Fund HoldingsAlhambra Investment Management LLC

Total Portfolio Value
$168.51M
Total Bought
$13.15M
Total Sold
$8.85M
Net Transaction
+$4.30M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD INDEX FDS69,04672,085+3,0395,2246,3693.78%+1,145
APPLE INC(AAPL)055,919+55,919010,7666.39%+10,766
ISHARES GOLD TR(IAU)144,130149,064+4,9345,0435,8183.45%+775
AUTODESK INC02,667+2,66706490.39%+649
ISHARES TR
GLOBAL REIT ETF
0198,862+198,86204,8082.85%+4,808
SCHWAB STRATEGIC TR013,332+13,33206460.38%+646
COSTCO WHSL CORP NEW(COST)6,4016,397-43,6164,2232.51%+606
ISHARES TR20,71824,889+4,1711,5342,0231.20%+490
KRAFT HEINZ CO(KHC)012,616+12,61604670.28%+467
MICROSOFT CORP(MSFT)08,250+8,25003,1021.84%+3,102
ISHARES TR6,1837,094+9111,5421,9661.17%+424
GENWORTH FINL INC(GNW)049,772+49,77203320.20%+332
COMCAST CORP NEW(CCZ)06,796+6,79602980.18%+298
ISHARES TR01,448+1,44802910.17%+291
WISDOMTREE TR(WT)65,93566,588+6531,8592,1421.27%+283
MID-AMER APT CMNTYS INC(MAA)02,100+2,10002820.17%+282
QUALCOMM INC(QCOM)08,402+8,40201,2150.72%+1,215
CSX CORP(CSX)073,228+73,22802,5391.51%+2,539
HOME DEPOT INC(HD)6,0046,002-21,8142,0801.23%+266
ISHARES TR13,88217,381+3,4991,3541,6200.96%+266
ISHARES TR32,11732,791+6743,2933,5552.11%+262
NETFLIX INC(NFLX)0529+52902580.15%+258
GE HEALTHCARE TECHNOLOGIES I(GEHC)06,107+6,10704720.28%+472
VANGUARD INDEX FDS9,7979,787-101,8522,0881.24%+235
3M CO(MMM)02,053+2,05302240.13%+224
VANGUARD INTL EQUITY INDEX F49,01650,039+1,0231,9082,1311.26%+223
KLA CORP(KLAC)0378+37802200.13%+220
PDD HOLDINGS INC(PDD)01,500+1,50002190.13%+219
LOCKHEED MARTIN CORP(LMT)0482+48202180.13%+218
SPDR GOLD TR(GLD)2,7763,628+8524766940.41%+218
BLACKROCK INC(BLK)0263+26302140.13%+214
ALPHABET INC(GOOG)19,23519,535+3002,5172,7291.62%+212
CVS HEALTH CORP(CVS)19,93720,276+3391,3921,6010.95%+209
VANGUARD INDEX FDS6,5937,001+4081,0521,2600.75%+209
D R HORTON INC(DHI)01,365+1,36502070.12%+207
AFLAC INC(AFL)02,511+2,51102070.12%+207
LEIDOS HOLDINGS INC(LDOS)01,900+1,90002060.12%+206
BANK AMERICA CORP06,087+6,08702050.12%+205
GENERAL ELECTRIC CO(GE)09,782+9,78201,2490.74%+1,249
WISDOMTREE TR(WT)04,470+4,47002040.12%+204
INTUITIVE SURGICAL INC04,500+4,50001,5180.90%+1,518
CONOCOPHILLIPS(COP)01,738+1,73802020.12%+202
INVESCO EXCH TRADED FD TR II64,34064,602+2621,9012,0981.25%+198
GARMIN LTD(GRMN)8,6088,573-359061,1020.65%+196
JPMORGAN CHASE & CO(JPM)7,7037,688-151,1171,3080.78%+191
PNC FINL SVCS GROUP INC(PNC)5,8865,831-557239030.54%+180
BERKSHIRE HATHAWAY INC DEL4,9965,409+4131,7501,9291.14%+179
ISHARES TR012,166+12,16602,1161.26%+2,116
