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Portfolio (Quarterly) Guide ↗

ALBION FINANCIAL GROUP /UT

· CIK 0001054677
13F Portfolio $1.6B AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 650 New
Page 28 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ITT ITT INC Industrials 11.0 $2K NEW $173.55 +14.4%
542 RF REGIONS FINANCIAL CORP NEW Financial Services 69.0 $2K NEW $27.10 +5.0%
543 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 50.0 $2K NEW $37.00 -10.4%
544 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 20.0 $2K NEW $90.05 -6.2%
545 HUBB HUBBELL INC Industrials 4.0 $2K NEW $444.25 +8.7%
546 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 112.0 $2K NEW $15.87 +19.8%
547 ALEXANDER & BALDWIN INC NEW 86.0 $2K NEW $20.65
548 ALLE ALLEGION PLC Industrials 11.0 $2K NEW $159.27 -16.4%
549 HALO HALOZYME THERAPEUTICS INC Healthcare 26.0 $2K NEW $67.31 +3.3%
550 BURL BURLINGTON STORES INC Consumer Cyclical 6.0 $2K NEW $289.00 +13.7%
551 ENB ENBRIDGE INC Energy 36.0 $2K NEW $47.83 +17.7%
552 QQEW FIRST TR EXCHANGE-TRADED FD 12.0 $2K NEW $142.17 +6.4%
553 LIT GLOBAL X FDS 26.0 $2K NEW $64.88 +31.1%
554 ENTG ENTEGRIS INC Technology 20.0 $2K NEW $84.25 +63.4%
555 ARKG ARK ETF TR 58.0 $2K NEW $28.98 +10.4%
556 BLD TOPBUILD CORP Industrials 4.0 $2K NEW $417.25 +0.4%
557 LOPE GRAND CANYON ED INC Consumer Defensive 10.0 $2K NEW $166.40 -6.7%
558 LNC LINCOLN NATL CORP IND Financial Services 37.0 $2K NEW $44.54 -18.4%
559 MIN MFS INTER INCOME TR Financial Services 631.0 $2K NEW $2.61 -6.7%
560 FUTU FUTU HLDGS LTD Financial Services 10.0 $2K NEW $164.30 -34.2%
Page 28 of 33  ·  650 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.6%
Financial Services 16.5%
Consumer Cyclical 12.7%
Communication Services 9.6%
Industrials 9.2%
Healthcare 5.2%
Consumer Defensive 3.7%
Utilities 3.3%
Energy 0.6%
Real Estate 0.3%