Fund HoldingsAlhambra Investment Management LLC

Total Portfolio Value
$214.96M
Total Bought
$10.29M
Total Sold
$14.69M
Net Transaction
-$4.40M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)19,37719,204-1734,7116,0112.80%+1,300
ALPHABET INC(GOOG)15,02614,672-3543,6604,6042.14%+944
SPDR SERIES TRUST
ST STR BLO 1 ETF
09,086+9,08608300.39%+830
USCF ETF TR
SUMMERHAVEN K1
035,015+35,01507710.36%+771
APPLE INC(AAPL)53,84453,214-63013,71014,4676.73%+756
VANGUARD SCOTTSDALE FDS
TOTAL WLD BD ETF
52,90064,610+11,7103,6854,4412.07%+756
ABRDN ETFS023,818+23,81807370.34%+737
INTUITIVE SURGICAL INC04,500+4,50002,5491.19%+2,549
S&P GLOBAL INC(SPGI)0886+88604630.22%+463
SCHWAB STRATEGIC TR406,014408,892+2,87810,67811,1265.18%+448
INCYTE CORP(INCY)03,692+3,69203650.17%+365
ISHARES TR31,40734,791+3,3843,3543,7121.73%+359
ELI LILLY & CO(LLY)1,1581,133-258841,2180.57%+334
ISHARES TR
0-5 YR TIPS ETF
57,77261,399+3,6275,9716,2872.92%+315
UNILEVER PLC(UL)04,116+4,11602690.13%+269
AMGEN INC(AMGN)4,0474,297+2501,1421,4060.65%+264
DOMINOS PIZZA INC(DPZ)0570+57002380.11%+238
CONSTELLATION BRANDS INC(STZ)01,650+1,65002280.11%+228
AMERICAN EXPRESS CO(AXP)03,973+3,97301,4700.68%+1,470
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
64,60168,409+3,8083,8784,1001.91%+222
EAST WEST BANCORP INC(EWBC)01,941+1,94102180.10%+218
MERCK & CO INC(MRK)10,69810,533-1658981,1090.52%+211
INTERNATIONAL BUSINESS MACHS(IBM)0704+70402090.10%+209
CISCO SYS INC(CSCO)025,484+25,48401,9630.91%+1,963
PEPSICO INC(PEP)11,16312,371+1,2081,5681,7760.83%+208
TELEFONAKTIEBOLAGET LM ERICS(ERIC)021,130+21,13002040.09%+204
HCA HEALTHCARE INC(HCA)0432+43202020.09%+202
ISHARES TR01,351+1,35102010.09%+201
JOHNSON & JOHNSON(JNJ)8,7518,75101,6231,8110.84%+188
MICRON TECHNOLOGY INC(MU)1,8991,726-1733184930.23%+175
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
66,49569,541+3,0463,9134,0841.90%+171
VANGUARD STAR FDS042,656+42,65603,2181.50%+3,218
PARKER-HANNIFIN CORP(PH)1,2511,25109481,1000.51%+151
SCHWAB STRATEGIC TR124,688121,098-3,5905,3575,4752.55%+118
ISHARES TR63,07064,076+1,0064,1164,2291.97%+113
DANAHER CORPORATION(DHR)3,3923,411+196737810.36%+108
ISHARES TR
GLOBAL REIT ETF
172,411180,840+8,4294,4074,5122.10%+105
CHEVRON CORP NEW(CVX)5,3256,105+7808279300.43%+104
ISHARES TR017,410+17,41001,8650.87%+1,865
ASTRAZENECA PLC(AZN)5,5755,621+464285170.24%+89
WALMART INC(WMT)10,53010,521-91,0851,1720.55%+87
NEXTERA ENERGY INC(NEE)16,35316,424+711,2341,3190.61%+84
THERMO FISHER SCIENTIFIC INC(TMO)78278203794530.21%+74
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,3941,524+1303894630.22%+74
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)04,609+4,60903830.18%+383
VISA INC(V)04,555+4,55501,5970.74%+1,597
