Alhambra Investment Management LLC Diversified Active

Location: Palmetto Bay, FL

CIK: 0001802696 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 15, 2026

Total Value: $217M (100.0% shares, 0.0% debt)

Holdings (176)

AAPL APPLE INC 6.2%
Value $13.48M Shares 53,112 Est. Cost $107.40 Unrealized +144.7%
FNDX SCHWAB STRATEGIC TR 5.5%
Value $11.96M Shares 429,428 Est. Cost $32.47 Unrealized
DGRO ISHARES TR 3.6%
Value $7.757M Shares 110,523 Est. Cost $57.73 Unrealized
STIP ISHARES TR 3.1%
Value $6.676M Shares 64,544 Est. Cost $100.54 Unrealized
FNDF SCHWAB STRATEGIC TR 2.8%
Value $5.981M Shares 122,240 Est. Cost $35.36 Unrealized
COST COSTCO WHOLESALE CORPORATION 2.7%
Value $5.813M Shares 5,834 Est. Cost $300.21 Unrealized +221.0%
GOOGL ALPHABET INC 2.5%
Value $5.414M Shares 18,827 Est. Cost $109.66 Unrealized +194.8%
SPGP INVESCO EXCHANGE TRADED FD T 2.4%
Value $5.271M Shares 48,976 Est. Cost $104.72 Unrealized
REET ISHARES TR 2.2%
Value $4.763M Shares 189,396 Est. Cost $23.03 Unrealized
BNDW VANGUARD SCOTTSDALE FDS 2.2%
Value $4.703M Shares 68,811 Est. Cost $68.97 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 2.1%
Value $4.496M Shares 76,806 Est. Cost $58.20 Unrealized
VNQ VANGUARD INDEX FDS 2.1%
Value $4.452M Shares 50,189 Est. Cost $84.08 Unrealized
IJH ISHARES TR 2.1%
Value $4.442M Shares 65,771 Est. Cost $80.88 Unrealized
VBR VANGUARD INDEX FDS 2.0%
Value $4.375M Shares 20,139 Est. Cost $188.58 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 2.0%
Value $4.338M Shares 72,845 Est. Cost $59.11 Unrealized
GOOG ALPHABET INC 1.9%
Value $4.184M Shares 14,585 Est. Cost $113.86 Unrealized +184.3%
SUB ISHARES TR 1.7%
Value $3.772M Shares 35,421 Est. Cost $105.26 Unrealized
IAU ISHARES GOLD TR 1.6%
Value $3.369M Shares 38,220 Est. Cost $34.17 Unrealized
VXUS VANGUARD STAR FDS 1.5%
Value $3.189M Shares 41,356 Est. Cost $62.49 Unrealized
AGG ISHARES TR 1.4%
Value $2.93M Shares 29,513 Est. Cost $98.89 Unrealized
MSFT MICROSOFT CORP 1.3%
Value $2.729M Shares 7,372 Est. Cost $161.24 Unrealized +169.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value $2.603M Shares 5,433 Est. Cost $261.67 Unrealized +88.6%
JNJ JOHNSON & JOHNSON 1.0%
Value $2.114M Shares 8,646 Est. Cost $119.73 Unrealized +90.3%
ISRG INTUITIVE SURGICAL INC 1.0%
Value $2.074M Shares 4,500 Est. Cost $313.23 Unrealized +66.3%
JPM JPMORGAN CHASE & CO 0.9%
Value $2.004M Shares 6,812 Est. Cost $112.55 Unrealized +176.7%
HD HOME DEPOT INC 0.9%
Value $1.976M Shares 6,008 Est. Cost $215.89 Unrealized +74.6%
CSCO CISCO SYS INC 0.9%
Value $1.958M Shares 25,235 Est. Cost $40.59 Unrealized +91.9%
PEP PEPSICO INC 0.9%
Value $1.918M Shares 12,348 Est. Cost $121.68 Unrealized +27.2%
MUB ISHARES TR 0.9%
Value $1.848M Shares 17,407 Est. Cost $107.02 Unrealized
COMT ISHARES U S ETF TR 0.8%
Value $1.738M Shares 51,401 Est. Cost $26.74 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.8%
Value $1.632M Shares 94,220 Est. Cost $14.13 Unrealized
NEE NEXTERA ENERGY INC 0.7%
Value $1.59M Shares 17,122 Est. Cost $63.89 Unrealized +36.4%
AMGN AMGEN INC 0.7%
Value $1.518M Shares 4,314 Est. Cost $216.76 Unrealized +61.3%
