ALBION FINANCIAL GROUP /UT Diversified Active

CIK: 0001054677 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 16, 2013

Total Value ($000): $450,061 (100.0% shares, 0.0% debt)

Holdings (156)

Valspar Corp. 17.7%
Value ($000) $79,519 Shares 1,229,615 Est. Cost $64.67 Unrealized
General Electric 9.9%
Value ($000) $44,553 Shares 1,921,207 Est. Cost $23.19 Unrealized
Actavis Inc 3.1%
Value ($000) $13,919 Shares 110,276 Est. Cost $126.22 Unrealized
Apple Computer, Inc. 3.0%
Value ($000) $13,450 Shares 33,918 Est. Cost $396.54 Unrealized
HD Home Depot 3.0%
Value ($000) $13,280 Shares 171,416 Est. Cost $56.05 Unrealized 0.0%
DIS Walt Disney Company 2.8%
Value ($000) $12,732 Shares 201,621 Est. Cost $56.11 Unrealized 0.0%
Be Aerospace Inc 2.6%
Value ($000) $11,513 Shares 182,516 Est. Cost $63.08 Unrealized
CAG ConAgra Inc. 2.4%
Value ($000) $10,968 Shares 314,002 Est. Cost $17.69 Unrealized 0.0%
EBAY EBay Inc. 2.3%
Value ($000) $10,242 Shares 198,031 Est. Cost $20.18 Unrealized 0.0%
VZ Verizon Communications 2.1%
Value ($000) $9,336 Shares 185,460 Est. Cost $27.04 Unrealized 0.0%
Ensco Plc 2.0%
Value ($000) $9,168 Shares 157,749 Est. Cost $58.12 Unrealized
Hertz Global Holdings Inc 2.0%
Value ($000) $9,073 Shares 365,863 Est. Cost $24.80 Unrealized
TJX TJX Cos Inc. New 1.9%
Value ($000) $8,714 Shares 174,062 Est. Cost $20.82 Unrealized 0.0%
MTZ Mastec Inc 1.9%
Value ($000) $8,575 Shares 260,642 Est. Cost $30.13 Unrealized 0.0%
IGSB iShares Barclays 1-3 Yr Bond F 1.9%
Value ($000) $8,535 Shares 81,264 Est. Cost $105.03 Unrealized
GlaxoSmithKline 1.9%
Value ($000) $8,497 Shares 170,034 Est. Cost $49.97 Unrealized
OII Oceaneering Intl. Inc. 1.8%
Value ($000) $8,239 Shares 114,110 Est. Cost $69.83 Unrealized 0.0%
Visa Inc. 1.7%
Value ($000) $7,759 Shares 42,456 Est. Cost $182.75 Unrealized
IAC/Interactive Corp 1.6%
Value ($000) $7,421 Shares 155,975 Est. Cost $47.58 Unrealized
Davita Inc. 1.6%
Value ($000) $7,280 Shares 60,269 Est. Cost $120.79 Unrealized
INTC Intel Corp. 1.5%
Value ($000) $6,875 Shares 283,739 Est. Cost $17.18 Unrealized 0.0%
IBB iShares Nasdaq Biotechnology I 1.5%
Value ($000) $6,662 Shares 38,316 Est. Cost $173.87 Unrealized
GILD Gilead Sciences, Inc. 1.4%
Value ($000) $6,507 Shares 126,917 Est. Cost $36.21 Unrealized 0.0%
SLB Schlumberger Ltd. 1.4%
Value ($000) $6,415 Shares 89,518 Est. Cost $52.90 Unrealized 0.0%
SPY Standard & Poors Depository Re 1.4%
Value ($000) $6,112 Shares 38,101 Est. Cost $160.42 Unrealized
Google Inc. 1.2%
Value ($000) $5,335 Shares 6,060 Est. Cost $880.36 Unrealized
IWR iShares Russell Midcap Index F 1.2%
Value ($000) $5,194 Shares 39,986 Est. Cost $129.90 Unrealized
BSV Vanguard Short Term Gov/Credit 0.9%
Value ($000) $4,085 Shares 51,020 Est. Cost $80.07 Unrealized
CYH Community Health 0.9%
Value ($000) $4,021 Shares 85,766 Est. Cost $37.66 Unrealized 0.0%
XOM Exxon Mobil Corp. 0.8%
