ALBION FINANCIAL GROUP /UT
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1054677
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.7B
Holdings
652
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ALBION FINANCIAL GROUP /UT disclosed 652 positions worth $1.7B in its Form 13F-HR for Q2 2026, followed by $AAPL and $GOOG. During the quarter the fund opened 29 new positions and exited 111 — including a new stake in $HONA. The portfolio is most concentrated in Other (45.4% of disclosed assets). All figures are sourced directly from ALBION FINANCIAL GROUP /UT’s Form 13F-HR filing with the SEC under CIK 1054677.
AI Fund Analysis
DiversifyingVANGUARD INDEX FDS - S&P 5
13.7% weight
Held 10 quarters
$AAPL5.5% weight
Held 10 quarters
$GOOG3.9% weight
Held 10 quarters
$AMZN3.4% weight
Held 10 quarters
ISHARES TR - RUS MID CAP E
3.3% weight
Held 10 quarters
VANGUARD SCOTTSDALE FDS -
9 quarters accumulating
JANUS DETROIT STR TR - HEN
9 quarters accumulating
J P MORGAN EXCHANGE TRADED
9 quarters accumulating
JANUS DETROIT STR TR - HEN
8 quarters accumulating
ISHARES TR - ESG AWRE 1 5
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsUtilities
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$237.0M345,129 sh- 76.4#84
Quality
$95.4M329,691 sh - 78.2#57
Quality
$67.0M187,496 sh - 68.7
Quality
$58.2M244,260 sh ISHARES TR - RUS MID CAP ETF
—Quality
$57.4M519,943 sh- 85.9
Quality
$56.0M280,015 sh - 79.8
Quality
$46.6M124,796 sh ISHARES TR - CORE S&P SCP ETF
—Quality
$41.4M279,009 shVANGUARD SCOTTSDALE FDS - INTER TERM TREAS
—Quality
$39.5M670,080 shVANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$37.2M444,352 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $237.0M | 345,129 |
| Apple Inc.$AAPL | 76.4#84 | $95.4M | 329,691 |
| Alphabet Inc.$GOOG | 78.2#57 | $67.0M | 187,496 |
| AMAZON COM INC$AMZN | 68.7 | $58.2M | 244,260 |
| ISHARES TR - RUS MID CAP ETF | — | $57.4M | 519,943 |
 NVIDIA CORP$NVDA | 85.9 | $56.0M | 280,015 |
 MICROSOFT CORP$MSFT | 79.8 | $46.6M | 124,796 |
| ISHARES TR - CORE S&P SCP ETF | — | $41.4M | 279,009 |
| VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $39.5M | 670,080 |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $37.2M | 444,352 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ALBION FINANCIAL GROUP /UT's 652 positions.
Showing top 10 of 652 holdings.
Sector Allocation
Other
$784.0M
Technology
$463.4M
Financials
$163.4M
Consumer Discretionary
$142.6M
Industrials
$65.4M
Utilities
$33.2M
Healthcare
$31.2M
Consumer Staples
$16.7M
Top Holdings — ALBION FINANCIAL GROUP /UT (Q2 2026)
Top 150 of 652 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $237.0M | 13.7% | +2% | — |
| 2 | $AAPL | Apple Inc. | $95.4M | 5.5% | +1% | 76.4 |
| 3 | $GOOG | Alphabet Inc. | $67.0M | 3.9% | +1% | 78.2 |