TDS TELEPHONE & DATA SYS INC 0.7%
Value $1.431M Shares 34,000 Est. Cost $20.42 Unrealized +117.3%
V VISA INC 0.7%
Value $1.426M Shares 4,719 Est. Cost $184.13 Unrealized +78.8%
VTEB VANGUARD MUN BD FDS 0.6%
Value $1.376M Shares 27,581 Est. Cost $50.17 Unrealized
TJX TJX COS INC NEW 0.6%
Value $1.358M Shares 8,504 Est. Cost $85.44 Unrealized +80.5%
SDCI USCF ETF TR 0.6%
Value $1.346M Shares 49,395 Est. Cost $23.55 Unrealized
QCOM QUALCOMM INC 0.6%
Value $1.31M Shares 10,176 Est. Cost $135.27 Unrealized +13.8%
BCD ABRDN ETFS 0.6%
Value $1.309M Shares 36,572 Est. Cost $32.64 Unrealized
WMT WALMART INC 0.6%
Value $1.308M Shares 10,521 Est. Cost $50.99 Unrealized +139.3%
RTX RTX CORPORATION 0.6%
Value $1.302M Shares 6,752 Est. Cost $58.01 Unrealized +239.0%
CVX CHEVRON CORPORATION 0.6%
Value $1.297M Shares 6,270 Est. Cost $148.35 Unrealized +15.9%
GE GE AEROSPACE 0.6%
Value $1.273M Shares 4,486 Est. Cost $60.06 Unrealized +429.8%
MRK MERCK & CO INC 0.6%
Value $1.267M Shares 10,534 Est. Cost $79.56 Unrealized +43.6%
NFLX NETFLIX INC. 0.6%
Value $1.242M Shares 12,920 Est. Cost $101.32 Unrealized -17.3%
PNC PNC FINL SVCS GROUP INC 0.6%
Value $1.208M Shares 5,806 Est. Cost $120.64 Unrealized +86.4%
AXP AMERICAN EXPRESS CO 0.6%
Value $1.207M Shares 3,991 Est. Cost $140.29 Unrealized +153.9%
XOM EXXON MOBIL CORP 0.5%
Value $1.158M Shares 6,826 Est. Cost $97.02 Unrealized +43.0%
AMZN AMAZON COM INC 0.5%
Value $1.154M Shares 5,543 Est. Cost $133.95 Unrealized +69.3%
VTES VANGUARD WELLINGTON FD 0.5%
Value $1.092M Shares 10,800 Est. Cost $100.90 Unrealized
KO COCA COLA CO 0.5%
Value $1.09M Shares 14,334 Est. Cost $49.71 Unrealized +50.4%
PH PARKER-HANNIFIN CORP 0.5%
Value $1.086M Shares 1,213 Est. Cost $178.29 Unrealized +437.2%
MCD MCDONALDS CORP 0.5%
Value $1.04M Shares 3,347 Est. Cost $183.15 Unrealized +73.2%
LLY ELI LILLY & CO 0.5%
Value $1.036M Shares 1,126 Est. Cost $622.42 Unrealized +68.2%
GRMN GARMIN LTD 0.5%
Value $996K Shares 4,295 Est. Cost $94.47 Unrealized +127.1%
SHEL SHELL PLC 0.4%
Value $972K Shares 10,449 Est. Cost $60.86 Unrealized
SONY SONY GROUP CORP 0.4%
Value $965K Shares 46,629 Est. Cost $32.75 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.4%
Value $864K Shares 4,845 Est. Cost $123.82 Unrealized
PALL ABRDN PALLADIUM ETF TRUST 0.4%
Value $858K Shares 6,371 Est. Cost $100.61 Unrealized
BIL SPDR SERIES TRUST 0.4%
Value $851K Shares 9,285 Est. Cost $91.76 Unrealized
META META PLATFORMS INC 0.4%
Value $846K Shares 1,479 Est. Cost $344.87 Unrealized +90.1%
NOC NORTHROP GRUMMAN CORP 0.4%
Value $845K Shares 1,239 Est. Cost $348.88 Unrealized +93.1%
PG PROCTER & GAMBLE CO 0.4%
Value $842K Shares 5,827 Est. Cost $116.55 Unrealized +30.2%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value $804K Shares 3,958 Est. Cost $182.21 Unrealized +32.2%
NVS NOVARTIS AG 0.4%
Value $799K Shares 5,232 Est. Cost $86.48 Unrealized
BSV VANGUARD BD INDEX FDS 0.4%
Value $766K Shares 9,775 Est. Cost $80.20 Unrealized
ORCL ORACLE CORP 0.4%
Value $762K Shares 5,182 Est. Cost $57.45 Unrealized +195.2%
SHY ISHARES TR 0.4%
Value $759K Shares 9,189 Est. Cost $83.05 Unrealized
