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:
56.4%
Gain +0.44%
Monthly
1.09%
Yearly
13.84%
Drawdown
15.41%
$476.01M
Equity
Holdings
$476.01M
Investment
$357.59M
$169.81M
Profit +$1.43M
Realized
$51.38M
Unrealized
$118.43M
Dividends
$50.07M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.44%
Profit
$1.43M
Win %
69%
This Week
Compared To Last Week
Gain
-1.48%
Profit
-$7.13M
Win %
69%
This Month
Compared to last month
Gain
-1.12%
Profit
-$5.41M
Win %
69%
This Year
Compared to last year
Gain
5.13%
Profit
$23.2M
Win %
73%
CSCO Cisco Systems, Inc.
+4.42%
+$29,716 
TM Toyota Motor Corporation
+3%
+$333,893.26 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
+2.49%
+$263,261.39 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+2.43%
+$334,386.5 
AAPL Apple Inc.
+1.74%
+$34,458.54 
PG Procter & Gamble Co
+1.58%
+$87,803.26 
BXP Boston Properties, Inc.
+1.54%
+$100,295.16 
VZ Verizon Communications Inc.
+1.25%
+$81,843.75 
IVLU iShares MSCI International Value Factor ETF
+1.24%
+$14,538.45 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.1%
+$18,094.72 
STT State Street Corp
+1.08%
+$91,748.61 
BNPQY BNP Paribas S.A. ADR
+1.01%
+$114,443.62 
DOL WisdomTree International LargeCap Dividend Fund
+0.97%
+$3,887.41 
TSN Tyson Foods Inc.
+0.95%
+$48,457.5 
KHC The Kraft Heinz Company
+0.86%
+$52,568.88 
IVV iShares Core S&P 500 ETF
+0.83%
+$2,057.05 
ABBV AbbVie Inc.
+0.82%
+$55,286.77 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.8%
+$2,267.03 
HBAN Huntington Bancshares Incorporated
+0.78%
+$44,183.75 
JPM JPMorgan Chase & Co.
+0.77%
+$53,517.08 
VCISY Vinci S.A.
+0.75%
+$66,983.52 
TTE TotalEnergies SE
+0.72%
+$85,487.82 
BTI British American Tobacco p.l.c. ADR
+0.71%
+$68,017.56 
VYM Vanguard High Dividend Yield ETF
+0.7%
+$4,879.2 
AFL Aflac Inc.
+0.7%
+$3,588 
MURGY Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft ADR
+0.69%
+$66,366.32 
PM Philip Morris International Inc.
+0.68%
+$56,950.92 
BRK-B Berkshire Hathaway Inc.
+0.66%
+$21,846.72 
MSM MSC Industrial Direct Co., Inc.
+0.66%
+$48,848.98 
MSFT Microsoft Corp.
+0.64%
+$1,840.04 
CVX Chevron Corporation
+0.6%
+$43,034.29 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.55%
+$1,376.55 
PAYX Paychex Inc.
+0.52%
+$35,511.39 
KO The Coca-Cola Company
+0.49%
+$30,010.22 
GNTX Gentex Corporation
+0.48%
+$28,402.22 
XOM Exxon Mobil Corporation
+0.46%
+$32,504.26 
DVN Devon Energy Corporation
+0.45%
+$32,267.25 
AOA iShares Core Aggressive Allocation ETF
+0.43%
+$1,136.94 
PSX Phillips 66
+0.36%
+$36,157.08 
UPS United Parcel Service, Inc.
+0.3%
+$17,034.6 
DIVD Altrius Global Dividend ETF
+0.26%
+$17,887.51 
MO Altria Group, Inc.
+0.26%
+$17,868.24 
BAC Bank of America Corporation
+0.2%
+$13,925.5 
C Citigroup Inc.
+0.2%
+$14,199.08 
PFE Pfizer Inc.
+0.18%
+$10,829 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.09%
+$1,264.1 
SNY Sanofi American Depositary Receipt
+0.07%
+$7,162.41 
AXAHY Axa S.A. Sponsored ADR
+0.06%
+$6,236.58 
BP BP p.l.c. Sponsored ADR
+0.04%
+$5,193.24 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 
DOW Dow Inc.
