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1834 Investment Advisors Portfolio holdings

AUM $883M
1-Year Est. Return 23.82%
This Fund
S&P 500
This Quarter Est. Return
+11.02%
1 Year Est. Return
+23.82%
3 Year Est. Return
+61.82%
5 Year Est. Return
+69.87%
10 Year Est. Return
+204.78%
AUM
$883M
AUM Growth
+$81.3M
Cap. Flow
+$19.1M
Cap. Flow %
2.16%
Top 10 Hldgs %
33.72%
Holding
218
New
12
Increased
68
Reduced
83
Closed
7

Top Buys

Rank Stock Value
1
DVN icon
Devon Energy
DVN
+$9.89M
2
CMCSA icon
Comcast
CMCSA
+$4.56M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.98M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.53M
5
BBWI icon
Bath & Body Works
BBWI
+$3.34M

Top Sells

Rank Stock Value
1
CTRA
Coterra Energy
CTRA
+$11.9M
2
TSN icon
Tyson Foods
TSN
+$2.23M
3
APA icon
APA Corp
APA
+$2.15M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.11M
5
LMT icon
Lockheed Martin
LMT
+$1.91M

Sector Composition

Rank Sector Weight
1 Technology 11.48%
2 Financials 7.44%
3 Healthcare 6.73%
4 Consumer Staples 5.43%
5 Communication Services 4.15%

No holdings matched the selected filter criteria.

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1834 Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, 1834 Investment Advisors held 218 positions worth $883M, up 10% from $801M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

1834 Investment Advisors's Q2 2026 filing shows 12 new, 68 increased, 83 reduced and 7 closed positions. Its largest new stake was Devon Energy: 213,447 shares worth $8.82M. The largest sale was Coterra Energy, an estimated $11.9M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.9% a quarter earlier, followed by Financials and Healthcare.

  • 1834 Investment Advisors's largest Q2 2026 buy was Devon Energy: 213,447 shares worth $8.82M.
  • 1834 Investment Advisors added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $3.98M increase.
  • 1834 Investment Advisors's biggest Q2 2026 reduction was Tyson Foods, cutting an estimated $2.23M.
  • 1834 Investment Advisors fully exited Coterra Energy in Q2 2026, selling an estimated $11.9M.
  • 1834 Investment Advisors's ten largest holdings make up 34% of its $883M portfolio in Q2 2026.
  • 1834 Investment Advisors opened 12 new positions and closed 7 in Q2 2026.
  • 1834 Investment Advisors's portfolio value rose 10% quarter-over-quarter to $883M.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.