Alhambra Investment Partners LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $189 Million distributed in 174 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.8M, Vanguard Small Cap Value ETF with a value of $6.22M, Schwab Fundamental U S Large C with a value of $5.97M, Ishares Core Dividend Growth E with a value of $5.56M, and Costco Wholesale Corp with a value of $5.42M.
Examining the 13F form we can see an increase of $10.7M in the current position value, from $179M to 189M.
Below you can find more details about Alhambra Investment Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$189 Million
ETFs: $83.8 Million
Technology: $27.7 Million
Consumer Defensive: $13.9 Million
Healthcare: $13.1 Million
Financial Services: $12.7 Million
Consumer Cyclical: $12.3 Million
Industrials: $9.68 Million
Communication Services: $8.8 Million
Other: $7.28 Million
Stock Holdings Table Market Cap. of $200 Billions or more
