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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
+5.7%
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
$815M
AUM Growth
+$25.1M
Cap. Flow
-$12.8M
Cap. Flow %
-1.57%
Top 10 Hldgs %
35.27%
Holding
213
New
8
Increased
71
Reduced
84
Closed
9

Top Buys

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.97M
2
CVX icon
Chevron
CVX
+$2.21M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.72M
4
ES icon
Eversource Energy
ES
+$1.35M
5
O icon
Realty Income
O
+$1.24M

Top Sells

Rank Stock Value
1
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.43M
2
C icon
Citigroup
C
+$3.25M
3
KR icon
Kroger
KR
+$3.21M
4
CSCO icon
Cisco
CSCO
+$3.14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.02M

Sector Composition

Rank Sector Weight
1 Technology 11.75%
2 Financials 8.13%
3 Consumer Staples 6.4%
4 Healthcare 6.32%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CUBE icon
76
CubeSmart
CUBE
$9.41B
$2.44M 0.3%
60,125
-9,919
-14% -$404K
XOM icon
77
ExxonMobil
XOM
$634B
$2.38M 0.29%
21,092
-187
-0.9% -$20.8K
BBY icon
78
Best Buy
BBY
$17.3B
$2.35M 0.29%
31,062
+205
+0.7% +$14.7K
HD icon
79
Home Depot
HD
$355B
$2.33M 0.29%
5,742
-113
-2% -$44.4K
UNP icon
80
Union Pacific
UNP
$174B
$2.13M 0.26%
9,012
-118
-1% -$26.6K
MDY icon
81
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$2.1M 0.26%
3,531
-10
-0.3% -$5.87K
IWF icon
82
iShares Russell 1000 Growth ETF
IWF
$128B
$2.07M 0.25%
17,716
-356
-2% -$39.6K
IWM icon
83
iShares Russell 2000 ETF
IWM
$81.9B
$2.02M 0.25%
8,328
-6
-0.1% -$1.38K
WTM icon
84
White Mountains Insurance
WTM
$5.13B
$1.97M 0.24%
1,176
– –
ORCL icon
85
Oracle
ORCL
$423B
$1.85M 0.23%
6,590
-300
-4% -$76.4K
DOW icon
86
Dow Inc
DOW
$21.2B
$1.82M 0.22%
79,445
-3,238
-4% -$80.7K
IJH icon
87
iShares Core S&P Mid-Cap ETF
IJH
$127B
$1.81M 0.22%
27,727
-11,162
-29% -$717K
V icon
88
Visa
V
$677B
$1.81M 0.22%
5,293
-187
-3% -$64.7K
KLAC icon
89
KLA
KLAC
$259B
$1.66M 0.2%
15,360
+90
+0.6% +$8.4K
VNQ icon
90
Vanguard Real Estate ETF
VNQ
$39.1B
$1.53M 0.19%
16,723
– –
WFC icon
91
Wells Fargo
WFC
$264B
$1.52M 0.19%
18,162
+136
+0.8% +$11K
WSM icon
92
Williams-Sonoma
WSM
$29.6B
$1.43M 0.18%
7,309
-685
-9% -$131K
VOE icon
93
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$1.38M 0.17%
7,910
-44
-0.6% -$7.49K
P
94
Everpure Inc
P
$29.9B
$1.38M 0.17%
16,450
– –
VBR icon
95
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$1.37M 0.17%
6,565
-473
-7% -$96.7K
VOT icon
96
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$1.34M 0.16%
4,574
+144
+3% +$41.5K
OEF icon
97
iShares S&P 100 ETF
OEF
$20.5B
$1.34M 0.16%
4,028
+1,417
+54% +$451K
O icon
98
Realty Income
O
$59.1B
$1.29M 0.16%
+21,279
New +$1.24M
BNY
99
Bank of New York Mellon
BNY
$107B
$1.29M 0.16%
11,844
– –
COST icon
100
Costco
COST
$420B
$1.27M 0.16%
1,370
+5
+0.4% +$4.79K
2 3
4
5 6

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GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
I
INVST Indianapolis, Indiana $886M AUM 21.79% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
HT
Headlands Technologies Chicago, Illinois $878M AUM 44.8% 1-Year Est. Return
AGDI
Absolute Gestao de Investimentos Sao Paulo, Brazil $877M AUM 57.36% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
MC
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KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return

1834 Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, 1834 Investment Advisors held 213 positions worth $815M, up 3.2% from $790M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

1834 Investment Advisors's Q3 2025 filing shows 8 new, 71 increased, 84 reduced and 9 closed positions. Its largest new stake was Realty Income: 21,279 shares worth $1.29M. The largest sale was iShares S&P 500 Growth ETF, an estimated $5.43M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Staples.

  • 1834 Investment Advisors's largest Q3 2025 buy was Realty Income: 21,279 shares worth $1.29M.
  • 1834 Investment Advisors added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025, an estimated $2.97M increase.
  • 1834 Investment Advisors's biggest Q3 2025 reduction was iShares S&P 500 Growth ETF, cutting an estimated $5.43M.
  • 1834 Investment Advisors fully exited Edwards Lifesciences in Q3 2025, selling an estimated $833K.
  • 1834 Investment Advisors's ten largest holdings make up 35% of its $815M portfolio in Q3 2025.
  • 1834 Investment Advisors opened 8 new positions and closed 9 in Q3 2025.
  • 1834 Investment Advisors's portfolio value rose 3.2% quarter-over-quarter to $815M.

Based on 1834 Investment Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.