Alhambra Investment Management LLC Diversified Active

Location: Palmetto Bay, FL

CIK: 0001802696 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 16, 2021

Total Value: $124M (100.0% shares, 0.0% debt)

Holdings (143)

AAPL APPLE INC 6.8%
Value $8.48M Shares 69,420 Est. Cost $107.40 Unrealized +16.4%
IEI ISHARES TR 5.8%
Value $7.209M Shares 55,504 Est. Cost $126.87 Unrealized
IYR ISHARES TR 4.6%
Value $5.683M Shares 61,815 Est. Cost $87.75 Unrealized
TIP ISHARES TR 3.4%
Value $4.216M Shares 33,593 Est. Cost $118.28 Unrealized
ISHARES GOLD TR 2.3%
Value $2.873M Shares 176,710 Est. Cost $15.23 Unrealized
RWX SPDR INDEX SHS FDS 2.1%
Value $2.626M Shares 76,224 Est. Cost $33.14 Unrealized
TDS TELEPHONE & DATA SYS INC 2.1%
Value $2.622M Shares 114,210 Est. Cost $20.42 Unrealized 0.0%
MSFT MICROSOFT CORP 2.1%
Value $2.589M Shares 10,983 Est. Cost $149.24 Unrealized +49.3%
IWM ISHARES TR 2.0%
Value $2.512M Shares 11,368 Est. Cost $148.70 Unrealized
COST COSTCO WHSL CORP NEW 2.0%
Value $2.46M Shares 6,980 Est. Cost $300.21 Unrealized +9.8%
GOOGL ALPHABET INC 1.7%
Value $2.104M Shares 1,020 Est. Cost $80.69 Unrealized +21.4%
IWN ISHARES TR 1.6%
Value $1.974M Shares 12,378 Est. Cost $130.30 Unrealized
HD HOME DEPOT INC 1.5%
Value $1.868M Shares 6,119 Est. Cost $201.25 Unrealized +21.5%
JNJ JOHNSON & JOHNSON 1.3%
Value $1.612M Shares 9,806 Est. Cost $117.87 Unrealized +19.4%
GOOG ALPHABET INC 1.2%
Value $1.541M Shares 745 Est. Cost $84.95 Unrealized +15.9%
BARCLAYS BANK PLC 1.2%
Value $1.527M Shares 117,952 Est. Cost $11.83 Unrealized
NEE NEXTERA ENERGY INC 1.2%
Value $1.511M Shares 19,985 Est. Cost $62.90 Unrealized +9.4%
EFV ISHARES TR 1.2%
Value $1.445M Shares 28,347 Est. Cost $50.98 Unrealized
CSCO CISCO SYS INC 1.1%
Value $1.391M Shares 26,903 Est. Cost $39.27 Unrealized +3.4%
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value $1.384M Shares 21,924 Est. Cost $46.07 Unrealized +10.8%
IVV ISHARES TR 1.1%
Value $1.317M Shares 3,309 Est. Cost $323.18 Unrealized
PEP PEPSICO INC 1.1%
Value $1.305M Shares 9,224 Est. Cost $114.79 Unrealized +2.7%
JPM JPMORGAN CHASE & CO 1.0%
Value $1.186M Shares 7,793 Est. Cost $108.67 Unrealized +17.1%
QCOM QUALCOMM INC 0.9%
Value $1.126M Shares 8,496 Est. Cost $121.37 Unrealized +6.9%
ISRG INTUITIVE SURGICAL INC 0.9%
Value $1.108M Shares 1,500 Est. Cost $251.58 Unrealized 0.0%
DIS DISNEY WALT CO 0.9%
Value $1.107M Shares 6,001 Est. Cost $137.96 Unrealized +30.6%
V VISA INC 0.9%
Value $1.103M Shares 5,210 Est. Cost $173.28 Unrealized +17.3%
SCZ ISHARES TR 0.9%
Value $1.097M Shares 15,274 Est. Cost $54.37 Unrealized
IVE ISHARES TR 0.9%
Value $1.079M Shares 7,643 Est. Cost $116.45 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value $1.059M Shares 4,145 Est. Cost $242.84 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.8%
Value $1.016M Shares 5,791 Est. Cost $119.39 Unrealized +16.0%
BSV VANGUARD BD INDEX FDS 0.8%
Value $953K Shares 11,590 Est. Cost $80.91 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.7%
Value $918K Shares 18,095 Est. Cost $50.79 Unrealized
SBUX STARBUCKS CORP 0.7%
