Institutions / Albion Financial Group /Ut
Albion Financial Group /Ut
CIK 1054677 · Institution · as of Mar 31, 2026
Portfolio value
$1.55B
Positions
737
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.55B-3.5%Positions
737+13.4%Top holdings
Mar 31, 2026View all 737 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $202.75M | 13.1% |
| iShares Tr | $83.36M | 5.4% |
| Apple Inc. | $83.17M | 5.4% |
| Alphabet Inc. | $53.42M | 3.4% |
| Amazon.com Inc | $51.39M | 3.3% |
| NVIDIA Corp | $50.09M | 3.2% |
| Microsoft Corp | $47.20M | 3.0% |
| Vanguard Scottsdale Fds | $37.88M | 2.4% |
| iShares Tr | $35.13M | 2.3% |
| Vanguard Intl Equity Index F | $33.22M | 2.1% |
| Schwab Strategic Tr | $31.03M | 2.0% |
| Vanguard Scottsdale Fds | $30.26M | 2.0% |
| Broadcom Inc. | $29.58M | 1.9% |
| Janus Detroit Str Tr | $29.14M | 1.9% |
| Janus Detroit Str Tr | $29.10M | 1.9% |
| JPMORGAN CHASE & CO | $27.09M | 1.7% |
| Cisco Systems, Inc. | $25.80M | 1.7% |
| State Str SPDR S&P 500 ETF T | $24.77M | 1.6% |
| BlackRock, Inc. | $24.24M | 1.6% |
| Costco Wholesale Corp /New | $21.79M | 1.4% |
| Visa Inc | $20.53M | 1.3% |
| iShares Tr | $20.29M | 1.3% |
| Invesco Qqq Tr | $18.77M | 1.2% |
| Warren E. Buffett | $18.38M | 1.2% |
| Pepsico Inc | $18.26M | 1.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Citigroup Inc | $14.66M | +129K +239383.33% | 129,321 0.95% of portfolio | medium |
| Q1 2026 as of | Trim | Oracle Corp | $-12.53M | -85K -96.36% | 3,216 0.03% of portfolio | medium |
| Q1 2026 as of | Add | Pepsico Inc | $12.33M | +79K +207.88% | 117,573 1.18% of portfolio | medium |
| Q1 2026 as of | Trim | Amphenol Corp /De | $-8.77M | -69K -43.27% | 90,995 0.74% of portfolio | medium |
| Q1 2026 as of | Trim | Quanta Services Inc | $-8.52M | -16K -37.24% | 26,145 0.93% of portfolio | medium |
| Q1 2026 as of | Add | 922908363 | $8.34M | +14K +4.29% | 339,308 13.08% of portfolio | medium |
| Q1 2026 as of | Trim | 78464A854 | $-6.09M | -80K -80.61% | 19,135 0.09% of portfolio | medium |
| Q1 2026 as of | Trim | Fiserv Inc | $-4.97M | -89K -97.83% | 1,974 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 464287309 | $4.89M | +43K +365.69% | 55,044 0.40% of portfolio | low |
| Q1 2026 as of | Add | Cisco Systems, Inc. | $3.89M | +50K +17.75% | 332,468 1.66% of portfolio | low |