GLD SPDR GOLD TR 0.3%
Value $738K Shares 1,716 Est. Cost $181.71 Unrealized
LRCX LAM RESEARCH CORP 0.3%
Value $736K Shares 3,447 Est. Cost $76.16 Unrealized +196.7%
TRV TRAVELERS COMPANIES INC 0.3%
Value $699K Shares 2,395 Est. Cost $137.03 Unrealized +110.6%
ABBV ABBVIE INC 0.3%
Value $698K Shares 3,209 Est. Cost $109.87 Unrealized +102.6%
HSY HERSHEY CO 0.3%
Value $683K Shares 3,287 Est. Cost $184.37 Unrealized +11.0%
ACN ACCENTURE PLC IRELAND 0.3%
Value $672K Shares 3,389 Est. Cost $209.51 Unrealized +20.9%
IJR ISHARES TR 0.3%
Value $667K Shares 5,368 Est. Cost $84.61 Unrealized
DHR DANAHER CORP DEL 0.3%
Value $654K Shares 3,448 Est. Cost $150.05 Unrealized +49.7%
SYK STRYKER CORPORATION 0.3%
Value $637K Shares 1,939 Est. Cost $199.87 Unrealized +82.5%
YUM YUM BRANDS INC 0.3%
Value $620K Shares 3,989 Est. Cost $92.35 Unrealized +70.4%
LOW LOWES COS INC 0.3%
Value $614K Shares 2,600 Est. Cost $109.16 Unrealized +148.7%
DIS DISNEY WALT CO 0.3%
Value $613K Shares 6,358 Est. Cost $124.71 Unrealized -12.2%
CSL CARLISLE COS INC 0.3%
Value $608K Shares 1,823 Est. Cost $140.96 Unrealized +163.5%
AMAT APPLIED MATLS INC 0.3%
Value $587K Shares 1,718 Est. Cost $179.10 Unrealized +82.3%
BK BANK NEW YORK MELLON CORP 0.3%
Value $582K Shares 4,910 Est. Cost $40.44 Unrealized +197.1%
CI THE CIGNA GROUP 0.3%
Value $553K Shares 2,073 Est. Cost $236.31 Unrealized +18.8%
AZN ASTRAZENECA PLC 0.3%
Value $549K Shares 2,784 Est. Cost $190.39 Unrealized 0.0%
KLAC KLA CORP 0.2%
Value $540K Shares 367 Est. Cost $539.20 Unrealized +171.1%
ETN EATON CORP PLC 0.2%
Value $531K Shares 1,485 Est. Cost $83.52 Unrealized +323.4%
TDW TIDEWATER INC NEW 0.2%
Value $529K Shares 6,329 Est. Cost $45.30 Unrealized +41.4%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.2%
Value $521K Shares 1,542 Est. Cost $186.32 Unrealized
PLD PROLOGIS INC. 0.2%
Value $521K Shares 3,942 Est. Cost $77.44 Unrealized +66.7%
RSG REPUBLIC SVCS INC 0.2%
Value $512K Shares 2,337 Est. Cost $84.10 Unrealized +157.5%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value $499K Shares 9,862 Est. Cost $50.79 Unrealized
AIQ GLOBAL X FDS 0.2%
Value $491K Shares 10,515 Est. Cost $26.31 Unrealized
TGT TARGET CORP 0.2%
Value $490K Shares 4,045 Est. Cost $118.74 Unrealized -8.0%
CTAS CINTAS CORP 0.2%
Value $477K Shares 2,820 Est. Cost $156.36 Unrealized +23.6%
MU MICRON TECHNOLOGY INC 0.2%
Value $468K Shares 1,386 Est. Cost $127.82 Unrealized +202.8%
NVDA NVIDIA CORPORATION 0.2%
Value $460K Shares 2,639 Est. Cost $117.76 Unrealized +58.5%
AFL AFLAC INC 0.2%
Value $452K Shares 4,122 Est. Cost $82.39 Unrealized +35.0%
ADSK AUTODESK INC 0.2%
Value $449K Shares 1,875 Est. Cost $225.17 Unrealized +12.7%
SBUX STARBUCKS CORP 0.2%
Value $442K Shares 4,936 Est. Cost $75.97 Unrealized +23.2%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.2%
Value $439K Shares 6,168 Est. Cost $73.90 Unrealized +11.3%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value $438K Shares 3,345 Est. Cost $83.89 Unrealized +43.7%
DE DEERE & CO 0.2%
Value $436K Shares 773 Est. Cost $311.36 Unrealized +77.1%
