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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 11 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EFA ISHARES TR 1,171.0 $112K 0.01% NEW $96.03 +9.1%
202 WMT WALMART INC Consumer Defensive 978.0 $109K 0.01% NEW $111.41 +6.4%
203 GLW CORNING INC Technology 1,233.0 $108K 0.01% NEW $87.56 +118.0%
204 IJJ ISHARES TR 775.0 $102K 0.01% NEW $131.59 +8.2%
205 JPME J P MORGAN EXCHANGE TRADED F 936.0 $102K 0.01% NEW $108.66 +12.5%
206 QSPT FIRST TR EXCHNG TRADED FD VI 3,200.0 $101K 0.01% NEW $31.68 +9.1%
207 SGOV ISHARES TR 1,006.0 $101K 0.01% NEW $100.38 +0.3%
208 VRSK VERISK ANALYTICS INC Industrials 450.0 $101K 0.01% NEW $223.69 -23.3%
209 RIO RIO TINTO PLC Basic Materials 1,213.0 $97K 0.01% NEW $80.03 +33.2%
210 SYY SYSCO CORP Consumer Defensive 1,292.0 $95K 0.01% NEW $73.69 +2.1%
211 VB VANGUARD INDEX FDS 360.0 $93K 0.01% NEW $257.95 +13.4%
212 FAN FIRST TR EXCHANGE-TRADED FD 4,530.0 $93K 0.01% NEW $20.47 +27.5%
213 PFF ISHARES TR 2,950.0 $91K 0.01% NEW $30.96 +1.4%
214 TRV TRAVELERS COMPANIES INC Financial Services 309.0 $90K 0.01% NEW $290.06 +3.4%
215 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 317.0 $87K 0.01% NEW $275.39 +216.2%
216 YUM YUM BRANDS INC Consumer Cyclical 566.0 $86K 0.01% NEW $151.28 +0.5%
217 NEBIUS GROUP N.V. 1,000.0 $84K 0.01% NEW $83.70
218 SPGI S&P GLOBAL INC Financial Services 160.0 $84K 0.01% NEW $522.59 -20.4%
219 FSEP FIRST TR EXCHNG TRADED FD VI 1,600.0 $82K 0.01% NEW $51.56 +6.2%
220 IVV ISHARES TR 118.0 $81K 0.01% NEW $686.76 +9.8%
Page 11 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%