Value $888K Shares 8,124 Est. Cost $73.49 Unrealized +27.9%
AMGN AMGEN INC 0.7%
Value $868K Shares 3,487 Est. Cost $190.96 Unrealized +7.2%
SLQD ISHARES TR 0.7%
Value $865K Shares 16,709 Est. Cost $52.13 Unrealized
INTC INTEL CORP 0.7%
Value $823K Shares 12,853 Est. Cost $49.29 Unrealized +9.7%
BIIB BIOGEN INC 0.7%
Value $808K Shares 2,889 Est. Cost $275.24 Unrealized -2.0%
DJP BARCLAYS BANK PLC 0.6%
Value $801K Shares 33,868 Est. Cost $19.93 Unrealized
AMZN AMAZON COM INC 0.6%
Value $774K Shares 250 Est. Cost $104.73 Unrealized +51.3%
TGT TARGET CORP 0.6%
Value $766K Shares 3,866 Est. Cost $130.95 Unrealized +24.6%
ACN ACCENTURE PLC IRELAND 0.6%
Value $762K Shares 2,760 Est. Cost $178.42 Unrealized +35.2%
SHY ISHARES TR 0.6%
Value $757K Shares 8,775 Est. Cost $84.63 Unrealized
CVS CVS HEALTH CORP 0.6%
Value $751K Shares 9,988 Est. Cost $53.43 Unrealized +16.6%
PG PROCTER AND GAMBLE CO 0.6%
Value $749K Shares 5,531 Est. Cost $115.68 Unrealized 0.0%
GRMN GARMIN LTD 0.6%
Value $747K Shares 5,666 Est. Cost $84.98 Unrealized +31.5%
META FACEBOOK INC 0.6%
Value $744K Shares 2,527 Est. Cost $194.14 Unrealized +37.7%
DD DUPONT DE NEMOURS INC 0.6%
Value $727K Shares 9,401 Est. Cost $21.42 Unrealized +35.7%
MCD MCDONALDS CORP 0.6%
Value $701K Shares 3,129 Est. Cost $171.25 Unrealized +11.7%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value $696K Shares 11,966 Est. Cost $42.74 Unrealized -1.1%
AXP AMERICAN EXPRESS CO 0.6%
Value $683K Shares 4,828 Est. Cost $110.13 Unrealized +12.9%
SONY SONY CORP 0.5%
Value $678K Shares 6,400 Est. Cost $72.26 Unrealized
KMI KINDER MORGAN INC DEL 0.5%
Value $677K Shares 40,662 Est. Cost $10.05 Unrealized +15.1%
FLDR FIDELITY COVINGTON TRUST 0.5%
Value $671K Shares 13,240 Est. Cost $51.09 Unrealized
LOW LOWES COS INC 0.5%
Value $656K Shares 3,450 Est. Cost $102.36 Unrealized +53.3%
KO COCA COLA CO 0.5%
Value $655K Shares 12,426 Est. Cost $44.28 Unrealized -2.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.5%
Value $652K Shares 1,371 Est. Cost $322.56 Unrealized +44.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value $651K Shares 8,429 Est. Cost $57.19 Unrealized +14.1%
DHR DANAHER CORPORATION 0.5%
Value $644K Shares 2,862 Est. Cost $133.84 Unrealized +48.5%
CI CIGNA CORP NEW 0.5%
Value $631K Shares 2,612 Est. Cost $204.18 Unrealized 0.0%
IJR ISHARES TR 0.5%
Value $629K Shares 5,794 Est. Cost $82.12 Unrealized
TD TORONTO DOMINION BK ONT 0.5%
Value $629K Shares 9,641 Est. Cost $56.51 Unrealized +8.0%
PYPL PAYPAL HLDGS INC 0.5%
Value $628K Shares 2,585 Est. Cost $194.80 Unrealized +29.3%
INVESCO EXCH TRD SLF IDX FD 0.5%
Value $622K Shares 29,450 Est. Cost $21.27 Unrealized
NKE NIKE INC 0.5%
Value $619K Shares 4,660 Est. Cost $86.66 Unrealized +49.5%
GENERAL ELECTRIC CO 0.5%
Value $618K Shares 47,100 Est. Cost $13.12 Unrealized
ABT ABBOTT LABS 0.5%
Value $616K Shares 5,140 Est. Cost $75.47 Unrealized +43.9%
PH PARKER-HANNIFIN CORP 0.5%
Value $607K Shares 1,924 Est. Cost $178.29 Unrealized +51.8%
YUM YUM BRANDS INC 0.5%
Value $592K Shares 5,476 Est. Cost $92.35 Unrealized +4.7%
SPY SPDR S&P 500 ETF TR 0.5%