-2.09%
-$109,454.18 
ABT Abbott Laboratories
-1.34%
-$92,599.02 
LMT Lockheed Martin Corporation
-1.13%
-$67,215.2 
BAESY BAE Systems plc
-0.96%
-$97,620 
LYB LyondellBasell Industries N.V.
-0.89%
-$92,886.06 
ABEV Ambev S.A.
-0.82%
-$91,999.12 
PUBGY Publicis Groupe S.A. ADR
-0.78%
-$96,124.38 
RHHBY Roche Holding AG
-0.77%
-$78,023.82 
GILD Gilead Sciences Inc.
-0.75%
-$50,362.56 
APD Air Products and Chemicals, Inc.
-0.72%
-$43,730.2 
LLY Eli Lilly and Company
-0.71%
-$9,407.46 
RBGLY Reckitt Benckiser Group plc Sponsored ADR
-0.58%
-$61,879.84 
MRK Merck & Co., Inc.
-0.53%
-$41,823.86 
SBUX Starbucks Corporation
-0.48%
-$29,864.16 
EMN Eastman Chemical Company
-0.42%
-$23,814.51 
NSRGY Nestle S.A. Sponsored ADR
-0.41%
-$38,052.69 
JNJ Johnson & Johnson
-0.29%
-$21,281.54 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.28%
-$3,026.04 
PEP PepsiCo, Inc.
-0.27%
-$14,010.51 
MRSH Marsh & McLennan Companies, Inc.
-0.26%
-$15,527.76 
NVS Novartis AG Sponsored ADR
-0.21%
-$21,049.36 
RY Royal Bank of Canada
-0.08%
-$10,630.56 
BSJU Invesco BulletShares 2030 High Yield Fund
-0.06%
-$902 
MDLZ Mondelez International, Inc.
-0.05%
-$153 
BEN Franklin Resources Inc.
-0.04%
-$3,340.38 Events
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Dividends
Dividend Analysis
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| Trades 1444 | Longs Won 1004/1444 69% | Profit Factor 5.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $516,851.31 |
| Average Win $208,597.3 | Best Trade (Sep 03) $8.07M | Sharpe Ratio -139.95 |
| Average Loss -$90,058.26 | Worst Trade (Mar 30) -$2.51M | Z-Score 4.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 5d | Expectancy $117,594.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,291 | 4,762 | 4,233 | 3,704 | 3,175 | 2,646 | 2,116 | 1,587 | 1,058 | 529 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | 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 | $2.02M | - | $704,453.73 | 53.65% | +1.738% |
| ABBV AbbVie Inc. | 26,453 | $4.3M | $6.8M | - | $2.5M | 57.99% | +0.82% |
| ABEV Ambev S.A. | 3.68M | $8.89M | $11.1M | - | $2.21M | 24.85% | -0.822% |
| ABT Abbott Laboratories | 66,618 | $6.04M | $6.79M | - | $748,120.14 | 12.38% | -1.345% |
| AFL Aflac Inc. | 4,485 | $313,053 | $516,985.95 | - | $203,932.95 | 65.14% | +0.699% |
| AOA iShares Core Aggressive Allocation ETF | 2,707 | $169,766.78 | $266,260.52 | - | $96,493.74 | 56.84% | +0.429% |
| APD Air Products and Chemicals, Inc. | 20,686 | $5.05M | $6.03M | - | $978,532.71 | 19.37% | -0.72% |
| AXAHY Axa S.A. Sponsored ADR | 207,886 | $5.71M | $10.39M | - | $4.69M | 82.1% | +0.06% |
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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: Eaton Corporation plc - $9.44M, Banco Bilbao Vizcaya Argentaria, S.A - $8.17M, 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, V.F. 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 $50.07M earned over time. The largest contributors to dividend income include British American Tobacco p.l.c. ADR - $2.3M, Banco Bilbao Vizcaya Argentaria, S.A - $2.06M, LyondellBasell Industries N.V - $1.96M, BP p.l.c. 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.
