Portfolio (Quarterly)
Guide ↗
ALBION FINANCIAL GROUP /UT
· CIK 0001054677| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | CUZ | COUSINS PPTYS INC | Real Estate | 38 | $858.0 | — | SOLD |
| 82 | CHRW | C H ROBINSON WORLDWIDE IN | Industrials | 5 | $831.0 | — | SOLD |
| 83 | CCI | CROWN CASTLE INC | Real Estate | 10 | $814.0 | — | SOLD |
| 84 | CCK | CROWN HLDGS INC | Consumer Cyclical | 8 | $802.0 | — | SOLD |
| 85 | CPT | CAMDEN PPTY TR | Real Estate | 8 | $782.0 | — | SOLD |
| 86 | SCHP | SCHWAB STRATEGIC TR | — | 29 | $772.0 | — | SOLD |
| 87 | EQT | EQT CORP | Energy | 12 | $764.0 | — | SOLD |
| 88 | REGCO | REGENCY CTRS CORP | Real Estate | 10 | $757.0 | — | SOLD |
| 89 | TRNO | TERRENO RLTY CORP | Real Estate | 12 | $738.0 | — | SOLD |
| 90 | RELX | RELX PLC | Communication Services | 22 | $730.0 | — | SOLD |
| 91 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 2 | $718.0 | — | SOLD |
| 92 | FDX | FEDEX CORP | Industrials | 2 | $713.0 | — | SOLD |
| 93 | FCPT | FOUR CORNERS PPTY TR INC | Real Estate | 30 | $710.0 | — | SOLD |
| 94 | MZTI | MARZETTI COMPANY | Consumer Defensive | 5 | $692.0 | — | SOLD |
| 95 | GRAB | GRAB HOLDINGS LIMITED | Technology | 188 | $689.0 | — | SOLD |
| 96 | EIX | EDISON INTL | Utilities | 9 | $659.0 | — | SOLD |
| 97 | BXP | BXP INC | Real Estate | 12 | $623.0 | — | SOLD |
| 98 | REXR | REXFORD INDL RLTY INC | Real Estate | 19 | $622.0 | — | SOLD |
| 99 | MGY | MAGNOLIA OIL & GAS CORP | Energy | 19 | $600.0 | — | SOLD |
| 100 | — | SEALED AIR CORP NEW | — | 14 | $589.0 | — | SOLD |
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%