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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 13 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DFAT DIMENSIONAL ETF TRUST 1,301.0 $91K 0.01% $69.90 +2.5%
242 PFF ISHARES TR 2,950.0 $90K 0.01% $30.49 -0.1%
243 FSEP FIRST TR EXCHNG TRADED FD VI 1,600.0 $88K 0.01% $55.08 +2.3%
244 LRCX LAM RESEARCH CORP Technology 191.0 $83K 0.01% +99.0 +107.6% $433.34 -24.3%
245 GENB GENERATE BIOMEDICINES INC Financial Services 4,854.0 $82K 0.01% $16.87 -4.7%
246 VRSK VERISK ANALYTICS INC Industrials 450.0 $81K 0.01% $179.53 -0.4%
247 PLD PROLOGIS INC. Real Estate 593.0 $80K 0.01% +144.0 +32.1% $135.47 +3.4%
248 CB CHUBB LIMITED Financial Services 232.0 $79K 0.01% +68.0 +41.5% $340.74 +1.3%
249 FISV FISERV INC Technology 1,609.0 $79K 0.01% -365.0 -18.5% $49.05 +5.4%
250 EMXC ISHARES INC 735.0 $75K 0.00% $102.30 -7.3%
251 VDC VANGUARD WORLD FD 332.0 $75K 0.00% $225.49 +2.9%
252 VIRT VIRTU FINL INC Financial Services 1,250.0 $74K 0.00% $59.57 +2.5%
253 GILD GILEAD SCIENCES INC Healthcare 577.0 $73K 0.00% $126.34 +13.5%
254 MMM 3M CO Industrials 450.0 $73K 0.00% $161.91 +11.8%
255 BK BANK OF NY MELLON CORP Financial Services 500.0 $72K 0.00% $144.61 -0.6%
256 PSX PHILLIPS 66 Energy 409.0 $69K 0.00% +311.0 +317.4% $169.05 +44.0%
257 WM WASTE MGMT INC DEL Industrials 304.0 $68K 0.00% $222.88 +0.3%
258 CMCSA COMCAST CORP NEW Communication Services 2,748.0 $67K 0.00% -40.0 -1.4% $24.55 +6.7%
259 SKYY FIRST TR EXCHANGE-TRADED FD 488.0 $66K 0.00% $134.56 +19.9%
260 VTEB VANGUARD MUN BD FDS 1,298.0 $66K 0.00% $50.58 -2.1%
Page 13 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%