Fund HoldingsALBION FINANCIAL GROUP /UT

Total Portfolio Value
$1.61B
Total Bought
$31.88M
Total Sold
$139.93M
Net Transaction
-$108.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)191,703185,109-6,59446,60357,9393.61%+11,336
SPDR SERIES TRUST
ST STR P500ETF
098,686+98,68607,9170.49%+7,917
SPDR SERIES TRUST
ST STR MSCI GEN
045,072+45,07205,9530.37%+5,953
APPLE INC(AAPL)339,780328,607-11,17386,51889,3355.56%+2,817
ISHARES TR123,352119,737-3,61517,80820,2081.26%+2,400
SSGA ACTIVE ETF TR
ST STR BL LN ETF
055,862+55,86202,3050.14%+2,305
SPDR SERIES TRUST
ST STR SP500DIV
051,550+51,55002,2300.14%+2,230
AMAZON COM INC(AMZN)0247,619+247,619057,1563.56%+57,156
VANGUARD INDEX FDS329,789325,357-4,432201,956204,04112.70%+2,085
THERMO FISHER SCIENTIFIC INC(TMO)25,03024,400-63012,14014,1390.88%+1,999
ISHARES TR
LOW CA OP MS ETF
07,283+7,28301,6790.10%+1,679
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
588,095614,025+25,93035,30336,7992.29%+1,495
CISCO SYS INC(CSCO)296,544282,343-14,20120,29021,7491.35%+1,459
JANUS DETROIT STR TR
HENDERSON MTG
597,809623,852+26,04327,30228,5041.77%+1,202
AMPHENOL CORP NEW165,880160,400-5,48020,52821,6771.35%+1,149
SPDR S&P 500 ETF TR(SPY)37,38337,992+60924,90425,9081.61%+1,004
JANUS DETROIT STR TR
HENDRSON AAA CL
533,910555,134+21,22427,11228,0791.75%+967
ALPHABET INC(GOOG)13,11513,078-373,1944,1040.26%+910
ACCENTURE PLC IRELAND
SHS CLASS A
047,777+47,777012,8190.80%+12,819
SOLSTICE ADVANCED MATLS INC(SOLS)013,134+13,13406380.04%+638
MORGAN STANLEY(MS)64,85360,833-4,02010,30910,8000.67%+491
RIVIAN AUTOMOTIVE INC(RIVN)108,388104,751-3,6371,5912,0650.13%+474
INVESCO QQQ TR31,18631,225+3918,72319,1821.19%+458
AMGEN INC(AMGN)26,63824,281-2,3577,5177,9480.49%+430
KORU MEDICAL SYSTEMS INC0216,374+216,37401,2570.08%+1,257
PROSHARES TR
S&P 500 DV ARIST
03,724+3,72403880.02%+388
GE AEROSPACE(GE)52,83852,856+1815,89516,2811.01%+387
SPDR SERIES TRUST
ST STR SP DIV
02,743+2,74303820.02%+382
CONSTELLATION ENERGY CORP(CEG)01,366+1,36604830.03%+483
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,562+2,56203060.02%+306
ELI LILLY & CO(LLY)01,117+1,11701,2000.07%+1,200
CELESTICA INC(CLS)01,000+1,00002960.02%+296
TJX COS INC NEW(TJX)119,643114,280-5,36317,29317,5551.09%+261
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
351,030354,987+3,95728,05828,3031.76%+245
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,601+1,60102300.01%+230
RUBRIK INC.(RBRK)03,000+3,00002290.01%+229
VANGUARD WORLD FD01,767+1,76702140.01%+214
JOHNSON & JOHNSON(JNJ)9,3089,331+231,7261,9310.12%+205
VANECK ETF TRUST
BDC INCOME ETF
062,289+62,28908830.05%+883
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,111+1,11101720.01%+172
MERCK & CO INC(MRK)36,34330,484-5,8593,0503,2090.20%+158
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
01,050+1,05001510.01%+151
ADVANCED MICRO DEVICES INC(AMD)0793+79301700.01%+170
ISHARES INC39,00039,00001,9712,1030.13%+132