Value ($000) $3,787 Shares 41,915 Est. Cost $53.69 Unrealized 0.0%
CenturyLink, Inc. 0.7%
Value ($000) $3,160 Shares 89,382 Est. Cost $35.35 Unrealized
ED Consolidated Edison Co. 0.7%
Value ($000) $3,075 Shares 52,743 Est. Cost $37.50 Unrealized 0.0%
Powershares QQQ Tr Ser 1 0.6%
Value ($000) $2,888 Shares 40,529 Est. Cost $71.26 Unrealized
CLX Clorox Company 0.6%
Value ($000) $2,803 Shares 33,718 Est. Cost $60.00 Unrealized 0.0%
AT&T Corp. 0.6%
Value ($000) $2,698 Shares 76,209 Est. Cost $35.40 Unrealized
Vanguard Short Term Corp Bond 0.6%
Value ($000) $2,566 Shares 32,437 Est. Cost $79.11 Unrealized
SPDR Barclays Capital High Yie 0.5%
Value ($000) $2,247 Shares 56,895 Est. Cost $39.49 Unrealized
AGG iShares Barclay's Aggregate Bo 0.4%
Value ($000) $1,965 Shares 18,327 Est. Cost $107.22 Unrealized
Royal Dutch Shell B 0.4%
Value ($000) $1,940 Shares 29,276 Est. Cost $66.27 Unrealized
Powershares FTSE Rafi US 1500 0.4%
Value ($000) $1,930 Shares 23,820 Est. Cost $81.02 Unrealized
EEM iShares MSCI Emerging Market I 0.4%
Value ($000) $1,766 Shares 45,867 Est. Cost $38.50 Unrealized
Westar Energy Inc 0.4%
Value ($000) $1,723 Shares 53,903 Est. Cost $31.96 Unrealized
ST SPDR Dividend 0.4%
Value ($000) $1,721 Shares 25,955 Est. Cost $66.31 Unrealized
Powershares DWA Emerging Mkts 0.3%
Value ($000) $1,569 Shares 87,137 Est. Cost $18.01 Unrealized
Market Vectors Biotech 0.3%
Value ($000) $1,500 Shares 21,890 Est. Cost $68.52 Unrealized
Market Vectors Agribusiness ET 0.3%
Value ($000) $1,433 Shares 27,998 Est. Cost $51.18 Unrealized
Merck & Co., Inc. NEW 0.3%
Value ($000) $1,417 Shares 30,506 Est. Cost $46.45 Unrealized
Kraft Foods Group Inc 0.3%
Value ($000) $1,372 Shares 24,559 Est. Cost $55.87 Unrealized
Guggenheim Timber ETF 0.3%
Value ($000) $1,315 Shares 60,592 Est. Cost $21.70 Unrealized
American Electric Power 0.3%
Value ($000) $1,311 Shares 29,281 Est. Cost $44.77 Unrealized
iShares MSCI Singapore 0.3%
Value ($000) $1,267 Shares 99,049 Est. Cost $12.79 Unrealized
Wisdomtree Emerging Markets Sm 0.3%
Value ($000) $1,250 Shares 27,154 Est. Cost $46.03 Unrealized
SO Southern Co. 0.3%
Value ($000) $1,245 Shares 28,216 Est. Cost $26.74 Unrealized 0.0%
EWH iShares MSCI Hong Kong 0.3%
Value ($000) $1,225 Shares 66,859 Est. Cost $18.32 Unrealized
VWO Vanguard MSCI Emerging Markets 0.3%
Value ($000) $1,215 Shares 31,320 Est. Cost $38.79 Unrealized
EWC iShares MSCI Canada 0.3%
Value ($000) $1,147 Shares 43,859 Est. Cost $26.15 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $1,143 Shares 13,312 Est. Cost $59.66 Unrealized 0.0%
Medtronic, Inc. 0.3%
Value ($000) $1,131 Shares 21,970 Est. Cost $51.48 Unrealized
WFC Wells Fargo & Co. 0.2%
Value ($000) $1,111 Shares 26,925 Est. Cost $27.36 Unrealized 0.0%
KMB Kimberly-Clark Corp. 0.2%
Value ($000) $1,108 Shares 11,402 Est. Cost $63.06 Unrealized 0.0%
