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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 $1,461,218,086
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 293,297 $158,031,337 10.81%
2.
Apple Inc.
 AAPL 351,175 $87,941,191 6.01%
3.
Ishares Trust
 IEF 876,233 $77,458,980 5.3%
4.
Microsoft Corp
 MSFT 137,596 $57,996,916 3.96%
5.
Amazon Com Inc
 AMZN 247,541 $54,308,119 3.71%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)