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| Happy Holidays!! thanks for using AUM13F!! |
| Alhambra Investment Management LLC
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| CRD # | 138537 |
| SEC # | 801-66624 |
| CIK # | 0001802696 |
| AUM | $278.6 M (2025-07-11) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 305-233-3772 |
| Address | 8925 SW 148 Street Palmetto Bay, FL 33176 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001802696 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.2 | ||
| Costco Wholesale Corp /NEW | 5.8 | ||
| iShares Comex Gold Trust | 4.2 | ||
| Microsoft Corp | 3.7 | ||
| Alphabet Inc | 3.4 | ||
| Alphabet Inc | 2.6 | ||
| Intuitive Surgical Inc | 2.4 | ||
| Home Depot Inc | 2.2 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Cisco Systems Inc | 1.8 | ||
| Qualcomm Inc/DE | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 42.0 |
| (b) Individuals (high net worth individuals) | 78 | 223.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 486 | 278.6 |
| By Discretionary | ||
| Discretionary | 456 | 225.3 |
| Non-Discretionary | 30 | 53.2 |
| Total | 486 | 278.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 275.5 | |
| Total | 486 | 278.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802696] |
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