0001802696-20-000002.txt : 20200430 0001802696-20-000002.hdr.sgml : 20200430 20200430120927 ACCESSION NUMBER: 0001802696-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200430 DATE AS OF CHANGE: 20200430 EFFECTIVENESS DATE: 20200430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Alhambra Investment Partners LLC CENTRAL INDEX KEY: 0001802696 IRS NUMBER: 451013799 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19807 FILM NUMBER: 20834145 BUSINESS ADDRESS: STREET 1: 8925 SW 148 ST. STREET 2: SUITE 214 CITY: PALMETTO BAY STATE: FL ZIP: 33176 BUSINESS PHONE: 3052333772 MAIL ADDRESS: STREET 1: 8925 SW 148 ST. STREET 2: SUITE 214 CITY: PALMETTO BAY STATE: FL ZIP: 33176 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001802696 XXXXXXXX 03-31-2020 03-31-2020 Alhambra Investment Partners LLC
8925 SW 148 ST. SUITE 214 PALMETTO BAY FL 33176
13F HOLDINGS REPORT 028-19807 N
Joseph Calhoun President 3053013682 Joseph Calhoun Palmetto Bay FL 04-30-2020 0 85 60998 false
INFORMATION TABLE 2 AlhambraIM_13f.xml MARCH 31 HOLDINGS ISHARES TR CORE S&P SCP ETF 464287804 315 5617 SH SOLE 0 0 0 5617 ISHARES TR CORE S&P500 ETF 464287200 1072 4147 SH SOLE 0 0 0 4147 ISHARES TR U.S. REAL ES ETF 464287739 1662 23894 SH SOLE 0 0 0 23894 SPDR S&P 500 ETF TR TR UNIT 78462F103 257 996 SH SOLE 0 0 0 996 ADOBE INC COM 00724F101 336 1055 SH SOLE 0 0 0 1055 AMAZON COM INC COM 023135106 406 208 SH SOLE 0 0 0 208 BRISTOL-MYERS SQUIBB CO COM 110122108 982 17616 SH SOLE 0 0 0 17616 CARLISLE COS INC COM 142339100 270 2155 SH SOLE 0 0 0 2155 AMGEN INC COM 031162100 430 2122 SH SOLE 0 0 0 2122 ABBOTT LABS COM 002824100 436 5520 SH SOLE 0 0 0 5520 INTEL CORP COM 458140100 744 13748 SH SOLE 0 0 0 13748 ORACLE CORP COM 68389X105 285 5900 SH SOLE 0 0 0 5900 DISNEY WALT CO COM DISNEY 254687106 396 4095 SH SOLE 0 0 0 4095 JOHNSON & JOHNSON COM 478160104 939 7162 SH SOLE 0 0 0 7162 PFIZER INC COM 717081103 373 11429 SH SOLE 0 0 0 11429 LOWES COS INC COM 548661107 340 3950 SH SOLE 0 0 0 3950 MICROSOFT CORP COM 594918104 1727 10949 SH SOLE 0 0 0 10949 AT&T INC COM 00206R102 234 8025 SH SOLE 0 0 0 8025 CISCO SYS INC COM 17275R102 889 22628 SH SOLE 0 0 0 22628 COCA COLA CO COM 191216100 483 10926 SH SOLE 0 0 0 10926 PEPSICO INC COM 713448108 621 5167 SH SOLE 0 0 0 5167 STRYKER CORP COM 863667101 305 1830 SH SOLE 0 0 0 1830 VERIZON COMMUNICATIONS INC COM 92343V104 687 12794 SH SOLE 0 0 0 12794 STARBUCKS CORP COM 855244109 417 6345 SH SOLE 0 0 0 6345 AUTOMATIC DATA PROCESSING IN COM 053015103 387 2830 SH SOLE 0 0 0 2830 EXXON MOBIL CORP COM 30231G102 203 5353 SH SOLE 0 0 0 5353 WALMART INC COM 931142103 382 3365 SH SOLE 0 0 0 3365 TARGET CORP COM 87612E106 240 2582 SH SOLE 0 0 0 2582 COLGATE PALMOLIVE CO COM 194162103 279 4200 SH SOLE 0 0 0 4200 COSTCO WHSL CORP NEW COM 22160K105 961 3370 SH SOLE 0 0 0 3370 DOMINION ENERGY INC COM 25746U109 344 4769 SH SOLE 0 0 0 4769 DANAHER CORPORATION COM 235851102 345 2489 SH SOLE 0 0 0 2489 MERCK & CO. INC COM 58933Y105 542 7041 SH SOLE 0 0 0 7041 RAYTHEON CO COM NEW 755111507 272 2073 SH SOLE 0 0 0 2073 HOME DEPOT INC COM 437076102 956 5120 SH SOLE 0 0 0 5120 MCDONALDS CORP COM 580135101 554 3349 SH SOLE 0 0 0 3349 NIKE INC CL B 654106103 346 4180 SH SOLE 0 0 0 4180 JPMORGAN