Albion Financial Group has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.29 Billion distributed in 503 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 $146M, Ishares Russell Mid Cap ETF with a value of $76.4M, Franklin U.S. Low Volatility H with a value of $71.1M, Apple Inc. with a value of $59.5M, and Microsoft Corp with a value of $58M.
Examining the 13F form we can see an increase of $76.3M in the current position value, from $1.21B to 1.29B.
Below you can find more details about Albion Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$1.29 Billion
ETFs: $579 Million
Technology: $225 Million
Financial Services: $106 Million
Consumer Cyclical: $96.9 Million
Healthcare: $69.7 Million
Industrials: $60.8 Million
Communication Services: $54.1 Million
Consumer Defensive: $52.6 Million
Other: $40.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions