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Alhambra Investment Partners LLC
RIA/Wealth
Alhambra Investment Partners LLC is a RIA/Wealth based in Palmetto Bay, FL led by Joseph Youngblood Calhoun, reporting $278.6M in AUM as of Q3 2025 with 43% ETF concentration.
CEOJoseph Youngblood Calhoun
- Portfolio Value
- $210.6M
- Positions
- 178
- Top Holding
- AAPL at 6.51%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Alhambra Investment Partners LLC's portfolio (32.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $13.7M | 6.51% | -$220.3K Sold | 0.00% 53.8K shares | |
ETF ETF | $10.7M | 5.07% | -$45.4K Sold | — 406.0K shares | |
ETF ETF | $7.6M | 3.59% | +$1.3K Bought | — 111.1K shares | |
ETF ETF | $6.0M | 2.84% | +$422.3K Bought | — 57.8K shares | |
ETF ETF | $5.6M | 2.67% | -$107.1K Sold | — 49.5K shares | |
Discount Stores Consumer Defensive | $5.4M | 2.57% | -$9.3K Sold | 0.00% 5.8K shares | |
ETF ETF | $5.4M | 2.54% | -$255.4K Sold | — 124.7K shares | |
Internet Content & Information Communication Services | $4.7M | 2.24% | -$25.0K Sold | 0.00% 19.4K shares | |
ETF ETF | $4.4M | 2.09% | -$11.7K Sold | — 172.4K shares | |
ETF ETF | $4.3M | 2.04% | -$83.3K Sold | — 20.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Alhambra Investment Partners LLC's latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Alhambra Investment Partners LLC
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