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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
SHV icon
176
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$378K 0.05%
3,423
– –
FBIZ icon
177
First Business Financial Services
FBIZ
$548M
$365K 0.05%
6,772
+42
+0.6% +$2.33K
DHR icon
178
Danaher
DHR
$143B
$356K 0.04%
1,877
-111
-6% -$23.6K
IBM icon
179
IBM
IBM
$201B
$352K 0.04%
+1,454
New +$393K
VRT icon
180
Vertiv
VRT
$112B
$349K 0.04%
+1,394
New +$309K
BBWI icon
181
Bath & Body Works
BBWI
$4.17B
$347K 0.04%
18,612
+2,092
+13% +$45.2K
EOG icon
182
EOG Resources
EOG
$75.1B
$322K 0.04%
2,226
-186
-8% -$22.6K
KMX icon
183
CarMax
KMX
$7.94B
$319K 0.04%
7,682
+1,196
+18% +$52.4K
AON icon
184
Aon
AON
$77.7B
$318K 0.04%
984
-79
-7% -$26.3K
BSX icon
185
Boston Scientific
BSX
$65.5B
$317K 0.04%
5,045
-1,500
-23% -$120K
IXC icon
186
iShares Global Energy ETF
IXC
$2.62B
$316K 0.04%
5,487
– –
GE icon
187
GE Aerospace
GE
$353B
$308K 0.04%
1,087
– –
XLF icon
188
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
$297K 0.04%
6,014
-935
-13% -$48.7K
IWR icon
189
iShares Russell Mid-Cap ETF
IWR
$56.5B
$294K 0.04%
3,028
– –
SAN icon
190
Banco Santander
SAN
$191B
$294K 0.04%
26,100
– –
BAC icon
191
Bank of America
BAC
$425B
$293K 0.04%
6,019
– –
EEM icon
192
iShares MSCI Emerging Markets ETF
EEM
$28.2B
$290K 0.04%
5,100
– –
VIOO icon
193
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.15B
$288K 0.04%
2,508
-739
-23% -$86.7K
VTI icon
194
Vanguard Total Stock Market ETF
VTI
$657B
$278K 0.03%
867
– –
PLTR icon
195
Palantir
PLTR
$325B
$269K 0.03%
1,836
+30
+2% +$4.59K
MS icon
196
Morgan Stanley
MS
$331B
$263K 0.03%
1,598
– –
PFXF icon
197
VanEck Preferred Securities ex Financials ETF
PFXF
$2.4B
$261K 0.03%
14,890
-1,128
-7% -$20.4K
DE icon
198
Deere & Co
DE
$157B
$256K 0.03%
455
– –
INTC icon
199
Intel
INTC
$492B
$250K 0.03%
5,675
-9,334
-62% -$428K
QQQ icon
200
Invesco QQQ Trust
QQQ
$464B
$246K 0.03%
+427
New +$259K
5 6 7
8
9

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LWM
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UM
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FC
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KWMG
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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.