| 4 | $AMZN | AMAZON COM INC | $58.2M | 3.4% | -1% | 68.7 |
| 5 | — | ISHARES TR - RUS MID CAP ETF | $57.4M | 3.3% | -39% | — |
| 6 | $NVDA | NVIDIA CORP | $56.0M | 3.3% | -3% | 85.9 |
| 7 | $MSFT | MICROSOFT CORP | $46.6M | 2.7% | -2% | 79.8 |
| 8 | — | ISHARES TR - CORE S&P SCP ETF | $41.4M | 2.4% | -1% | — |
| 9 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $39.5M | 2.3% | +5% | — |
| 10 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $37.2M | 2.2% | +0% | — |
| 11 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $36.9M | 2.1% | +15% | — |
| 12 | — | ISHARES TR - 0-3 MTH TREASURY | $35.7M | 2.1% | NEW | — |
| 13 |  $CSCO | CISCO SYSTEMS, INC. | $34.1M | 2.0% | -13% | 70.3 |
| 14 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $31.4M | 1.8% | +4% | — |
| 15 |  $AVGO | Broadcom Inc. | $30.9M | 1.8% | -14% | 84.5 |
| 16 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $30.5M | 1.8% | +5% | — |
| 17 | — | JANUS DETROIT STR TR - HENDERSON MTG | $30.4M | 1.8% | +5% | — |
| 18 |  $JPM | JPMORGAN CHASE & CO | $30.2M | 1.8% | +0% | 70.7 |
| 19 |  $SPY | SPDR S&P 500 ETF TRUST | $28.4M | 1.6% | -0% | — |
| 20 |  $BLK | BlackRock, Inc. | $24.3M | 1.4% | +0% | 70 |
| 21 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $23.7M | 1.4% | -1% | — |
| 22 |  $V | VISA INC. | $23.3M | 1.4% | -0% | 82.9 |
| 23 | — | ISHARES TR - ISHARES BIOTECH | $22.8M | 1.3% | -0% | — |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $20.6M | 1.2% | +1% | 66.2 |
| 25 |  $GE | GENERAL ELECTRIC CO | $19.8M | 1.1% | +0% | 73.8 |
| 26 |  $BRK.B | BERKSHIRE HATHAWAY INC | $19.3M | 1.1% | +0% | 73.8 |
| 27 |  $PWR | QUANTA SERVICES, INC. | $18.9M | 1.1% | +1% | 72.1 |
| 28 |  $C | CITIGROUP INC | $18.8M | 1.1% | +4% | 65 |
| 29 |  $TJX | TJX COMPANIES INC /DE/ | $16.9M | 1.0% | -2% | 68.7 |
| 30 |  $APH | AMPHENOL CORP /DE/ | $16.0M | 0.9% | -0% | 79.3 |
| 31 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $15.8M | 0.9% | +15% | — |
| 32 |  $SBUX | STARBUCKS CORP | $15.0M | 0.9% | +1% | 58.2 |
| 33 |  $LMT | LOCKHEED MARTIN CORP | $14.5M | 0.8% | -1% | 65.6 |
| 34 | — | SPDR SERIES TRUST - ST STR P500ETF | $14.1M | 0.8% | +739% | — |
| 35 |  $GEV | GE Vernova Inc. | $14.0M | 0.8% | -1% | 81.1 |
| 36 |  $HD | HOME DEPOT, INC. | $13.4M | 0.8% | +3% | 60.3 |
| 37 |  $META | Meta Platforms, Inc. | $13.1M | 0.8% | -0% | 79.6 |
| 38 |  $GS | GOLDMAN SACHS GROUP INC | $12.6M | 0.7% | +1% | 73.5 |
| 39 |  $MS | MORGAN STANLEY | $12.5M | 0.7% | -0% | 75.8 |
| 40 | — | ISHARES TR - NATIONAL MUN ETF | $12.4M | 0.7% | +2% | — |
| 41 |  $UBER | Uber Technologies, Inc | $12.2M | 0.7% | +1% | 73.5 |
| 42 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $12.1M | 0.7% | -1% | 65.1 |
| 43 |  $DIS | Walt Disney Co | $10.6M | 0.6% | +4% | 60.1 |
| 44 |  $PEP | PEPSICO INC | $10.3M | 0.6% | -35% | 63.4 |
