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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
UNP icon
126
Union Pacific
UNP
$176B
$861K 0.11%
3,550
+1
+0% +$245
WMT icon
127
Walmart Inc
WMT
$896B
$838K 0.1%
6,740
+126
+2% +$15.5K
MRVL icon
128
Marvell Technology
MRVL
$175B
$835K 0.1%
8,432
+1,733
+26% +$146K
MDLZ icon
129
Mondelez International
MDLZ
$77.2B
$828K 0.1%
14,371
– –
CFG icon
130
Citizens Financial Group
CFG
$30.3B
$790K 0.1%
13,178
+1,417
+12% +$87.1K
TMO icon
131
Thermo Fisher Scientific
TMO
$196B
$780K 0.1%
1,586
-23
-1% -$12.5K
ALB icon
132
Albemarle
ALB
$13.8B
$763K 0.1%
4,248
-1,597
-27% -$273K
STLD icon
133
Steel Dynamics
STLD
$33.3B
$747K 0.09%
4,148
– –
BRK.A icon
134
Berkshire Hathaway Class A
BRK.A
$1.06T
$718K 0.09%
1
– –
SYK icon
135
Stryker
SYK
$122B
$715K 0.09%
2,175
– –
ITOT icon
136
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$711K 0.09%
4,995
– –
VTWO icon
137
Vanguard Russell 2000 ETF
VTWO
$17.4B
$688K 0.09%
6,873
– –
MMM icon
138
3M
MMM
$83.2B
$681K 0.09%
4,690
– –
ISRG icon
139
Intuitive Surgical
ISRG
$125B
$672K 0.08%
1,457
– –
PANW icon
140
Palo Alto Networks
PANW
$289B
$665K 0.08%
4,150
-145
-3% -$24.4K
GOOG icon
141
Alphabet (Google) Class C
GOOG
$4.29T
$643K 0.08%
2,240
– –
IWV icon
142
iShares Russell 3000 ETF
IWV
$19.6B
$642K 0.08%
1,731
+17
+1% +$6.58K
CAT icon
143
Caterpillar
CAT
$398B
$633K 0.08%
893
-7
-0.8% -$4.85K
ABT icon
144
Abbott
ABT
$177B
$632K 0.08%
6,151
– –
SLB icon
145
SLB Ltd
SLB
$69.6B
$620K 0.08%
12,072
-165
-1% -$8.01K
MLI icon
146
Mueller Industries
MLI
$12.9B
$601K 0.07%
10,840
+6,384
+143% +$383K
BLK icon
147
Blackrock
BLK
$163B
$581K 0.07%
604
-14
-2% -$14.7K
EFX icon
148
Equifax
EFX
$21.4B
$569K 0.07%
3,162
-529
-14% -$105K
COP icon
149
ConocoPhillips
COP
$141B
$555K 0.07%
4,205
-30
-0.7% -$3.32K
CCL icon
150
Carnival Corporation Ltd
CCL
$35.6B
$554K 0.07%
21,414
-3,877
-15% -$113K
4 5
6
7 8

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LWM
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UM
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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.