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 (2026-06-30)

Alhambra Investment Management LLC (CIK 1802696) reported $229.1M across 182 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($15.3M, 6.66%), FNDX ($12.3M, 5.36%), DGRO ($7.9M, 3.45%), STIP ($7.7M, 3.38%), GOOGL ($6.6M, 2.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$15.3M6.66%52,737Trimmed
2FNDXSCHWAB STRATEGIC TR$12.3M5.36%394,513Trimmed
3DGROISHARES TR$7.9M3.45%104,316Trimmed
4STIPISHARES TR$7.7M3.38%75,763Added
5GOOGLALPHABET INC$6.6M2.86%18,331Trimmed
6BNDWVANGUARD SCOTTSDALE FDS$6.0M2.60%87,061Added
7SPGPINVESCO EXCHANGE TRADED FD T$5.7M2.48%46,553Trimmed
8VGSHVANGUARD SCOTTSDALE FDS$5.7M2.47%97,370Added
9FNDFSCHWAB STRATEGIC TR$5.6M2.45%106,271Trimmed
10COSTCOSTCO WHOLESALE CORPORATION$5.3M2.32%5,681Trimmed
11VGITVANGUARD SCOTTSDALE FDS$5.3M2.31%89,590Added
12REETISHARES TR$5.1M2.22%183,949Trimmed
13GOOGALPHABET INC$5.0M2.17%14,073Trimmed
14VNQVANGUARD INDEX FDS$4.7M2.07%49,241Trimmed
15IJHISHARES TR$4.7M2.05%61,036Trimmed
16VBRVANGUARD INDEX FDS$4.5M1.98%18,629Trimmed
17SUBISHARES TR$3.8M1.66%35,827Added
18VXUSVANGUARD STAR FDS$3.5M1.52%40,832Trimmed
19IAUISHARES GOLD TR$3.0M1.29%39,139Added
20CSCOCISCO SYS INC$2.9M1.25%24,398Trimmed
21AGGISHARES TR$2.8M1.22%28,251Trimmed
22BRK/BBERKSHIRE HATHAWAY INC DEL$2.8M1.22%5,592Added
23MSFTMICROSOFT CORP$2.7M1.19%7,325Trimmed
24JNJJOHNSON & JOHNSON$2.2M0.96%8,705Added
25JPMJPMORGAN CHASE & CO$2.2M0.94%6,611Trimmed

Source: SEC Form 13F filings · as of 2026-06-30