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Alhambra Investment Management LLC

Q1 2026 · 13F-HR

Alhambra Investment Management LLCholdings as filed

Filed 2026-04-15 · accession 0001802696-26-000002

$216.6M
Reported value
176
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$13.5M6.22%53,112CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$12.0M5.52%429,428CommonSOLE
46434V621DGROISHARES TR$7.8M3.58%110,523CommonSOLE
46429B747STIPISHARES TR$6.7M3.08%64,544CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$6.0M2.76%122,240CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$5.8M2.68%5,834CommonNONE
02079K305GOOGLALPHABET INC$5.4M2.50%18,827CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$5.3M2.43%48,976CommonSOLE
46434V647REETISHARES TR$4.8M2.20%189,396CommonSOLE
92206C565BNDWVANGUARD SCOTTSDALE FDS$4.7M2.17%68,811CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$4.5M2.08%76,806CommonSOLE
922908553VNQVANGUARD INDEX FDS$4.5M2.06%50,189CommonSOLE
464287507IJHISHARES TR$4.4M2.05%65,771CommonSOLE
922908611VBRVANGUARD INDEX FDS$4.4M2.02%20,139CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$4.3M2.00%72,845CommonNONE
02079K107GOOGALPHABET INC$4.2M1.93%14,585CommonNONE
464288158SUBISHARES TR$3.8M1.74%35,421CommonNONE
464285204IAUISHARES GOLD TR$3.4M1.56%38,220CommonNONE
921909768VXUSVANGUARD STAR FDS$3.2M1.47%41,356CommonSOLE
464287226AGGISHARES TR$2.9M1.35%29,513CommonSOLE
594918104MSFTMICROSOFT CORP$2.7M1.26%7,372CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.6M1.20%5,433CommonNONE
478160104JNJJOHNSON & JOHNSON$2.1M0.98%8,646CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.1M0.96%4,500CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.0M0.93%6,812CommonSOLE
437076102HDHOME DEPOT INC$2.0M0.91%6,008CommonNONE
17275R102CSCOCISCO SYS INC$2.0M0.90%25,235CommonNONE
713448108PEPPEPSICO INC$1.9M0.89%12,348CommonNONE
464288414MUBISHARES TR$1.8M0.85%17,407CommonSOLE
46431W853COMTISHARES U S ETF TR$1.7M0.80%51,401CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$1.6M0.75%94,220CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.6M0.73%17,122CommonNONE
031162100AMGNAMGEN INC$1.5M0.70%4,314CommonNONE
879433829TDSTELEPHONE & DATA SYS INC$1.4M0.66%34,000CommonNONE
92826C839VVISA INC$1.4M0.66%4,719CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.4M0.64%27,581CommonNONE
872540109TJXTJX COS INC NEW$1.4M0.63%8,504CommonNONE
90290T809SDCIUSCF ETF TR$1.3M0.62%49,395CommonSOLE
747525103QCOMQUALCOMM INC$1.3M0.61%10,176CommonNONE
003261203BCDABRDN ETFS$1.3M0.60%36,572CommonSOLE
931142103WMTWALMART INC$1.3M0.60%10,521CommonNONE
75513E101RTXRTX CORPORATION$1.3M0.60%6,752CommonSOLE
166764100CVXCHEVRON CORPORATION$1.3M0.60%6,270CommonSOLE
369604301GEGE AEROSPACE$1.3M0.59%4,486CommonNONE
58933Y105MRKMERCK & CO INC$1.3M0.59%10,534CommonNONE
64110L106NFLXNETFLIX INC.$1.2M0.57%12,920CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.2M0.56%5,806CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.2M0.56%3,991CommonNONE
30231G102XOMEXXON MOBIL CORP$1.2M0.53%6,826CommonSOLE
023135106AMZNAMAZON COM INC$1.2M0.53%5,543CommonNONE
921935870VTESVANGUARD WELLINGTON FD$1.1M0.50%10,800CommonNONE
191216100KOCOCA COLA CO$1.1M0.50%14,334CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.1M0.50%1,213CommonSOLE
580135101MCDMCDONALDS CORP$1.0M0.48%3,347CommonNONE
532457108LLYELI LILLY & CO$1.0M0.48%1,126CommonSOLE
H2906T109GRMNGARMIN LTD$996,4830.46%4,295CommonNONE
780259305SHELSHELL PLC$971,7570.45%10,449CommonNONE
