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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
CCL icon
151
Carnival Corporation Ltd
CCL
$32.2B
$645K 0.07%
22,560
+1,146
+5% +$31.3K
HII icon
152
Huntington Ingalls Industries
HII
$11.3B
$639K 0.07%
2,284
-199
-8% -$66.5K
LYB icon
153
LyondellBasell Industries
LYB
$20.5B
$611K 0.07%
11,607
-2,007
-15% -$139K
COF icon
154
Capital One
COF
$135B
$588K 0.07%
2,932
– –
MKC icon
155
McCormick & Company Non-Voting
MKC
$14B
$585K 0.07%
+11,612
New +$570K
ISRG icon
156
Intuitive Surgical
ISRG
$130B
$579K 0.07%
1,457
– –
DHR icon
157
Danaher
DHR
$146B
$578K 0.07%
3,037
+1,160
+62% +$211K
CB icon
158
Chubb
CB
$132B
$577K 0.07%
1,692
+64
+4% +$20.9K
SLB icon
159
SLB Ltd
SLB
$85.3B
$575K 0.07%
12,372
+300
+2% +$16.1K
EMR icon
160
Emerson Electric
EMR
$85.2B
$557K 0.06%
3,892
-78
-2% -$11K
FPE icon
161
First Trust Preferred Securities and Income ETF
FPE
$6.28B
$556K 0.06%
31,078
– –
ABT icon
162
Abbott
ABT
$187B
$552K 0.06%
6,086
-65
-1% -$5.93K
HYMB icon
163
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.41B
$550K 0.06%
21,622
-302
-1% -$7.59K
BLK icon
164
Blackrock
BLK
$174B
$544K 0.06%
566
-38
-6% -$39.3K
VRT icon
165
Vertiv
VRT
$108B
$537K 0.06%
1,603
+209
+15% +$66.3K
APD icon
166
Air Products & Chemicals
APD
$67.1B
$532K 0.06%
1,815
– –
ALB icon
167
Albemarle
ALB
$14.9B
$524K 0.06%
3,883
-365
-9% -$64.4K
CCK icon
168
Crown Holdings
CCK
$12.5B
$518K 0.06%
4,628
+310
+7% +$31.3K
GEV icon
169
GE Vernova
GEV
$251B
$510K 0.06%
434
+152
+54% +$155K
CRM icon
170
Salesforce
CRM
$213B
$507K 0.06%
3,236
+307
+10% +$54K
PINS icon
171
Pinterest
PINS
$11.6B
$491K 0.06%
23,339
+2,331
+11% +$46.8K
BRK.B icon
172
Berkshire Hathaway Class B
BRK.B
$1.08T
$483K 0.05%
966
– –
EL icon
173
Estee Lauder
EL
$37.6B
$458K 0.05%
5,797
-10,836
-65% -$875K
IBM icon
174
IBM
IBM
$221B
$457K 0.05%
1,626
+172
+12% +$43.3K
IP icon
175
International Paper
IP
$19.7B
$438K 0.05%
11,500
– –
5 6
7
8 9

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TAM
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CCA
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CIPU
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AAA
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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.