Albion Financial Group Portfolio Holdings
Albion Financial Group
- $1.55 Billion
- Q4 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 650
- Current Value $1.55 Billion
- Prior Value $1.61 Billion
- Filing
- Period Q4 2025
- Filing Date January 21, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 41 stocks
- Additional Purchases 68 stocks
- Sold out of 1 stocks
- Reduced holdings in 163 stocks