Value $584K Shares 1,474 Est. Cost $338.07 Unrealized
XLE SELECT SECTOR SPDR TR 0.5%
Value $582K Shares 11,868 Est. Cost $31.80 Unrealized
ACWI ISHARES TR 0.4%
Value $558K Shares 5,863 Est. Cost $82.02 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value $555K Shares 2,945 Est. Cost $143.92 Unrealized +8.9%
MRK MERCK & CO. INC 0.4%
Value $539K Shares 6,991 Est. Cost $67.53 Unrealized -6.6%
INVESCO EXCH TRD SLF IDX FD 0.4%
Value $534K Shares 24,515 Est. Cost $21.20 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.4%
Value $529K Shares 24,462 Est. Cost $21.62 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value $526K Shares 8,550 Est. Cost $61.61 Unrealized
XME SPDR SER TR 0.4%
Value $519K Shares 12,997 Est. Cost $39.93 Unrealized
IBB ISHARES TR 0.4%
Value $496K Shares 3,293 Est. Cost $137.86 Unrealized
DEO DIAGEO PLC 0.4%
Value $495K Shares 3,015 Est. Cost $164.18 Unrealized
PLD PROLOGIS INC. 0.4%
Value $491K Shares 4,631 Est. Cost $74.94 Unrealized +18.3%
FLOT ISHARES TR 0.4%
Value $485K Shares 9,560 Est. Cost $50.75 Unrealized
SAM BOSTON BEER INC 0.4%
Value $483K Shares 400 Est. Cost $484.26 Unrealized +116.6%
XOM EXXON MOBIL CORP 0.4%
Value $482K Shares 8,638 Est. Cost $31.41 Unrealized +37.9%
UNH UNITEDHEALTH GROUP INC 0.4%
Value $475K Shares 1,277 Est. Cost $238.76 Unrealized +33.9%
TSLA TESLA INC 0.4%
Value $470K Shares 703 Est. Cost $146.45 Unrealized +71.4%
SYK STRYKER CORPORATION 0.4%
Value $465K Shares 1,910 Est. Cost $193.28 Unrealized +17.8%
MMM 3M CO 0.4%
Value $442K Shares 2,293 Est. Cost $116.56 Unrealized +7.3%
ABBV ABBVIE INC 0.4%
Value $441K Shares 4,072 Est. Cost $72.97 Unrealized +21.9%
INVESCO EXCH TRD SLF IDX FD 0.4%
Value $438K Shares 19,770 Est. Cost $21.26 Unrealized
WMT WALMART INC 0.4%
Value $437K Shares 3,220 Est. Cost $37.01 Unrealized +17.0%
ORCL ORACLE CORP 0.4%
Value $435K Shares 6,200 Est. Cost $50.93 Unrealized +19.0%
NVS NOVARTIS AG 0.3%
Value $430K Shares 5,034 Est. Cost $85.42 Unrealized
GLD SPDR GOLD TR 0.3%
Value $423K Shares 2,646 Est. Cost $172.09 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $413K Shares 904 Est. Cost $298.57 Unrealized +57.8%
WEC WEC ENERGY GROUP INC 0.3%
Value $407K Shares 4,345 Est. Cost $74.95 Unrealized -1.2%
DGRO ISHARES TR 0.3%
Value $403K Shares 8,341 Est. Cost $42.28 Unrealized
PFE PFIZER INC 0.3%
Value $396K Shares 10,942 Est. Cost $26.72 Unrealized +4.9%
NOC NORTHROP GRUMMAN CORP 0.3%
Value $390K Shares 1,205 Est. Cost $317.67 Unrealized -12.4%
ETN EATON CORP PLC 0.3%
Value $385K Shares 2,785 Est. Cost $80.91 Unrealized +47.0%
TRV TRAVELERS COMPANIES INC 0.3%
Value $372K Shares 2,475 Est. Cost $133.15 Unrealized 0.0%
CSL CARLISLE COS INC 0.3%
Value $365K Shares 2,215 Est. Cost $140.96 Unrealized +2.9%
TJX TJX COS INC NEW 0.3%
Value $363K Shares 5,495 Est. Cost $62.28 Unrealized 0.0%
GSG ISHARES S&P GSCI COMMODITY- 0.3%
Value $352K Shares 25,168 Est. Cost $14.52 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.3%
Value $350K Shares 4,485 Est. Cost $56.68 Unrealized +26.3%
BLACKROCK INC 0.3%
Value $342K Shares 454 Est. Cost $730.64 Unrealized
