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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
VBR icon
101
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$1.33M 0.17%
6,301
-264
-4% -$55.3K
WSM icon
102
Williams-Sonoma
WSM
$29.6B
$1.29M 0.16%
7,209
-100
-1% -$18.7K
ORCL icon
103
Oracle
ORCL
$423B
$1.27M 0.16%
6,511
-79
-1% -$18.8K
VBK icon
104
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$1.26M 0.16%
4,166
-89
-2% -$26.9K
COST icon
105
Costco
COST
$420B
$1.16M 0.15%
1,347
-23
-2% -$20.8K
ASML icon
106
ASML
ASML
$669B
$1.13M 0.14%
1,059
-2
-0.2% -$2.09K
VTR icon
107
Ventas
VTR
$47.9B
$1.13M 0.14%
14,636
+28
+0.2% +$2.11K
ABBV icon
108
AbbVie
ABBV
$435B
$1.13M 0.14%
4,926
-128
-3% -$29.2K
TSM icon
109
TSMC
TSM
$2.18T
$1.1M 0.14%
3,619
-260
-7% -$76.3K
FLIN icon
110
Franklin FTSE India ETF
FLIN
$2.69B
$1.07M 0.13%
27,789
-81
-0.3% -$3.13K
IVOO icon
111
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.92B
$1.07M 0.13%
9,537
-493
-5% -$54.7K
P
112
Everpure Inc
P
$29.9B
$1.07M 0.13%
15,910
-540
-3% -$45.1K
AMD icon
113
Advanced Micro Devices
AMD
$789B
$1.05M 0.13%
4,895
– –
FTNT icon
114
Fortinet
FTNT
$117B
$1.02M 0.13%
12,843
-750
-6% -$62.2K
SO icon
115
Southern Company
SO
$107B
$981K 0.12%
11,253
-310
-3% -$28.3K
SHW icon
116
Sherwin-Williams
SHW
$89.8B
$972K 0.12%
3,000
– –
IJR icon
117
iShares Core S&P Small-Cap ETF
IJR
$112B
$952K 0.12%
7,921
+105
+1% +$12.6K
TMO icon
118
Thermo Fisher Scientific
TMO
$220B
$932K 0.12%
1,609
-48
-3% -$27.1K
SYY icon
119
Sysco
SYY
$40.3B
$928K 0.12%
12,600
– –
NI icon
120
NiSource
NI
$20.4B
$909K 0.11%
21,766
-2,129
-9% -$91K
AEP icon
121
American Electric Power
AEP
$68.4B
$908K 0.11%
7,872
-33
-0.4% -$3.9K
IWD icon
122
iShares Russell 1000 Value ETF
IWD
$83.9B
$892K 0.11%
4,240
-307
-7% -$63.4K
CRM icon
123
Salesforce
CRM
$158B
$857K 0.11%
3,234
+36
+1% +$8.95K
USRT icon
124
iShares Core US REIT ETF
USRT
$4.64B
$847K 0.11%
14,878
– –
HII icon
125
Huntington Ingalls Industries
HII
$12.8B
$847K 0.11%
2,490
-45
-2% -$14K
3 4
5
6 7

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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.