| 45 |  $TXN | TEXAS INSTRUMENTS INC | $9.0M | 0.5% | +2% | 73.4 |
| 46 | — | TCW ETF TRUST - TRANS SYSTE ETF | $8.9M | 0.5% | +1% | — |
| 47 | — | ISHARES TR - PARI ALI CLI ETF | $8.8M | 0.5% | +3% | — |
| 48 |  $AMGN | AMGEN INC | $8.8M | 0.5% | +1% | 79.2 |
| 49 |  $UNP | UNION PACIFIC CORP | $8.6M | 0.5% | +0% | 69.7 |
| 50 |  $WT | WisdomTree, Inc. | $8.2M | 0.5% | -0% | 59.9 |
| 51 |  $QCOM | QUALCOMM INC/DE | $8.1M | 0.5% | +1% | 70.5 |
| 52 |  $MCD | MCDONALDS CORP | $7.6M | 0.4% | -0% | 69 |
| 53 |  $WEC | WEC ENERGY GROUP, INC. | $7.5M | 0.4% | +2% | 60.1 |
| 54 |  $SO | SOUTHERN CO | $7.4M | 0.4% | +1% | 62 |
| 55 |  $RSG | REPUBLIC SERVICES, INC. | $7.2M | 0.4% | -32% | 62.3 |
| 56 | — | SPDR SERIES TRUST - ST STR MSCI GEN | $7.2M | 0.4% | +4% | — |
| 57 |  $HON | HONEYWELL INTERNATIONAL INC | $6.6M | 0.4% | -50% | 65 |
| 58 |  $HONA | Honeywell Aerospace Inc. | $6.4M | 0.4% | NEW | — |
| 59 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | $6.3M | 0.4% | +0% | — |
| 60 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $6.2M | 0.4% | +4% | — |
| 61 |  $CRM | Salesforce, Inc. | $5.4M | 0.3% | +15% | 77 |
| 62 |  $AFL | AFLAC INC | $5.3M | 0.3% | +2% | 61.3 |
| 63 | — | ISHARES TR - SELECT DIVID ETF | $5.1M | 0.3% | -0% | — |
| 64 |  $MDT | Medtronic plc | $4.9M | 0.3% | -6% | 68.7 |
| 65 |  $ED | CONSOLIDATED EDISON INC | $4.8M | 0.3% | +1% | 67.3 |
| 66 |  $ABBV | AbbVie Inc. | $4.7M | 0.3% | +0% | 72.6 |
| 67 |  $GOOGL | Alphabet Inc. | $4.7M | 0.3% | +1% | 78.2 |
| 68 |  $MAIN | Main Street Capital CORP | $4.6M | 0.3% | +1% | — |
| 69 |  $PAYX | PAYCHEX INC | $4.6M | 0.3% | +5% | 74.6 |
| 70 |  $TGT | TARGET CORP | $4.2M | 0.2% | +1% | 60.7 |
| 71 |  $MRK | Merck & Co., Inc. | $3.9M | 0.2% | +1% | 59.9 |
| 72 |  $PG | PROCTER & GAMBLE Co | $3.8M | 0.2% | +1% | 64.6 |
| 73 |  $CVX | CHEVRON CORP | $3.7M | 0.2% | +4% | 62.8 |
| 74 | — | ISHARES TR - ESG EAFE ETF | $3.3M | 0.2% | +0% | — |
| 75 |  $JNJ | JOHNSON & JOHNSON | $2.8M | 0.2% | +6% | 69 |
| 76 |  $KMB | KIMBERLY CLARK CORP | $2.7M | 0.2% | +73% | 58.7 |
| 77 | — | ISHARES TR - S&P 500 GRWT ETF | $2.5M | 0.1% | -67% | — |
| 78 |  $TSLA | Tesla, Inc. | $2.5M | 0.1% | -0% | 53.9 |
| 79 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $2.5M | 0.1% | +10% | — |
| 80 | — | J P MORGAN EXCHANGE TRADED F - BET USD HIG ETF | $2.4M | 0.1% | +8% | — |
| 81 |  $GPC | GENUINE PARTS CO | $2.3M | 0.1% | +13% | 52.7 |
| 82 |  $NNN | NNN REIT, INC. | $2.3M | 0.1% | +5% | 63.1 |
| 83 | — | ISHARES INC - MSCI CDA ETF | $2.2M | 0.1% | +0% | — |
| 84 |  $WSM | WILLIAMS SONOMA INC | $2.2M | 0.1% | -2% | 66.1 |
| 85 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.0M | 0.1% | +15% | — |
| 86 | — | ISHARES TR - LOW CA OP MS ETF | $1.9M | 0.1% | +0% | — |
| 87 |  $RIVN | Rivian Automotive, Inc. / DE | $1.8M | 0.1% | +1% | 35.9 |
