ALBION FINANCIAL GROUP /UT Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$1.5T

Holdings

586

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (586 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
306,248$174.0B11.36%
2
IWRISHARES TR
871,659$80.2B5.24%
3
MSFTMICROSOFT CORP
139,107$69.2B4.52%
4
AAPLAPPLE INC
337,200$69.2B4.52%
5
AMZNAMAZON COM INC
251,191$55.1B3.60%
6
NVDANVIDIA CORPORATION
305,519$48.3B3.15%
7
IJRISHARES TR
320,428$35.0B2.29%
8
AVGOBROADCOM INC
122,699$33.8B2.21%
9
GOOGLALPHABET INC
189,994$33.5B2.19%
10
VGITVANGUARD SCOTTSDALE FDS
556,764$33.3B2.18%
11
VEUVANGUARD INTL EQUITY INDEX F
449,168$30.2B1.97%
12
JPMJPMORGAN CHASE & CO.
96,052$27.8B1.82%
13
BLKBLACKROCK INC
26,239$27.5B1.80%
14
VCSHVANGUARD SCOTTSDALE FDS
340,810$27.1B1.77%
15
JMBSJANUS DETROIT STR TR
568,129$25.6B1.67%
16
JAAAJANUS DETROIT STR TR
499,959$25.4B1.66%
17
HDHOME DEPOT INC
67,979$24.9B1.63%
18
FISVFISERV INC
141,131$24.3B1.59%
19
VVISA INC
67,835$24.1B1.57%
20
SCHDSCHWAB STRATEGIC TR
882,802$23.4B1.53%
21
SPYSPDR S&P 500 ETF TR
37,366$23.1B1.51%
22
COSTCOSTCO WHSL CORP NEW
22,208$22.0B1.44%
23
ORCLORACLE CORP
90,742$19.8B1.30%
24
BRK/BBERKSHIRE HATHAWAY INC DEL
38,880$18.9B1.23%
25
METAMETA PLATFORMS INC
24,151$17.8B1.16%
26
NDQINVESCO QQQ TR
30,396$16.8B1.10%
27
APHAMPHENOL CORP NEW
163,857$16.2B1.06%
28
UBERUBER TECHNOLOGIES INC
172,140$16.1B1.05%
29
IBBISHARES TR
123,993$15.7B1.02%
30
PWRQUANTA SVCS INC
39,980$15.1B0.99%
31
TJXTJX COS INC NEW
121,976$15.1B0.98%
32
ACNACCENTURE PLC IRELAND
48,966$14.6B0.96%
33
VRTVERTIV HOLDINGS CO
112,081$14.4B0.94%
34
HONHONEYWELL INTL INC
61,348$14.3B0.93%
35
LMTLOCKHEED MARTIN CORP
30,293$14.0B0.92%
36
SBUXSTARBUCKS CORP
149,109$13.7B0.89%
37
GEGE AEROSPACE
52,699$13.6B0.89%
38
DISDISNEY WALT CO
107,422$13.3B0.87%
39
CRMSALESFORCE INC
44,450$12.1B0.79%
40
MUBISHARES TR
113,680$11.9B0.78%
41
SGOVISHARES TR
113,154$11.4B0.74%
42
CSCOCISCO SYS INC
158,084$11.0B0.72%
43
TMOTHERMO FISHER SCIENTIFIC INC
25,487$10.3B0.68%
44
JUSTGOLDMAN SACHS ETF TR
117,329$10.3B0.67%
45
DWDMORGAN STANLEY
65,170$9.2B0.60%
46
MCDMCDONALDS CORP
29,406$8.6B0.56%
47
ABBVABBVIE INC
45,726$8.5B0.55%
48
UNPUNION PAC CORP
35,610$8.2B0.54%