EWA iShares MSCI Australia Index F 0.2%
Value ($000) $1,060 Shares 46,925 Est. Cost $22.59 Unrealized
Spectra Energy 0.2%
Value ($000) $1,035 Shares 30,040 Est. Cost $34.45 Unrealized
WGL Holdings Inc. 0.2%
Value ($000) $1,018 Shares 23,561 Est. Cost $43.21 Unrealized
KO Coca-Cola Co. 0.2%
Value ($000) $966 Shares 24,091 Est. Cost $27.85 Unrealized 0.0%
UNP Union Pacific Corp. 0.2%
Value ($000) $956 Shares 6,198 Est. Cost $57.06 Unrealized 0.0%
Celgene Corporation 0.2%
Value ($000) $935 Shares 7,996 Est. Cost $116.93 Unrealized
Pimco Total Return ETF 0.2%
Value ($000) $861 Shares 8,160 Est. Cost $105.51 Unrealized
IEZ iShares DJ Oil & Equip Svcs In 0.2%
Value ($000) $844 Shares 14,892 Est. Cost $56.67 Unrealized
VMCIX Vanguard Mid Capitalization In 0.2%
Value ($000) $746 Shares 28,689 Est. Cost $26.00 Unrealized
ENS Enersys 0.2%
Value ($000) $735 Shares 14,982 Est. Cost $41.85 Unrealized 0.0%
Berkshire Hathaway CL B 0.2%
Value ($000) $716 Shares 6,401 Est. Cost $111.86 Unrealized
Senior Housing Prop Trust 0.2%
Value ($000) $715 Shares 27,555 Est. Cost $25.95 Unrealized
TIAA-CREF Institutional Large 0.2%
Value ($000) $713 Shares 43,991 Est. Cost $16.21 Unrealized
Duke Energy Corp. 0.2%
Value ($000) $700 Shares 10,366 Est. Cost $67.53 Unrealized
PG Procter & Gamble Co. 0.2%
Value ($000) $698 Shares 9,069 Est. Cost $55.00 Unrealized 0.0%
Total S.A. France 0.2%
Value ($000) $691 Shares 14,187 Est. Cost $48.71 Unrealized
EWZ iShares MSCI Brazil 0.2%
Value ($000) $685 Shares 15,623 Est. Cost $43.85 Unrealized
MMM 3M Company 0.1%
Value ($000) $655 Shares 5,994 Est. Cost $61.26 Unrealized 0.0%
TIP iShares Lehman TIPS 0.1%
Value ($000) $653 Shares 5,834 Est. Cost $111.93 Unrealized
MSFT Microsoft Corp. 0.1%
Value ($000) $646 Shares 18,710 Est. Cost $26.70 Unrealized 0.0%
MCD McDonalds Corp. 0.1%
Value ($000) $644 Shares 6,501 Est. Cost $71.80 Unrealized 0.0%
SBUX Starbucks Corp. 0.1%
Value ($000) $616 Shares 9,400 Est. Cost $24.37 Unrealized 0.0%
Stericycle, Inc. 0.1%
Value ($000) $606 Shares 5,491 Est. Cost $110.36 Unrealized
CSCO Cisco Systems 0.1%
Value ($000) $598 Shares 24,574 Est. Cost $15.24 Unrealized 0.0%
EPP iShares MSCI Pacific ex-Japan 0.1%
Value ($000) $590 Shares 13,713 Est. Cost $43.02 Unrealized
Government Pptys Income Tr 0.1%
Value ($000) $582 Shares 23,085 Est. Cost $25.21 Unrealized
Macy's Inc. 0.1%
Value ($000) $581 Shares 12,111 Est. Cost $47.97 Unrealized
Restricted Organovo Holdings I 0.1%
Value ($000) $569 Shares 150,483 Est. Cost $3.78 Unrealized
PEP PepsiCo, Inc. 0.1%
Value ($000) $563 Shares 6,887 Est. Cost $56.00 Unrealized 0.0%
QCEQRX CREF Equity Index 0.1%
Value ($000) $510 Shares 4,134 Est. Cost $123.37 Unrealized
Windstream Corp 0.1%
Value ($000) $490 Shares 63,570 Est. Cost $7.71 Unrealized
Limited Brands Inc 0.1%
Value ($000) $469 Shares 9,530 Est. Cost $49.21 Unrealized
Piedmont Natural Gas Co. Inc 0.1%
