Fund HoldingsAlhambra Investment Management LLC

Total Portfolio Value
$182.91M
Total Bought
$32.46M
Total Sold
$24.31M
Net Transaction
+$8.16M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
082,811+82,81104,8092.63%+4,809
ISHARES TR16,71247,969+31,2571,7625,0242.75%+3,262
ISHARES TR033,999+33,99903,3301.82%+3,330
SCHWAB STRATEGIC TR078,459+78,45902,7941.53%+2,794
ISHARES TR32,79157,018+24,2273,5556,1353.35%+2,580
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
020,063+20,06302,1371.17%+2,137
SCHWAB STRATEGIC TR022,881+22,88101,5420.84%+1,542
ISHARES TR
CORE DIV GRWTH
6,37130,075+23,7043431,7460.95%+1,403
VANGUARD INDEX FDS7,00111,747+4,7461,2602,2541.23%+994
MOLSON COORS BEVERAGE CO(TAP)08,275+8,27505560.30%+556
ISHARES GOLD TR(IAU)149,064149,958+8945,8186,3003.44%+482
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
0262,359+262,35903,6391.99%+3,639
GAP INC(GAP)014,897+14,89704100.22%+410
DISNEY WALT CO(DIS)5,6207,218+1,5985078830.48%+376
AMERICAN EAGLE OUTFITTERS IN014,164+14,16403650.20%+365
GENERAL ELECTRIC CO(GE)9,7829,124-6581,2491,6020.88%+353
MERCK & CO INC(MRK)7,2978,679+1,3827961,1450.63%+350
CAPITAL ONE FINL CORP(COF)02,337+2,33703480.19%+348
ISHARES TR24,88927,975+3,0862,0232,3611.29%+337
COSTCO WHSL CORP NEW(COST)6,3976,211-1864,2234,5502.49%+328
UNUM GROUP(UNM)06,004+6,00403220.18%+322
ISHARES TR17,38118,062+6811,6201,9321.06%+312
WABASH NATL CORP010,387+10,38703110.17%+311
VANGUARD INTL EQUITY INDEX F50,03957,789+7,7502,1312,4351.33%+304
PHOTRONICS INC(PLAB)010,610+10,61003000.16%+300
STEELCASE INC022,969+22,96903000.16%+300
BERKSHIRE HATHAWAY INC DEL5,4095,302-1071,9292,2301.22%+300
VIATRIS INC(VTRS)025,054+25,05402990.16%+299
NETFLIX INC(NFLX)529901+3722585470.30%+290
ALPHABET INC(GOOG)19,53519,954+4192,7293,0121.65%+283
INTUITIVE SURGICAL INC4,5004,50001,5181,7960.98%+278
AUTODESK INC2,6673,550+8836499240.51%+275
AMPLIFY ETF TR04,138+4,13802650.15%+265
GE HEALTHCARE TECHNOLOGIES I(GEHC)6,1077,831+1,7244727120.39%+240
MARKEL GROUP INC(MKL)0149+14902270.12%+227
AFLAC INC(AFL)2,5115,044+2,5332074330.24%+226
MCKESSON CORP(MCK)0411+41102210.12%+221
JPMORGAN CHASE & CO(JPM)7,6887,616-721,3081,5250.83%+218
QUALCOMM INC(QCOM)8,4028,371-311,2151,4170.77%+202
L3HARRIS TECHNOLOGIES INC(LHX)0943+94302010.11%+201
KINDER MORGAN INC DEL(KMI)010,285+10,28501890.10%+189
SHELL PLC(SHEL)010,443+10,44307000.38%+700
VANGUARD INDEX FDS9,7879,883+962,0882,2591.24%+171
ALPHABET INC(GOOG)14,60014,60002,0582,2231.22%+165
CARLISLE COS INC(CSL)1,9761,983+76177770.42%+160
MICROSOFT CORP(MSFT)8,2507,736-5143,1023,2551.78%+152
AMERICAN EXPRESS CO(AXP)4,2554,165-907979480.52%+151
