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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 Miscellaneous 49.77%
2 Technology 11.48%
3 Financials 7.44%
4 Healthcare 6.73%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DVN icon
26
Devon Energy
DVN
$52.9B
$8.82M 1%
+213,447
New +$9.89M
VWO icon
27
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$7.77M 0.88%
130,197
+17,108
+15% +$1.01M
CVX icon
28
Chevron
CVX
$409B
$7.52M 0.85%
45,395
-788
-2% -$147K
JPM icon
29
JPMorgan Chase
JPM
$953B
$7.48M 0.85%
22,859
-706
-3% -$219K
VZ icon
30
Verizon
VZ
$208B
$7.36M 0.83%
173,925
-21,284
-11% -$998K
EIX icon
31
Edison International
EIX
$21.8B
$7.17M 0.81%
96,305
+4,343
+5% +$310K
PFE icon
32
Pfizer
PFE
$162B
$6.98M 0.79%
289,830
+2,135
+0.7% +$55.8K
DG icon
33
Dollar General
DG
$29.4B
$6.92M 0.78%
60,105
-1,113
-2% -$126K
AMZN icon
34
Amazon
AMZN
$2.79T
$6.84M 0.78%
28,703
+386
+1% +$96.9K
WEC icon
35
WEC Energy
WEC
$34.5B
$6.59M 0.75%
56,469
+75
+0.1% +$8.56K
T icon
36
AT&T
T
$176B
$6.49M 0.74%
313,389
-35,776
-10% -$888K
TXN icon
37
Texas Instruments
TXN
$236B
$6.42M 0.73%
21,547
-4,520
-17% -$1.25M
ES icon
38
Eversource Energy
ES
$26.8B
$6.23M 0.71%
86,248
+12,356
+17% +$856K
NVDA icon
39
NVIDIA
NVDA
$5.56T
$6.16M 0.7%
30,791
+1,660
+6% +$341K
IVV icon
40
iShares Core S&P 500 ETF
IVV
$889B
$6.11M 0.69%
8,164
-109
-1% -$79.4K
KMI icon
41
Kinder Morgan
KMI
$69.9B
$6M 0.68%
187,553
-11,181
-6% -$360K
F icon
42
Ford
F
$58.3B
$5.92M 0.67%
425,860
-55,232
-11% -$745K
CNH
43
CNH Industrial
CNH
$23.2B
$5.89M 0.67%
524,119
-85,069
-14% -$905K
USB icon
44
US Bancorp
USB
$98.7B
$5.8M 0.66%
96,080
+7,629
+9% +$427K
HSY icon
45
Hershey
HSY
$34.8B
$5.59M 0.63%
31,882
+622
+2% +$117K
PSA icon
46
Public Storage
PSA
$55.6B
$5.39M 0.61%
16,941
+539
+3% +$165K
TGT icon
47
Target
TGT
$74.7B
$5.36M 0.61%
41,062
-3,696
-8% -$470K
QCOM icon
48
Qualcomm
QCOM
$180B
$5.21M 0.59%
28,178
-5,638
-17% -$1.05M
FNF icon
49
Fidelity National Financial
FNF
$12.3B
$5.03M 0.57%
106,633
-408
-0.4% -$19.8K
UBSI icon
50
United Bankshares
UBSI
$6.51B
$4.98M 0.56%
108,564
-3,330
-3% -$146K
1
2
3 4 5

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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 Miscellaneous at 50% of assets, up from 49% a quarter earlier, followed by Technology and Financials.

  • 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.