Institutional Fund
Albion Financial Group /Ut
Salt Lake City, UTCIK 10546775 filings on record
Portfolio Value
$1.55B
Q1 2026
Holdings
734
Reported positions
New Buys
137
Opened this quarter
QoQ Change
-3.5%
from $1.61B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds13.1%
- Ishares Tr5.4%
- Apple Inc5.4%
- Alphabet Inc3.4%
- Amazon Com Inc3.3%
- Nvidia Corporation3.2%
- Other66.2%
Portfolio Holdings
734 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 339.3K | $202.75M | 13.1% | +14.0K | Added |
| 2 | Ishares Tr | 857.4K | $83.36M | 5.4% | +3.9K | Added |
| 3 | Apple Inc | 327.7K | $83.17M | 5.4% | −910 | Reduced |
| 4 | Alphabet Inc | 185.8K | $53.42M | 3.4% | +644 | Added |
| 5 | Amazon Com Inc | 246.7K | $51.39M | 3.3% | −889 | Reduced |
| 6 | Nvidia Corporation | 287.2K | $50.09M | 3.2% | −1.7K | Reduced |
| 7 | Microsoft Corp | 127.5K | $47.20M | 3.0% | −3.6K | Reduced |
| 8 | Vanguard Scottsdale Fds | 636.0K | $37.88M | 2.4% | +22.0K | Added |
| 9 | Ishares Tr | 282.6K | $35.13M | 2.3% | +884 | Added |
| 10 | Vanguard Intl Equity Index F | 442.4K | $33.22M | 2.1% | +2.9K | Added |
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