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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
COF icon
126
Capital One
COF
$134B
$844K 0.11%
3,481
-173
-5% -$38.5K
ALB icon
127
Albemarle
ALB
$15.5B
$827K 0.1%
5,845
-7
-0.1% -$795
ISRG icon
128
Intuitive Surgical
ISRG
$134B
$825K 0.1%
1,457
– –
UNP icon
129
Union Pacific
UNP
$174B
$821K 0.1%
3,549
-5,463
-61% -$1.25M
PEP icon
130
PepsiCo
PEP
$190B
$820K 0.1%
5,716
– –
EFX icon
131
Equifax
EFX
$21.4B
$801K 0.1%
3,691
-86
-2% -$18.8K
ADBE icon
132
Adobe
ADBE
$105B
$800K 0.1%
2,286
+7
+0.3% +$2.38K
PANW icon
133
Palo Alto Networks
PANW
$297B
$791K 0.1%
4,295
– –
MDLZ icon
134
Mondelez International
MDLZ
$79.9B
$774K 0.1%
14,371
– –
CCL icon
135
Carnival Corporation Ltd
CCL
$39.7B
$772K 0.1%
25,291
+28
+0.1% +$781
ABT icon
136
Abbott
ABT
$187B
$771K 0.1%
6,151
-256
-4% -$32.6K
CBOE icon
137
Cboe Global Markets
CBOE
$29.9B
$771K 0.1%
3,070
– –
SYK icon
138
Stryker
SYK
$130B
$764K 0.1%
2,175
-38
-2% -$13.8K
BRK.A icon
139
Berkshire Hathaway Class A
BRK.A
$1.12T
$755K 0.09%
1
– –
MMM icon
140
3M
MMM
$94.3B
$751K 0.09%
4,690
-800
-15% -$131K
ITOT icon
141
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$743K 0.09%
4,995
– –
WMT icon
142
Walmart Inc
WMT
$890B
$737K 0.09%
6,614
-4
-0.1% -$429
LAMR icon
143
Lamar Advertising Co
LAMR
$16.3B
$734K 0.09%
+5,798
New +$726K
GOOG icon
144
Alphabet (Google) Class C
GOOG
$4.32T
$703K 0.09%
2,240
– –
STLD icon
145
Steel Dynamics
STLD
$37.6B
$703K 0.09%
4,148
– –
KHC icon
146
Kraft Heinz
KHC
$30B
$694K 0.09%
28,611
-1,996
-7% -$49.7K
CFG icon
147
Citizens Financial Group
CFG
$30.6B
$687K 0.09%
+11,761
New +$632K
VTWO icon
148
Vanguard Russell 2000 ETF
VTWO
$17.4B
$684K 0.09%
6,873
– –
IWV icon
149
iShares Russell 3000 ETF
IWV
$20.4B
$663K 0.08%
+1,714
New +$658K
BLK icon
150
Blackrock
BLK
$176B
$661K 0.08%
618
-61
-9% -$66.7K
4 5
6
7 8

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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.