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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 8 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWM ISHARES TR 1,327.0 $399K 0.02% -55.0 -4.0% $300.34 +0.1%
142 ONEQ FIDELITY COMWLTH TR 3,852.0 $398K 0.02% -40.0 -1.0% $103.22 +0.5%
143 AMAT APPLIED MATLS INC Technology 548.0 $396K 0.02% $723.00 -30.0%
144 COHR COHERENT CORP Technology 1,000.0 $394K 0.02% $394.47 -21.6%
145 VZ VERIZON COMMUNICATIONS INC Communication Services 9,209.0 $390K 0.02% $42.34 +15.5%
146 JAVA J P MORGAN EXCHANGE TRADED F 4,850.0 $385K 0.02% $79.41 +4.7%
147 ADBE ADOBE INC Technology 1,817.0 $373K 0.02% $205.02 +30.3%
148 DFAC DIMENSIONAL ETF TRUST 8,288.0 $368K 0.02% $44.36 +3.1%
149 CLS CELESTICA INC Technology 1,000.0 $365K 0.02% $364.80 -14.8%
150 EWH ISHARES INC 17,110.0 $358K 0.02% $20.92 +7.6%
151 SDVY FIRST TR EXCHANGE TRADED FD 8,250.0 $356K 0.02% $43.14 +2.7%
152 SCHG SCHWAB STRATEGIC TR 10,498.0 $355K 0.02% $33.84 +4.4%
153 VIS VANGUARD WORLD FD 981.0 $354K 0.02% $360.38 -2.1%
154 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,100.0 $349K 0.02% $317.53 -5.5%
155 IUSG ISHARES TR 1,837.0 $346K 0.02% $188.09 +1.6%
156 SCHM SCHWAB STRATEGIC TR 9,221.0 $340K 0.02% $36.87 -2.0%
157 WFC WELLS FARGO & CO Financial Services 4,052.0 $335K 0.02% $82.64 +5.8%
158 IWF ISHARES TR 2,688.0 $334K 0.02% +3K +1427.3% $124.17 -0.8%
159 KO COCA COLA CO Consumer Defensive 4,098.0 $333K 0.02% -554.0 -11.9% $81.27 +9.3%
160 RSPT INVESCO EXCHANGE TRADED FD T 5,020.0 $324K 0.02% $64.50 +0.1%
Page 8 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%