ALBION FINANCIAL GROUP /UT
Top Portfolio Positions
562 positions ·
$889,142,936 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
327,697 | $83,166,221 | 9.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
185,753 | $53,415,132 | 6.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
246,730 | $51,386,457 | 5.78% | |
| NVDA |
Nvidia Corp
Technology
|
287,217 | $50,090,644 | 5.63% | |
| MSFT |
Microsoft Corp
Technology
|
127,509 | $47,200,006 | 5.31% | |
| AVGO |
Broadcom Inc.
Technology
|
95,562 | $29,577,394 | 3.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
92,081 | $27,086,546 | 3.05% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
332,468 | $25,796,192 | 2.90% | |
| SPY |
Spdr S&P 500 ETF Trust
|
38,092 | $24,772,751 | 2.79% | |
| BLK |
BlackRock, Inc.
Financial Services
|
25,210 | $24,244,709 | 2.73% |
Portfolio Trend
24 quarters · across all stocks
Holdings in CLRO
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,495 | 14,465 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $73,626 | 14,465 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $84,041 | 14,465 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $83,173 | 14,465 | Shares | Sole | 2025-07-17 | |
| No 13F history on record for this holder in this stock. | ||||||