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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 5 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GPC GENUINE PARTS CO Consumer Cyclical 19,789.0 $2.3M 0.14% +2K +13.3% $117.98 +13.4%
82 NNN NNN REIT INC Real Estate 48,545.0 $2.3M 0.13% +2K +4.7% $46.53 -0.2%
83 EWC ISHARES INC 39,000.0 $2.2M 0.13% $57.64 +7.4%
84 WSM WILLIAMS SONOMA INC Consumer Cyclical 9,272.0 $2.2M 0.12% -214.0 -2.3% $233.11 +4.2%
85 VTI VANGUARD INDEX FDS 5,359.0 $2.0M 0.12% +695.0 +14.9% $370.04 +2.6%
86 CRBN ISHARES TR 7,344.0 $1.9M 0.11% $252.97 +3.0%
87 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 104,251.0 $1.8M 0.10% +822.0 +0.8% $17.35 -16.6%
88 PGX INVESCO EXCH TRADED FD TR II 162,964.0 $1.8M 0.10% +22K +15.8% $10.84 -2.3%
89 IBM INTERNATIONAL BUSINESS MACHS Technology 5,808.0 $1.6M 0.10% $281.21 -17.5%
90 SUSB ISHARES TR 64,474.0 $1.6M 0.09% +6K +9.5% $24.99 -0.6%
91 ECL ECOLAB INC Basic Materials 5,368.0 $1.5M 0.09% -59.0 -1.1% $278.59 +0.5%
92 LLY ELI LILLY & CO Healthcare 1,246.0 $1.5M 0.09% +104.0 +9.1% $1199.43 +1.0%
93 AMLP ALPS ETF TR 27,893.0 $1.4M 0.08% +2K +7.7% $51.85 +6.6%
94 XOM EXXON MOBIL CORP Energy 10,451.0 $1.4M 0.08% $136.72 +20.2%
95 AEP AMERICAN ELEC PWR CO INC Utilities 10,215.0 $1.4M 0.08% $136.81 -6.8%
96 ABT ABBOTT LABORATORIES Healthcare 15,256.0 $1.4M 0.08% +264.0 +1.8% $90.74 +24.3%
97 A AGILENT TECHNOLOGIES INC Healthcare 10,160.0 $1.3M 0.08% +2K +29.8% $132.83 +11.9%
98 FSS FEDERAL SIGNAL CORP Industrials 10,019.0 $1.3M 0.07% -64.0 -0.6% $128.49 -3.2%
99 AWK AMERICAN WTR WKS CO INC NEW Utilities 9,766.0 $1.3M 0.07% $131.57 +4.0%
100 VGT VANGUARD WORLD FD 10,438.0 $1.2M 0.07% +9K +749.3% $119.52 +0.3%
Page 5 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%