SELECT SECTOR SPDR TR
ST STR REAL ETF
03,257+3,25701310.01%+131
GOLDMAN SACHS GROUP INC(GS)0184+18401620.01%+162
APPLIED MATLS INC0548+54801410.01%+141
ISHARES TR01,382+1,38203400.02%+340
GE HEALTHCARE TECHNOLOGIES I(GEHC)013,570+13,57001,1130.07%+1,113
SPDR GOLD TR(GLD)2,1402,14007618480.05%+87
GOLDMAN SACHS ETF TR120,298117,581-2,71711,28411,3700.71%+86
GE VERNOVA INC(GEV)12,55111,936-6157,7187,8010.49%+83
WELLS FARGO CO NEW(WFC)01,255+1,25501170.01%+117
PROFESIONALLY MANAGED PORTFO
AKRE FOCUS ETF
01,136+1,1360740.00%+74
TRAVELERS COMPANIES INC(TRV)0309+3090900.01%+90
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
113,776115,430+1,6545,8075,8800.37%+73
ISHARES TR113,410112,855-5558,1518,2210.51%+70
ISHARES SILVER TR(SLV)03,000+3,00001930.01%+193
VISA INC(V)067,587+67,587023,7041.48%+23,704
EXXON MOBIL CORP9,3599,261-981,0551,1140.07%+59
VERTEX PHARMACEUTICALS INC(VRTX)01,077+1,07704880.03%+488
ISHARES TR
ESG AWRE 1 5 YR
56,37058,648+2,2781,4271,4800.09%+54
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
112,200112,20005,0965,1490.32%+53
NORFOLK SOUTHN CORP(NSC)0695+69502010.01%+201
SPDR S&P MIDCAP 400 ETF TR(MDY)085+850520.00%+52
BANK AMERICA CORP13,03113,131+1006727220.04%+50
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,0162,01605636130.04%+50
NEXTERA ENERGY INC(NEE)08,987+8,98707210.04%+721
POET TECHNOLOGIES INC(POET)010,000+10,0000630.00%+63
SPDR SERIES TRUST
ST STR P500GRW
0377+3770400.00%+40
DANAHER CORPORATION(DHR)01,290+1,29002950.02%+295
CANADIAN PACIFIC KANSAS CITY(CP)0640+6400470.00%+47
IREN LIMITED
ORDINARY SHARES
01,000+1,0000380.00%+38
FIGMA INC(FIG)01,000+1,0000370.00%+37
VANGUARD CALIF TAX FREE FDS01,185+1,18501190.01%+119
ISHARES TR0409+4090360.00%+36
AGILENT TECHNOLOGIES INC(A)10,54510,206-3391,3531,3890.09%+35
VANGUARD INTL EQUITY INDEX F452,471439,470-13,00132,29332,3272.01%+35
VANGUARD INDEX FDS4,6644,66401,5311,5640.10%+33
METLIFE INC(MET)0400+4000320.00%+32
INTEL CORP(INTC)04,165+4,16501540.01%+154
THE TRADE DESK INC(TTD)0800+8000300.00%+30
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0676+6760290.00%+29
SPDR INDEX SHS FDS
ST STR PO EX ETF
0644+6440290.00%+29
CSX CORP(CSX)0750+7500270.00%+27
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0749+7490260.00%+26
APPLIED DIGITAL CORP01,000+1,0000250.00%+25
QUANTA SVCS INC42,37341,662-71117,56017,5841.09%+24
RIO TINTO PLC(RIO)01,213+1,2130970.01%+97
ROCKET LAB CORP(RKLB)01,000+1,0000700.00%+70
SPDR SERIES TRUST
ST STR P500VAL
0384+3840220.00%+22
QUANTUMSCAPE CORP(QS)03,000+3,0000310.00%+31
ETFS GOLD TR(SGOL)04,220+4,22001730.01%+173
COMCAST CORP NEW(CCZ)0748+7480220.00%+22
FIDELITY COMWLTH TR03,982+3,98203640.02%+364
UIPATH INC(PATH)01,000+1,0000160.00%+16
RTX CORPORATION(RTX)0962+96201760.01%+176
BHP GROUP LTD0250+2500150.00%+15
DEERE & CO(DE)0288+28801340.01%+134
ISHARES TR
CORE DIV GRWTH
010,373+10,37307200.04%+720
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