BWZ SPDR SER TR 0.3%
Value $336K Shares 10,679 Est. Cost $30.99 Unrealized
FDS FACTSET RESH SYS INC 0.3%
Value $330K Shares 1,070 Est. Cost $242.13 Unrealized +24.8%
ABIOMED INC 0.3%
Value $319K Shares 1,000 Est. Cost $319.00 Unrealized
EEM ISHARES TR 0.3%
Value $317K Shares 5,938 Est. Cost $51.88 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value $304K Shares 1,335 Est. Cost $152.94 Unrealized +36.0%
YUMC YUM CHINA HLDGS INC 0.2%
Value $304K Shares 5,138 Est. Cost $44.44 Unrealized +34.5%
D DOMINION ENERGY INC 0.2%
Value $303K Shares 3,994 Est. Cost $62.43 Unrealized -6.3%
CSX CSX CORP 0.2%
Value $300K Shares 3,110 Est. Cost $20.67 Unrealized +38.3%
CTAS CINTAS CORP 0.2%
Value $299K Shares 875 Est. Cost $56.92 Unrealized +42.2%
AGG ISHARES TR 0.2%
Value $299K Shares 2,627 Est. Cost $117.49 Unrealized
ROYAL DUTCH SHELL PLC 0.2%
Value $296K Shares 7,551 Est. Cost $39.20 Unrealized
ALLE ALLEGION PLC 0.2%
Value $293K Shares 2,333 Est. Cost $108.27 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.2%
Value $288K Shares 1,260 Est. Cost $177.44 Unrealized +15.0%
CL COLGATE PALMOLIVE CO 0.2%
Value $284K Shares 3,600 Est. Cost $59.54 Unrealized +17.5%
BK BANK NEW YORK MELLON CORP 0.2%
Value $283K Shares 5,980 Est. Cost $39.58 Unrealized -3.3%
DLR DIGITAL RLTY TR INC 0.2%
Value $282K Shares 2,000 Est. Cost $116.48 Unrealized 0.0%
DE DEERE & CO 0.2%
Value $278K Shares 742 Est. Cost $307.48 Unrealized 0.0%
AAXJ ISHARES TR 0.2%
Value $278K Shares 3,000 Est. Cost $92.67 Unrealized
VFC V F CORP 0.2%
Value $274K Shares 3,425 Est. Cost $89.63 Unrealized -9.4%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value $272K Shares 1,200 Est. Cost $226.67 Unrealized
EA ELECTRONIC ARTS INC 0.2%
Value $271K Shares 2,000 Est. Cost $115.23 Unrealized +17.1%
RIO RIO TINTO PLC 0.2%
Value $264K Shares 3,398 Est. Cost $58.35 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value $254K Shares 2,560 Est. Cost $83.34 Unrealized +5.4%
EFA ISHARES TR 0.2%
Value $248K Shares 3,273 Est. Cost $75.77 Unrealized
BARCLAYS BANK PLC 0.2%
Value $248K Shares 21,716 Est. Cost $14.26 Unrealized
UNILEVER PLC 0.2%
Value $246K Shares 4,400 Est. Cost $55.91 Unrealized
IWD ISHARES TR 0.2%
Value $246K Shares 1,624 Est. Cost $151.48 Unrealized
LDOS LEIDOS HOLDINGS INC 0.2%
Value $241K Shares 2,505 Est. Cost $91.48 Unrealized +3.6%
AIQ GLOBAL X FDS 0.2%
Value $239K Shares 8,410 Est. Cost $23.46 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value $233K Shares 2,537 Est. Cost $91.84 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $222K Shares 1,097 Est. Cost $177.36 Unrealized -4.3%
ETF MANAGERS TR 0.2%
Value $217K Shares 3,955 Est. Cost $57.65 Unrealized
BF/B BROWN FORMAN CORP 0.2%
Value $216K Shares 3,125 Est. Cost $66.57 Unrealized 0.0%
RWO SPDR INDEX SHS FDS 0.2%
Value $213K Shares 4,506 Est. Cost $47.27 Unrealized
VTIP VANGUARD MALVERN FDS 0.2%
Value $208K Shares 4,038 Est. Cost $51.51 Unrealized
MAA MID-AMER APT CMNTYS INC 0.2%
Value $202K Shares 1,400 Est. Cost $115.20 Unrealized 0.0%
ET ENERGY TRANSFER LP 0.1%
Value $88,000 Shares 11,500 Est. Cost $7.65 Unrealized