Fund Holdings

ALBION FINANCIAL GROUP /UT

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CITIGROUP INC(C)0129,321+129,321014,666,2950.95%+14,666,295
PEPSICO INC(PEP)0117,573+117,573018,257,9251.18%+18,257,925
ISHARES TR055,044+55,04406,226,0270.40%+6,226,027
CISCO SYS INC(CSCO)0332,468+332,468025,796,2281.66%+25,796,228
LOCKHEED MARTIN CORP(LMT)028,538+28,538017,247,9241.11%+17,247,924
SCHWAB STRATEGIC TR01,011,433+1,011,433031,030,7552.00%+31,030,755
COSTCO WHOLESALE CORPORATION(COST)021,869+21,869021,791,2921.41%+21,791,292
GE VERNOVA INC(GEV)011,975+11,975010,452,9780.67%+10,452,978
STARBUCKS CORP(SBUX)0145,779+145,779013,060,3130.84%+13,060,313
VANGUARD SCOTTSDALE FDS0381,759+381,759030,262,0281.95%+30,262,028
HONEYWELL INTL INC(HON)058,239+58,239013,163,8710.85%+13,163,871
TEXAS INSTRS INC(TXN)029,653+29,65305,756,7710.37%+5,756,771
ISHARES TR0282,568+282,568035,125,9902.27%+35,125,990
REPUBLIC SVCS INC(RSG)050,148+50,148010,983,3780.71%+10,983,378
ISHARES TR0857,371+857,371083,362,1455.38%+83,362,145
CHEVRON CORPORATION(CVX)021,697+21,69704,489,1030.29%+4,489,103
TARGET CORP(TGT)031,717+31,71703,844,1600.25%+3,844,160
VANGUARD SCOTTSDALE FDS0636,036+636,036037,875,9312.44%+37,875,931
JANUS DETROIT STR TR0577,735+577,735029,100,5111.88%+29,100,511
VANGUARD INTL EQUITY INDEX F0442,365+442,365033,221,6462.14%+33,221,646
LUMENTUM HLDGS INC(LITE)01,000+1,0000702,7600.05%+702,760
CONSOLIDATED EDISON INC(ED)043,345+43,34504,905,7880.32%+4,905,788
SOUTHERN CO(SO)076,335+76,33507,367,8880.48%+7,367,888
EXXON MOBIL CORP(XOM)010,451+10,45101,773,1170.11%+1,773,117
JANUS DETROIT STR TR0644,876+644,876029,135,5021.88%+29,135,502
JOHNSON & JOHNSON(JNJ)010,439+10,43902,551,7100.16%+2,551,710
WEC ENERGY GROUP INC(WEC)063,156+63,15607,311,5350.47%+7,311,535
TJX COS INC NEW(TJX)0113,532+113,532018,131,1221.17%+18,131,122
AMGEN INC(AMGN)024,096+24,09608,478,1640.55%+8,478,164
MERCK & CO INC(MRK)030,305+30,30503,645,3600.24%+3,645,360
CIENA CORP(CIEN)01,000+1,0000388,2300.03%+388,230
MICRON TECHNOLOGY INC(MU)01,052+1,0520355,4080.02%+355,408
VANGUARD WORLD FD04,959+4,9590556,7470.04%+556,747
ISHARES TR032,982+32,98204,993,8050.32%+4,993,805
CORNING INC(GLW)03,233+3,2330439,5920.03%+439,592
NEXTERA ENERGY INC(NEE)011,310+11,31001,050,4730.07%+1,050,473
COHERENT CORP(COHR)01,000+1,0000238,2100.02%+238,210
DUKE ENERGY CORP NEW(DUK)08,048+8,04801,053,8060.07%+1,053,806
SPINNAKER ETF SERIES05,115+5,1150208,3860.01%+208,386
WELLS FARGO & CO(WFC)04,052+4,0520322,5800.02%+322,580
WILLIAMS SONOMA INC(WSM)09,486+9,48601,729,6680.11%+1,729,668
ALPS ETF TR025,907+25,90701,363,7450.09%+1,363,745
PROCTER & GAMBLE CO(PG)025,805+25,80503,727,2750.24%+3,727,275
TOWER SEMICONDUCTOR LTD(TSEM)01,017+1,0170178,4640.01%+178,464
MCDONALDS CORP(MCD)028,135+28,13508,744,2170.56%+8,744,217
AMERICAN CENTY ETF TR01,530+1,5300170,1060.01%+170,106
PFIZER INC(PFE)07,059+7,0590198,2170.01%+198,217
