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1IA

1834 Investment Advisors Portfolio holdings

AUM $801M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
+2.9%
1 Year Est. Return
+18.16%
3 Year Est. Return
+51.83%
5 Year Est. Return
+61.58%
10 Year Est. Return
+182.02%
AUM
$801M
AUM Growth
+$4.21M
Cap. Flow
-$2.32M
Cap. Flow %
-0.29%
Top 10 Hldgs %
33.34%
Holding
211
New
7
Increased
62
Reduced
90
Closed
5

Top Buys

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.03M
2
EIX icon
Edison International
EIX
+$3.48M
3
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.16M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.97M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.93M

Top Sells

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$3.66M
2
D icon
Dominion Energy
D
+$3.56M
3
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.21M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.91M
5
VIRT icon
Virtu Financial
VIRT
+$1.93M

Sector Composition

Rank Sector Weight
1 Technology 9.93%
2 Financials 7.44%
3 Healthcare 6.98%
4 Consumer Staples 6.42%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSA icon
51
Public Storage
PSA
$55.8B
$4.44M 0.55%
16,402
+1,195
+8% +$343K
QCOM icon
52
Qualcomm
QCOM
$181B
$4.35M 0.54%
33,816
+661
+2% +$96.5K
CAG icon
53
Conagra Brands
CAG
$6.83B
$4.25M 0.53%
270,174
+69,528
+35% +$1.23M
WU icon
54
Western Union
WU
$2.77B
$4.11M 0.51%
471,116
-14,632
-3% -$139K
C icon
55
Citigroup
C
$217B
$3.87M 0.48%
34,143
-8,805
-21% -$1M
IJS icon
56
iShares S&P Small-Cap 600 Value ETF
IJS
$8.15B
$3.62M 0.45%
30,588
-638
-2% -$77.1K
IJT icon
57
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.23B
$3.53M 0.44%
24,419
-852
-3% -$126K
TSN icon
58
Tyson Foods
TSN
$20.3B
$3.52M 0.44%
54,899
+4,517
+9% +$280K
TROW icon
59
T. Rowe Price
TROW
$25.1B
$3.4M 0.42%
37,712
+222
+0.6% +$21.5K
PCAR icon
60
PACCAR
PCAR
$66.4B
$3.39M 0.42%
29,376
+12,655
+76% +$1.53M
EFA icon
61
iShares MSCI EAFE ETF
EFA
$76.5B
$3.34M 0.42%
34,400
-977
-3% -$97.8K
O icon
62
Realty Income
O
$61.3B
$3.3M 0.41%
54,008
+14,274
+36% +$894K
VTEB icon
63
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$3.24M 0.4%
64,993
+31,950
+97% +$1.61M
PG icon
64
Procter & Gamble
PG
$349B
$3.21M 0.4%
22,224
– –
VIRT icon
65
Virtu Financial
VIRT
$4.85B
$3.07M 0.38%
69,811
-49,460
-41% -$1.93M
DOC icon
66
Healthpeak Properties
DOC
$15.5B
$3.02M 0.38%
183,971
+90,101
+96% +$1.54M
SPY icon
67
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$3.01M 0.38%
4,633
-107
-2% -$72.7K
LLY icon
68
Eli Lilly
LLY
$1.05T
$2.92M 0.36%
3,175
-20
-0.6% -$20.3K
SCHA icon
69
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$2.85M 0.36%
97,894
+394
+0.4% +$11.8K
BIL icon
70
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$2.82M 0.35%
30,732
-35,061
-53% -$3.21M
IWO icon
71
iShares Russell 2000 Growth ETF
IWO
$14.7B
$2.59M 0.32%
8,262
-46
-0.6% -$15.3K
WTM icon
72
White Mountains Insurance
WTM
$5.48B
$2.58M 0.32%
1,176
– –
XLK icon
73
State Street Technology Select Sector SPDR ETF
XLK
$114B
$2.52M 0.31%
18,934
-4,058
-18% -$572K
PM icon
74
Philip Morris
PM
$301B
$2.49M 0.31%
15,065
-1,000
-6% -$174K
ALLY icon
75
Ally Financial
ALLY
$14B
$2.47M 0.31%
63,055
-38,121
-38% -$1.57M
1 2
3
4 5

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LWM
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UM
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KWMG
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1834 Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, 1834 Investment Advisors held 211 positions worth $801M, up 0.53% from $797M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

1834 Investment Advisors's Q1 2026 filing shows 7 new, 62 increased, 90 reduced and 5 closed positions. Its largest new stake was Novo Nordisk: 14,603 shares worth $537K. The largest sale was Crown Castle, an estimated $3.66M.

By sector, the portfolio is most concentrated in Technology at 9.9% of assets, down from 12% a quarter earlier, followed by Financials and Healthcare.

  • 1834 Investment Advisors's largest Q1 2026 buy was Novo Nordisk: 14,603 shares worth $537K.
  • 1834 Investment Advisors added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2026, an estimated $4.03M increase.
  • 1834 Investment Advisors's biggest Q1 2026 reduction was Crown Castle, cutting an estimated $3.66M.
  • 1834 Investment Advisors fully exited Adobe in Q1 2026, selling an estimated $800K.
  • 1834 Investment Advisors's ten largest holdings make up 33% of its $801M portfolio in Q1 2026.
  • 1834 Investment Advisors opened 7 new positions and closed 5 in Q1 2026.
  • 1834 Investment Advisors's portfolio value rose 0.53% quarter-over-quarter to $801M.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.