| 88 |  $IVZ | Invesco Ltd. | $1.8M | 0.1% | +16% | — |
| 89 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.6M | 0.1% | +0% | 70 |
| 90 | — | ISHARES TR - ESG AWRE 1 5 YR | $1.6M | 0.1% | +9% | — |
| 91 |  $ECL | ECOLAB INC. | $1.5M | 0.1% | -1% | 63.3 |
| 92 |  $LLY | ELI LILLY & Co | $1.5M | 0.1% | +9% | 87.5 |
| 93 | — | ALPS ETF TR - ALERIAN MLP | $1.4M | 0.1% | +8% | — |
| 94 |  $XOM.R34088 | EXXON MOBIL CORP | $1.4M | 0.1% | +0% | 57.9 |
| 95 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.4M | 0.1% | -0% | 66.8 |
| 96 |  $ABT | ABBOTT LABORATORIES | $1.4M | 0.1% | +2% | 65.5 |
| 97 |  $A | AGILENT TECHNOLOGIES, INC. | $1.3M | 0.1% | +30% | 67.1 |
| 98 |  $FSS | FEDERAL SIGNAL CORP /DE/ | $1.3M | 0.1% | -1% | 68.7 |
| 99 |  $AWK | American Water Works Company, Inc. | $1.3M | 0.1% | +0% | 58.1 |
| 100 | — | VANGUARD WORLD FD - INF TECH ETF | $1.2M | 0.1% | +749% | — |
| 101 | — | SPDR SERIES TRUST - ST STR SP500DIV | $1.2M | 0.1% | -28% | — |
| 102 |  $EVRG | Evergy, Inc. | $1.2M | 0.1% | -0% | 53.2 |
| 103 |  $MU | MICRON TECHNOLOGY INC | $1.2M | 0.1% | -3% | 86.2 |
| 104 |  $PM | Philip Morris International Inc. | $1.1M | 0.1% | -0% | 75.9 |
| 105 | — | ISHARES TR - CORE S&P TTL STK | $1.1M | 0.1% | +0% | — |
| 106 |  $TY | TRI-CONTINENTAL Corp | $1.0M | 0.1% | -2% | — |
| 107 |  $XYL | Xylem Inc. | $1.0M | 0.1% | -0% | 65.8 |
| 108 |  $DUK | Duke Energy CORP | $1.0M | 0.1% | +0% | 56.4 |
| 109 |  $NEE | NEXTERA ENERGY INC | $1.0M | 0.1% | +3% | 64.6 |
| 110 |  $AMD | ADVANCED MICRO DEVICES INC | $1.0M | 0.1% | +136% | 79.8 |
| 111 | — | ISHARES TR - CORE HIGH DV ETF | $976,985 | 0.1% | +387% | — |
| 112 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $967,557 | 0.1% | +0% | — |
| 113 | — | VANECK ETF TRUST - BDC INCOME ETF | $955,590 | 0.1% | +11% | — |
| 114 | — | ISHARES INC - MSCI AUST ETF | $933,645 | 0.1% | +0% | — |
| 115 |  $GEHC | GE HealthCare Technologies Inc. | $870,819 | 0.1% | +0% | 55.7 |
| 116 |  $GLW | CORNING INC /NY | $864,886 | 0.1% | +5% | 73.7 |
| 117 |  $LITE | Lumentum Holdings Inc. | $858,060 | 0.1% | +0% | 44.3 |
| 118 |  $PTON | PELOTON INTERACTIVE, INC. | $856,950 | 0.1% | +0% | 54.3 |
| 119 |  $ADP | AUTOMATIC DATA PROCESSING INC | $818,090 | 0.1% | +2% | 69.8 |
| 120 | $IVZ | Invesco Ltd. | $804,852 | 0.1% | +0% | — |
| 121 |  $BAC | BANK OF AMERICA CORP /DE/ | $790,940 | 0.1% | +0% | 67.6 |
| 122 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $790,250 | 0.1% | +0% | 55.2 |
| 123 |  $GLD | SPDR GOLD TRUST | $789,807 | 0.1% | +0% | — |
| 124 |  $KRMD | KORU Medical Systems, Inc. | $782,771 | 0.1% | -14% | 40.4 |
| 125 |  $DLR | DIGITAL REALTY TRUST, INC. | $768,603 | 0.0% | +0% | 72.8 |
| 126 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.0% | +0% | 73.8 |