SPGI S&P GLOBAL INC 0.2%
Value $431K Shares 1,014 Est. Cost $493.07 Unrealized -1.6%
MAA MID-AMER APT CMNTYS INC 0.2%
Value $431K Shares 3,530 Est. Cost $126.33 Unrealized +10.1%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $429K Shares 7,068 Est. Cost $47.62 Unrealized +20.6%
BAC BANK AMERICA CORP 0.2%
Value $419K Shares 8,594 Est. Cost $32.16 Unrealized +66.9%
TKO TKO GROUP HOLDINGS INC 0.2%
Value $403K Shares 2,000 Est. Cost $100.28 Unrealized +105.0%
VTIP VANGUARD MALVERN FDS 0.2%
Value $398K Shares 7,969 Est. Cost $49.64 Unrealized
KOF COCA-COLA FEMSA SAB DE CV 0.2%
Value $397K Shares 4,067 Est. Cost $75.13 Unrealized
TD TORONTO DOMINION BK ONT 0.2%
Value $397K Shares 4,251 Est. Cost $56.74 Unrealized +67.9%
SSNC SS&C TECH HLDGS 0.2%
Value $389K Shares 5,755 Est. Cost $77.32 Unrealized +3.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $384K Shares 782 Est. Cost $306.17 Unrealized +87.7%
NDSN NORDSON CORP 0.2%
Value $383K Shares 1,440 Est. Cost $205.94 Unrealized +34.6%
CCL CARNIVAL CORP 0.2%
Value $376K Shares 14,534 Est. Cost $19.66 Unrealized +57.8%
IEI ISHARES TR 0.2%
Value $373K Shares 3,145 Est. Cost $123.44 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value $366K Shares 10,925 Est. Cost $17.38 Unrealized +71.1%
INCY INCYTE CORP 0.2%
Value $365K Shares 3,882 Est. Cost $97.07 Unrealized +6.2%
CL COLGATE PALMOLIVE CO 0.2%
Value $360K Shares 4,220 Est. Cost $63.83 Unrealized +39.0%
IYR ISHARES TR 0.2%
Value $357K Shares 3,777 Est. Cost $91.44 Unrealized
MMM 3M CO 0.2%
Value $356K Shares 2,451 Est. Cost $98.33 Unrealized +66.7%
ABT ABBOTT LABORATORIES 0.2%
Value $355K Shares 3,454 Est. Cost $76.70 Unrealized +50.5%
MDT MEDTRONIC PLC 0.2%
Value $352K Shares 4,062 Est. Cost $87.41 Unrealized +13.8%
CSX CSX CORP 0.2%
Value $344K Shares 8,374 Est. Cost $29.44 Unrealized +30.9%
ADBE ADOBE INC 0.2%
Value $342K Shares 1,407 Est. Cost $426.09 Unrealized -32.0%
ALLE ALLEGION PLC 0.2%
Value $339K Shares 2,333 Est. Cost $108.27 Unrealized +53.6%
WTW WILLIS TOWERS WATSON PLC LTD 0.2%
Value $333K Shares 1,147 Est. Cost $177.44 Unrealized +77.5%
WEC WEC ENERGY GROUP INC 0.1%
Value $320K Shares 2,768 Est. Cost $74.95 Unrealized +46.6%
HACK AMPLIFY ETF TR 0.1%
Value $314K Shares 4,188 Est. Cost $64.38 Unrealized
TIP ISHARES TR 0.1%
Value $306K Shares 2,776 Est. Cost $118.28 Unrealized
GLW CORNING INC 0.1%
Value $306K Shares 2,250 Est. Cost $111.68 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $296K Shares 5,894 Est. Cost $41.73 Unrealized +5.0%
LDOS LEIDOS HOLDINGS INC 0.1%
Value $295K Shares 1,900 Est. Cost $99.50 Unrealized +87.0%
NKE NIKE INC 0.1%
Value $294K Shares 5,567 Est. Cost $80.02 Unrealized -20.0%
DEO DIAGEO PLC 0.1%
Value $290K Shares 3,899 Est. Cost $145.67 Unrealized
SNA SNAP ON INC 0.1%
Value $290K Shares 798 Est. Cost $323.82 Unrealized +14.7%
FDS FACTSET RESH SYS INC 0.1%
Value $289K Shares 1,332 Est. Cost $276.30 Unrealized -10.6%
ACWI ISHARES TR 0.1%
Value $289K Shares 2,087 Est. Cost $94.70 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $288K Shares 1,501 Est. Cost $174.71 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $284K Shares 828 Est. Cost $277.58 Unrealized +27.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value $283K Shares 4,609 Est. Cost $59.61 Unrealized +28.8%
