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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
FBIZ icon
176
First Business Financial Services
FBIZ
$609M
$430K 0.05%
6,813
+41
+0.6% +$2.37K
APH icon
177
Amphenol
APH
$204B
$430K 0.05%
+4,880
New +$352K
VEEV icon
178
Veeva Systems
VEEV
$44.5B
$429K 0.05%
2,419
+126
+5% +$20.8K
VRP icon
179
Invesco Variable Rate Preferred ETF
VRP
$3.02B
$426K 0.05%
17,528
+17
+0.1% +$413
EFX icon
180
Equifax
EFX
$20.8B
$416K 0.05%
2,620
-542
-17% -$92.4K
RTX icon
181
RTX Corp
RTX
$271B
$408K 0.05%
2,150
– –
GE icon
182
GE Aerospace
GE
$350B
$406K 0.05%
1,087
– –
ACN icon
183
Accenture
ACN
$114B
$391K 0.04%
+3,140
New +$545K
COP icon
184
ConocoPhillips
COP
$161B
$390K 0.04%
3,748
-457
-11% -$54.2K
PNFP icon
185
Pinnacle Financial Partners Inc
PNFP
$15.3B
$384K 0.04%
+3,811
New +$366K
SUB icon
186
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$376K 0.04%
3,530
-101
-3% -$10.8K
ZS icon
187
Zscaler
ZS
$27.7B
$376K 0.04%
+2,661
New +$371K
SHM icon
188
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
$373K 0.04%
7,776
-3,181
-29% -$152K
XLE icon
189
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
$363K 0.04%
6,836
– –
SAN icon
190
Banco Santander
SAN
$217B
$360K 0.04%
26,100
– –
EEM icon
191
iShares MSCI Emerging Markets ETF
EEM
$31.9B
$349K 0.04%
5,100
– –
BAC icon
192
Bank of America
BAC
$438B
$347K 0.04%
6,098
+79
+1% +$4.2K
AON icon
193
Aon
AON
$68.5B
$338K 0.04%
1,019
+35
+4% +$11.3K
KHC icon
194
Kraft Heinz
KHC
$29.5B
$335K 0.04%
14,172
-7,728
-35% -$178K
IWR icon
195
iShares Russell Mid-Cap ETF
IWR
$56.9B
$334K 0.04%
3,028
– –
MS icon
196
Morgan Stanley
MS
$342B
$334K 0.04%
1,598
– –
XLF icon
197
State Street Financial Select Sector SPDR ETF
XLF
$55.5B
$322K 0.04%
6,014
– –
VTI icon
198
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$321K 0.04%
867
– –
QQQ icon
199
Invesco QQQ Trust
QQQ
$489B
$314K 0.04%
427
– –
DE icon
200
Deere & Co
DE
$187B
$289K 0.03%
455
– –
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.