Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Alhambra Investment Management LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Alhambra Investment Management LLC (CIK 1802696) reported $216.6M across 176 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($13.5M, 6.22%), FNDX ($12.0M, 5.52%), DGRO ($7.8M, 3.58%), STIP ($6.7M, 3.08%), FNDF ($6.0M, 2.76%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$13.5M6.22%53,112Trimmed
2FNDXSCHWAB STRATEGIC TR$12.0M5.52%429,428Added
3DGROISHARES TR$7.8M3.58%110,523Added
4STIPISHARES TR$6.7M3.08%64,544Added
5FNDFSCHWAB STRATEGIC TR$6.0M2.76%122,240Added
6COSTCOSTCO WHOLESALE CORPORATION$5.8M2.68%5,834Hold
7GOOGLALPHABET INC$5.4M2.50%18,827Trimmed
8SPGPINVESCO EXCHANGE TRADED FD T$5.3M2.43%48,976Added
9REETISHARES TR$4.8M2.20%189,396Added
10BNDWVANGUARD SCOTTSDALE FDS$4.7M2.17%68,811Added
11VGSHVANGUARD SCOTTSDALE FDS$4.5M2.08%76,806Added
12VNQVANGUARD INDEX FDS$4.5M2.06%50,189Added
13IJHISHARES TR$4.4M2.05%65,771Added
14VBRVANGUARD INDEX FDS$4.4M2.02%20,139Trimmed
15VGITVANGUARD SCOTTSDALE FDS$4.3M2.00%72,845Added
16GOOGALPHABET INC$4.2M1.93%14,585Trimmed
17SUBISHARES TR$3.8M1.74%35,421Added
18IAUISHARES GOLD TR$3.4M1.56%38,220Trimmed
19VXUSVANGUARD STAR FDS$3.2M1.47%41,356Trimmed
20AGGISHARES TR$2.9M1.35%29,513Trimmed
21MSFTMICROSOFT CORP$2.7M1.26%7,372Added
22BRK/BBERKSHIRE HATHAWAY INC DEL$2.6M1.20%5,433Added
23JNJJOHNSON & JOHNSON$2.1M0.98%8,646Trimmed
24ISRGINTUITIVE SURGICAL INC$2.1M0.96%4,500Hold
25JPMJPMORGAN CHASE & CO$2.0M0.93%6,812Trimmed

Source: SEC Form 13F filings · as of 2026-03-31