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CIK: 0001054677
Total reported value
$1.7B
$1.7B
650 檔
28.8%
The Q4 2025 SEC filing reveals that Albion Financial Group /ut held a total portfolio value of $1.7B, covering 650 public equity positions.
In Q4 2025, Albion Financial Group /ut adopted a defensive or profit-taking posture, trimming 42 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 650 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.70% | +0.65% | -1.34% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.56% | +0.16% | -3.29% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.11% | -2.06% | -2.36% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.95% | -0.35% | -5.99% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.61% | +0.43% | -3.44% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.56% | +0.05% | -1.25% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | +0.02% | -3.90% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.29% | -0.15% | +4.41% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.11% | +0.13% | -11.63% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.09% | -0.12% | -11.37% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.01% | +0.02% | -2.87% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.86% | — | -4.14% | |
| 13 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.77% | -0.12% | +4.36% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.76% | -0.13% | +1.13% | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.75% | -0.11% | +3.98% | |
| 16 | BLK | Blackrock Inc | Stock-Financials | 1.75% | -0.15% | -4.76% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.72% | +0.14% | -2.73% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | +0.05% | +1.63% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.48% | +0.03% | -2.40% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.35% | +0.32% | -4.79% | |
| 21 | APH | Amphenol Corp-cl A | Stock-Tech | 1.35% | +0.19% | -3.30% | |
| 22 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.26% | +0.01% | -2.93% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.07% | -4.22% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.19% | +0.16% | +0.13% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.22% | -3.21% | |
| 26 | PWR | Quanta Services Inc | Stock-Industrials | 1.09% | +0.17% | -1.68% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.09% | -0.19% | -4.48% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 1.07% | -0.01% | -2.94% | |
| 29 | GE | General Electric | Stock-Industrials | 1.01% | +0.18% | +0.03% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.10% | -4.06% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.88% | -0.07% | -2.52% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.86% | -0.27% | -6.62% | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.86% | -0.07% | -3.43% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.80% | -0.52% | -3.25% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | +0.10% | -4.53% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.01% | -5.71% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.74% | -0.06% | -1.02% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.73% | -0.05% | -6.08% | |
| 39 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.71% | +0.03% | -2.26% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.85% | EXIT | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.69% | +0.03% | -12.10% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.67% | +0.08% | -6.20% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.62% | -0.05% | -18.60% | |
| 44 | RSG | Republic Services Inc | Stock-Industrials | 0.60% | -0.29% | -9.42% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.12% | -7.27% | |
| 46 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-Other | 0.51% | +0.03% | -0.49% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.49% | -0.04% | -8.85% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.73% | +54123.08% | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.49% | +0.14% | -4.90% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.48% | +0.01% | -7.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | -3.44% | Trim |
| 2 | VOO | Vanguard S&p 500 ETF | +0.5% | -1.34% | Trim |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +54123.08% | Add |
| 4 | AAPL | Apple Inc | +0.3% | -3.29% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.2% | -1.25% | Trim |
| 6 | IBB | Ishares Biotechnology ETF | +0.2% | -2.93% | Trim |
| 7 | VGIT | Vanguard Intermediate-term T | +0.2% | +4.41% | Add |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.2% | -2.52% | Trim |
| 9 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.1% | +5154900.00% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.1% | -4.79% | Trim |
| 11 | JMBS | Janus Henderson Mortg Backed | +0.1% | +4.36% | Add |
| 12 | APH | Amphenol Corp-cl A | +0.1% | -3.30% | Trim |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.63% | Add |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +3.98% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -0.28% | Trim |
| 16 | ACN | Accenture plc | +0.1% | -3.25% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | 0% | -4.14% | Trim |
| 18 | IWR | Ishares Russell Mid-cap ETF | 0% | -2.36% | Trim |
| 19 | SCHD | Schwab US Dvd Equity ETF | 0% | -2.73% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -4.22% | Trim |
| 21 | QCOM | Qualcomm Inc | 0% | -10.49% | Trim |
| 22 | DIS | Walt Disney Co/the | 0% | -6.08% | Trim |
| 23 | UNP | Union Pacific CORP | 0% | -7.59% | Trim |
| 24 | MAIN | Main Street Capital CORP | 0% | -8.47% | Trim |
| 25 | NVDA | Nvidia CORP | 0% | -3.90% | Trim |
| 26 | CRM | Salesforce Inc | 0% | -18.60% | Trim |
| 27 | SO | Southern Co/the | -0.1% | -7.27% | Trim |
| 28 | SOXX | Ishares Semiconductor ETF | -0.1% | -99.91% | Trim |
| 29 | LMT | Lockheed Martin CORP | -0.1% | -6.62% | Trim |
| 30 | SBUX | Starbucks CORP | -0.1% | -12.10% | Trim |
| 31 | KMB | Kimberly-clark CORP | -0.1% | -30.23% | Trim |
| 32 | ABT | Abbott Laboratories | -0.1% | -25.74% | Trim |
| 33 | PAYX | Paychex Inc | -0.1% | -12.02% | Trim |
| 34 | AVGO | Broadcom Inc | -0.1% | -11.37% | Trim |
| 35 | COST | Costco Wholesale CORP | -0.1% | -3.21% | Trim |
| 36 | HON | Honeywell International Inc | -0.1% | -6.73% | Trim |
| 37 | PG | Procter & Gamble Co/the | -0.1% | -25.57% | Trim |
| 38 | RSG | Republic Services Inc | -0.1% | -9.42% | Trim |
| 39 | META | Meta Platforms Inc-class A | -0.1% | -4.06% | Trim |
| 40 | TXN | Texas Instruments Inc | -0.1% | -31.75% | Trim |
| 41 | UBER | Uber Technologies Inc | -0.2% | -3.43% | Trim |
| 42 | HD | Home Depot Inc | -0.2% | -5.71% | Trim |
| 43 | IJR | Ishares Core S&p Small-cap E | -0.2% | -11.63% | Trim |
| 44 | BLK | Blackrock Inc | -0.2% | -4.76% | Trim |
| 45 | ABBV | Abbvie Inc | -0.3% | -47.86% | Trim |
| 46 | MSFT | Microsoft CORP | -0.4% | -5.99% | Trim |
| 47 | ORCL | Oracle CORP | -0.5% | -2.94% | Trim |
| 48 | FISV | Fiserv Inc | -0.7% | -36.53% | Trim |
| 49 | HPS | John Hancock Prefer Inc Iii | — | EXIT | Sold out |
| 50 | SOLS | Solstice Adv Materials 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 650 disclosed positions in Q4 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 28.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
SOLS
市值: $638.1K
Top Position Liquidated / Trimmed
HPS
前期市值: $1.1M
During Q4 2025, Albion Financial Group /ut's top holdings by market value included VOO (12.7%)、AAPL (5.6%)、IWR (5.1%). The largest single position, VOO, represented 12.7% of total portfolio value.
In Q4 2025, Albion Financial Group /ut made 50 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 42 holdings, and fully liquidating 1 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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