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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
PINS icon
151
Pinterest
PINS
$13.4B
$629K 0.08%
24,287
-801
-3% -$23.1K
BSX icon
152
Boston Scientific
BSX
$71.5B
$624K 0.08%
6,545
– –
VEEV icon
153
Veeva Systems
VEEV
$37.4B
$595K 0.07%
2,664
-70
-3% -$18.6K
TAP icon
154
Molson Coors Class B
TAP
$8.09B
$579K 0.07%
12,408
-1,889
-13% -$87.1K
VGT icon
155
Vanguard Information Technology ETF
VGT
$149B
$579K 0.07%
6,144
– –
MRVL icon
156
Marvell Technology
MRVL
$196B
$569K 0.07%
+6,699
New +$586K
FPE icon
157
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$566K 0.07%
31,078
-1,119
-3% -$20.5K
INTC icon
158
Intel
INTC
$513B
$554K 0.07%
15,009
-2,487
-14% -$93.9K
EMR icon
159
Emerson Electric
EMR
$88.3B
$527K 0.07%
3,970
– –
RMD icon
160
ResMed
RMD
$30.7B
$527K 0.07%
2,187
+103
+5% +$26.3K
CB icon
161
Chubb
CB
$135B
$527K 0.07%
1,687
-66
-4% -$19.3K
SHM icon
162
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$526K 0.07%
10,957
– –
ITM icon
163
VanEck Intermediate Muni ETF
ITM
$2.13B
$526K 0.07%
11,148
– –
CAT icon
164
Caterpillar
CAT
$387B
$516K 0.06%
900
– –
BRK.B icon
165
Berkshire Hathaway Class B
BRK.B
$1.13T
$486K 0.06%
966
+6
+0.6% +$2.98K
PYPL icon
166
PayPal
PYPL
$50.5B
$473K 0.06%
8,104
-128
-2% -$8.31K
SLB icon
167
SLB Ltd
SLB
$75B
$470K 0.06%
12,237
-91
-0.7% -$3.3K
GIS icon
168
General Mills
GIS
$19.7B
$465K 0.06%
+10,005
New +$475K
DHR icon
169
Danaher
DHR
$144B
$455K 0.06%
1,988
-53
-3% -$11.7K
IP icon
170
International Paper
IP
$22B
$453K 0.06%
11,500
– –
APD icon
171
Air Products & Chemicals
APD
$67.6B
$448K 0.06%
1,815
– –
VRP icon
172
Invesco Variable Rate Preferred ETF
VRP
$3.02B
$426K 0.05%
17,492
+37
+0.2% +$908
COP icon
173
ConocoPhillips
COP
$141B
$396K 0.05%
4,235
-4,091
-49% -$370K
RTX icon
174
RTX Corp
RTX
$301B
$394K 0.05%
2,150
– –
CCK icon
175
Crown Holdings
CCK
$13.1B
$384K 0.05%
+3,729
New +$363K
5 6
7
8 9

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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.