49
QCOMQUALCOMM INC
49,075$7.8B0.51%
50
PAYXPAYCHEX INC
52,518$7.6B0.50%
51
SOSOUTHERN CO
82,110$7.5B0.49%
52
AMGNAMGEN INC
26,601$7.4B0.49%
53
DGRWWISDOMTREE TR
87,127$7.3B0.48%
54
GEVGE VERNOVA INC
13,159$7.0B0.45%
55
PABUISHARES TR
101,246$6.8B0.44%
56
TXNTEXAS INSTRS INC
32,603$6.8B0.44%
57
PWRDTCW ETF TRUST
73,791$6.7B0.43%
58
WECWEC ENERGY GROUP INC
62,760$6.5B0.43%
59
MDTMEDTRONIC PLC
69,977$6.1B0.40%
60
MAINMAIN STR CAP CORP
95,112$5.6B0.37%
61
JMSTJ P MORGAN EXCHANGE TRADED F
109,409$5.6B0.36%
62
PEPPEPSICO INC
40,427$5.3B0.35%
63
PGPROCTER AND GAMBLE CO
33,058$5.3B0.34%
64
AFLAFLAC INC
48,570$5.1B0.33%
65
PRFZINVESCO EXCHANGE TRADED FD T
112,200$4.6B0.30%
66
EDCONSOLIDATED EDISON INC
45,452$4.6B0.30%
67
SHESPDR SERIES TRUST
35,429$4.4B0.29%
68
AQLTISHARES TR
32,985$4.4B0.29%
69
ABTABBOTT LABS
30,833$4.2B0.27%
70
CLXCLOROX CO DEL
34,889$4.2B0.27%
71
VIGVANGUARD SPECIALIZED FUNDS
18,195$3.7B0.24%
72
DYHTARGET CORP
35,693$3.5B0.23%
73
CVXCHEVRON CORP NEW
23,770$3.4B0.22%
74
KMBKIMBERLY-CLARK CORP
23,882$3.1B0.20%
75
DMXFISHARES TR
39,623$2.9B0.19%
76
UPSUNITED PARCEL SERVICE INC
28,847$2.9B0.19%
77
MRKMERCK & CO INC
35,327$2.8B0.18%
78
SRLNSSGA ACTIVE ETF TR
62,405$2.6B0.17%
79
GPCGENUINE PARTS CO
20,757$2.5B0.16%
80
BBHYJ P MORGAN EXCHANGE TRADED F
51,186$2.4B0.16%
81
GOOGALPHABET INC
13,225$2.3B0.15%
82
NNNNNN REIT INC
50,852$2.2B0.14%
83
TSLATESLA INC
6,004$1.9B0.12%
84
XYLXYLEM INC
14,089$1.8B0.12%
85
EWCISHARES INC
39,000$1.8B0.12%
86
PGXINVESCO EXCH TRADED FD TR II
161,347$1.8B0.12%
87
IBMINTERNATIONAL BUSINESS MACHS
6,064$1.8B0.12%
88
CRBNISHARES TR
7,870$1.7B0.11%
89
ECLECOLAB INC
6,099$1.6B0.11%
90
CUTINVESCO EXCH TRADED FD TR II
52,000$1.6B0.10%
91
RIVNRIVIAN AUTOMOTIVE INC
108,670$1.5B0.10%
92
AWCAMERICAN WTR WKS CO INC NEW
10,428$1.5B0.09%
93
WSMWILLIAMS SONOMA INC
8,839$1.4B0.09%
94
ARCCARES CAPITAL CORP
64,605$1.4B0.09%
95
VTIVANGUARD INDEX FDS
4,664$1.4B0.09%
96
JNJJOHNSON & JOHNSON
8,824$1.3B0.09%
97
TSCOTRACTOR SUPPLY CO
25,000$1.3B0.09%
98
IVWISHARES TR
11,945$1.3B0.09%
99
KRMDKORU MEDICAL SYSTEMS INC
356,374$1.3B0.08%
100
FQIDIGITAL RLTY TR INC
7,300$1.3B0.08%
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