835699307SONYSONY GROUP CORP$965,2270.45%46,629CommonNONE
003260106PPLTABRDN PLATINUM ETF TRUST$863,5240.40%4,845CommonSOLE
003262102PALLABRDN PALLADIUM ETF TRUST$858,2370.40%6,371CommonSOLE
78468R663BILSPDR SERIES TRUST$850,8730.39%9,285CommonNONE
30303M102METAMETA PLATFORMS INC$846,1800.39%1,479CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$845,2950.39%1,239CommonNONE
742718109PGPROCTER & GAMBLE CO$841,6710.39%5,827CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$804,2660.37%3,958CommonSOLE
66987V109NVSNOVARTIS AG$799,1880.37%5,232CommonNONE
921937827BSVVANGUARD BD INDEX FDS$766,4890.35%9,775CommonNONE
68389X105ORCLORACLE CORP$762,3240.35%5,182CommonNONE
464287457SHYISHARES TR$758,7270.35%9,189CommonNONE
78463V107GLDSPDR GOLD TR$738,3780.34%1,716CommonNONE
512807306LRCXLAM RESEARCH CORP$736,4860.34%3,447CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$698,5740.32%2,395CommonNONE
00287Y109ABBVABBVIE INC$698,0330.32%3,209CommonNONE
427866108HSYHERSHEY CO$683,3340.32%3,287CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$672,0050.31%3,389CommonSOLE
464287804IJRISHARES TR$667,2960.31%5,368CommonSOLE
235851102DHRDANAHER CORP DEL$653,8000.30%3,448CommonNONE
863667101SYKSTRYKER CORPORATION$637,1360.29%1,939CommonSOLE
988498101YUMYUM BRANDS INC$620,1590.29%3,989CommonNONE
548661107LOWLOWES COS INC$614,3280.28%2,600CommonNONE
254687106DISDISNEY WALT CO$612,7440.28%6,358CommonNONE
142339100CSLCARLISLE COS INC$608,2030.28%1,823CommonSOLE
038222105AMATAPPLIED MATLS INC$587,1950.27%1,718CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$582,4940.27%4,910CommonSOLE
125523100CITHE CIGNA GROUP$552,9730.26%2,073CommonNONE
G0593M107AZNASTRAZENECA PLC$549,0600.25%2,784CommonSOLE
482480100KLACKLA CORP$540,3740.25%367CommonSOLE
G29183103ETNEATON CORP PLC$531,1400.25%1,485CommonSOLE
88642R109TDWTIDEWATER INC NEW$528,7880.24%6,329CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$521,1190.24%1,542CommonNONE
74340W103PLDPROLOGIS INC.$521,0540.24%3,942CommonSOLE
760759100RSGREPUBLIC SVCS INC$511,8500.24%2,337CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$499,1010.23%9,862CommonSOLE
37954Y632AIQGLOBAL X FDS$490,7350.23%10,515CommonSOLE
87612E106TGTTARGET CORP$490,2540.23%4,045CommonNONE
172908105CTASCINTAS CORP$476,9750.22%2,820CommonSOLE
595112103MUMICRON TECHNOLOGY INC$468,2460.22%1,386CommonNONE
67066G104NVDANVIDIA CORPORATION$460,2420.21%2,639CommonNONE
001055102AFLAFLAC INC$452,2250.21%4,122CommonNONE
052769106ADSKAUTODESK INC$448,8750.21%1,875CommonNONE
855244109SBUXSTARBUCKS CORP$442,2160.20%4,936CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$439,0380.20%6,168CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$438,4630.20%3,345CommonSOLE
244199105DEDEERE & CO$435,6440.20%773CommonNONE
78409V104SPGIS&P GLOBAL INC$431,2950.20%1,014CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$431,0840.20%3,530CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$428,6550.20%7,068CommonSOLE
060505104BACBANK AMERICA CORP$418,9580.19%8,594CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$403,3000.19%2,000CommonNONE
922020805VTIPVANGUARD MALVERN FDS$398,0720.18%7,969CommonNONE
191241108KOFCOCA-COLA FEMSA SAB DE CV$396,7360.18%4,067CommonNONE
891160509TDTORONTO DOMINION BK ONT$396,6610.18%4,251CommonSOLE
78467J100SSNCSS&C TECH HLDGS$388,8890.18%5,755CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$384,3760.18%782CommonNONE
655663102NDSNNORDSON CORP$383,1260.18%1,440CommonNONE
143658300CCL1EURCARNIVAL CORP$376,1340.17%14,534CommonNONE
464288661IEIISHARES TR$372,9970.17%3,145CommonNONE
