Alhambra Investment Partners as of June 30, 2020
Portfolio Holdings for Alhambra Investment Partners
Alhambra Investment Partners holds 105 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 10.5 | $8.0M | 60k | 133.67 | |
| Apple (AAPL) | 5.3 | $4.1M | 11k | 364.83 | |
| Ishares Gold Trust Ishares | 5.1 | $3.9M | 229k | 16.99 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 5.0 | $3.8M | 44k | 86.61 | |
| Ishares Tr Tips Bd Etf (TIP) | 5.0 | $3.8M | 31k | 122.99 | |
| Barclays Bank Ipspgs Ttl Etn | 3.4 | $2.6M | 299k | 8.70 | |
| Microsoft Corporation (MSFT) | 2.8 | $2.2M | 11k | 203.54 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 2.8 | $2.1M | 27k | 78.83 | |
| Home Depot (HD) | 1.7 | $1.3M | 5.3k | 250.47 | |
| Johnson & Johnson (JNJ) | 1.7 | $1.3M | 9.0k | 140.58 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $1.3M | 4.1k | 309.65 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.7 | $1.3M | 15k | 83.09 | |
| Cisco Systems (CSCO) | 1.4 | $1.1M | 24k | 46.62 | |
| Nextera Energy (NEE) | 1.4 | $1.1M | 4.5k | 240.11 | |
| Costco Wholesale Corporation (COST) | 1.4 | $1.1M | 3.5k | 303.24 | |
| Bristol Myers Squibb (BMY) | 1.3 | $1.0M | 17k | 58.79 | |
| Ishares Msci Eurzone Etf (EZU) | 1.3 | $1.0M | 28k | 36.47 | |
| Visa Com Cl A (V) | 1.3 | $997k | 5.2k | 193.18 | |
| Intel Corporation (INTC) | 1.1 | $835k | 14k | 59.80 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 1.0 | $763k | 21k | 36.95 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $733k | 7.8k | 94.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $730k | 515.00 | 1417.48 | |
| Pepsi (PEP) | 1.0 | $724k | 5.5k | 132.31 | |
| Verizon Communications (VZ) | 0.9 | $703k | 13k | 55.16 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.9 | $693k | 13k | 53.58 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.9 | $682k | 12k | 54.92 | |
| McDonald's Corporation (MCD) | 0.9 | $658k | 3.6k | 184.37 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $634k | 3.0k | 214.55 | |
| Amazon (AMZN) | 0.8 | $610k | 221.00 | 2760.18 | |
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb | 0.8 | $597k | 28k | 21.38 | |
| PNC Financial Services (PNC) | 0.8 | $597k | 5.7k | 105.20 | |
| Facebook Cl A (META) | 0.8 | $591k | 2.6k | 227.22 | |
| Starbucks Corporation (SBUX) | 0.7 | $558k | 7.6k | 73.57 | |
| Disney Walt Com Disney (DIS) | 0.7 | $552k | 5.0k | 111.52 | |
| Amgen (AMGN) | 0.7 | $542k | 2.3k | 235.75 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $537k | 1.2k | 435.17 | |
| Lowe's Companies (LOW) | 0.7 | $536k | 4.0k | 135.11 | |
| Merck & Co (MRK) | 0.7 | $531k | 6.9k | 77.28 | |
| American Express Company (AXP) | 0.7 | $522k | 5.5k | 95.29 | |
| Yum! Brands (YUM) | 0.7 | $519k | 6.0k | 86.85 | |
| Abbott Laboratories (ABT) | 0.7 | $518k | 5.7k | 91.36 | |
| Invesco Exch Trd Slf Idx Bulshs 2020 Cb | 0.6 | $484k | 23k | 21.27 | |
| Coca-Cola Company (KO) | 0.6 | $475k | 11k | 44.70 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.6 | $474k | 9.4k | 50.63 | |
| Danaher Corporation (DHR) | 0.6 | $471k | 2.7k | 176.93 | |
| Nike CL B (NKE) | 0.6 | $465k | 4.7k | 98.10 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.6 | $441k | 9.9k | 44.59 | |
| Automatic Data Processing (ADP) | 0.6 | $436k | 2.9k | 148.81 | |
| Sony Corp Sponsored Adr (SONY) | 0.6 | $434k | 6.3k | 69.09 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $432k | 6.3k | 68.31 | |
| Prologis (PLD) | 0.6 | $428k | 4.6k | 93.43 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $417k | 295.00 | 1413.56 | |
| Garmin SHS (GRMN) | 0.5 | $413k | 4.2k | 97.38 | |
| Wal-Mart Stores (WMT) | 0.5 | $399k | 3.3k | 119.82 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $390k | 6.3k | 61.69 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $389k | 1.1k | 362.53 | |
| UnitedHealth (UNH) | 0.5 | $379k | 1.3k | 295.17 | |
| Enterprise Products Partners (EPD) | 0.5 | $375k | 21k | 18.17 | |
| Ishares Msci Pac Jp Etf (EPP) | 0.5 | $374k | 9.4k | 39.73 | |
| Dominion Resources (D) | 0.5 | $373k | 4.6k | 81.19 | |
| Northrop Grumman Corporation (NOC) | 0.5 | $371k | 1.2k | 307.12 | |
| Pfizer (PFE) | 0.5 | $362k | 11k | 32.74 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb | 0.5 | $353k | 16k | 21.74 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $353k | 2.5k | 143.20 | |
| FactSet Research Systems (FDS) | 0.5 | $351k | 1.1k | 328.04 | |
| Wec Energy Group (WEC) | 0.5 | $349k | 4.0k | 87.58 | |
| Ishares Tr Global Mater Etf (MXI) | 0.4 | $342k | 5.5k | 62.53 | |
| Stryker Corporation (SYK) | 0.4 | $341k | 1.9k | 179.95 | |
| Parker-Hannifin Corporation (PH) | 0.4 | $338k | 1.8k | 183.20 | |
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb | 0.4 | $328k | 15k | 21.85 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $327k | 1.1k | 308.49 | |
| Oracle Corporation (ORCL) | 0.4 | $326k | 5.9k | 55.25 | |
| Microchip Technology (MCHP) | 0.4 | $310k | 2.9k | 105.37 | |
| Target Corporation (TGT) | 0.4 | $305k | 2.5k | 119.75 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $293k | 7.8k | 37.60 | |
| Yum China Holdings (YUMC) | 0.4 | $285k | 5.9k | 48.00 | |
| Abbvie (ABBV) | 0.4 | $284k | 2.9k | 98.30 | |
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.4 | $284k | 9.8k | 28.86 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb | 0.4 | $281k | 13k | 22.00 | |
| Carlisle Companies (CSL) | 0.4 | $277k | 2.3k | 119.65 | |
| Boston Beer Cl A (SAM) | 0.4 | $268k | 500.00 | 536.00 | |
| Colgate-Palmolive Company (CL) | 0.3 | $264k | 3.6k | 73.33 | |
| Electronic Arts (EA) | 0.3 | $259k | 2.0k | 132.14 | |
| Willis Towers Watson SHS (WTW) | 0.3 | $251k | 1.3k | 197.33 | |
| Bank of New York Mellon Corporation (BK) | 0.3 | $250k | 6.5k | 38.58 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.3 | $246k | 4.3k | 56.88 | |
| L3harris Technologies (LHX) | 0.3 | $238k | 1.4k | 169.76 | |
| At&t (T) | 0.3 | $234k | 7.7k | 30.29 | |
| Rio Tinto Sponsored Adr (RIO) | 0.3 | $234k | 4.2k | 56.14 | |
| Spdr Ser Tr Blomberg Brc Int (BWZ) | 0.3 | $231k | 7.6k | 30.51 | |
| Eaton Corp SHS (ETN) | 0.3 | $230k | 2.6k | 87.45 | |
| Constellation Brands Cl A (STZ) | 0.3 | $229k | 1.3k | 174.81 | |
| Leidos Holdings (LDOS) | 0.3 | $227k | 2.4k | 93.61 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $225k | 5.0k | 44.66 | |
| V.F. Corporation (VFC) | 0.3 | $222k | 3.6k | 61.07 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $222k | 3.0k | 73.61 | |
| 3M Company (MMM) | 0.3 | $218k | 1.4k | 155.94 | |
| Paypal Holdings (PYPL) | 0.3 | $218k | 1.3k | 174.40 | |
| CSX Corporation (CSX) | 0.3 | $213k | 3.1k | 69.84 | |
| Cintas Corporation (CTAS) | 0.3 | $213k | 800.00 | 266.25 | |
| Eli Lilly & Co. (LLY) | 0.3 | $209k | 1.3k | 164.05 | |
| Barclays Bk Ipth Sr B S&p | 0.3 | $208k | 6.1k | 33.93 | |
| Proshares Tr Ultrapro Short S | 0.2 | $162k | 14k | 11.82 | |
| Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.2 | $134k | 13k | 10.38 | |
| Donnelley R R & Sons Co when issued | 0.0 | $21k | 17k | 1.21 |