,615 | 4,103 | 3,590 | 3,077 | 2,564 | 2,051 | 1,538 | 1,026 | 513 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 1396 13961R100 | 449,362 | $11,957.92 | $9,036.67 | - | -$2,921.25 | -24.43% | 0.0 |
| 2103 21036P108 | 39,142 | $6,525.57 | $5,444.38 | - | -$1,081.19 | -16.57% | 0.0 |
| 2515 25157Y202 | 348,720 | $11,728.6 | $10,562.73 | - | -$1,165.87 | -9.94% | 0.0 |
| 2574 25746U109 | 4,507 | $275.69 | $275.69 | - | - | - | 0.0 |
| 3773 37733W204 | 204,447 | $6,799.94 | $10,717.13 | - | $3,917.19 | 57.61% | 0.0 |
| 4613 46138J452 | 40,607 | $889.96 | $883 | - | -$6.96 | -0.78% | 0.0 |
| 4613 46138J635 | 50,797 | $1,176.01 | $1,166.05 | - | -$9.96 | -0.85% | 0.0 |
| 6838 68389X105 | 6,358 | $905.52 | $931.83 | - | $26.31 | 2.91% | 0.0 |
| 7846 78462F103 | 762 | $405.53 | $569.39 | - | $163.86 | 40.41% | 0.0 |
| 7846 78464A854 | 8,278 | $661.64 | $727.47 | - | $65.83 | 9.95% | 0.0 |
| 9132 91324P102 | 18,188 | $4,921.49 | $7,559.48 | - | $2,637.99 | 53.6% | 0.0 |
| 9220 92206C714 | 1,919 | $204.01 | $204.01 | - | - | - | 0.0 |
| AAPL Apple Inc. | 6,072 | $1.31M | $2.09M | - | $776,619.45 | 59.15% | -1.035% |
| ABBV AbbVie Inc. | 26,453 | $4.3M | $7.59M | - | $3.28M | 76.3% | +0.438% |
| ABEV Ambev S.A. ADR | 3.68M | $8.89M | $10.1M | - | $1.21M | 13.67% | -16.818% |
| ABT Abbott Laboratories | 66,618 | $6.04M | $6.97M | - | $929,987.28 | 15.38% | +0.964% |
| AFL Aflac Incorporated | 4,485 | $313,053 | $544,299.6 | - | $231,246.6 | 73.87% | +0.705% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 2,707 | $169,766.78 | $262,118.81 | - | $92,352.03 | 54.4% | +0.467% |
| APD Air Products and Chemicals Inc. | 20,686 | $5.05M | $6.37M | - | $1.32M | 26.08% | +0.256% |
| AXAHY Axa S.A. Sponsored ADR | 207,886 | $5.71M | $9.85M | - | $4.14M | 72.48% | +1.74% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Anu Prabhu?
The largest contributions to the portfolio's profits come from the following stocks: Eaton Corporation plc - $9.44M, Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR - $8.37M, Cisco Systems, Inc - $6.19M, Caterpillar Inc - $6.09M, and Cardinal Health, Inc - $5.64M. 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, VF Corporation - $2.3M, B&G Foods, Inc - $1.84M, and DHL Group ADR - $1.18M. 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 $52.24M earned over time. The largest contributors to dividend income include British American Tobacco plc ADR - $2.44M, Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR - $2.25M, LyondellBasell Industries N.V - $1.96M, BP Plc Sponsored ADR - $1.76M, and Stellantis N.V - $1.64M. 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.
2026 © Marketlog. All Rights Reserved.
