Alhambra Investment Management LLC Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$194.1M

Holdings

163

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (163 positions)

StockValue
PLDPROLOGIS INC.
$441K
BMYBRISTOL-MYERS SQUIBB CO
$424K
SSNCSS&C TECHNOLOGIES HLDGS INC
$419K
COFCAPITAL ONE FINL CORP
$397K
LLYELI LILLY & CO
$396K
FDSFACTSET RESH SYS INC
$396K
WECWEC ENERGY GROUP INC
$394K
TMOTHERMO FISHER SCIENTIFIC INC
$389K
WTWWILLIS TOWERS WATSON PLC LTD
$388K
AIQGLOBAL X FDS
$381K
IEIISHARES TR
$381K
NKENIKE INC
$379K
AEPAMERICAN ELEC PWR CO INC
$373K
TIPISHARES TR
$364K
MAAMID-AMER APT CMNTYS INC
$363K
KOFCOCA-COLA FEMSA SAB DE CV
$362K
DEDEERE & CO
$362K
VEEVVEEVA SYS INC
$352K
BACBANK AMERICA CORP
$351K
CLCOLGATE PALMOLIVE CO
$337K
PFEPFIZER INC
$330K
EAELECTRONIC ARTS INC
$330K
COPCONOCOPHILLIPS
$325K
DEODIAGEO PLC
$315K
DYHTARGET CORP
$312K
LRCXLAM RESEARCH CORP
$310K
TKOTKO GROUP HOLDINGS INC
$306K
ALLEALLEGION PLC
$304K
BACVERIZON COMMUNICATIONS INC
$302K
JBLJABIL INC
$301K
TDTORONTO DOMINION BK ONT
$300K
MATMATTEL INC
$297K
HACKAMPLIFY ETF TR
$297K
SIRISIRIUSXM HOLDINGS INC
$297K
AMATAPPLIED MATLS INC
$283K
DUKDUKE ENERGY CORP NEW
$277K
ULUNILEVER PLC
$275K
EBAEBAY INC.
$272K
PDDPDD HOLDINGS INC
$260K
LDOSLEIDOS HOLDINGS INC
$256K
KLACKLA CORP
$255K
NVDANVIDIA CORPORATION
$254K
SCHPSCHWAB STRATEGIC TR
$250K
BLKBLACKROCK INC
$249K
CSXCSX CORP
$245K
CRUSCIRRUS LOGIC INC
$236K
EPDENTERPRISE PRODS PARTNERS L
$236K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$231K
IVVISHARES TR
$228K
RSPINVESCO EXCHANGE TRADED FD T
$226K
DOXAMDOCS LTD
$225K
MOALTRIA GROUP INC
$223K
DONWISDOMTREE TR
$221K
SLQDISHARES TR
$220K
VTIPVANGUARD MALVERN FDS
$220K
CCLCARNIVAL CORP
$214K
AVTAVNET INC
$211K
VBVANGUARD INDEX FDS
$200K
UPWKUPWORK INC
$178K
GNWGENWORTH FINL INC
$106K
BRCCBRC INC
$37K
PLBYPLBY GROUP INC
$31K
ZYXIQZYNEX INC
$30K
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