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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
CFG icon
126
Citizens Financial Group
CFG
$29.8B
$986K 0.11%
14,066
+888
+7% +$57.3K
ORCL icon
127
Oracle
ORCL
$457B
$951K 0.11%
6,490
-21
-0.3% -$3.81K
CAT icon
128
Caterpillar
CAT
$374B
$951K 0.11%
893
– –
STLD icon
129
Steel Dynamics
STLD
$34.7B
$904K 0.1%
3,938
-210
-5% -$49.2K
UNP icon
130
Union Pacific
UNP
$172B
$857K 0.1%
3,152
-398
-11% -$105K
VTWO icon
131
Vanguard Russell 2000 ETF
VTWO
$17B
$835K 0.09%
6,873
– –
MDLZ icon
132
Mondelez International
MDLZ
$78.2B
$831K 0.09%
14,371
– –
TMO icon
133
Thermo Fisher Scientific
TMO
$227B
$824K 0.09%
1,644
+58
+4% +$27.8K
NVO
134
Novo Nordisk
NVO
$206B
$821K 0.09%
17,129
+2,526
+17% +$109K
ITOT icon
135
iShares Core S&P Total US Stock Market ETF
ITOT
$97.6B
$821K 0.09%
4,995
– –
GOOG icon
136
Alphabet (Google) Class C
GOOG
$4.1T
$791K 0.09%
2,240
– –
INTC icon
137
Intel
INTC
$506B
$767K 0.09%
5,494
-181
-3% -$18.3K
D icon
138
Dominion Energy
D
$57.9B
$766K 0.09%
11,219
-14,288
-56% -$929K
MMM icon
139
3M
MMM
$86.9B
$759K 0.09%
4,690
– –
BRK.A icon
140
Berkshire Hathaway Class A
BRK.A
$1.08T
$749K 0.08%
1
– –
WMT icon
141
Walmart Inc
WMT
$850B
$745K 0.08%
6,581
-159
-2% -$19.7K
CBOE icon
142
Cboe Global Markets
CBOE
$31.2B
$745K 0.08%
3,070
– –
IWV icon
143
iShares Russell 3000 ETF
IWV
$20.3B
$738K 0.08%
1,731
– –
PEP icon
144
PepsiCo
PEP
$188B
$738K 0.08%
5,449
-183
-3% -$27.4K
MLI icon
145
Mueller Industries
MLI
$14.1B
$730K 0.08%
11,872
+1,032
+10% +$67.7K
VGT icon
146
Vanguard Information Technology ETF
VGT
$149B
$722K 0.08%
6,044
-100
-2% -$10.9K
ADP icon
147
Automatic Data Processing
ADP
$110B
$718K 0.08%
3,204
+2,104
+191% +$450K
FLIN icon
148
Franklin FTSE India ETF
FLIN
$2.68B
$716K 0.08%
20,141
-9,271
-32% -$324K
EOG icon
149
EOG Resources
EOG
$76.2B
$705K 0.08%
5,432
+3,206
+144% +$437K
SYK icon
150
Stryker
SYK
$116B
$685K 0.08%
2,175
– –
4 5
6
7 8

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TAM
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CIPU
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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.