ALBION FINANCIAL GROUP /UT Q4 2019 Filing

Filed January 31, 2020

Portfolio Value

$842.8B

Holdings

221

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (221 positions)

#StockSharesValue% PortfolioType
101
PYPLPayPal Holdings, Inc.
9,157$991.0M0.12%
102
VMCIXVanguard Mid-Cap Index Fund In
20,213$985.0M0.12%
103
DFEQXDFA Short Term Extended Qualit
91,066$984.0M0.12%
104
S76Store Capital Corporation
25,837$962.0M0.11%
105
VUGVanguard Index Funds Vanguard
5,092$928.0M0.11%
106
EWAiShares MSCI Australia Index F
38,260$866.0M0.10%
107
CECelanese Corp.
7,000$862.0M0.10%
108
NNNNational Retail Properties Inc
15,862$851.0M0.10%
109
VSMAXVaguard Small-Cap Index
10,460$830.0M0.10%
110
DFTEXDFA Intermediate Term Extended
73,597$826.0M0.10%
111
BABAAlibaba Group Holding
3,880$823.0M0.10%
112
EQIXEquinix Inc
1,356$791.0M0.09%
113
BACBank of America Corp
22,291$785.0M0.09%
114
DUKDuke Energy Corp
8,599$784.0M0.09%
115
GOOGAlphabet Inc. Class C
582$778.0M0.09%
116
TILIXTIAA-CREF Large-Cap Growth Ind
21,098$767.0M0.09%
117
KOCoca-Cola Company
13,749$761.0M0.09%
118
DFFVXDFA US Targeted Value Fund
32,670$757.0M0.09%
119
Fidelity Dividend Growth Fund:
24,032$743.0M0.09%
120
TSCOTractor Supply Co.
7,600$710.0M0.08%
121
Fidelity International Discove
15,298$695.0M0.08%
122
NKENike Inc cl B
6,865$695.0M0.08%
123
NFLXNetflix Inc
2,145$694.0M0.08%
124
FCPGXFidelity Small Cap Growth
25,280$692.0M0.08%
125
RPRealPage, Inc.
12,206$656.0M0.08%
126
FOXFFox Factory Holding Corp.
9,420$655.0M0.08%
127
OAKIXOakmark International Fund
26,073$651.0M0.08%
128
Fidelity Diversified Internati
16,096$650.0M0.08%
129
VFSUXVanguard Short-Term Investment
60,176$646.0M0.08%
130
Fidelity Low Price Stock Fund
12,725$636.0M0.08%
131
SCHWCharles Schwab Corp
12,810$609.0M0.07%
132
FIMM Money Market Prime Res Po
599,820$602.0M0.07%
133
ISRGIntuitive Surgical, Inc.
1,005$594.0M0.07%
134
MDLZMondelez International Inc
10,299$567.0M0.07%
135
SWPPXSchwab SP500 Index Fund
11,427$564.0M0.07%
136
ORCLOracle Corporation
10,500$556.0M0.07%
137
TOTLSPDR Doubleline Total Return T
11,333$555.0M0.07%
138
ADPAutomatic Data Processing Inc.
3,221$549.0M0.07%
139
TJXTJX Companies Inc.
8,888$543.0M0.06%
140
HXLHexcel Corporation
7,397$542.0M0.06%
141
8CWCrown Castle International
3,758$534.0M0.06%
142
Federated Govt Obligations Fd
529,000$529.0M0.06%
143
FLT1EURFleetCor Technologies, Inc.
1,831$527.0M0.06%
144
CUBECubesmart
16,400$516.0M0.06%
145
Fidelity Spartan Money Market
470,154$470.0M0.06%
146
ABBVAbbVie Inc.
5,287$468.0M0.06%
147
TTDTrade Desk, Inc.
1,783$463.0M0.05%
148
MRKMerck & Co. Inc.
4,927$448.0M0.05%
149
