Alhambra Investment Management LLC Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$215.0M

Holdings

175

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (175 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
53,214$14.5M6.73%
2
FNDXSCHWAB STRATEGIC TR
408,892$11.1M5.18%
3
DGROISHARES TR
109,792$7.6M3.55%
4
STIPISHARES TR
61,399$6.3M2.92%
5
GOOGLALPHABET INC
19,204$6.0M2.80%
6
SPGPINVESCO EXCHANGE TRADED FD T
48,852$5.6M2.59%
7
FNDFSCHWAB STRATEGIC TR
121,098$5.5M2.55%
8
COSTCOSTCO WHSL CORP NEW
5,834$5.0M2.34%
9
GOOGALPHABET INC
14,672$4.6M2.14%
10
REETISHARES TR
180,840$4.5M2.10%
11
BNDWVANGUARD SCOTTSDALE FDS
64,610$4.4M2.07%
12
VBRVANGUARD INDEX FDS
20,603$4.4M2.03%
13
VNQVANGUARD INDEX FDS
48,171$4.3M1.98%
14
IJHISHARES TR
64,076$4.2M1.97%
15
VGITVANGUARD SCOTTSDALE FDS
68,409$4.1M1.91%
16
VGSHVANGUARD SCOTTSDALE FDS
69,541$4.1M1.90%
17
SUBISHARES TR
34,791$3.7M1.73%
18
MSFTMICROSOFT CORP
7,062$3.4M1.59%
19
IAU*ISHARES GOLD TR
41,943$3.4M1.58%
20
VXUSVANGUARD STAR FDS
42,656$3.2M1.50%
21
AGGISHARES TR
29,649$3.0M1.38%
22
BRK/BBERKSHIRE HATHAWAY INC DEL
5,424$2.7M1.27%
23
ISRGINTUITIVE SURGICAL INC
4,500$2.5M1.19%
24
JPMJPMORGAN CHASE & CO.
7,169$2.3M1.07%
25
HDHOME DEPOT INC
5,996$2.1M0.96%
26
CSCOCISCO SYS INC
25,484$2.0M0.91%
27
MUBISHARES TR
17,410$1.9M0.87%
28
JNJJOHNSON & JOHNSON
8,751$1.8M0.84%
29
PEPPEPSICO INC
12,371$1.8M0.83%
30
QCOMQUALCOMM INC
10,192$1.7M0.81%
31
VVISA INC
4,555$1.6M0.74%
32
GEGE AEROSPACE
5,045$1.6M0.72%
33
AXPAMERICAN EXPRESS CO
3,973$1.5M0.68%
34
PPLTABRDN PLATINUM ETF TRUST
7,786$1.5M0.68%
35
COMTISHARES U S ETF TR
56,731$1.4M0.66%
36
AMGNAMGEN INC
4,297$1.4M0.65%
37
PDBCINVESCO ACTVELY MNGD ETC FD
105,707$1.4M0.65%
38
TDSTELEPHONE & DATA SYS INC
34,000$1.4M0.65%
39
VTEBVANGUARD MUN BD FDS
26,852$1.4M0.63%
40
TJXTJX COS INC NEW
8,779$1.3M0.63%
41
NEENEXTERA ENERGY INC
16,424$1.3M0.61%
42
PALLABRDN PALLADIUM ETF TRUST
8,925$1.3M0.60%
43
AMZNAMAZON COM INC
5,564$1.3M0.60%
44
RTXRTX CORPORATION
6,865$1.3M0.59%
45
LLYELI LILLY & CO
1,133$1.2M0.57%
46
PNCPNC FINL SVCS GROUP INC
5,806$1.2M0.56%
47
WMTWALMART INC
10,521$1.2M0.55%
48
NFLXNETFLIX INC
12,009$1.1M0.52%
49
MRKMERCK & CO INC
10,533$1.1M0.52%
50
PHPARKER-HANNIFIN CORP
1,251$1.1M0.51%
51
VTESVANGUARD WELLINGTON FD
10,800$1.1M0.51%
52
SONYSONY GROUP CORP
40,244$1.0M0.48%
53
MCDMCDONALDS CORP
3,347$1.0M0.48%
54
METAMETA PLATFORMS INC
1,521$1.0M0.47%
55
KOCOCA COLA CO
14,334$1.0M0.47%
56
ORCLORACLE CORP
5,051$984K0.46%
57
ADPAUTOMATIC DATA PROCESSING IN
3,700$951K0.44%
58
CVXCHEVRON CORP NEW
6,105$930K0.43%
59
GRMNGARMIN LTD
4,433$899K0.42%
60
SHELSHELL PLC
12,010$882K0.41%
61
PGPROCTER AND GAMBLE CO
5,827$835K0.39%
62
BILSPDR SERIES TRUST
9,086$830K0.39%
63
DHRDANAHER CORPORATION
3,411$780K0.36%
64
SDCIUSCF ETF TR
35,015$771K0.36%
65
BCDABRDN ETFS
23,818$737K0.34%
66
NVSNNOVARTIS AG
5,258$724K0.34%
67
ABBVABBVIE INC
3,167$723K0.34%
68
DISDISNEY WALT CO
6,358$723K0.34%
69
SHYISHARES TR
8,729$722K0.34%
70
NOCNORTHROP GRUMMAN CORP
1,262$719K0.33%
71
TRVTRAVELERS COMPANIES INC
2,420$701K0.33%
72
LRCXLAM RESEARCH CORP
4,059$694K0.32%
73
GQ9SPDR GOLD TR
1,751$693K0.32%
74
BSVVANGUARD BD INDEX FDS
8,644$681K0.32%
75
SYKSTRYKER CORPORATION
1,937$680K0.32%
76
IJRISHARES TR
5,350$642K0.30%
77
SSNCSS&C TECHNOLOGIES HLDGS INC
7,299$638K0.30%
78
LOWLOWES COS INC
2,600$627K0.29%
79
YUMYUM BRANDS INC
3,989$603K0.28%
80
ACNACCENTURE PLC IRELAND
2,231$598K0.28%
81
BKBANK NEW YORK MELLON CORP
5,125$594K0.28%
82
CSLCARLISLE COS INC
1,823$583K0.27%
83
HSYHERSHEY CO
3,184$579K0.27%
84
CITHE CIGNA GROUP
2,090$575K0.27%
85
XOMEXXON MOBIL CORP
4,778$574K0.27%
86
ADSKAUTODESK INC
1,923$569K0.26%
87
AMATAPPLIED MATLS INC
2,119$544K0.25%
88
AIQGLOBAL X FDS
10,515$534K0.25%
89
CITCINTAS CORP
2,820$530K0.25%
90
AZNASTRAZENECA PLC
5,621$516K0.24%
91
CHWYCHEWY INC
15,403$509K0.24%
92
ETNEATON CORP PLC
1,595$508K0.24%
93
PLDPROLOGIS INC.
3,942$503K0.23%
94
JPSTJ P MORGAN EXCHANGE TRADED F
9,862$498K0.23%
95
RSGREPUBLIC SVCS INC
2,337$495K0.23%
96
MUMICRON TECHNOLOGY INC
1,726$492K0.23%
97
NVDANVIDIA CORPORATION
2,614$487K0.23%
98
GEHCGE HEALTHCARE TECHNOLOGIES I
5,818$477K0.22%
99
ADBEADOBE INC
1,347$471K0.22%
100
BACBANK AMERICA CORP
8,549$470K0.22%
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