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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 $1,413,576,002
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 287,048 $147,517,073 10.44%
2.
Apple Inc.
 AAPL 354,594 $78,766,072 5.57%
3.
Ishares Trust
 IEF 876,117 $74,531,271 5.27%
4.
Microsoft Corp
 MSFT 138,381 $51,947,024 3.67%
5.
Amazon Com Inc
 AMZN 245,339 $46,678,284 3.3%
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)