Fund Holdings — ALBION FINANCIAL GROUP /UT

Total Portfolio Value
$1.55B
Total Bought
$98.49M
Total Sold
$159.97M
Net Transaction
-$61.47M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
CITIGROUP INC(C)54129,321+129,267614,6660.95%+14,660
PEPSICO INC(PEP)38,188117,573+79,3855,48118,2581.18%+12,777
ISHARES TR11,82055,044+43,2241,4576,2260.40%+4,769
CISCO SYS INC(CSCO)282,343332,468+50,12521,74925,7961.66%+4,047
LOCKHEED MARTIN CORP(LMT)28,41928,538+11913,74517,2481.11%+3,502
SCHWAB STRATEGIC TR1,008,9871,011,433+2,44627,67731,0312.00%+3,354
COSTCO WHOLESALE CORPORATION(COST)21,86521,869+418,85521,7911.41%+2,936
GE VERNOVA INC(GEV)11,93611,975+397,80110,4530.67%+2,652
STARBUCKS CORP(SBUX)131,022145,779+14,75711,03313,0600.84%+2,027
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
354,987381,759+26,77228,30330,2621.95%+1,959
HONEYWELL INTL INC(HON)57,79558,239+44411,27513,1640.85%+1,889
TEXAS INSTRS INC(TXN)22,69029,653+6,9633,9375,7570.37%+1,820
ISHARES TR281,684282,568+88433,85335,1262.27%+1,273
REPUBLIC SVCS INC(RSG)45,84850,148+4,3009,71710,9830.71%+1,267
ISHARES TR853,473857,371+3,89882,16483,3625.38%+1,198
CHEVRON CORPORATION(CVX)21,67121,697+263,3034,4890.29%+1,186
TARGET CORP(TGT)27,73231,717+3,9852,7113,8440.25%+1,133
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
614,025636,036+22,01136,79937,8762.44%+1,077
JANUS DETROIT STR TR
HENDRSON AAA CL
555,134577,735+22,60128,07929,1011.88%+1,022
VANGUARD INTL EQUITY INDEX F439,470442,365+2,89532,32733,2222.14%+894
LUMENTUM HLDGS INC(LITE)01,000+1,00007030.05%+703
CONSOLIDATED EDISON INC(ED)42,43543,345+9104,2154,9060.32%+691
SOUTHERN CO(SO)76,64976,335-3146,6847,3680.48%+684
EXXON MOBIL CORP9,26110,451+1,1901,1141,7730.11%+659
JANUS DETROIT STR TR
HENDERSON MTG
623,852644,876+21,02428,50429,1361.88%+632
JOHNSON & JOHNSON(JNJ)9,33110,439+1,1081,9312,5520.16%+621
WEC ENERGY GROUP INC(WEC)63,57163,156-4156,7047,3120.47%+607
TJX COS INC NEW(TJX)114,280113,532-74817,55518,1311.17%+576
AMGEN INC(AMGN)24,28124,096-1857,9488,4780.55%+531
MERCK & CO INC(MRK)30,48430,305-1793,2093,6450.24%+437
CIENA CORP(CIEN)01,000+1,00003880.03%+388
MICRON TECHNOLOGY INC(MU)371,052+1,015113550.02%+345
VANGUARD WORLD FD1,7674,959+3,1922145570.04%+343
ISHARES TR32,98232,98204,6554,9940.32%+339
CORNING INC(GLW)1,2333,233+2,0001084400.03%+332
NEXTERA ENERGY INC(NEE)8,98711,310+2,3237211,0500.07%+329
COHERENT CORP(COHR)01,000+1,00002380.02%+238
DUKE ENERGY CORP NEW(DUK)7,0848,048+9648301,0540.07%+223
SPINNAKER ETF SERIES
SELE STO EUR ETF
05,115+5,11502080.01%+208
WELLS FARGO & CO(WFC)1,2554,052+2,7971173230.02%+206
WILLIAMS SONOMA INC(WSM)8,5459,486+9411,5261,7300.11%+204
ALPS ETF TR
ALERIAN MLP
24,79225,907+1,1151,1661,3640.09%+198
PROCTER & GAMBLE CO(PG)24,76025,805+1,0453,5483,7270.24%+179
TOWER SEMICONDUCTOR LTD(TSEM)01,017+1,01701780.01%+178
MCDONALDS CORP(MCD)28,03928,135+968,5708,7440.56%+175