IVWiShares S&P 500 Growth
2,300$445.0M0.05%
150
GILDGilead Sciences Inc.
6,711$436.0M0.05%
151
CHKPCheck Point Software
3,906$433.0M0.05%
152
VIGVanguard Div Appreciation
3,475$433.0M0.05%
153
DFSHXDFA Selectively Hedged Global
44,533$427.0M0.05%
154
TSLATesla, Inc.
1,012$423.0M0.05%
155
FNMAFannie Mae
135,000$421.0M0.05%
156
iShares MSCI Low Carbon Target
3,034$393.0M0.05%
157
ABTAbbott Laboratories
4,335$377.0M0.04%
158
ESNTEssent Group Ltd.
7,240$376.0M0.04%
159
HASIHannon Armstrong Sustain Infra
11,480$369.0M0.04%
160
IFFInternational Flavors&Frag.
2,816$363.0M0.04%
161
GTLOXGlenmede Large Cap Core
12,879$355.0M0.04%
162
SWSSXSchwab Small Cap Index Fund
11,968$349.0M0.04%
163
FNMA V8.25 PERP SFannie Mae Pfd Ser S
29,100$348.0M0.04%
164
BRK-BBerkshire Hathaway Inc. Class
100$340.0M0.04%
165
SPDR SSGA Gender Diversity Ind
4,389$339.0M0.04%
166
TCEHYTencent Holdings Ltd.
6,976$335.0M0.04%
167
FTHRXFid Intermediate Bond Fund
29,013$321.0M0.04%
168
Vanguard Total International S
2,667$319.0M0.04%
169
Dreyfus Bond Market INdex Fund
29,005$307.0M0.04%
170
VDIGXVanguard Specialized Dividend
10,022$306.0M0.04%
171
MOAltria Group Inc
6,120$305.0M0.04%
172
SWTSXSchwab Total Stock Market Inde
5,315$297.0M0.04%
173
DODBXDodge & Cox Balanced Fund
2,905$295.0M0.04%
174
PSXPhillips 66
2,619$292.0M0.03%
175
LMATLeMaitre Vascular, Inc.
7,923$285.0M0.03%
176
ESEversource Energy
3,292$280.0M0.03%
177
DODGXDodge Cox Stock Fund
1,428$277.0M0.03%
178
CAGConagra Brands Inc.
8,060$276.0M0.03%
179
WDIVSPDR S&P Global Dividend
3,760$269.0M0.03%
180
VGTVanguard Info Tech
1,063$260.0M0.03%
181
SNVXXSchwab Government Money Fund I
256,483$256.0M0.03%
182
ILMNIllumina Inc
766$254.0M0.03%
183
BRBroadridge Fncl Solutions
2,033$251.0M0.03%
184
NVDANVIDIA Corp
1,050$247.0M0.03%
185
PFEPfizer Inc.
6,232$244.0M0.03%
186
COPConocoPhillips
3,674$239.0M0.03%
187
TMLCXSEI Tax Managed Large Cap
8,599$238.0M0.03%
188
DFGEXDFA Global Real Estate Securit
19,658$232.0M0.03%
189
TIFEURTiffany & Company
1,735$232.0M0.03%
190
LWLamb Weston Holdings, Inc.
2,686$231.0M0.03%
191
AWCAmerican Water Works
1,780$219.0M0.03%
192
SEDGSolarEdge Technologies, Inc.
2,286$217.0M0.03%
193
BONDPIMCO Total Rtn
2,000$216.0M0.03%
194
DFEMXDFA Emerging Markets
7,317$214.0M0.03%
195
SHSSXBlackrock Health Sciences Oppo
3,143$214.0M0.03%
196
TIAA-CREF Small-Cap Blend Inde
10,117$211.0M0.03%
197
MWTRXMetropolitan West Total Return
19,153$210.0M0.02%
198
WMWaste Management Inc.
1,791$204.0M0.02%
199
Nuveen Arizona Mun Bond Fund C
18,056$200.0M0.02%
200
SKTTanger Factory Outlet Centers
12,810$189.0M0.02%
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