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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 32 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 UE URBAN EDGE PPTYS Real Estate 15.0 $344.0 -10.0 -40.0% $22.93 -5.1%
622 SHOP SHOPIFY INC Technology 3.0 $343.0 -30.0 -90.9% $114.33 +28.6%
623 PAWZ PROSHARES TR 5.0 $240.0 $48.00 +8.4%
624 KD KYNDRYL HLDGS INC Technology 20.0 $227.0 $11.35 +10.3%
625 ICLN ISHARES TR 10.0 $205.0 $20.50 -13.5%
626 VIVOSIM LABS INC 159.0 $171.0 $1.08
627 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 300.0 $169.0 $0.56 -3.8%
628 KTB KONTOOR BRANDS INC Consumer Cyclical 2.0 $167.0 $83.50 -0.5%
629 RBLX ROBLOX CORP Technology 3.0 $164.0 $54.67 -29.9%
630 TLRY TILRAY BRANDS INC Healthcare 30.0 $135.0 $4.50 -1.0%
631 LMND LEMONADE INC Financial Services 2.0 $131.0 $65.50 -23.5%
632 BYND BEYOND MEAT INC Consumer Defensive 130.0 $98.0 $0.75 +1525.0%
633 IIPR INNOVATIVE INDL PPTYS INC Real Estate 2.0 $97.0 +1.0 +100.0% $48.50 +13.3%
634 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1.0 $96.0 $96.00 +33.1%
635 RMR RMR GROUP INC Real Estate 4.0 $83.0 $20.75 -4.2%
636 RUN SUNRUN INC Energy 6.0 $81.0 $13.50 -29.9%
637 DXC DXC TECHNOLOGY CO Technology 7.0 $62.0 $8.86 +18.5%
638 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 2.0 $52.0 $26.00 +10.0%
639 DKNG DRAFTKINGS INC NEW Consumer Cyclical 2.0 $51.0 $25.50 -3.5%
640 IMDX INSIGHT MOLECULAR DIA INC Healthcare 7.0 $42.0 $6.00 -30.5%
Page 32 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%