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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
+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
SDY icon
51
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$4.45M 0.56%
31,956
-6,071
-16% -$845K
ES icon
52
Eversource Energy
ES
$27.2B
$4.4M 0.55%
65,328
+7,875
+14% +$553K
TGT icon
53
Target
TGT
$68B
$4.24M 0.53%
43,331
+2,477
+6% +$228K
CCI icon
54
Crown Castle
CCI
$32.2B
$4.23M 0.53%
47,581
-21,768
-31% -$2M
VIRT icon
55
Virtu Financial
VIRT
$4.93B
$3.97M 0.5%
119,271
-69,684
-37% -$2.38M
USB icon
56
US Bancorp
USB
$99.6B
$3.96M 0.5%
74,232
+56,546
+320% +$2.78M
PSA icon
57
Public Storage
PSA
$61.3B
$3.95M 0.5%
15,207
+1,571
+12% +$440K
TROW icon
58
T. Rowe Price
TROW
$24.3B
$3.84M 0.48%
37,490
+115
+0.3% +$11.9K
UBSI icon
59
United Bankshares
UBSI
$6.62B
$3.7M 0.46%
+96,344
New +$3.59M
IJT icon
60
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$3.57M 0.45%
25,271
-1,427
-5% -$202K
IJS icon
61
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$3.55M 0.45%
31,226
-1,087
-3% -$122K
CAG icon
62
Conagra Brands
CAG
$7.23B
$3.47M 0.44%
200,646
+39,300
+24% +$698K
LLY icon
63
Eli Lilly
LLY
$1.06T
$3.43M 0.43%
3,195
-56
-2% -$53.5K
EFA icon
64
iShares MSCI EAFE ETF
EFA
$80.2B
$3.4M 0.43%
35,377
-2,516
-7% -$239K
CSCO icon
65
Cisco
CSCO
$479B
$3.31M 0.42%
43,015
-15,957
-27% -$1.18M
XLK icon
66
State Street Technology Select Sector SPDR ETF
XLK
$123B
$3.31M 0.42%
22,992
-496
-2% -$71.6K
SPY icon
67
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$3.23M 0.41%
4,740
-766
-14% -$518K
PG icon
68
Procter & Gamble
PG
$339B
$3.18M 0.4%
22,224
– –
TSN icon
69
Tyson Foods
TSN
$20.4B
$2.95M 0.37%
50,382
-8,654
-15% -$475K
UNH icon
70
UnitedHealth
UNH
$370B
$2.83M 0.36%
8,583
-778
-8% -$264K
SCHA icon
71
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$2.78M 0.35%
97,500
-4,881
-5% -$138K
IWO icon
72
iShares Russell 2000 Growth ETF
IWO
$15B
$2.68M 0.34%
8,308
-45
-0.5% -$14.6K
KR icon
73
Kroger
KR
$34.8B
$2.67M 0.34%
42,749
-38,145
-47% -$2.49M
PM icon
74
Philip Morris
PM
$295B
$2.58M 0.32%
16,065
-137
-0.8% -$21.2K
WTM icon
75
White Mountains Insurance
WTM
$5.13B
$2.44M 0.31%
1,176
– –
1 2
3
4 5

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I
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OHA
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HT
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AGDI
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FCM
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MC
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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.