Albion Financial Group Portfolio Holdings

Albion Financial Group has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.55 Billion distributed in 650 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 $201M, Apple Inc. with a value of $87.9M, Ishares Russell Mid Cap ETF with a value of $80.8M, Microsoft Corp with a value of $66.5M, and Amazon Com Inc with a value of $58.1M.

Examining the 13F form we can see an decrease of $57.8M in the current position value, from $1.61B to 1.55B. Also it can be appreciated an additional of 41 stocks purchases and 1 closed positions.

Below you can find more details about Albion Financial Group portfolio as well as his latest detailed transactions.