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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 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 FUTU FUTU HLDGS LTD Financial Services 10 $1K SOLD
62 H HYATT HOTELS CORP Consumer Cyclical 9 $1K SOLD
63 NXST NEXSTAR MEDIA GROUP INC Communication Services 7 $1K SOLD
64 LNT ALLIANT ENERGY CORP Utilities 17 $1K SOLD
65 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 40 $1K SOLD
66 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 56 $1K SOLD
67 DOX AMDOCS LTD Technology 18 $1K SOLD
68 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 4 $1K SOLD
69 HII HUNTINGTON INGALLS INDS INC Industrials 3 $1K SOLD
70 SNY SANOFI SA Healthcare 23 $1K SOLD
71 LCII LCI INDS Consumer Cyclical 9 $1K SOLD
72 CDW CDW CORP Technology 9 $1K SOLD
73 MANH MANHATTAN ASSOCIATES INC Technology 8 $1K SOLD
74 NATWEST GROUP PLC 71 $1K SOLD
75 SNX TD SYNNEX CORPORATION Technology 6 $1K SOLD
76 KDP KEURIG DR PEPPER INC Consumer Defensive 36 $948.0 SOLD
77 TECH BIO-TECHNE CORP Healthcare 18 $941.0 SOLD
78 DINO HF SINCLAIR CORP Energy 15 $936.0 SOLD
79 SCI SERVICE CORP INTL Consumer Cyclical 11 $908.0 SOLD
80 LKQ LKQ CORP Consumer Cyclical 30 $882.0 SOLD
Page 4 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%