Albion Financial Group has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.48 Billion distributed in 586 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 $174M, Ishares Russell Mid Cap ETF with a value of $80.2M, Apple Inc. with a value of $69.2M, Microsoft Corp with a value of $69.2M, and Amazon Com Inc with a value of $55.1M.
Examining the 13F form we can see an increase of $95.3M in the current position value, from $1.38B to 1.48B.
Below you can find more details about Albion Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$1.48 Billion
ETFs: $618 Million
Technology: $348 Million
Consumer Cyclical: $128 Million
Financial Services: $98.1 Million
Industrials: $90.8 Million
Communication Services: $67.5 Million
Healthcare: $46 Million
Consumer Defensive: $44.1 Million
Other: $35.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
