Albion Financial Group Portfolio Holdings
Albion Financial Group
- $1.32 Billion
- Q2 2024
Albion Financial Group has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.32 Billion distributed in 512 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $151M, Ishares Russell Mid Cap ETF with a value of $73.5M, Apple Inc. with a value of $73.1M, Franklin U.S. Low Volatility H with a value of $68.7M, and Microsoft Corp with a value of $61.7M.
Examining the 13F form we can see an increase of $31.2M in the current position value, from $1.29B to 1.32B.
Below you can find more details about Albion Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$1.32 Billion
ETFs: $587 Million
Technology: $248 Million
Financial Services: $104 Million
Consumer Cyclical: $94 Million
Healthcare: $68.7 Million
Communication Services: $60.6 Million
Industrials: $59.3 Million
Consumer Defensive: $53.5 Million
Other: $41.5 Million