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1IA

1834 Investment Advisors Portfolio holdings

AUM $883M
1-Year Est. Return 23.82%
This Fund
S&P 500
This Quarter Est. Return
+2.54%
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
$797M
AUM Growth
-$17.8M
Cap. Flow
-$31.8M
Cap. Flow %
-3.99%
Top 10 Hldgs %
35.02%
Holding
214
New
10
Increased
36
Reduced
122
Closed
10

Top Buys

Rank Stock Value
1
UBSI icon
United Bankshares
UBSI
+$3.59M
2
USB icon
US Bancorp
USB
+$2.78M
3
EIX icon
Edison International
EIX
+$2.31M
4
PCAR icon
PACCAR
PCAR
+$1.71M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.35M

Top Sells

Rank Stock Value
1
ALLY icon
Ally Financial
ALLY
+$4.57M
2
KR icon
Kroger
KR
+$2.49M
3
VIRT icon
Virtu Financial
VIRT
+$2.38M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.14M
5
CCI icon
Crown Castle
CCI
+$2M

Sector Composition

Rank Sector Weight
1 Technology 11.57%
2 Financials 8.35%
3 Healthcare 6.87%
4 Consumer Staples 6.16%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DG icon
26
Dollar General
DG
$27.9B
$8.43M 1.06%
63,525
-3,438
-5% -$383K
JNJ icon
27
Johnson & Johnson
JNJ
$625B
$8.19M 1.03%
39,556
-2,191
-5% -$433K
VZ icon
28
Verizon
VZ
$196B
$8.03M 1.01%
197,095
-16,585
-8% -$673K
MO icon
29
Altria Group
MO
$114B
$7.85M 0.98%
136,139
-1,552
-1% -$93.7K
JPM icon
30
JPMorgan Chase
JPM
$950B
$7.63M 0.96%
23,682
-602
-2% -$186K
KMI icon
31
Kinder Morgan
KMI
$68.7B
$6.93M 0.87%
252,074
-45,569
-15% -$1.23M
PFE icon
32
Pfizer
PFE
$153B
$6.93M 0.87%
278,287
-26,812
-9% -$676K
AMZN icon
33
Amazon
AMZN
$2.96T
$6.58M 0.83%
28,500
-481
-2% -$110K
F icon
34
Ford
F
$55.7B
$6.27M 0.79%
477,998
+1,593
+0.3% +$20.5K
BIL icon
35
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$6.01M 0.75%
65,793
+6,195
+10% +$567K
WEC icon
36
WEC Energy
WEC
$35.1B
$5.93M 0.74%
56,231
-1,280
-2% -$142K
IVV icon
37
iShares Core S&P 500 ETF
IVV
$902B
$5.91M 0.74%
8,628
-170
-2% -$115K
CVX icon
38
Chevron
CVX
$366B
$5.89M 0.74%
38,629
+6,540
+20% +$996K
VWO icon
39
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$5.85M 0.73%
108,819
+2,238
+2% +$122K
FNF icon
40
Fidelity National Financial
FNF
$13.5B
$5.83M 0.73%
106,844
-3,312
-3% -$189K
QCOM icon
41
Qualcomm
QCOM
$176B
$5.67M 0.71%
33,155
-295
-0.9% -$50.6K
HSY icon
42
Hershey
HSY
$36.6B
$5.45M 0.68%
29,936
+1,151
+4% +$210K
NVDA icon
43
NVIDIA
NVDA
$5.42T
$5.43M 0.68%
29,108
-1,576
-5% -$293K
CNH
44
CNH Industrial
CNH
$17.5B
$5.4M 0.68%
585,263
-44,889
-7% -$448K
LMT icon
45
Lockheed Martin
LMT
$136B
$5.11M 0.64%
10,570
-735
-7% -$352K
C icon
46
Citigroup
C
$226B
$5.01M 0.63%
42,948
-13,060
-23% -$1.36M
D icon
47
Dominion Energy
D
$59.3B
$4.87M 0.61%
83,129
-27,477
-25% -$1.66M
ALLY icon
48
Ally Financial
ALLY
$13.3B
$4.58M 0.57%
101,176
-110,852
-52% -$4.57M
WU icon
49
Western Union
WU
$2.21B
$4.52M 0.57%
485,748
-66,912
-12% -$591K
TXN icon
50
Texas Instruments
TXN
$261B
$4.47M 0.56%
25,739
-804
-3% -$138K
1
2
3 4 5

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I
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OHA
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AGDI
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KWM
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1834 Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, 1834 Investment Advisors held 214 positions worth $797M, down 2.2% from $815M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

1834 Investment Advisors withdrew a net $31.8M in Q4 2025, closing 10 positions and reducing 122 holdings. Its most notable exit was Dow Inc, an estimated $1.82M position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 12% a quarter earlier, followed by Financials and Healthcare.

Against the trend, 1834 Investment Advisors opened a new position in United Bankshares worth $3.7M.

  • 1834 Investment Advisors's largest Q4 2025 buy was United Bankshares: 96,344 shares worth $3.7M.
  • 1834 Investment Advisors added most to US Bancorp in Q4 2025, an estimated $2.78M increase.
  • 1834 Investment Advisors's biggest Q4 2025 reduction was Ally Financial, cutting an estimated $4.57M.
  • 1834 Investment Advisors fully exited Dow Inc in Q4 2025, selling an estimated $1.82M.
  • 1834 Investment Advisors's ten largest holdings make up 35% of its $797M portfolio in Q4 2025.
  • 1834 Investment Advisors opened 10 new positions and closed 10 in Q4 2025.
  • 1834 Investment Advisors's portfolio value fell 2.2% quarter-over-quarter to $797M.

Based on 1834 Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.