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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 5 of 37  ·  737 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XOM EXXON MOBIL CORP Energy 10,451.0 $1.8M 0.11% +1K +12.8% $169.66 -10.9%
82 WSM WILLIAMS SONOMA INC Consumer Cyclical 9,486.0 $1.7M 0.11% +941.0 +11.0% $182.34 +7.6%
83 CRBN ISHARES TR 7,318.0 $1.6M 0.10% $222.81 +14.1%
84 SPYD SPDR SERIES TRUST 35,599.0 $1.6M 0.10% -16K -30.9% $45.52 +4.8%
85 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 103,429.0 $1.6M 0.10% -1K -1.3% $15.05 -3.2%
86 ABT ABBOTT LABORATORIES Healthcare 14,992.0 $1.5M 0.10% -8K -34.9% $102.67 -15.5%
87 PGX INVESCO EXCH TRADED FD TR II 140,795.0 $1.5M 0.10% $10.88 +1.0%
88 VTI VANGUARD INDEX FDS 4,664.0 $1.5M 0.10% $320.81 +15.0%
89 SUSB ISHARES TR 58,882.0 $1.5M 0.10% $25.07 -0.4%
90 SPYM SPDR SERIES TRUST 19,135.0 $1.5M 0.10% -80K -80.6% $76.54 +15.2%
91 ECL ECOLAB INC Basic Materials 5,427.0 $1.4M 0.09% $266.00 -4.9%
92 IBM INTERNATIONAL BUSINESS MACHS Technology 5,808.0 $1.4M 0.09% -199.0 -3.3% $242.39 +3.5%
93 KMB KIMBERLY-CLARK CORP Consumer Defensive 14,157.0 $1.4M 0.09% -3K -16.6% $96.47 +3.0%
94 AMLP ALPS ETF TR 25,907.0 $1.4M 0.09% +1K +4.5% $52.64 +1.9%
95 AEP AMERICAN ELEC PWR CO INC Utilities 10,223.0 $1.3M 0.09% $131.08 +0.3%
96 AWK AMERICAN WTR WKS CO INC NEW Utilities 9,759.0 $1.3M 0.09% -66.0 -0.7% $136.08 -8.1%
97 TSCO TRACTOR SUPPLY CO Consumer Cyclical 25,000.0 $1.1M 0.07% $45.30 -33.8%
98 EVRG EVERGY INC Utilities 13,690.0 $1.1M 0.07% +507.0 +3.9% $81.92 +2.9%
99 FSS FEDERAL SIGNAL CORP Industrials 10,083.0 $1.1M 0.07% $108.14 +7.6%
100 DUK DUKE ENERGY CORP NEW Utilities 8,048.0 $1.1M 0.07% +964.0 +13.6% $130.94 -4.0%
Page 5 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%