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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 8 of 37  ·  737 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PLTR PALANTIR TECHNOLOGIES INC Technology 2,410.0 $353K 0.02% $146.28 -6.7%
142 JAVA J P MORGAN EXCHANGE TRADED F 4,850.0 $348K 0.02% $71.75 +7.7%
143 IWM ISHARES TR 1,382.0 $343K 0.02% $247.91 +16.9%
144 J P MORGAN EXCHANGE TRADED F 6,555.0 $332K 0.02% -115.0 -1.7% $50.61
145 ONEQ FIDELITY COMWLTH TR 3,892.0 $330K 0.02% -90.0 -2.3% $84.91 +23.4%
146 SDVY FIRST TR EXCHANGE TRADED FD 8,250.0 $325K 0.02% $39.43 +6.5%
147 WFC WELLS FARGO & CO Financial Services 4,052.0 $323K 0.02% +3K +222.9% $79.61 -3.1%
148 DFAC DIMENSIONAL ETF TRUST 8,288.0 $322K 0.02% $38.86 +12.9%
149 EPD ENTERPRISE PRODS PARTNERS L Energy 8,342.0 $316K 0.02% $37.84 +1.8%
150 VIS VANGUARD WORLD FD 981.0 $306K 0.02% $312.22 +9.4%
151 SCHG SCHWAB STRATEGIC TR 10,498.0 $306K 0.02% $29.13 +18.5%
152 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,100.0 $303K 0.02% $275.18 -3.2%
153 NSC NORFOLK SOUTHN CORP Industrials 1,011.0 $290K 0.02% +316.0 +45.5% $287.00 +11.3%
154 SCHM SCHWAB STRATEGIC TR 9,264.0 $287K 0.02% $30.96 +13.7%
155 MPC MARATHON PETE CORP Energy 1,172.0 $286K 0.02% $244.18 +2.9%
156 IUSG ISHARES TR 1,839.0 $285K 0.02% -116.0 -5.9% $155.11 +21.7%
157 CLS CELESTICA INC Technology 1,000.0 $282K 0.02% $281.68 +32.0%
158 MDLZ MONDELEZ INTL INC Consumer Defensive 4,884.0 $282K 0.02% $57.64 +6.4%
159 XLY SELECT SECTOR SPDR TR 2,562.0 $279K 0.02% $108.98 +9.2%
160 SOFI SOFI TECHNOLOGIES INC Financial Services 16,415.0 $261K 0.02% $15.88 +0.4%
Page 8 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%