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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 $1,530,713,440
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 306,248 $173,958,311 11.36%
2.
Ishares Trust
 IEF 871,659 $80,166,516 5.24%
3.
Microsoft Corp
 MSFT 139,107 $69,193,159 4.52%
4.
Apple Inc.
 AAPL 337,200 $69,183,240 4.52%
5.
Amazon Com Inc
 AMZN 251,191 $55,108,893 3.6%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)