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Home > Institutional Investor > Alhambra Investment Partners Llc > Profile

Instuitional Investor - Alhambra Investment Partners Llc

Fund Profile
Filing Period:
Fund Name: Alhambra Investment Partners Llc
Portfolio Value $194,966,746
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 54,941 $13,758,288 7.05%
2.
Vanguard Index Fds - SM CP VAL ETF
 40,676 $8,061,267 4.13%
3.
Schwab Strategic Trust
 FNDF 313,653 $7,427,303 3.8%
4.
Ishares Tr
 103,411 $6,343,231 3.25%
5.
Costco Wholesale Corp W
 COST 6,090 $5,580,084 2.86%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)