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Portfolio (Quarterly) Guide ↗

ALBION FINANCIAL GROUP /UT

· CIK 0001054677
13F Portfolio $1.6B AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 650 New
Page 32 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PRNT ARK ETF TR 14.0 $314.0 NEW $22.43 +15.4%
622 VIVOSIM LABS INC 159.0 $288.0 NEW $1.81
623 XNTK SPDR SERIES TRUST 1.0 $278.0 NEW $278.00 +29.7%
624 PAWZ PROSHARES TR 5.0 $274.0 NEW $54.80 -12.8%
625 TLRY TILRAY BRANDS INC Healthcare 30.0 $271.0 NEW $9.03 -39.7%
626 ILMN ILLUMINA INC Healthcare 2.0 $263.0 NEW $131.50 +10.4%
627 RBLX ROBLOX CORP Technology 3.0 $244.0 NEW $81.33 -43.4%
628 ORIGIN MATERIALS INC 1,114.0 $236.0 NEW $0.21
629 FATE FATE THERAPEUTICS INC Healthcare 225.0 $222.0 NEW $0.99 +117.9%
630 ICLN ISHARES TR 10.0 $165.0 NEW $16.50 +39.0%
631 CRCL CIRCLE INTERNET GROUP INC Financial Services 2.0 $159.0 NEW $79.50 +31.0%
632 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1.0 $147.0 NEW $147.00 -11.9%
633 LMND LEMONADE INC Financial Services 2.0 $143.0 NEW $71.50 -19.8%
634 KTB KONTOOR BRANDS INC Consumer Cyclical 2.0 $123.0 NEW $61.50 +16.1%
635 RUN SUNRUN INC Energy 6.0 $111.0 NEW $18.50 -20.8%
636 BYND BEYOND MEAT INC Consumer Defensive 130.0 $107.0 NEW $0.82 -6.6%
637 DXC DXC TECHNOLOGY CO Technology 7.0 $103.0 NEW $14.71 -37.1%
638 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 2.0 $78.0 NEW $39.00 -13.9%
639 DKNG DRAFTKINGS INC NEW Consumer Cyclical 2.0 $69.0 NEW $34.50 -31.0%
640 IIPR INNOVATIVE INDL PPTYS INC Real Estate 1.0 $69.0 NEW $69.00 -17.3%
Page 32 of 33  ·  650 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.6%
Financial Services 16.5%
Consumer Cyclical 12.7%
Communication Services 9.6%
Industrials 9.2%
Healthcare 5.2%
Consumer Defensive 3.7%
Utilities 3.3%
Energy 0.6%
Real Estate 0.3%