Alhambra Investment Management LLC

CIK

1802696

City

PALMETTO BAY

State / Country

FL

Stock

PLBY — Playboy, Inc.

Top Portfolio Positions

131 positions · $114,484,966 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	53,112	$13,479,294	11.77%
COST	Costco Wholesale Corp /New Consumer Defensive	5,834	$5,813,172	5.08%
GOOGL	Alphabet Inc. Communication Services	18,827	$5,413,892	4.73%
IAU	Ishares Gold Trust	38,220	$3,369,475	2.94%
MSFT	Microsoft Corp Technology	7,372	$2,728,893	2.38%
BRK-B	Berkshire Hathaway Inc Financial Services	5,433	$2,603,493	2.27%
JNJ	Johnson & Johnson Healthcare	8,646	$2,113,428	1.85%
ISRG	Intuitive Surgical Inc Healthcare	4,500	$2,074,455	1.81%
JPM	Jpmorgan Chase & Co Financial Services	6,812	$2,003,817	1.75%
HD	Home Depot, Inc. Consumer Cyclical	6,008	$1,975,971	1.73%

Portfolio Trend

25 quarters · across all stocks

Holdings in PLBY

Compact Export CSV

Shares Held

Position Value (USD)

16 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,682	18,212	-7.6%	Shares	Sole	2026-04-15
2025-12-31	$37,058	19,712	-21.0%	Shares	Sole	2026-01-15
2025-09-30	$36,694	24,962	0.0%	Shares	Sole	2025-10-15
2025-06-30	$40,438	24,962	-10.7%	Shares	Sole	2025-07-15
2025-03-31	$30,758	27,962	0.0%	Shares	Sole	2025-04-15
2024-12-31	$40,824	27,962	0.0%	Shares	Sole	2025-01-15
2024-09-30	$21,195	27,962	0.0%	Shares	Sole	2024-10-15
2024-06-30	$21,726	27,962	0.0%	Shares	Sole	2024-07-15
2024-03-31	$29,360	27,962	0.0%	Shares	Sole	2024-04-15
2023-12-31	$27,962	27,962	0.0%	Shares	Sole	2024-01-17
2023-09-30	$22,397	27,962	0.0%	Shares	Sole	2023-10-17
2023-06-30	$46,976	27,962	0.0%	Shares	Sole	2023-07-14
2023-03-31	$55,364	27,962	+36.7%	Shares	Sole	2023-04-18
2022-12-31	$56,270	20,462	+24.3%	Shares	Sole	2023-01-19
2022-09-30	$66,341	16,462	+57.4%	Shares	Sole	2022-10-13
2022-06-30	$66,956	10,462	—	Shares	Sole	2022-07-15
No 13F history on record for this holder in this stock.