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Portfolio (Quarterly) Guide ↗

ALBION FINANCIAL GROUP /UT

· CIK 0001054677
13F Portfolio $1.5B AUM 737 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 139 New 153 Added 87 Reduced 51 Exited
Page 4 of 37  ·  737 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PRFZ INVESCO EXCHANGE TRADED FD T 112,200.0 $5.1M 0.33% $45.87 +13.1%
62 DVY ISHARES TR 32,982.0 $5.0M 0.32% $151.41 +2.7%
63 ED CONSOLIDATED EDISON INC Utilities 43,345.0 $4.9M 0.32% +910.0 +2.1% $113.18 -4.3%
64 AFL AFLAC INC Financial Services 44,709.0 $4.9M 0.32% $109.71 +6.4%
65 MAIN MAIN STR CAP CORP Financial Services 86,932.0 $4.6M 0.30% $52.96 -3.0%
66 CVX CHEVRON CORPORATION Energy 21,697.0 $4.5M 0.29% $206.90 -9.8%
67 ABBV ABBVIE INC Healthcare 18,800.0 $4.1M 0.26% -5K -21.6% $217.49 -1.8%
68 PAYX PAYCHEX INC Industrials 44,139.0 $4.1M 0.26% -3K -5.4% $92.12 +3.9%
69 TGT TARGET CORP Consumer Defensive 31,717.0 $3.8M 0.25% +4K +14.4% $121.20 +3.0%
70 GOOG ALPHABET INC Communication Services 13,113.0 $3.8M 0.24% $286.86 +33.3%
71 PG PROCTER & GAMBLE CO Consumer Defensive 25,805.0 $3.7M 0.24% +1K +4.2% $144.44 -0.5%
72 MRK MERCK & CO INC Healthcare 30,305.0 $3.6M 0.23% -179.0 -0.6% $120.29 +0.4%
73 DMXF ISHARES TR 38,494.0 $2.9M 0.19% $75.45 +10.9%
74 JNJ JOHNSON & JOHNSON Healthcare 10,439.0 $2.6M 0.17% +1K +11.9% $244.44 -5.4%
75 SRLN SSGA ACTIVE ETF TR 55,881.0 $2.2M 0.14% $40.14 +1.0%
76 BBHY J P MORGAN EXCHANGE TRADED F 48,815.0 $2.2M 0.14% +2K +4.4% $45.83 +0.6%
77 TSLA TESLA INC Consumer Cyclical 5,954.0 $2.2M 0.14% $371.75 +16.3%
78 EWC ISHARES INC 39,000.0 $2.1M 0.14% $54.79 +7.2%
79 NNN NNN REIT INC Real Estate 46,365.0 $1.9M 0.13% +399.0 +0.9% $42.03 +7.4%
80 GPC GENUINE PARTS CO Consumer Cyclical 17,472.0 $1.8M 0.12% -2K -9.8% $105.75 -8.2%
Page 4 of 37  ·  737 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 33.5%
Financial Services 17.9%
Consumer Cyclical 13.0%
Industrials 10.0%
Communication Services 9.3%
Consumer Defensive 5.9%
Healthcare 4.9%
Utilities 4.1%
Energy 0.9%
Real Estate 0.3%