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Portfolio (Quarterly) Guide ↗

ALBION FINANCIAL GROUP /UT

· CIK 0001054677
13F Portfolio $1.6B AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 650 New
Page 6 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AEP AMERICAN ELEC PWR CO INC Utilities 10,217.0 $1.2M 0.07% NEW $115.31 +13.5%
102 AMLP ALPS ETF TR 24,792.0 $1.2M 0.07% NEW $47.02 +13.4%
103 XOM EXXON MOBIL CORP Energy 9,261.0 $1.1M 0.07% NEW $120.34 +28.7%
104 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 13,570.0 $1.1M 0.07% NEW $82.02 -21.8%
105 FSS FEDERAL SIGNAL CORP Industrials 10,083.0 $1.1M 0.07% NEW $108.59 +7.3%
106 ITOT ISHARES TR 6,885.0 $1.0M 0.06% NEW $148.69 +10.4%
107 PM PHILIP MORRIS INTL INC Consumer Defensive 6,339.0 $1.0M 0.06% NEW $160.40 +13.2%
108 TY TRI CONTL CORP Financial Services 30,496.0 $996K 0.06% NEW $32.66 +7.0%
109 EVRG EVERGY INC Utilities 13,183.0 $956K 0.06% NEW $72.49 +16.0%
110 PTON PELOTON INTERACTIVE INC Consumer Cyclical 153,560.0 $946K 0.06% NEW $6.16 -6.3%
111 VGT VANGUARD WORLD FD 1,239.0 $934K 0.06% NEW $753.78 -84.3%
112 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,592.0 $924K 0.06% NEW $257.23 -15.1%
113 BIZD VANECK ETF TRUST 62,289.0 $883K 0.06% NEW $14.18 -11.4%
114 HDV ISHARES TR 7,207.0 $876K 0.06% NEW $121.61 -77.3%
115 ARCC ARES CAPITAL CORP Financial Services 43,265.0 $875K 0.05% NEW $20.23 -7.0%
116 EWA ISHARES INC 33,155.0 $868K 0.05% NEW $26.19 +10.5%
117 GLD SPDR GOLD TR Financial Services 2,140.0 $848K 0.05% NEW $396.31 +4.5%
118 DUK DUKE ENERGY CORP NEW Utilities 7,084.0 $830K 0.05% NEW $117.21 +6.6%
119 EWH ISHARES INC 38,365.0 $815K 0.05% NEW $21.25 +9.8%
120 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.05% NEW $754800.00
Page 6 of 33  ·  650 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 38.6%
Financial Services 16.5%
Consumer Cyclical 12.7%
Communication Services 9.6%
Industrials 9.2%
Healthcare 5.2%
Consumer Defensive 3.7%
Utilities 3.3%
Energy 0.6%
Real Estate 0.3%