Value ($000) $462 Shares 13,680 Est. Cost $33.77 Unrealized
CHKP Check Point Software Technolog 0.1%
Value ($000) $454 Shares 9,147 Est. Cost $48.11 Unrealized 0.0%
TSCO Tractor Supply Company 0.1%
Value ($000) $447 Shares 3,800 Est. Cost $9.30 Unrealized 0.0%
The Directv Group 0.1%
Value ($000) $431 Shares 6,985 Est. Cost $61.70 Unrealized
Accelerate Diagnostics Inc 0.1%
Value ($000) $413 Shares 50,820 Est. Cost $8.13 Unrealized
TIAA-CREF Insti Mid Cap Growth 0.1%
Value ($000) $412 Shares 18,435 Est. Cost $22.35 Unrealized
Libbey Inc. 0.1%
Value ($000) $399 Shares 16,644 Est. Cost $23.97 Unrealized
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $397 Shares 13,925 Est. Cost $23.16 Unrealized 0.0%
Columbia Select Lg Cap Growth 0.1%
Value ($000) $389 Shares 25,395 Est. Cost $15.32 Unrealized
ORCL Oracle Systems 0.1%
Value ($000) $380 Shares 12,360 Est. Cost $27.58 Unrealized 0.0%
On Assignment Inc 0.1%
Value ($000) $361 Shares 13,500 Est. Cost $26.74 Unrealized
Abbvie Inc 0.1%
Value ($000) $343 Shares 8,294 Est. Cost $41.36 Unrealized
SPDR Series Trust Short Term H 0.1%
Value ($000) $339 Shares 11,243 Est. Cost $30.15 Unrealized
Automatic Data Processing, Inc 0.1%
Value ($000) $334 Shares 4,857 Est. Cost $68.77 Unrealized
Boeing 0.1%
Value ($000) $328 Shares 3,206 Est. Cost $102.31 Unrealized
CE Celanese Corporation 0.1%
Value ($000) $326 Shares 7,275 Est. Cost $37.17 Unrealized 0.0%
MO Altria Group, Inc. 0.1%
Value ($000) $320 Shares 9,140 Est. Cost $16.28 Unrealized 0.0%
COP Conocophillips 0.1%
Value ($000) $319 Shares 5,273 Est. Cost $39.96 Unrealized 0.0%
TGVIX Thornburg International Value 0.1%
Value ($000) $319 Shares 11,359 Est. Cost $28.08 Unrealized
Triumph Group Inc 0.1%
Value ($000) $317 Shares 4,005 Est. Cost $79.15 Unrealized
HON Honeywell International Inc. 0.1%
Value ($000) $317 Shares 4,000 Est. Cost $53.13 Unrealized 0.0%
Netscout Systems Inc. 0.1%
Value ($000) $302 Shares 12,958 Est. Cost $23.31 Unrealized
Aberdeen Asia-Pacific Inc. Fnd 0.1%
Value ($000) $295 Shares 47,600 Est. Cost $6.20 Unrealized
VFIAX Vanguard 500 Index FD Admiral 0.1%
Value ($000) $293 Shares 1,981 Est. Cost $147.91 Unrealized
FISV Fiserv, Inc. 0.1%
Value ($000) $293 Shares 3,348 Est. Cost $21.93 Unrealized 0.0%
Informatica Corporation 0.1%
Value ($000) $292 Shares 8,345 Est. Cost $34.99 Unrealized
BMY Bristol Myers Squibb Co. 0.1%
Value ($000) $291 Shares 6,509 Est. Cost $28.67 Unrealized 0.0%
Sigma-Aldrich Corporation 0.1%
Value ($000) $290 Shares 3,606 Est. Cost $80.42 Unrealized
Flowserve Corp. 0.1%
Value ($000) $283 Shares 5,247 Est. Cost $53.94 Unrealized
Sanofi Aventis 0.1%
Value ($000) $281 Shares 5,446 Est. Cost $51.60 Unrealized
SCHW The Charles Schwab Corporation 0.1%
Value ($000) $272 Shares 12,810 Est. Cost $15.92 Unrealized 0.0%
HYG iShares iBoxx $ High Yield Cor 0.1%
Value ($000) $269 Shares 2,960 Est. Cost $90.88 Unrealized
