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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 11 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SLV ISHARES SILVER TR Financial Services 3,100.0 $166K 0.01% $53.47 +7.4%
202 BNDX VANGUARD CHARLOTTE FDS 3,404.0 $165K 0.01% +3K +5218.8% $48.43 -1.7%
203 PLTR PALANTIR TECHNOLOGIES INC Technology 1,410.0 $165K 0.01% -1K -41.5% $116.67 +47.0%
204 SGOL ETFS GOLD TR Financial Services 4,220.0 $161K 0.01% $38.23 +8.2%
205 RGTI RIGETTI COMPUTING INC Technology 8,277.0 $160K 0.01% $19.32 -8.3%
206 LHX L3HARRIS TECHNOLOGIES INC Industrials 530.0 $154K 0.01% +146.0 +38.0% $290.59 -3.8%
207 FTCS FIRST TR EXCHANGE-TRADED FD 1,630.0 $153K 0.01% $93.92 +7.4%
208 MA MASTERCARD INCORPORATED Financial Services 298.0 $153K 0.01% +49.0 +19.7% $513.60 +11.8%
209 AAOI APPLIED OPTOELECTRONICS INC Technology 1,000.0 $148K 0.01% $148.16 -11.3%
210 ADI ANALOG DEVICES INC Technology 331.0 $131K 0.01% +244.0 +280.5% $397.17 -5.2%
211 ALL ALLSTATE CORP Financial Services 552.0 $131K 0.01% $237.94 +9.8%
212 PUTNAM ETF TRUST 14,050.0 $124K 0.01% +13K +903.6% $8.85
213 EFA ISHARES TR 1,171.0 $122K 0.01% $103.88 +3.3%
214 IJT ISHARES TR 679.0 $121K 0.01% +517.0 +319.1% $178.60 -1.9%
215 ASML ASML HLDG NV Technology 60.0 $119K 0.01% $1989.45 -9.4%
216 JPME J P MORGAN EXCHANGE TRADED F 936.0 $116K 0.01% $124.21 +2.8%
217 AVIG AMERICAN CENTY ETF TR 2,805.0 $116K 0.01% $41.41 -1.6%
218 HUT 8 CORP 1,000.0 $115K 0.01% $115.44
219 IJJ ISHARES TR 775.0 $114K 0.01% $147.73 +0.9%
220 FAN FIRST TR EXCHANGE-TRADED FD 4,530.0 $113K 0.01% $24.98 -3.9%
Page 11 of 33  ·  652 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 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%