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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 $194,051,119
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 54,723 $12,155,587 6.26%
2.
Schwab Strategic Trust
 FNDF 391,819 $9,250,847 4.77%
3.
Vanguard Index Fds - SM CP VAL ETF
 49,014 $9,130,776 4.71%
4.
Ishares Tr
 111,084 $6,862,770 3.54%
5.
Costco Wholesale Corp W
 COST 5,977 $5,652,927 2.91%
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)