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
201
VBVANGUARD INDEX FDS
360$85.3M0.01%
202
YUMYUM BRANDS INC
566$83.9M0.01%
203
CLROCLEARONE INC
14,465$83.2M0.01%
204
SYYSYSCO CORP
1,092$82.7M0.01%
205
FANFIRST TR EXCHANGE-TRADED FD
4,530$82.2M0.01%
206
CEGCONSTELLATION ENERGY CORP
251$81.0M0.01%
207
SMRNUSCALE PWR CORP
2,045$80.9M0.01%
208
SPGIS&P GLOBAL INC
150$79.1M0.01%
209
FSEPFIRST TR EXCHNG TRADED FD VI
1,600$76.8M0.01%
210
SLGSL GREEN RLTY CORP
1,218$75.4M0.00%
211
WMBWILLIAMS COS INC
1,184$74.4M0.00%
212
VDCVANGUARD WORLD FD
332$72.7M0.00%
213
JPSEJ P MORGAN EXCHANGE TRADED F
1,573$71.6M0.00%
214
ZTSZOETIS INC
458$71.4M0.00%
215
BSXBOSTON SCIENTIFIC CORP
662$71.1M0.00%
216
DFATDIMENSIONAL ETF TRUST
1,301$70.2M0.00%
217
JEFJEFFERIES FINL GROUP INC
1,260$68.9M0.00%
218
INTCINTEL CORP
3,065$68.7M0.00%
219
MMM3M CO
450$68.5M0.00%
220
RFICOHEN & STEERS TOTAL RETURN
5,517$66.5M0.00%
221
IWPISHARES TR
471$65.3M0.00%
222
LVHDLEGG MASON ETF INVT
1,635$65.2M0.00%
223
RIORIO TINTO PLC
1,113$64.9M0.00%
224
UPSTUPSTART HLDGS INC
1,000$64.7M0.00%
225
GNRCGENERAC HLDGS INC
450$64.4M0.00%
226
GILDGILEAD SCIENCES INC
577$64.0M0.00%
227
BNBROOKFIELD CORP
1,000$61.9M0.00%
228
VTECVANGUARD CALIF TAX FREE FDS
625$61.0M0.00%
229
SKYYFIRST TR EXCHANGE TRADED FD
488$59.4M0.00%
230
GISGENERAL MLS INC
1,095$56.7M0.00%
231
VIRTVIRTU FINL INC
1,250$56.0M0.00%
232
VNQVANGUARD INDEX FDS
627$55.8M0.00%
233
FDNFIRST TR EXCHANGE-TRADED FD
206$55.5M0.00%
234
NBISNEBIUS GROUP N.V.
1,000$55.3M0.00%
235
MSIMOTOROLA SOLUTIONS INC
131$55.1M0.00%
236
ETENERGY TRANSFER L P
2,953$53.5M0.00%
237
SDOGALPS ETF TR
884$50.8M0.00%
238
CRWDCROWDSTRIKE HLDGS INC
96$48.9M0.00%
239
TANINVESCO EXCH TRADED FD TR II
1,425$48.8M0.00%
240
VXFVANGUARD INDEX FDS
250$48.2M0.00%
241
MCOMOODYS CORP
95$47.7M0.00%
242
PLDPROLOGIS INC.
449$47.2M0.00%
243
A4SAMERIPRISE FINL INC
87$46.4M0.00%
244
EMXCISHARES INC
735$46.4M0.00%
245
STXSEAGATE TECHNOLOGY HLDNGS PL
317$45.8M0.00%
246
COINCOINBASE GLOBAL INC
126$44.2M0.00%
247
VEAVANGUARD TAX-MANAGED FDS
760$43.3M0.00%
248
PZAINVESCO EXCH TRADED FD TR II
1,935$43.3M0.00%
249
IONQIONQ INC
1,000$43.0M0.00%
250
AIVLWISDOMTREE TR
380$43.0M0.00%
251
TMUST-MOBILE US INC
177$42.2M0.00%
252
CBCHUBB LIMITED
144$41.7M0.00%
253
STZCONSTELLATION BRANDS INC
245$39.9M0.00%
254
INTUINTUIT
50$39.4M0.00%
255
MRSHMARSH & MCLENNAN COS INC
180$39.4M0.00%
256
TTDTHE TRADE DESK INC
544$39.2M0.00%
257
CATCATERPILLAR INC
100$38.8M0.00%
258
COFCAPITAL ONE FINL CORP
174$37.1M0.00%
259
BMYBRISTOL-MYERS SQUIBB CO
800$37.0M0.00%
260
ARQQARQIT QUANTUM INC
1,000$37.0M0.00%
261
PPGPPG INDS INC
318$36.2M0.00%
262
VLTOVERALTO CORP
352$35.5M0.00%
263
NOCNORTHROP GRUMMAN CORP
71$35.5M0.00%
264
ICEINTERCONTINENTAL EXCHANGE IN
186$34.1M0.00%
265
MCXMCCORMICK & CO INC
437$33.1M0.00%
266
BABOEING CO
156$32.7M0.00%
267
GLGLOBE LIFE INC
251$31.2M0.00%
268
PGCPEAPACK-GLADSTONE FINL CORP
1,082$30.6M0.00%
269
IWFISHARES TR
72$30.4M0.00%
270
NVSNNOVARTIS AG
251$30.4M0.00%
271
SCHBSCHWAB STRATEGIC TR
1,260$30.0M0.00%
272
CTVACORTEVA INC
402$30.0M0.00%
273
CPNGCOUPANG INC
1,000$30.0M0.00%
274
WFC 7.5 PERP LWELLS FARGO CO NEW
25$29.4M0.00%
275
ASMLASML HOLDING N V
36$28.9M0.00%
276
AXPAMERICAN EXPRESS CO
89$28.4M0.00%
277
SCHWSCHWAB CHARLES CORP
310$28.3M0.00%
278
FFORD MTR CO
2,600$28.2M0.00%
279
CPAYCORPAY INC
85$28.2M0.00%
280
PBWINVESCO EXCHANGE TRADED FD T
1,397$27.8M0.00%
281
XLUSELECT SECTOR SPDR TR
338$27.6M0.00%
282
VNQIVANGUARD INTL EQUITY INDEX F
598$27.6M0.00%
283
STTSTATE STR CORP
256$27.2M0.00%
284
IVESWEDBUSH SER TR
1,000$27.1M0.00%
285
DDDUPONT DE NEMOURS INC
386$26.5M0.00%
286
FTVFORTIVE CORP
505$26.3M0.00%
287
FANGDIAMONDBACK ENERGY INC
191$26.2M0.00%
288
GSGOLDMAN SACHS GROUP INC
37$26.2M0.00%
289
7HPHP INC
1,066$26.1M0.00%
290
PEOEXELON CORP
600$26.1M0.00%
291
DALDELTA AIR LINES INC DEL
523$25.7M0.00%
292
DEODIAGEO PLC
244$24.6M0.00%
293
SAPSAP SE
81$24.6M0.00%
294
ISRGINTUITIVE SURGICAL INC
45$24.5M0.00%
295
KEYKEYCORP
1,400$24.4M0.00%
296
NVONOVO-NORDISK A S
353$24.4M0.00%
297
CMECME GROUP INC
85$23.4M0.00%
298
UTSLDIREXION SHS ETF TR
630$23.3M0.00%
299
BKNGBOOKING HOLDINGS INC
4$23.2M0.00%
300
PFEPFIZER INC
942$22.8M0.00%
PreviousPage 3 of 6Next