Albion Financial Group Incresed Positions in Q3 2025

Albion Financial Group

  • $1.61 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
17
+ 106.25%
$350.91 - $375.27 $5.97K - $6.38K
33 $11K
JCI
Johnson Controls International PLC

Industrials
55
+ 87.3%
$103.24 - $111.73 $5.68K - $6.15K
118 $12K
FIX
Comfort Systems Usa Inc

Industrials
6
+ 150.0%
$521.66 - $825.18 $3.13K - $4.95K
10 $8K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 8.11%
$696.56 - $806.32 $2.09K - $2.42K
40 $31K
COP
Conocophillips

Energy
26
+ 10.24%
$91.0 - $98.99 $2.37K - $2.57K
280 $26K
DDOG
Datadog, Inc.

Technology
23
+ 115.0%
$124.52 - $155.15 $2.86K - $3.57K
43 $6K
TRV
Travelers Companies, Inc.

Financial Services
13
+ 28.26%
$250.62 - $279.43 $3.26K - $3.63K
59 $16K
LECO
Lincoln Electric Holdings Inc

Industrials
9
+ 64.29%
$210.22 - $247.76 $1.89K - $2.23K
23 $5K
RPM
Rpm International Inc

Basic Materials
21
+ 91.3%
$110.07 - $128.23 $2.31K - $2.69K
44 $5K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
8
+ 0.9%
$56.63 - $60.72 $453 - $486
892 $53K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5
+ 14.71%
$225.11 - $247.9 $1.13K - $1.24K
39 $9K
CME
Cme Group Inc.

Financial Services
9
+ 10.59%
$258.83 - $287.1 $2.33K - $2.58K
94 $25K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
111
+ 2.01%
$11.82 - $12.14 $1.31K - $1.35K
5.63K $68K
NDSN
Nordson Corp

Industrials
10
+ 83.33%
$209.25 - $227.98 $2.09K - $2.28K
22 $4K
STE
Steris PLC

Healthcare
8
+ 114.29%
$221.21 - $252.43 $1.77K - $2.02K
15 $3K
DTE
Dte Energy CO

Utilities
9
+ 15.25%
$130.26 - $141.49 $1.17K - $1.27K
68 $9K
TMUS
T Mobile Us, Inc.

Communication Services
8
+ 4.52%
$226.02 - $259.01 $1.81K - $2.07K
185 $44K
AIG
American International Group, Inc.

Financial Services
16
+ 44.44%
$76.34 - $85.87 $1.22K - $1.37K
52 $4K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
6
+ 10.53%
$68.94 - $86.3 $414 - $518
63 $5K
VTV
Vanguard Value ETF

ETFs
2
+ 1.74%
$175.51 - $186.57 $351 - $373
117 $21K
VGSH
Vanguard

ETFs
4
+ 0.03%
$58.43 - $58.88 $234 - $236
11.7K $689K
OGN
Organon & Co.

Healthcare
40
+ 40.0%
$8.4 - $10.85 $336 - $434
140 $1K
EOG
Eog Resources Inc

Energy
14
+ 140.0%
$112.12 - $126.1 $1.57K - $1.77K
24 $2K
IYW
Ishares Dj Us Tech ETF

ETFs
3
+ 8.33%
$171.38 - $197.01 $514 - $591
39 $7K
O
Realty Income Corp

Real Estate
5
+ 1.31%
$56.13 - $60.79 $281 - $304
388 $23K
CNP
Centerpoint Energy Inc

Utilities
31
+ 73.81%
$35.77 - $39.16 $1.11K - $1.21K
73 $2K
SQ
Block, Inc.

Technology
2
+ 1.03%
N/A
197 $11K
CTRA
Coterra Energy Inc.

Energy
49
+ 10.91%
$23.09 - $25.45 $1.13K - $1.25K
498 $11K
Linde PLC
36
+ 87.8%
N/A
77 $0
Ishares Bitcoin Trust ETF
130
+ 125.0%
N/A
234 $0
COF
Capital One Financial Corp

Financial Services
1
+ 0.57%
$207.29 - $229.74 $207 - $230
175 $37K
Blackrock Inc
1.29K
+ 4.91%
N/A
27.5K $0
Ge Healthcare Technologies I
43
+ 0.32%
N/A
13.6K $0
GIS
General Mills Inc

Consumer Defensive
25
+ 2.28%
$48.44 - $53.83 $1.21K - $1.35K
1.12K $56K
Vanguard Calif Tax Free Fds
200
+ 32.0%
N/A
825 $0
XYLD
Global X Fds S&P 500 Covered C

ETFs
1
+ 3.85%
$38.52 - $39.39 $38.5 - $39.4
27 $1K
JPHY
Jp Morgan High Yield Research

ETFs
1.28K
+ 2.51%
N/A
52.5K $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12
+ 6.67%
$196.15 - $217.83 $2.35K - $2.61K
192 $38K
ET
Energy Transfer LP

Energy
56
+ 1.9%
$17.11 - $18.16 $958 - $1.02K
3.01K $51K
SLG
Sl Green Realty Corp

Real Estate
16
+ 1.31%
$52.04 - $65.67 $833 - $1.05K
1.23K $73K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11
+ 6.11%
$38.58 - $58.24 $424 - $641
191 $7K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 6.67%
$433.66 - $544.47 $1.3K - $1.63K
48 $21K
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
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
455
+ 1.88%
$46.51 - $50.07 $21.2K - $22.8K
24.7K $1.16M
VRSK
Verisk Analytics, Inc.

Industrials
5
+ 1.11%
$242.3 - $312.95 $1.21K - $1.56K
455 $114K
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
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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