StockDriftsStockDriftsTop 50 Albion Financial Group Ut Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.83% | 349.3K | $244.8M | +1.21%(+4.18K) | $304.20(+132.44%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.24% | 331.9K | $110.5M | +0.66%(+2.17K) | $38.71(+778.63%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.75% | 193.0K | $66.4M | +2.94%(+5.52K) | $67.16(+406.82%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.73% | 128.8K | $66.1M | +3.25%(+4.05K) | $109.17(+387.75%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.7% | 286.6K | $65.5M | +2.35%(+6.58K) | $107.19(+102.27%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.52% | 249.9K | $62.3M | +2.32%(+5.67K) | $95.88(+174.10%) | 2026-09-30 | |
| IWR | ISHARES TR | 2.88% | 478.5K | $51.1M | -7.98%(-41.48K) | $34.29(+219.53%) | 2026-09-30 | |
| SOXX | ISHARES TR | 2.26% | 70.2K | $39.9M | +3511850.00%(+70.24K) | $604.69(-16.67%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.24% | 698.3K | $39.6M | +4.22%(+28.25K) | $59.29(-3.86%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.23% | 1.21M | $39.4M | +4.08%(+47.49K) | $27.43(+26.24%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.03% | +64.43% | +8.96% | +53.59% |
| Top 20 Holdings Unweighted | +17.44% | +61.96% | +8.43% | +49.88% |
Albion Financial Group Ut reports $1.77B in US-listed equity holdings across 792 positions in its most recent 13F filing. Its largest disclosed positions are VOO (13.8%), AAPL (6.2%) and GOOGL (3.8%). The top 20 holdings account for 62.25% of reported assets. Its disclosed equity book has returned +64.43% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Albion Financial Group Ut’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1054677). View Albion Financial Group Ut’s 13F filings on SEC