CHASE & CO COM 46625H100 720 8002 SH SOLE 0 0 0 8002 ISHARES TR 1 3 YR TREAS BD 464287457 3891 44897 SH SOLE 0 0 0 44897 UNITEDHEALTH GROUP INC COM 91324P102 305 1225 SH SOLE 0 0 0 1225 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 484 2965 SH SOLE 0 0 0 2965 3M CO COM 88579Y101 225 1648 SH SOLE 0 0 0 1648 NEXTERA ENERGY INC COM 65339F101 1069 4444 SH SOLE 0 0 0 4444 APPLE INC COM 037833100 2832 11138 SH SOLE 0 0 0 11138 AMERICAN EXPRESS CO COM 025816109 469 5478 SH SOLE 0 0 0 5478 SONY CORP SPONSORED ADR 835699307 361 6101 SH SOLE 0 0 0 6101 NORTHROP GRUMMAN CORP COM 666807102 365 1205 SH SOLE 0 0 0 1205 PNC FINL SVCS GROUP INC COM 693475105 533 5565 SH SOLE 0 0 0 5565 PROLOGIS INC. COM 74340W103 368 4581 SH SOLE 0 0 0 4581 ISHARES TR TIPS BD ETF 464287176 3523 29876 SH SOLE 0 0 0 29876 V F CORP COM 918204108 228 4225 SH SOLE 0 0 0 4225 L3HARRIS TECHNOLOGIES INC COM 502431109 236 1308 SH SOLE 0 0 0 1308 EATON CORP PLC SHS G29183103 204 2630 SH SOLE 0 0 0 2630 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 201 4325 SH SOLE 0 0 0 4325 DONNELLEY R R & SONS CO COM 257867200 17 17346 SH SOLE 0 0 0 17346 FACTSET RESH SYS INC COM 303075105 279 1070 SH SOLE 0 0 0 1070 ENTERPRISE PRODS PARTNERS L COM 293792107 218 15210 SH SOLE 0 0 0 15210 YUM BRANDS INC COM 988498101 410 5976 SH SOLE 0 0 0 5976 ALPHABET INC CAP STK CL A 02079K305 569 490 SH SOLE 0 0 0 490 WEC ENERGY GROUP INC COM 92939U106 351 3985 SH SOLE 0 0 0 3985 TORONTO DOMINION BK ONT COM NEW 891160509 454 10711 SH SOLE 0 0 0 10711 GARMIN LTD SHS H2906T109 300 4002 SH SOLE 0 0 0 4002 PARKER HANNIFIN CORP COM 701094104 227 1750 SH SOLE 0 0 0 1750 ISHARES GOLD TRUST ISHARES 464285105 3281 217725 SH SOLE 0 0 0 217725 THERMO FISHER SCIENTIFIC INC COM 883556102 309 1090 SH SOLE 0 0 0 1090 BARCLAYS BANK PLC IPSPGS TTL ETN 06738C794 1429 190222 SH SOLE 0 0 0 190222 ISHARES S&P GSCI COMMODITY I UNIT BEN INT 46428R107 124 13352 SH SOLE 0 0 0 13352 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 1725 64453 SH SOLE 0 0 0 64453 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1137 13841 SH SOLE 0 0 0 13841 BANK NEW YORK MELLON CORP COM 064058100 210 6225 SH SOLE 0 0 0 6225 ISHARES TR 3 7 YR TREAS BD 464288661 7689 57665 SH SOLE 0 0 0 57665 INVESCO EXCHANGE-TRADED FD T MSCI GBL TIMBR 46138E545 1439 68767 SH SOLE 0 0 0 68767 VISA INC COM CL A 92826C839 832 5165 SH SOLE 0 0 0 5165 SPDR SER TR BLOMBERG BRC INT 78464A334 238 8008 SH SOLE 0 0 0 8008 EXPRESS INC COM 30219E103 16 10727 SH SOLE 0 0 0 10727 ISHARES TR FLTG RATE NT ETF 46429B655 459 9421 SH SOLE 0 0 0 9421 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 474 22553 SH SOLE 0 0 0 22553 FACEBOOK INC CL A 30303M102 413 2475 SH SOLE 0 0 0 2475 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 352 16794 SH SOLE 0 0 0 16794 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 271 12787 SH SOLE 0 0 0 12787 ALPHABET INC CAP STK CL C 02079K107 324 279 SH SOLE 0 0 0 279 ISHARES TR CORE DIV GRWTH 46434V621 250 7682 SH SOLE 0 0 0 7682 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 274 13240 SH SOLE 0 0 0 13240 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 243 11770 SH SOLE 0 0 0 11770 YUM CHINA HLDGS INC COM 98850P109 253 5938 SH SOLE 0 0 0 5938