EVERGY INC(EVRG)013,690+13,69001,121,4850.07%+1,121,485
AMERICAN ELEC PWR CO INC010,223+10,22301,340,0310.09%+1,340,031
ISHARES TR0113,782+113,782012,077,9600.78%+12,077,960
AMERICAN EXPRESS CO(AXP)0589+5890178,1610.01%+178,161
NNN REIT INC(NNN)046,365+46,36501,948,7210.13%+1,948,721
ISHARES TR07,317+7,3170993,1200.06%+993,120
AMERICAN CENTY ETF TR02,805+2,8050116,5200.01%+116,520
VERIZON COMMUNICATIONS INC(VZ)09,248+9,2480464,2500.03%+464,250
TMC THE METALS COMPANY INC(TMC)023,185+23,1850108,2740.01%+108,274
MARVELL TECHNOLOGY INC(MRVL)01,000+1,000099,0500.01%+99,050
MARATHON PETE CORP(MPC)01,172+1,1720286,1790.02%+286,179
UNILEVER PLC(UL)01,875+1,8750106,8190.01%+106,819
DIGITAL RLTY TR INC(DLR)04,280+4,2800771,2990.05%+771,299
RIGETTI COMPUTING INC(RGTI)08,277+8,2770116,2100.01%+116,210
NORFOLK SOUTHN CORP(NSC)01,011+1,0110290,1570.02%+290,157
APPLIED OPTOELECTRONICS INC(AAOI)01,000+1,000084,5900.01%+84,590
ISHARES TR0120,147+120,147020,286,8921.31%+20,286,892
VANGUARD WHITEHALL FDS0530+530078,4930.01%+78,493
CARNIVAL CORP02,947+2,947076,2690.00%+76,269
SPDR GOLD TR(GLD)02,144+2,1440922,5420.06%+922,542
TAIWAN SEMICONDUCTOR MANUFAC(TSM)02,026+2,0260684,6870.04%+684,687
J P MORGAN EXCHANGE TRADED F0116,745+116,74505,951,6610.38%+5,951,661
AMERICAN CENTY ETF TR0600+600066,2820.00%+66,282
DELTA AIR LINES INC(DAL)01,523+1,5230101,2500.01%+101,250
J P MORGAN EXCHANGE TRADED F048,815+48,81502,237,1920.14%+2,237,192
GENERATE BIOMEDICINES INC(GENB)04,854+4,854060,6750.00%+60,675
BANK NEW YORK MELLON CORP0500+500059,3150.00%+59,315
COMCAST CORP NEW(CCZ)02,788+2,788080,0440.01%+80,044
ISHARES TR0176+176074,8830.00%+74,883
SELECT SECTOR SPDR TR01,834+1,834084,1630.01%+84,163
ISHARES INC033,155+33,1550920,3830.06%+920,383
IRON MTN INC DEL(IRM)0500+500051,0700.00%+51,070
ENTERPRISE PRODS PARTNERS L(EPD)08,342+8,3420315,6620.02%+315,662
HUT 8 CORP(HUT)01,000+1,000046,9100.00%+46,910
APPLIED MATLS INC0548+5480187,3010.01%+187,301
AMERICAN WTR WKS CO INC NEW09,759+9,75901,328,0370.09%+1,328,037
WALMART INC(WMT)01,233+1,2330153,2380.01%+153,238
ONEOK INC NEW(OKE)01,999+1,9990180,6900.01%+180,690
AMERICAN CENTY ETF TR0429+429042,8400.00%+42,840
DELL TECHNOLOGIES INC(DELL)01,000+1,0000164,1300.01%+164,130
SEAGATE TECHNOLOGY HLDNGS PL0317+3170124,1880.01%+124,188
AMERICAN CENTY ETF TR0830+830036,5370.00%+36,537
ASTRAZENECA PLC(AZN)0181+181035,6970.00%+35,697
CIRCLE INTERNET GROUP INC(CRCL)0372+372035,4930.00%+35,493
UDR INC(UDR)01,000+1,000033,7800.00%+33,780
ISHARES INC039,000+39,00002,136,8100.14%+2,136,810
SPDR SERIES TRUST01,292+1,292043,3340.00%+43,334
SELECT SECTOR SPDR TR0514+514031,4880.00%+31,488
PHILIP MORRIS INTL INC(PM)06,339+6,33901,048,0910.07%+1,048,091
RTX CORPORATION(RTX)01,073+1,0730206,9820.01%+206,982
WESTERN DIGITAL CORP(WDC)0112+112030,2950.00%+30,295
INVESCO EXCH TRADED FD TR II0235+235030,1420.00%+30,142
INTEL CORP(INTC)04,165+4,1650183,8020.01%+183,802
Page 1 of 8