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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
UNH icon
76
UnitedHealth
UNH
$356B
$3.22M 0.37%
7,750
-287
-4% -$106K
VTEB icon
77
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$3.16M 0.36%
62,527
-2,466
-4% -$124K
AMD icon
78
Advanced Micro Devices
AMD
$780B
$2.8M 0.32%
4,825
-70
-1% -$28.7K
PM icon
79
Philip Morris
PM
$284B
$2.73M 0.31%
15,065
– –
OEF icon
80
iShares S&P 100 ETF
OEF
$20.5B
$2.54M 0.29%
6,931
+1,130
+19% +$405K
GIS icon
81
General Mills
GIS
$20.5B
$2.51M 0.28%
71,993
+37,006
+106% +$1.28M
IWM icon
82
iShares Russell 2000 ETF
IWM
$81.2B
$2.5M 0.28%
8,307
-21
-0.3% -$5.9K
WTM icon
83
White Mountains Insurance
WTM
$5.02B
$2.44M 0.28%
1,176
– –
VOT icon
84
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.4B
$2.43M 0.28%
7,926
+1,533
+24% +$442K
MDY icon
85
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$2.39M 0.27%
3,397
-5
-0.1% -$3.35K
BBY icon
86
Best Buy
BBY
$19B
$2.38M 0.27%
31,335
-821
-3% -$54.5K
MRVL icon
87
Marvell Technology
MRVL
$201B
$2.33M 0.26%
7,838
-594
-7% -$119K
POR icon
88
Portland General Electric
POR
$5.73B
$2.31M 0.26%
+44,581
New +$2.26M
ALLY icon
89
Ally Financial
ALLY
$13.3B
$2.29M 0.26%
49,911
-13,144
-21% -$570K
SHYG icon
90
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.7B
$2.19M 0.25%
51,633
+1,391
+3% +$59K
IJH icon
91
iShares Core S&P Mid-Cap ETF
IJH
$126B
$2.08M 0.24%
26,979
-174
-0.6% -$12.8K
HST icon
92
Host Hotels & Resorts
HST
$15.1B
$2.02M 0.23%
+85,140
New +$1.9M
IWF icon
93
iShares Russell 1000 Growth ETF
IWF
$126B
$1.99M 0.23%
16,055
-13
-0.1% -$1.57K
META icon
94
Meta Platforms (Facebook)
META
$1.57T
$1.94M 0.22%
3,444
+98
+3% +$59.9K
FTNT icon
95
Fortinet
FTNT
$115B
$1.93M 0.22%
12,584
+963
+8% +$111K
ASML icon
96
ASML
ASML
$659B
$1.92M 0.22%
963
-45
-4% -$71.6K
WSO icon
97
Watsco Inc
WSO
$13B
$1.9M 0.22%
+4,563
New +$1.83M
VOE icon
98
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$1.72M 0.19%
8,700
+891
+11% +$172K
BNY
99
Bank of New York Mellon
BNY
$112B
$1.71M 0.19%
11,844
– –
TSM icon
100
TSMC
TSM
$2.22T
$1.71M 0.19%
3,584
+173
+5% +$70.2K
2 3
4
5 6

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TAM
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CCA
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CIPU
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AAA
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AIA
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AVLSA
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CHC
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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.