DUK DUKE ENERGY CORP NEW 0.1%
Value $283K Shares 2,159 Est. Cost $107.28 Unrealized +12.7%
IVV ISHARES TR 0.1%
Value $281K Shares 430 Est. Cost $430.70 Unrealized
CRUS CIRRUS LOGIC INC 0.1%
Value $281K Shares 1,942 Est. Cost $108.83 Unrealized +21.8%
ABEV AMBEV SA 0.1%
Value $276K Shares 94,367 Est. Cost $2.48 Unrealized
CHWY CHEWY INC 0.1%
Value $267K Shares 9,875 Est. Cost $28.50 Unrealized +2.7%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $262K Shares 6,920 Est. Cost $26.35 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $259K Shares 1,858 Est. Cost $112.39 Unrealized +23.1%
GEV GE VERNOVA INC 0.1%
Value $258K Shares 296 Est. Cost $736.93 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value $257K Shares 9,165 Est. Cost $29.56 Unrealized -11.4%
BLK BLACKROCK INC 0.1%
Value $253K Shares 263 Est. Cost $991.05 Unrealized +10.7%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.1%
Value $251K Shares 22,256 Est. Cost $9.73 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value $250K Shares 1,369 Est. Cost $139.94 Unrealized +59.5%
STZ CONSTELLATION BRANDS INC 0.1%
Value $249K Shares 1,660 Est. Cost $136.84 Unrealized +14.0%
SCHP SCHWAB STRATEGIC TR 0.1%
Value $247K Shares 9,282 Est. Cost $38.16 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value $246K Shares 686 Est. Cost $412.98 Unrealized -2.9%
BUD ANHEUSER BUSCH INBEV SA NV 0.1%
Value $241K Shares 3,472 Est. Cost $69.37 Unrealized
FLOT ISHARES TR 0.1%
Value $241K Shares 4,725 Est. Cost $50.95 Unrealized
UL UNILEVER PLC 0.1%
Value $234K Shares 4,116 Est. Cost $65.40 Unrealized
DON WISDOMTREE TR 0.1%
Value $232K Shares 4,419 Est. Cost $45.69 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $229K Shares 3,745 Est. Cost $61.26 Unrealized
PDD PDD HOLDINGS INC 0.1%
Value $225K Shares 2,200 Est. Cost $132.95 Unrealized
SLQD ISHARES TR 0.1%
Value $221K Shares 4,381 Est. Cost $52.11 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $219K Shares 838 Est. Cost $207.10 Unrealized
ROST ROSS STORES INC 0.1%
Value $217K Shares 1,000 Est. Cost $192.38 Unrealized 0.0%
EBAY EBAY INC. 0.1%
Value $210K Shares 2,307 Est. Cost $63.32 Unrealized +41.0%
GSG ISHARES S&P GSCI COMMODITY- 0.1%
Value $209K Shares 6,487 Est. Cost $32.25 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $206K Shares 642 Est. Cost $327.83 Unrealized
EFG ISHARES TR 0.1%
Value $204K Shares 1,831 Est. Cost $112.00 Unrealized
EWBC EAST WEST BANCORP INC 0.1%
Value $203K Shares 1,899 Est. Cost $105.17 Unrealized +10.5%
VIV TELEFONICA BRASIL SA 0.1%
Value $172K Shares 10,810 Est. Cost $11.45 Unrealized
GNW GENWORTH FINL INC 0.1%
Value $123K Shares 15,171 Est. Cost $6.16 Unrealized +40.4%
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value $58,907 Shares 11,350 Est. Cost $9.91 Unrealized 0.0%
PLBY PLAYBOY INC 0.0%
Value $27,682 Shares 18,212 Est. Cost $5.76 Unrealized -67.2%
BRCC BRC INC 0.0%
Value $14,088 Shares 18,150 Est. Cost $3.51 Unrealized -75.6%