ALBION FINANCIAL GROUP /UT
Top Portfolio Positions
561 positions ·
$870,806,184 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
327,697 | $83,166,221 | 9.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
185,753 | $53,415,132 | 6.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
246,730 | $51,386,457 | 5.90% | |
| NVDA |
Nvidia Corp
Technology
|
287,217 | $50,090,644 | 5.75% | |
| MSFT |
Microsoft Corp
Technology
|
127,509 | $47,200,006 | 5.42% | |
| AVGO |
Broadcom Inc.
Technology
|
95,562 | $29,577,394 | 3.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
92,081 | $27,086,546 | 3.11% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
332,468 | $25,796,192 | 2.96% | |
| SPY |
Spdr S&P 500 ETF Trust
|
38,092 | $24,772,751 | 2.84% | |
| BLK |
BlackRock, Inc.
Financial Services
|
25,210 | $24,244,709 | 2.78% |
Portfolio Trend
Holdings in IMDX
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22 | 7 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $52 | 7 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $23 | 7 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $21 | 7 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $21 | 7 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $16 | 7 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $19 | 7 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $20 | 7 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $20 | 7 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $17 | 7 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $21 | 7 | Shares | Sole | 2023-11-01 | |
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