VANGUARD INDEX FDS20,60120,603+24,3004,3642.03%+64
TORONTO DOMINION BK ONT(TD)04,251+4,25104000.19%+400
TELEPHONE & DATA SYS INC(TDS)34,00034,00001,3341,3940.65%+60
NVIDIA CORPORATION(NVDA)2,2982,614+3164294880.23%+59
AMAZON COM INC(AMZN)05,564+5,56401,2840.60%+1,284
BRISTOL-MYERS SQUIBB CO(BMY)07,110+7,11003830.18%+383
ISHARES TR
CORE DIV GRWTH
111,121109,792-1,3297,5657,6223.55%+57
AUTOMATIC DATA PROCESSING IN03,700+3,70009520.44%+952
PROLOGIS INC.(PLD)3,9423,94204515030.23%+52
COCA COLA CO(KO)014,334+14,33401,0020.47%+1,002
NOVARTIS AG(NVS)5,2525,258+66747250.34%+51
KLA CORP(KLAC)380379-14104610.21%+51
COCA-COLA FEMSA SAB DE CV(KOF)04,169+4,16903950.18%+395
QUALCOMM INC(QCOM)10,20510,192-131,6981,7430.81%+46
PNC FINL SVCS GROUP INC(PNC)5,8065,80601,1671,2120.56%+45
APPLIED MATLS INC2,4402,119-3215005450.25%+45
CAPITAL ONE FINL CORP(COF)01,369+1,36903320.15%+332
AMBEV SA(ABEV)65,19775,239+10,0421451860.09%+40
VANGUARD INDEX FDS46,19848,171+1,9734,2234,2631.98%+39
VANGUARD MUN BD FDS26,18826,852+6641,3111,3500.63%+39
RTX CORPORATION(RTX)7,3026,865-4371,2221,2590.59%+37
TJX COS INC NEW(TJX)9,0768,779-2971,3121,3490.63%+37
TRAVELERS COMPANIES INC(TRV)2,4002,420+206707020.33%+32
CARNIVAL CORP14,66714,881+2144244540.21%+30
FACTSET RESH SYS INC(FDS)01,259+1,25903650.17%+365
BANK NEW YORK MELLON CORP05,125+5,12505950.28%+595
GILEAD SCIENCES INC(GILD)1,8851,908+232092340.11%+25
TARGET CORP(TGT)04,078+4,07803990.19%+399
ACCENTURE PLC IRELAND
SHS CLASS A
02,231+2,23105990.28%+599
GE HEALTHCARE TECHNOLOGIES I(GEHC)05,818+5,81804770.22%+477
GLOBAL X FDS
ARTIFICIAL ETF
10,44710,515+685165350.25%+19
SALESFORCE INC(CRM)1,031993-382442630.12%+19
SPDR GOLD TR(GLD)1,9041,751-1536776940.32%+17
NORDSON CORP(NDSN)1,5841,561-233593750.17%+16
GE AEROSPACE(GE)5,1155,045-701,5391,5540.72%+15
TKO GROUP HOLDINGS INC(TKO)2,0002,00004044180.19%+14
SHELL PLC(SHEL)012,010+12,01008820.41%+882
3M CO(MMM)02,308+2,30803700.17%+370
MEDTRONIC PLC(MDT)3,6903,772+823513620.17%+11
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,4721,510+382792890.13%+10
AMERICAN ELEC PWR CO INC3,4543,45403893980.19%+10
VANGUARD BD INDEX FDS08,644+8,64406810.32%+681
DISNEY WALT CO(DIS)06,358+6,35807230.34%+723
STARBUCKS CORP(SBUX)05,471+5,47104610.21%+461
DEERE & CO(DE)0773+77303600.17%+360
CSX CORP(CSX)8,3748,37402973040.14%+6
ISHARES TR5,3615,350-116376430.30%+6
MCDONALDS CORP(MCD)03,347+3,34701,0230.48%+1,023
ENTERPRISE PRODS PARTNERS L(EPD)06,920+6,92002220.10%+222
VANGUARD INDEX FDS610612+22002050.10%+5
ADOBE INC(ADBE)01,347+1,34704710.22%+471
LAM RESEARCH CORP(LRCX)5,1544,059-1,0956906950.32%+5
GENWORTH FINL INC(GNW)15,00015,171+1711341370.06%+3
VANGUARD INDEX FDS0899+89902320.11%+232
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