| 127 | — | ISHARES TR - CORE DIV GRWTH | $743,500 | 0.0% | -5% | — |
| 128 |  $INTC | INTEL CORP | $721,189 | 0.0% | +24% | 45.6 |
| 129 | — | ISHARES TR - CORE S&P MCP ETF | $699,311 | 0.0% | -0% | — |
| 130 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $638,629 | 0.0% | -2% | — |
| 131 |  $ARCC | ARES CAPITAL CORP | $579,897 | 0.0% | -18% | — |
| 132 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $499,075 | 0.0% | -5% | — |
| 133 |  $CIEN | CIENA CORP | $490,560 | 0.0% | +0% | 72.9 |
| 134 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $472,712 | 0.0% | +0% | — |
| 135 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN DIVER | $448,735 | 0.0% | +0% | — |
| 136 |  $DELL | Dell Technologies Inc. | $431,460 | 0.0% | +0% | 71.2 |
| 137 |  $ORCL | ORACLE CORP | $427,487 | 0.0% | -9% | 66.2 |
| 138 |  $ARM | ARM HOLDINGS PLC /UK | $425,484 | 0.0% | NEW | — |
| 139 |  $MO | ALTRIA GROUP, INC. | $422,755 | 0.0% | +0% | 67.4 |
| 140 | — | SPDR SERIES TRUST - ST STR SP DIV | $412,104 | 0.0% | -1% | — |
| 141 | — | ISHARES TR - RUSSELL 2000 ETF | $398,554 | 0.0% | -4% | — |
| 142 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $397,604 | 0.0% | -1% | — |
| 143 |  $AMAT | APPLIED MATERIALS INC /DE | $396,204 | 0.0% | +0% | 72.3 |
| 144 |  $COHR | COHERENT CORP. | $394,470 | 0.0% | +0% | 58.5 |
| 145 |  $VZ | VERIZON COMMUNICATIONS INC | $389,910 | 0.0% | -0% | 65.8 |
| 146 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $385,139 | 0.0% | +0% | — |
| 147 |  $ADBE | ADOBE INC. | $372,522 | 0.0% | +0% | 77.6 |
| 148 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $367,656 | 0.0% | +0% | — |
| 149 |  $CLS | CELESTICA INC | $364,800 | 0.0% | +0% | 69.8 |
| 150 | — | ISHARES INC - MSCI HONG KG ETF | $357,942 | 0.0% | +0% | — |
New Positions (29)
$HONA Honeywell Aerospace Inc.$6.4M$ARM ARM HOLDINGS PLC /UK$425,484 ISHARES TR - RUS 1000 VAL ETF$247,522
$CBRS Cerebras Systems Inc.$221,000
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$187,092
$TRVI Trevi Therapeutics, Inc.$186,500 VANGUARD BD INDEX FDS - TOTAL BND MRKT$184,700
VANGUARD STAR FDS - VG TL INTL STK F$176,623
$BB BLACKBERRY Ltd$63,250 AMERICAN CENTY ETF TR - US LARGE CAP VLU$55,365
$IONQ IonQ, Inc.$53,260 SELECT SECTOR SPDR TR - ST STR STAPL ETF$43,363
ISHARES TR - 7-10 YR TRSY BD$37,734
$EMR EMERSON ELECTRIC CO$35,931
$KB KB Financial Group Inc.$33,798Exited Positions (111)
SPINNAKER ETF SERIES
AMERICAN CENTY ETF TR
VANGUARD WHITEHALL FDS
$EQIX EQUINIX INC AMERICAN CENTY ETF TR
$POET POET TECHNOLOGIES INC. AMERICAN CENTY ETF TR
AMERICAN CENTY ETF TR
$BLSH Bullish J P MORGAN EXCHANGE TRADED F
$BKNG Booking Holdings Inc.
$CTRA Coterra Energy Inc. GLOBAL X FDS
ISHARES TR
$CZNC CITIZENS & NORTHERN CORPBrowse Top Institutional Investors
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