§ 13F · FUND PROFILE
ALBION FINANCIAL GROUP /UT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5B (13F)Positions · 586Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 339K | $203M | 13.1% | +4% |
| 2 | IWR | ISHARES TR | 857K | $83M | 5.4% | ±0% |
| 3 | AAPL | APPLE INC | 328K | $83M | 5.4% | ±0% |
| 4 | GOOGL | ALPHABET INC | 186K | $53M | 3.4% | ±0% |
| 5 | AMZN | AMAZON COM INC | 247K | $51M | 3.3% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 287K | $50M | 3.2% | −1% |
| 7 | MSFT | MICROSOFT CORP | 128K | $47M | 3.0% | −3% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 636K | $38M | 2.4% | +4% |
| 9 | IJR | ISHARES TR | 283K | $35M | 2.3% | ±0% |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | 442K | $33M | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALBION SIGNAL
AC read
ALBION FINANCIAL GROUP /UT is a Other fund managing $1.5 billion in assets. The fund runs a broad portfolio of 586 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed