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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
V icon
101
Visa
V
$700B
$1.71M 0.19%
4,983
-217
-4% -$69.7K
VBK icon
102
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.9B
$1.7M 0.19%
4,640
+426
+10% +$145K
VBR icon
103
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$1.68M 0.19%
6,927
+711
+11% +$165K
XOM icon
104
ExxonMobil
XOM
$656B
$1.63M 0.18%
11,913
-436
-4% -$65.3K
VNQ icon
105
Vanguard Real Estate ETF
VNQ
$38.1B
$1.61M 0.18%
16,723
– –
XLV icon
106
State Street Health Care Select Sector SPDR ETF
XLV
$44.1B
$1.52M 0.17%
9,590
– –
PANW icon
107
Palo Alto Networks
PANW
$272B
$1.42M 0.16%
4,150
– –
WSM icon
108
Williams-Sonoma
WSM
$26.8B
$1.38M 0.16%
5,928
-617
-9% -$122K
WFC icon
109
Wells Fargo
WFC
$272B
$1.38M 0.16%
16,719
-565
-3% -$45.4K
HD icon
110
Home Depot
HD
$320B
$1.37M 0.15%
3,876
-108
-3% -$35.1K
VTR icon
111
Ventas
VTR
$46.3B
$1.33M 0.15%
15,029
+554
+4% +$47.2K
MU icon
112
Micron Technology
MU
$1.15T
$1.33M 0.15%
1,152
– –
COST icon
113
Costco
COST
$406B
$1.32M 0.15%
1,411
+51
+4% +$50.8K
P
114
Everpure Inc
P
$33.1B
$1.25M 0.14%
15,910
– –
ABBV icon
115
AbbVie
ABBV
$453B
$1.2M 0.14%
4,760
-37
-0.8% -$7.96K
IJR icon
116
iShares Core S&P Small-Cap ETF
IJR
$110B
$1.17M 0.13%
7,871
– –
TSN icon
117
Tyson Foods
TSN
$18.1B
$1.11M 0.13%
19,349
-35,550
-65% -$2.23M
IVOO icon
118
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.82B
$1.1M 0.13%
8,458
-606
-7% -$75.3K
SYY icon
119
Sysco
SYY
$38.4B
$1.05M 0.12%
12,600
– –
SHW icon
120
Sherwin-Williams
SHW
$81B
$1.03M 0.12%
3,000
– –
SO icon
121
Southern Company
SO
$101B
$1.01M 0.11%
10,518
– –
IWD icon
122
iShares Russell 1000 Value ETF
IWD
$84.2B
$1M 0.11%
4,138
-27
-0.6% -$6.29K
AEP icon
123
American Electric Power
AEP
$67.8B
$995K 0.11%
7,272
+321
+5% +$42.3K
KR icon
124
Kroger
KR
$35.9B
$993K 0.11%
17,890
-4,879
-21% -$318K
USRT icon
125
iShares Core US REIT ETF
USRT
$4.55B
$989K 0.11%
14,878
– –
3 4
5
6 7

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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.