Albion Financial Group Purchases in Q3 2025

Albion Financial Group

  • $1.61 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CTRA
Coterra Energy Inc.

Energy
49
+ 10.91%
$23.09 - $25.45 $1.13K - $1.25K
498 $11K
Circle Internet Group Inc
2
New
N/A
2 $0
Rocket Lab Corp
1K
New
N/A
1K $0
Vanguard Calif Tax Free Fds
200
+ 32.0%
N/A
825 $0
Blackrock Inc
1.29K
+ 4.91%
N/A
27.5K $0
Cava Group Inc
42
New
N/A
42 $0
VTRS
Viatris Inc

Healthcare
86
New
$8.74 - $10.69 $752 - $919
86 $0
COF
Capital One Financial Corp

Financial Services
1
+ 0.57%
$207.29 - $229.74 $207 - $230
175 $37K
Canadian Pacific Kansas City
116
New
N/A
116 $0
SQ
Block, Inc.

Technology
2
+ 1.03%
N/A
197 $11K
ICLN
Ishares

ETFs
10
New
$13.22 - $15.48 $132 - $155
10 $0
Ishares Ethereum Tr
215
New
N/A
215 $0
NIO
Nio Inc.

Consumer Cyclical
2
New
$3.41 - $7.62 $6.82 - $15.2
2 $0
XYLD
Global X Fds S&P 500 Covered C

ETFs
1
+ 3.85%
$38.52 - $39.39 $38.5 - $39.4
27 $1K
Paramount Skydance Corp
74
New
N/A
74 $0
GIS
General Mills Inc

Consumer Defensive
25
+ 2.28%
$48.44 - $53.83 $1.21K - $1.35K
1.12K $56K
JPHY
Jp Morgan High Yield Research

ETFs
1.28K
+ 2.51%
N/A
52.5K $0
James Hardie Inds PLC
123
New
N/A
123 $0
Ge Healthcare Technologies I
43
+ 0.32%
N/A
13.6K $0
Lam Research Corp
92
New
N/A
92 $0
Linde PLC
36
+ 87.8%
N/A
77 $0
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1
New
$231.32 - $272.35 $231 - $272
1 $0
Ishares Bitcoin Trust ETF
130
+ 125.0%
N/A
234 $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12
+ 6.67%
$196.15 - $217.83 $2.35K - $2.61K
192 $38K
SLG
Sl Green Realty Corp

Real Estate
16
+ 1.31%
$52.04 - $65.67 $833 - $1.05K
1.23K $73K
ET
Energy Transfer LP

Energy
56
+ 1.9%
$17.11 - $18.16 $958 - $1.02K
3.01K $51K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 6.67%
$433.66 - $544.47 $1.3K - $1.63K
48 $21K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11
+ 6.11%
$38.58 - $58.24 $424 - $641
191 $7K
LLY
Eli Lilly & CO

Healthcare
9
+ 0.77%
$625.65 - $812.69 $5.63K - $7.31K
1.18K $898K
KO
Coca Cola CO

Consumer Defensive
63
+ 1.35%
$65.67 - $71.67 $4.14K - $4.52K
4.72K $312K
VRSK
Verisk Analytics, Inc.

Industrials
5
+ 1.11%
$242.3 - $312.95 $1.21K - $1.56K
455 $114K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
455
+ 1.88%
$46.51 - $50.07 $21.2K - $22.8K
24.7K $1.16M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.83K
+ 4.05%
$14.94 - $16.82 $27.3K - $30.7K
46.9K $700K
OKE
Oneok Inc

Energy
16
+ 0.36%
$71.36 - $83.47 $1.14K - $1.34K
4.42K $322K
ABT
Abbott Laboratories

Healthcare
152
+ 0.49%
$120.51 - $136.62 $18.3K - $20.8K
31K $4.15M
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.11%
$288.69 - $310.94 $1.15K - $1.24K
3.57K $1.05M
KMB
Kimberly Clark Corp

Consumer Defensive
442
+ 1.85%
$121.72 - $136.77 $53.8K - $60.5K
24.3K $3.02M
PG
Procter & Gamble CO

Consumer Defensive
207
+ 0.63%
$150.47 - $161.22 $31.1K - $33.4K
33.3K $5.11M
TGT
Target Corp

Consumer Defensive
170
+ 0.48%
$86.56 - $107.43 $14.7K - $18.3K
35.9K $3.22M
V
Visa Inc.

Financial Services
1.41K
+ 2.08%
$332.09 - $358.86 $469K - $507K
69.2K $23.6M
DIS
Walt Disney CO

Communication Services
2.3K
+ 2.14%
$112.25 - $124.0 $258K - $285K
110K $12.6M
PAYX
Paychex Inc

Industrials
515
+ 0.98%
$126.69 - $147.99 $65.2K - $76.2K
53K $6.72M
COST
Costco Wholesale Corp

Consumer Defensive
383
+ 1.72%
$915.95 - $994.57 $351K - $381K
22.6K $20.9M
CRM
Salesforce, Inc.

Technology
1.77K
+ 3.98%
$231.66 - $273.65 $410K - $484K
46.2K $11M
HON
Honeywell International Inc

Industrials
617
+ 1.01%
$207.7 - $240.4 $128K - $148K
62K $13M
ACN
Accenture PLC

Technology
415
+ 0.85%
$232.56 - $304.78 $96.5K - $126K
49.4K $12.2M
Activity Summary
Buys All Purchases 247 New Holdings 86 Increased Positions 161 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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