AMERICAN CENTY ETF TR01,530+1,53001700.01%+170
PFIZER INC(PFE)1,2427,059+5,817311980.01%+167
EVERGY INC(EVRG)13,18313,690+5079561,1210.07%+166
AMERICAN ELEC PWR CO INC10,21710,223+61,1781,3400.09%+162
ISHARES TR111,352113,782+2,43011,92712,0780.78%+151
AMERICAN EXPRESS CO(AXP)108589+481401780.01%+138
NNN REIT INC(NNN)45,96646,365+3991,8221,9490.13%+127
ISHARES TR
CORE HIGH DV ETF
7,2077,317+1108769930.06%+117
AMERICAN CENTY ETF TR02,805+2,80501170.01%+117
VERIZON COMMUNICATIONS INC(VZ)8,6099,248+6393514640.03%+114
TMC THE METALS COMPANY INC(TMC)023,185+23,18501080.01%+108
MARVELL TECHNOLOGY INC(MRVL)01,000+1,0000990.01%+99
MARATHON PETE CORP(MPC)1,1721,17201912860.02%+96
UNILEVER PLC(UL)1871,875+1,688121070.01%+95
DIGITAL RLTY TR INC(DLR)4,3764,280-966777710.05%+94
RIGETTI COMPUTING INC(RGTI)1,0008,277+7,277221160.01%+94
NORFOLK SOUTHN CORP(NSC)6951,011+3162012900.02%+89
APPLIED OPTOELECTRONICS INC(AAOI)01,000+1,0000850.01%+85
ISHARES TR119,737120,147+41020,20820,2871.31%+79
VANGUARD WHITEHALL FDS0530+5300780.01%+78
SPDR GOLD TR(GLD)2,1402,144+48489230.06%+74
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,0162,026+106136850.04%+72
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
115,430116,745+1,3155,8805,9520.38%+72
CARNIVAL CORP2002,947+2,7476760.00%+70
AMERICAN CENTY ETF TR0600+6000660.00%+66
DELTA AIR LINES INC(DAL)5231,523+1,000361010.01%+65
J P MORGAN EXCHANGE TRADED F
BET USD HIG ETF
46,74048,815+2,0752,1732,2370.14%+64
GENERATE BIOMEDICINES INC(GENB)04,854+4,8540610.00%+61
BANK NEW YORK MELLON CORP0500+5000590.00%+59
COMCAST CORP NEW(CCZ)7482,788+2,04022800.01%+58
ISHARES TR41176+13519750.00%+56
SELECT SECTOR SPDR TR
ST STR UTIL ETF
6761,834+1,15829840.01%+55
ISHARES INC33,15533,15508689200.06%+52
IRON MTN INC DEL(IRM)0500+5000510.00%+51
ENTERPRISE PRODS PARTNERS L(EPD)8,3428,34202673160.02%+48
HUT 8 CORP(HUT)01,000+1,0000470.00%+47
APPLIED MATLS INC54854801411870.01%+46
AMERICAN WTR WKS CO INC NEW9,8259,759-661,2821,3280.09%+46
WALMART INC(WMT)9781,233+2551091530.01%+44
ONEOK INC NEW(OKE)1,8731,999+1261381810.01%+43
AMERICAN CENTY ETF TR0429+4290430.00%+43
DELL TECHNOLOGIES INC(DELL)1,0001,00001261640.01%+38
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
3173170871240.01%+37
AMERICAN CENTY ETF TR0830+8300370.00%+37
ASTRAZENECA PLC(AZN)0181+1810360.00%+36
CIRCLE INTERNET GROUP INC(CRCL)2372+3700350.00%+35
UDR INC(UDR)01,000+1,0000340.00%+34
ISHARES INC39,00039,00002,1032,1370.14%+34
SPDR SERIES TRUST
ST INTER BD ETF
3471,292+94512430.00%+32
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0514+5140310.00%+31
PHILIP MORRIS INTL INC(PM)6,3396,33901,0171,0480.07%+31
RTX CORPORATION(RTX)9621,073+1111762070.01%+31
WESTERN DIGITAL CORP(WDC)0112+1120300.00%+30
INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
0235+2350300.00%+30
INTEL CORP(INTC)4,1654,16501541840.01%+30
Page 1 of 8
ALBION FINANCIAL GROUP /UT — 13F Holdings — Q1 2026 | TickerTrail