CIK 1054677
ALBION FINANCIAL GROUP /UT
Institutional 13F holdings & portfolio
Holdings
650
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 650
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC | 10K | $1M+ | SH |
| AMLP | ALPS ETF TR | 25K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 9K | $1M+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 14K | $1M+ | SH |
| FSS | FEDERAL SIGNAL CORP | 10K | $1M+ | SH |
| ITOT | ISHARES TR | 7K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 6K | $1M+ | SH |
| TY | TRI CONTL CORP | 30K | $500K+ | SH |
| EVRG | EVERGY INC | 13K | $500K+ | SH |
| PTON | PELOTON INTERACTIVE INC | 154K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 4K | $500K+ | SH |
| BIZD | VANECK ETF TRUST | 62K | $500K+ | SH |
| HDV | ISHARES TR | 7K | $500K+ | SH |
| ARCC | ARES CAPITAL CORP | 43K | $500K+ | SH |
| EWA | ISHARES INC | 33K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 7K | $500K+ | SH |
| EWH | ISHARES INC | 38K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| BAC | BANK AMERICA CORP | 13K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 9K | $500K+ | SH |
| DGRO | ISHARES TR | 10K | $500K+ | SH |
| DLR | DIGITAL RLTY TR INC | 4K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 11K | $500K+ | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 13K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| IJH | ISHARES TR | 9K | $500K+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 1K | $100K–$500K | SH |
| GBDC | GOLUB CAP BDC INC | 36K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 1K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 16K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| JPUS | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 4K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 6K | $100K–$500K | SH |
| ONEQ | FIDELITY COMWLTH TR | 4K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 9K | $100K–$500K | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| IUSG | ISHARES TR | 2K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 8K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 1K | $100K–$500K | SH |