Top 50 Albion Financial Group /Ut Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.08% | 339.3K | $202.8M | +4.29%(+13.95K) | $291.76(+133.90%) | 2026-03-31 | |
| IWR | ISHARES TR | 5.38% | 857.4K | $83.4M | +0.46%(+3.90K) | $34.29(+205.44%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.37% | 327.7K | $83.2M | -0.28%(-910) | $35.51(+741.76%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.45% | 185.8K | $53.4M | +0.35%(+644) | $56.39(+613.94%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.32% | 246.7K | $51.4M | -0.36%(-889) | $92.45(+192.19%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.23% | 287.2K | $50.1M | -0.60%(-1.73K) | $104.68(+115.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.05% | 127.5K | $47.2M | -2.75%(-3.60K) | $98.34(+312.04%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.44% | 636.0K | $37.9M | +3.58%(+22.01K) | $59.36(-0.65%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.27% | 282.6K | $35.1M | +0.31%(+884) | $73.83(+83.23%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.14% | 442.4K | $33.2M | +0.66%(+2.90K) | $48.99(+69.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.28% | +45.37% |
| Top 20 Holdings Unweighted | +13.84% | +47.55% |
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