Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $13.5M | 6.22% | 53,112 | Trimmed |
| 2 | FNDX | SCHWAB STRATEGIC TR | $12.0M | 5.52% | 429,428 | Added |
| 3 | DGRO | ISHARES TR | $7.8M | 3.58% | 110,523 | Added |
| 4 | STIP | ISHARES TR | $6.7M | 3.08% | 64,544 | Added |
| 5 | FNDF | SCHWAB STRATEGIC TR | $6.0M | 2.76% | 122,240 | Added |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $5.8M | 2.68% | 5,834 | Hold |
| 7 | GOOGL | ALPHABET INC | $5.4M | 2.50% | 18,827 | Trimmed |
| 8 | SPGP | INVESCO EXCHANGE TRADED FD T | $5.3M | 2.43% | 48,976 | Added |
| 9 | REET | ISHARES TR | $4.8M | 2.20% | 189,396 | Added |
| 10 | BNDW | VANGUARD SCOTTSDALE FDS | $4.7M | 2.17% | 68,811 | Added |
| 11 | VGSH | VANGUARD SCOTTSDALE FDS | $4.5M | 2.08% | 76,806 | Added |
| 12 | VNQ | VANGUARD INDEX FDS | $4.5M | 2.06% | 50,189 | Added |
| 13 | IJH | ISHARES TR | $4.4M | 2.05% | 65,771 | Added |
| 14 | VBR | VANGUARD INDEX FDS | $4.4M | 2.02% | 20,139 | Trimmed |
| 15 | VGIT | VANGUARD SCOTTSDALE FDS | $4.3M | 2.00% | 72,845 | Added |
| 16 | GOOG | ALPHABET INC | $4.2M | 1.93% | 14,585 | Trimmed |
| 17 | SUB | ISHARES TR | $3.8M | 1.74% | 35,421 | Added |
| 18 | IAU | ISHARES GOLD TR | $3.4M | 1.56% | 38,220 | Trimmed |
| 19 | VXUS | VANGUARD STAR FDS | $3.2M | 1.47% | 41,356 | Trimmed |
| 20 | AGG | ISHARES TR | $2.9M | 1.35% | 29,513 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $2.7M | 1.26% | 7,372 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.6M | 1.20% | 5,433 | Added |
| 23 | JNJ | JOHNSON & JOHNSON | $2.1M | 0.98% | 8,646 | Trimmed |
| 24 | ISRG | INTUITIVE SURGICAL INC | $2.1M | 0.96% | 4,500 | Hold |
| 25 | JPM | JPMORGAN CHASE & CO | $2.0M | 0.93% | 6,812 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31