Medassets Inc 0.1%
Value ($000) $263 Shares 14,845 Est. Cost $17.72 Unrealized
Abbott Laboratories 0.1%
Value ($000) $261 Shares 7,490 Est. Cost $34.85 Unrealized
Monsanto Company 0.1%
Value ($000) $259 Shares 2,619 Est. Cost $98.89 Unrealized
DODGX Dodge Cox Stock Fund 0.1%
Value ($000) $259 Shares 1,820 Est. Cost $142.31 Unrealized
Du Pont De Nemours 0.1%
Value ($000) $257 Shares 4,900 Est. Cost $52.45 Unrealized
EMR Emerson Electric 0.1%
Value ($000) $254 Shares 4,666 Est. Cost $40.02 Unrealized 0.0%
DVY iShares Dow Jones Select Divid 0.1%
Value ($000) $254 Shares 3,965 Est. Cost $64.06 Unrealized
Jazz Pharmaceutical 0.1%
Value ($000) $250 Shares 3,637 Est. Cost $68.74 Unrealized
Stratasys Ltd 0.1%
Value ($000) $249 Shares 2,975 Est. Cost $83.70 Unrealized
CLH Clean Harbors, Inc. 0.1%
Value ($000) $249 Shares 4,935 Est. Cost $55.73 Unrealized 0.0%
Tax Free Fund For Utah Class A 0.1%
Value ($000) $246 Shares 24,601 Est. Cost $10.00 Unrealized
HCSG Healthcare Services Group 0.1%
Value ($000) $231 Shares 9,418 Est. Cost $23.05 Unrealized 0.0%
Tesla Motors Inc 0.0%
Value ($000) $225 Shares 2,100 Est. Cost $107.14 Unrealized
JPM J.P. Morgan Chase & Co. 0.0%
Value ($000) $212 Shares 4,015 Est. Cost $36.24 Unrealized 0.0%
VISGX Vanguard Index Trust Sm-Cap Gr 0.0%
Value ($000) $210 Shares 7,260 Est. Cost $28.93 Unrealized
CTSH Cognizant Tech Solutions Corp 0.0%
Value ($000) $210 Shares 3,360 Est. Cost $29.46 Unrealized 0.0%
Eaton Corp. 0.0%
Value ($000) $208 Shares 3,160 Est. Cost $65.82 Unrealized
Altisource Asset 0.0%
Value ($000) $208 Shares 770 Est. Cost $270.13 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $208 Shares 2,330 Est. Cost $57.83 Unrealized 0.0%
PHM Pulte Homes Inc. 0.0%
Value ($000) $202 Shares 10,634 Est. Cost $17.74 Unrealized 0.0%
PFE Pfizer, Inc. 0.0%
Value ($000) $200 Shares 7,142 Est. Cost $16.46 Unrealized 0.0%
VEMIX Vanguard Emerging Mkts Stk Ind 0.0%
Value ($000) $198 Shares 8,063 Est. Cost $24.56 Unrealized
Nuveen Arizona Mun Bond Fund C 0.0%
Value ($000) $192 Shares 18,056 Est. Cost $10.63 Unrealized
FKITX Franklin Fed Interm T/F A 0.0%
Value ($000) $170 Shares 14,072 Est. Cost $12.08 Unrealized
PTTRX PIMCO Total Return Instl 0.0%
Value ($000) $168 Shares 15,582 Est. Cost $10.78 Unrealized
TIAA-CREF Growth & Income Fund 0.0%
Value ($000) $155 Shares 13,573 Est. Cost $11.42 Unrealized
Annaly Capital Management 0.0%
Value ($000) $128 Shares 10,200 Est. Cost $12.55 Unrealized
Morgan Stanley Emrgng Mkt Deb 0.0%
Value ($000) $127 Shares 12,500 Est. Cost $10.16 Unrealized
Putnam Arizona Tax Exempt Inco 0.0%
Value ($000) $96 Shares 10,554 Est. Cost $9.10 Unrealized
Biotime Inc. 0.0%
Value ($000) $91 Shares 23,085 Est. Cost $3.94 Unrealized
Axis Energy Corp 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
Techniscan Inc. 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized