Alhambra Investment Partners LLC
Alhambra Investment Partners LLC, also reported as Alhambra Investment Management, is an SEC-registered investment advisory firm headquartered in Palmetto Bay, Florida. Founded in 2011, the firm manages portfolios primarily for individual and institutional investors with a focus on risk-managed global asset allocation strategies. With a relatively small team of professionals (estimated under 20 employees), Alhambra provides discretionary and non-discretionary portfolio management, financial planning, and investment consulting services.
Investment Strategy
Alhambra Investment Partners is focused on risk-managed, globally diversified portfolios. The firm’s philosophy emphasizes tactical allocation among ETFs and equities, aiming to preserve capital while achieving steady growth. Its strategies are designed to adjust asset class exposures based on macroeconomic trends and risk assessments, balancing growth and income through positions in US and international equities, fixed income, and alternative assets. The firm commonly uses a disciplined, data-driven approach to optimize portfolio returns and mitigate downside risk for clients.
Top Holdings
Equity Positions (178)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.51% | $13.7M | 53,844 | $94.61 | $254.63 | +$2.5M |
F FNDX | SCHWAB STRATEGIC TR | 5.07% | $10.7M | 406,014 | $23.00 | $26.30 | +$672.2K |
D DGRO | ISHARES TR | 3.59% | $7.6M | 111,121 | $57.59 | $68.08 | +$461.3K |
S STIP | ISHARES TR | 2.84% | $6.0M | 57,772 | $99.96 | $103.36 | +$446.5K |
S SPGP | INVESCO EXCHANGE TRADED FD T | 2.67% | $5.6M | 49,489 | $104.68 | $113.62 | +$191.4K |