Marcelo Perez
@Alhambra Investment Management Llc
Latest period2024 - Q4ReportedManaged Assets$194.967MTotal holdings166
Assets growth rate1.13%Assets growth rate (2-Q avg)3.37%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Alhambra Investment Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 166 positions.
Assets under management
The assets under management (AUM) of Alhambra Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 194.967M in assets, with a quarterly growth rate of 1.13% and a 2-quarter average growth rate of 3.37%. The portfolio is managed by Marcelo Perez, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
WOODIshares Tr
| 0% | $832,488 9,661 shares@ $86.17 avg price | Exited |
GSKGsk Plc
| 0% | $606,945 14,847 shares@ $40.88 avg price | Exited |
AEOAmerican Eagle Outfitters In
| 0% | $472,563 21,106 shares@ $22.39 avg price | Exited |
YETIYeti Hldgs Inc
| 0% | $458,633 11,178 shares@ $41.03 avg price | Exited |
GRBKGreen Brick Partners Inc
| 0% | $456,854 5,470 shares@ $83.52 avg price | Exited |
SCSSteelcase Inc
| 0% | $324,354 24,044 shares@ $13.5 avg price | Exited |
PLABPhotronics Inc
| 0% | $316,334 12,776 shares@ $24.77 avg price | Exited |
DHID R Horton Inc
| 0% | $260,401 1,365 shares@ $190.77 avg price | Exited |
BLKBlackrock Inc
| 0% | $249,721 263 shares@ $949.51 avg price | Exited |
EQTEqt Corp
| 0% | $243,143 6,636 shares@ $36.64 avg price | Exited |