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Home > Institutional Investor > Albion Financial Group > Profile

Instuitional Investor - Albion Financial Group

Fund Profile
Filing Period:
Fund Name: Albion Financial Group
Portfolio Value $1,606,750,032
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 325,357 $204,041,304 12.7%
2.
Apple Inc.
 AAPL 328,607 $89,335,164 5.56%
3.
Ishares Trust
 IEF 853,473 $82,163,813 5.11%
4.
Microsoft Corp
 MSFT 131,109 $63,406,713 3.95%
5.
Alphabet Inc.
 GOOGL 185,109 $57,939,062 3.61%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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