ALBION FINANCIAL GROUP /UT
•CIK: 1054677•Filing: Q4 2025
ALBION FINANCIAL GROUP /UT manages $1.6B across a diversified portfolio of 649 positions. The fund exhibits significant concentration in mega-cap technology names, notably holding VOO at $204.0M and AAPL at $89.3M. Further top holdings include IWR ($82.2M), MSFT ($63.4M), and GOOGL ($57.9M), indicating a strong tilt toward established growth leaders. This structure suggests a core investment thesis focused on large-cap equity exposure within the technology and growth sectors.
Total AUM
$1.6B
QoQ Performance
-3.0%
Positions
526
Top 10 Concentration
44.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
AAPL
IWR
VOO12.7%
AAPL5.6%
IWR5.1%
MSFT3.9%
GOOGL3.6%
AMZN3.6%
NVDA3.4%
VGIT2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.9%
Technology24.6%
ETF14.4%
Consumer8.0%
Financial5.9%
Industrial3.1%
Healthcare2.7%
Utilities0.8%
🚪 Exited Positionssold since Q3 2025
+452 more exited positions
Changes from Q3 2025
NEW6 new positions
↑33 increased
↓116 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022