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CIK: 0001054677
Total reported value
$1.7B
$1.7B
607 檔
23.1%
The Q1 2025 SEC filing reveals that Albion Financial Group /ut held a total portfolio value of $1.7B, covering 607 public equity positions.
In Q1 2025, Albion Financial Group /ut displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 607 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.44% | +0.65% | -2.13% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.57% | +0.16% | +0.97% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.27% | -2.06% | -0.01% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.67% | -0.35% | +0.57% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.30% | +0.05% | -0.89% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.89% | +0.43% | +0.64% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.38% | +0.13% | -1.45% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.33% | +0.02% | -0.32% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.33% | -0.15% | +4.86% | |
| 10 | FISV | Fiserv Inc | Stock-Other | 2.19% | -0.01% | +0.80% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.92% | +0.02% | +0.82% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.91% | -0.13% | +5.42% | |
| 13 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.81% | -0.12% | +4.33% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.76% | -0.11% | +5.67% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.75% | -0.01% | +1.35% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.68% | +0.03% | +1.09% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | — | -0.11% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.62% | -0.01% | +0.93% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.48% | -0.22% | +1.12% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.48% | -0.07% | -41.37% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.47% | +0.05% | +0.96% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.46% | -0.12% | -3.15% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.28% | — | -0.80% | |
| 24 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.12% | +0.01% | -3.79% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.12% | +0.14% | +43.38% | |
| 26 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.11% | — | +10.09% | |
| 27 | ACN | Accenture plc | Stock-Tech | 1.08% | -0.52% | +1.01% | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.04% | +0.03% | +2.19% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.01% | +0.16% | +50.29% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.10% | +1223.51% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.95% | -0.27% | -2.01% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.93% | -0.25% | +1832.15% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.92% | -0.85% | EXIT | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.90% | -0.07% | -0.44% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.88% | -0.07% | +82.51% | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.78% | -0.15% | +2.99% | |
| 37 | GE | General Electric | Stock-Industrials | 0.75% | +0.18% | +0.10% | |
| 38 | APH | Amphenol Corp-cl A | Stock-Tech | 0.74% | +0.19% | +31950.91% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.73% | -0.05% | +4.71% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.71% | -0.06% | +6.76% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.32% | -1.56% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.01% | +0.49% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.12% | -0.68% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.59% | +0.01% | +0.83% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.59% | -0.04% | +1.21% | |
| 46 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.59% | +0.03% | +7.79% | |
| 47 | PAYX | Paychex Inc | Stock-Tech | 0.57% | — | +5.69% | |
| 48 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.54% | — | -2.23% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.54% | -0.05% | +6.05% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | +0.11% | -10.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 8 | NVDA | Nvidia CORP | — | NEW | New buy |
| 9 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 10 | FISV | Fiserv Inc | — | NEW | New buy |
| 11 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 13 | JMBS | Janus Henderson Mortg Backed | — | NEW | New buy |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 15 | HD | Home Depot Inc | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 18 | ORCL | Oracle CORP | — | NEW | New buy |
| 19 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 22 | AVGO | Broadcom Inc | — | NEW | New buy |
| 23 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 24 | IBB | Ishares Biotechnology ETF | — | NEW | New buy |
| 25 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 26 | XLRE | Ss Real Estate Select Sector | — | NEW | New buy |
| 27 | ACN | Accenture plc | — | NEW | New buy |
| 28 | SBUX | Starbucks CORP | — | NEW | New buy |
| 29 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 30 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 31 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 32 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 33 | HON | Honeywell International Inc | — | NEW | New buy |
| 34 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 35 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 36 | BLK | Blackrock Inc | — | NEW | New buy |
| 37 | GE | General Electric | — | NEW | New buy |
| 38 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 39 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 40 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 41 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 42 | ABBV | Abbvie Inc | — | NEW | New buy |
| 43 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 44 | UNP | Union Pacific CORP | — | NEW | New buy |
| 45 | AMGN | Amgen Inc | — | NEW | New buy |
| 46 | JUST | Goldman Sachs Just US Lrg | — | NEW | New buy |
| 47 | PAYX | Paychex Inc | — | NEW | New buy |
| 48 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 49 | SO | Southern Co/the | — | NEW | New buy |
| 50 | QCOM | Qualcomm Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Albion Financial Group /ut reported a total U.S. public equity portfolio value of $1.7B across 607 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, IWR) accounted for 23.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $147.5M
During Q1 2025, Albion Financial Group /ut's top holdings by market value included VOO (10.4%)、AAPL (5.6%)、IWR (5.3%). The largest single position, VOO, represented 10.4% of total portfolio value.
In Q1 2025, Albion Financial Group /ut made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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