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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
HD icon
101
Home Depot
HD
$338B
$1.31M 0.16%
3,984
-60
-1% -$21.9K
GIS icon
102
General Mills
GIS
$20.3B
$1.3M 0.16%
34,987
+24,982
+250% +$1.08M
VBK icon
103
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$1.27M 0.16%
4,214
+48
+1% +$15.1K
EL icon
104
Estee Lauder
EL
$29.7B
$1.19M 0.15%
16,633
-3,639
-18% -$372K
WSM icon
105
Williams-Sonoma
WSM
$26.9B
$1.19M 0.15%
6,545
-664
-9% -$133K
VTR icon
106
Ventas
VTR
$46.7B
$1.18M 0.15%
14,475
-161
-1% -$13.2K
TSM icon
107
TSMC
TSM
$2.07T
$1.15M 0.14%
3,411
-208
-6% -$71.6K
LYB icon
108
LyondellBasell Industries
LYB
$19.1B
$1.1M 0.14%
13,614
-25,865
-66% -$1.53M
ABBV icon
109
AbbVie
ABBV
$450B
$1.04M 0.13%
4,797
-129
-3% -$28.6K
IVOO icon
110
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.72B
$1.04M 0.13%
9,064
-473
-5% -$55.6K
SO icon
111
Southern Company
SO
$107B
$1.02M 0.13%
10,518
-735
-7% -$68K
AMD icon
112
Advanced Micro Devices
AMD
$808B
$996K 0.12%
4,895
– –
IJR icon
113
iShares Core S&P Small-Cap ETF
IJR
$110B
$978K 0.12%
7,871
-50
-0.6% -$6.35K
FLIN icon
114
Franklin FTSE India ETF
FLIN
$2.74B
$977K 0.12%
29,412
+1,623
+6% +$59.3K
SHW icon
115
Sherwin-Williams
SHW
$81.7B
$962K 0.12%
3,000
– –
ORCL icon
116
Oracle
ORCL
$364B
$958K 0.12%
6,511
– –
FTNT icon
117
Fortinet
FTNT
$118B
$950K 0.12%
11,621
-1,222
-10% -$98.7K
HII icon
118
Huntington Ingalls Industries
HII
$10.6B
$943K 0.12%
2,483
-7
-0.3% -$2.88K
P
119
Everpure Inc
P
$23.1B
$939K 0.12%
15,910
– –
AEP icon
120
American Electric Power
AEP
$71.9B
$911K 0.11%
6,951
-921
-12% -$115K
SYY icon
121
Sysco
SYY
$39.1B
$899K 0.11%
12,600
– –
IWD icon
122
iShares Russell 1000 Value ETF
IWD
$81.9B
$890K 0.11%
4,165
-75
-2% -$16.4K
USRT icon
123
iShares Core US REIT ETF
USRT
$4.63B
$881K 0.11%
14,878
– –
PEP icon
124
PepsiCo
PEP
$187B
$875K 0.11%
5,632
-84
-1% -$13.1K
CBOE icon
125
Cboe Global Markets
CBOE
$28.6B
$863K 0.11%
3,070
– –
3 4
5
6 7

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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.