49456B101KMIKINDER MORGAN INC DEL$366,3150.17%10,925CommonNONE
45337C102INCYINCYTE CORP$365,3740.17%3,882CommonNONE
194162103CLCOLGATE PALMOLIVE CO$359,6710.17%4,220CommonNONE
464287739IYRISHARES TR$357,1660.16%3,777CommonSOLE
88579Y101MMM3M CO$356,0240.16%2,451CommonNONE
002824100ABTABBOTT LABORATORIES$354,6220.16%3,454CommonNONE
G5960L103MDTMEDTRONIC PLC$351,9720.16%4,062CommonNONE
126408103CSXCSX CORP$343,7530.16%8,374CommonNONE
00724F101ADBEADOBE INC$342,0140.16%1,407CommonSOLE
G0176J109ALLEALLEGION PLC$338,9620.16%2,333CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$333,3500.15%1,147CommonSOLE
92939U106WECWEC ENERGY GROUP INC$320,4950.15%2,768CommonSOLE
032108664HACKAMPLIFY ETF TR$314,4770.15%4,188CommonNONE
464287176TIPISHARES TR$306,3590.14%2,776CommonSOLE
219350105GLWCORNING INC$305,9990.14%2,250CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$295,8790.14%5,894CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$295,4880.14%1,900CommonSOLE
654106103NKENIKE INC$294,0490.14%5,567CommonSOLE
25243Q205DEODIAGEO PLC$290,2810.13%3,899CommonNONE
833034101SNASNAP ON INC$289,8500.13%798CommonNONE
303075105FDSFACTSET RESH SYS INC$289,0310.13%1,332CommonNONE
464288257ACWIISHARES TR$288,7900.13%2,087CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$288,0720.13%1,501CommonSOLE
369550108GDGENERAL DYNAMICS CORP$284,1860.13%828CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$282,7530.13%4,609CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$282,6990.13%2,159CommonNONE
464287200IVVISHARES TR$280,8800.13%430CommonSOLE
172755100CRUSCIRRUS LOGIC INC$280,8520.13%1,942CommonSOLE
02319V103ABEVAMBEV SA$275,5530.13%94,367CommonNONE
16679L109CHWYCHEWY INC$266,6250.12%9,875CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$261,8530.12%6,920CommonSOLE
375558103GILDGILEAD SCIENCES INC$258,9490.12%1,858CommonNONE
36828A101GEVGE VERNOVA INC$258,3780.12%296CommonNONE
717081103PFEPFIZER INC$257,3510.12%9,165CommonSOLE
09290D101BLKBLACKROCK INC$252,9300.12%263CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$250,8250.12%22,256CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$249,7550.12%1,369CommonNONE
21036P108STZCONSTELLATION BRANDS INC$249,0000.11%1,660CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$246,9940.11%9,282CommonNONE
25754A201DPZDOMINOS PIZZA INC$246,1300.11%686CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA NV$240,8530.11%3,472CommonNONE
46429B655FLOTISHARES TR$240,7390.11%4,725CommonNONE
904767803ULUNILEVER PLC$234,4890.11%4,116CommonNONE
97717W505DONWISDOMTREE TR$232,1740.11%4,419CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$229,4190.11%3,745CommonSOLE
722304102PDDPDD HOLDINGS INC$224,7960.10%2,200CommonNONE
46434V100SLQDISHARES TR$221,1970.10%4,381CommonNONE
922908751VBVANGUARD INDEX FDS$219,4890.10%838CommonSOLE
778296103ROSTROSS STORES INC$216,6300.10%1,000CommonNONE
278642103EBAYEBAY INC.$209,9830.10%2,307CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$209,2060.10%6,487CommonSOLE
922908769VTIVANGUARD INDEX FDS$205,9600.10%642CommonSOLE
464288885EFGISHARES TR$203,9180.09%1,831CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$202,7370.09%1,899CommonNONE
87936R205VIVTELEFONICA BRASIL SA$171,9870.08%10,810CommonNONE
37247D106GNWGENWORTH FINL INC$123,1890.06%15,171CommonNONE
74623V103PCTPURECYCLE TECHNOLOGIES INC$58,9070.03%11,350CommonNONE
72814P109PLBYPLAYBOY INC$27,6820.01%18,212CommonNONE
05601U105BRCCBRC INC$14,0880.01%18,150CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.