COCA-COLA FEMSA SAB DE CV(KOF)05,049+5,04904910.27%+491
GENWORTH FINL INC(GNW)49,77272,774+23,0023324680.26%+135
THE CIGNA GROUP(CI)02,073+2,07307530.41%+753
EATON CORP PLC(ETN)01,705+1,70505330.29%+533
STRYKER CORPORATION(SYK)1,9401,958+185817010.38%+120
AMAZON COM INC(AMZN)5,1414,992-1497819000.49%+119
META PLATFORMS INC(META)978942-363464570.25%+111
AUTOMATIC DATA PROCESSING IN03,070+3,07007670.42%+767
TARGET CORP(TGT)3,3023,252-504705760.32%+106
HOME DEPOT INC(HD)6,0025,685-3172,0802,1811.19%+101
LOWES COS INC(LOW)03,100+3,10007900.43%+790
TRAVELERS COMPANIES INC(TRV)2,4202,42004615570.30%+96
PROCTER AND GAMBLE CO(PG)05,721+5,72109280.51%+928
ORACLE CORP(ORCL)05,300+5,30006660.36%+666
ELI LILLY & CO(LLY)0515+51504010.22%+401
PARKER-HANNIFIN CORP(PH)1,6761,534-1427728530.47%+80
GSK PLC(GSK)015,191+15,19106510.36%+651
RTX CORPORATION(RTX)7,6227,304-3186417120.39%+71
CINTAS CORP(CTAS)79779704805480.30%+67
REPUBLIC SVCS INC(RSG)2,4722,47204084730.26%+66
WISDOMTREE TR(WT)66,58867,341+7532,1422,2011.20%+59
GLOBAL X FDS
ARTIFICIAL ETF
8,8429,803+9612763330.18%+57
GARMIN LTD(GRMN)8,5737,776-7971,1021,1580.63%+56
ABBVIE INC(ABBV)02,576+2,57604690.26%+469
TJX COS INC NEW(TJX)5,4335,522+895105600.31%+50
DANAHER CORPORATION(DHR)02,642+2,64206600.36%+660
KLA CORP(KLAC)37837802202640.14%+44
LEIDOS HOLDINGS INC(LDOS)1,9001,90002062490.14%+43
THERMO FISHER SCIENTIFIC INC(TMO)0854+85404960.27%+496
BANK NEW YORK MELLON CORP6,3256,455+1303293720.20%+43
WILLIS TOWERS WATSON PLC LTD(WTW)1,2601,26003043470.19%+43
VANGUARD INDEX FDS72,08574,136+2,0516,3696,4113.51%+42
CONSTELLATION BRANDS INC(STZ)01,336+1,33603630.20%+363
YUM BRANDS INC(YUM)04,889+4,88906780.37%+678
INVESCO EXCH TRADED FD TR II64,60265,003+4012,0982,1371.17%+39
NEXTERA ENERGY INC(NEE)16,89316,640-2531,0261,0630.58%+37
COLGATE PALMOLIVE CO(CL)3,6003,60002873240.18%+37
BANK AMERICA CORP6,0876,310+2232052390.13%+34
MACERICH CO(MAC)28,58927,482-1,1074414740.26%+32
WALMART INC(WMT)010,356+10,35606230.34%+623
PEPSICO INC(PEP)09,159+9,15901,6030.88%+1,603
COCA COLA CO(KO)12,26312,26307237500.41%+28
PNC FINL SVCS GROUP INC(PNC)5,8315,756-759039300.51%+27
GENERAL DYNAMICS CORP(GD)1,1171,118+12903160.17%+26
ISHARES TR026,787+26,78702,5361.39%+2,536
KRAFT HEINZ CO(KHC)12,61613,212+5964674880.27%+21
ALLEGION PLC(ALLE)2,3332,33302963140.17%+19
D R HORTON INC(DHI)1,3651,36502072250.12%+17
HANESBRANDS INC10,30010,300046600.03%+14
WISDOMTREE TR(WT)4,4704,47002042180.12%+14
VANGUARD SCOTTSDALE FDS
TOTAL WLD BD ETF
9,6529,929+2776686810.37%+13
ISHARES TR8,0257,533-4928178300.45%+13
ISHARES TR5,2045,207+35635750.31%+12
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