MACERICH CO(MAC)24,59728,589+3,9922684410.26%+173
VISA INC(V)4,9465,008+621,1381,3040.77%+166
ISHARES TR016,445+16,44501,9281.14%+1,928
AMERICAN EXPRESS CO(AXP)04,255+4,25507970.47%+797
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)13,66314,014+3519261,0580.63%+133
ALPHABET INC(GOOG)14,60014,60001,9252,0581.22%+133
AMAZON COM INC(AMZN)5,1575,141-166567810.46%+126
PARKER-HANNIFIN CORP(PH)1,6761,67606537720.46%+119
ISHARES TR016,712+16,71201,7621.05%+1,762
ADOBE INC(ADBE)1,3161,311-56717820.46%+111
ISHARES TR08,494+8,49407760.46%+776
MCDONALDS CORP(MCD)03,238+3,23809600.57%+960
TARGET CORP(TGT)3,3223,302-203674700.28%+103
CINTAS CORP(CTAS)79779703834800.29%+97
INTEL CORP(INTC)6,6976,622-752383330.20%+95
CARLISLE COS INC(CSL)2,0211,976-455246170.37%+93
ACCENTURE PLC IRELAND
SHS CLASS A
2,3382,308-307188100.48%+92
RTX CORPORATION(RTX)07,622+7,62206410.38%+641
PROLOGIS INC.(PLD)03,987+3,98705310.32%+531
ISHARES TR5,0875,204+1174805630.33%+83
SPDR INDEX SHS FDS
ST DOW INTL ETF
014,844+14,84404050.24%+405
ISHARES TR07,245+7,24501,1250.67%+1,125
STMICROELECTRONICS N V(STM)012,086+12,08606060.36%+606
ISHARES TR7,9848,025+417378170.48%+79
IAC INC(PPLI)010,796+10,79605650.34%+565
TRAVELERS COMPANIES INC(TRV)2,4202,42003954610.27%+66
META PLATFORMS INC(META)942978+362833460.21%+63
DISNEY WALT CO(DIS)05,620+5,62005070.30%+507
AMGEN INC(AMGN)3,2533,25308749370.56%+63
BANK NEW YORK MELLON CORP6,3256,32502703290.20%+59
NEXTERA ENERGY INC(NEE)016,893+16,89301,0260.61%+1,026
ABBOTT LABS04,510+4,51004960.29%+496
ALLEGION PLC(ALLE)2,3332,33302432960.18%+52
REPUBLIC SVCS INC(RSG)2,5322,472-603614080.24%+47
STRYKER CORPORATION(SYK)1,9551,940-155345810.34%+47
HANESBRANDS INC010,300+10,3000460.03%+46
MERCK & CO INC(MRK)07,297+7,29707960.47%+796
NIKE INC(NKE)03,365+3,36503650.22%+365
FACTSET RESH SYS INC(FDS)1,0501,05004595010.30%+42
GENERAL DYNAMICS CORP(GD)1,1251,117-82492900.17%+41
WILLIS TOWERS WATSON PLC LTD(WTW)1,2601,26002633040.18%+41
TORONTO DOMINION BK ONT(TD)9,1969,19605545940.35%+40
ISHARES TR010,720+10,72001,2560.75%+1,256
ETF MANAGERS TR4,1384,13802142500.15%+36
TJX COS INC NEW(TJX)5,3255,433+1084735100.30%+36
COCA COLA CO(KO)012,263+12,26307230.43%+723
STARBUCKS CORP(SBUX)07,341+7,34107050.42%+705
VANGUARD SCOTTSDALE FDS
TOTAL WLD BD ETF
9,5539,652+996346680.40%+34
GLOBAL X FDS
ARTIFICIAL ETF
9,0178,842-1752432760.16%+33
ISHARES TR
CORE DIV GRWTH
6,2816,371+903113430.20%+32
COLGATE PALMOLIVE CO(CL)3,6003,60002562870.17%+31
NORTHROP GRUMMAN CORP(NOC)1,0511,048-34634910.29%+28
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