Long-term investor
Alhambra Investment Management LLC @alhambrainvestmentmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802696).
Record
- Tracked since 2025-06-30 (441 days), 97 trades recorded
- Returns: week n/a · month n/a · 90 days +5.4% · 6 months n/a · 1 year +15.1% · all +15.1%
- Max drawdown n/a · win rate 18% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.7% · long · since 2025-06-30
- FNDX · 5.4% · long · since 2025-06-30
- DGRO · 3.5% · long · since 2025-06-30
- STIP · 3.4% · long · since 2025-06-30
- GOOGL · 2.9% · long · since 2025-06-30
- BNDW · 2.6% · long · since 2025-06-30
- SPGP · 2.5% · long · since 2025-06-30
- VGSH · 2.5% · long · since 2025-06-30
- FNDF · 2.4% · long · since 2025-06-30
- COST · 2.3% · long · since 2025-06-30
- VGIT · 2.3% · long · since 2025-06-30
- REET · 2.2% · long · since 2025-06-30