Universe · entity
Alhambra Investment Management LLC
Institutional manager (13F) · CIK 1802696
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $159M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $13M | 53,112 |
| 2 | SCHWAB STRATEGIC TR | $12M | 429,428 |
| 3 | ISHARES TR | $8M | 110,523 |
| 4 | ISHARES TR | $7M | 64,544 |
| 5 | SCHWAB STRATEGIC TR | $6M | 122,240 |
| 6 | COSTCO WHOLESALE CORPORATION | $6M | 5,834 |
| 7 | ALPHABET INC | $5M | 18,827 |
| 8 | INVESCO EXCHANGE TRADED FD T | $5M | 48,976 |
| 9 | ISHARES TR | $5M | 189,396 |
| 10 | VANGUARD SCOTTSDALE FDS | $5M | 68,811 |
| 11 | VANGUARD SCOTTSDALE FDS | $4M | 76,806 |
| 12 | VANGUARD INDEX FDS | $4M | 50,189 |
| 13 | ISHARES TR | $4M | 65,771 |
| 14 | VANGUARD INDEX FDS | $4M | 20,139 |
| 15 | VANGUARD SCOTTSDALE FDS | $4M | 72,845 |
| 16 | ALPHABET INC | $4M | 14,585 |
| 17 | ISHARES TR | $4M | 35,421 |
| 18 | ISHARES GOLD TR | $3M | 38,220 |
| 19 | VANGUARD STAR FDS | $3M | 41,356 |
| 20 | ISHARES TR | $3M | 29,513 |
| 21 | MICROSOFT CORP | $3M | 7,372 |
| 22 | BERKSHIRE HATHAWAY INC DEL | $3M | 5,433 |
| 23 | JOHNSON & JOHNSON | $2M | 8,646 |
| 24 | INTUITIVE SURGICAL INC | $2M | 4,500 |
| 25 | JPMORGAN CHASE & CO | $2M | 6,812 |
| 26 | HOME DEPOT INC | $2M | 6,008 |
| 27 | CISCO SYS INC | $2M | 25,235 |
| 28 | PEPSICO INC | $2M | 12,348 |
| 29 | ISHARES TR | $2M | 17,407 |
| 30 | ISHARES U S ETF TR | $2M | 51,401 |
| 31 | INVESCO ACTVELY MNGD ETC FD | $2M | 94,220 |
| 32 | NEXTERA ENERGY INC | $2M | 17,122 |
| 33 | AMGEN INC | $2M | 4,314 |
| 34 | TELEPHONE & DATA SYS INC | $1M | 34,000 |
| 35 | VISA INC | $1M | 4,719 |
| 36 | VANGUARD MUN BD FDS | $1M | 27,581 |
| 37 | TJX COS INC NEW | $1M | 8,504 |
| 38 | USCF ETF TR | $1M | 49,395 |
| 39 | QUALCOMM INC | $1M | 10,176 |
| 40 | ABRDN ETFS | $1M | 36,572 |
| 41 | WALMART INC | $1M | 10,521 |
| 42 | RTX CORPORATION | $1M | 6,752 |
| 43 | CHEVRON CORPORATION | $1M | 6,270 |
| 44 | GE AEROSPACE | $1M | 4,486 |
| 45 | MERCK & CO INC | $1M | 10,534 |
| 46 | NETFLIX INC. | $1M | 12,920 |
| 47 | PNC FINL SVCS GROUP INC | $1M | 5,806 |
| 48 | AMERICAN EXPRESS CO | $1M | 3,991 |
| 49 | EXXON MOBIL CORP | $1M | 6,826 |
| 50 | AMAZON COM INC | $1M | 5,543 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.