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Portfolio (Quarterly) Guide ↗

ALBION FINANCIAL GROUP /UT

· CIK 0001054677
13F Portfolio $1.7B AUM 652 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 99 Added 113 Reduced 118 Exited
Page 3 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 AMKR AMKOR TECHNOLOGY INC Technology 51 $2K SOLD
42 DGX QUEST DIAGNOSTICS INC Healthcare 11 $2K SOLD
43 EA ELECTRONIC ARTS INC Communication Services 10 $2K SOLD
44 BDX BECTON DICKINSON & CO Healthcare 12 $2K SOLD
45 HAS HASBRO INC Consumer Cyclical 19 $2K SOLD
46 TECK TECK RESOURCES LTD Basic Materials 33 $2K SOLD
47 AGCO AGCO CORP Industrials 14 $2K SOLD
48 MIN MFS INTER INCOME TR Financial Services 631 $2K SOLD
49 ADC AGREE RLTY CORP Real Estate 21 $2K SOLD
50 INGR INGREDION INC Consumer Defensive 14 $2K SOLD
51 PR PERMIAN RESOURCES CORP Energy 72 $2K SOLD
52 THOMSON REUTERS CORP 17 $2K SOLD
53 RS RELIANCE INC Basic Materials 5 $2K SOLD
54 TKR TIMKEN CO Industrials 15 $2K SOLD
55 D DOMINION ENERGY INC Utilities 24 $1K SOLD
56 BC BRUNSWICK CORP Consumer Cyclical 20 $1K SOLD
57 IDA IDACORP INC Utilities 10 $1K SOLD
58 DKS DICKS SPORTING GOODS INC Consumer Cyclical 7 $1K SOLD
59 EQH EQUITABLE HLDGS INC Financial Services 37 $1K SOLD
60 WCC WESCO INTL INC Industrials 5 $1K SOLD
Page 3 of 6  ·  118 positions
Sector Allocation
Technology 34.7%
Financial Services 18.9%
Consumer Cyclical 13.0%
Communication Services 10.2%
Industrials 8.4%
Healthcare 4.7%
Consumer Defensive 4.7%
Utilities 4.2%
Energy 0.7%
Real Estate 0.3%