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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
XLF icon
176
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$381K 0.05%
6,949
– –
SHV icon
177
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$377K 0.05%
3,423
-765
-18% -$84.4K
AON icon
178
Aon
AON
$76B
$375K 0.05%
1,063
-9
-0.8% -$3.14K
CUBE icon
179
CubeSmart
CUBE
$9.41B
$368K 0.05%
10,207
-49,918
-83% -$1.9M
FBIZ icon
180
First Business Financial Services
FBIZ
$595M
$365K 0.05%
6,730
+36
+0.5% +$1.88K
MU icon
181
Micron Technology
MU
$991B
$363K 0.05%
1,272
– –
VIOO icon
182
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.33B
$360K 0.05%
3,247
+184
+6% +$20.5K
GE icon
183
GE Aerospace
GE
$384B
$335K 0.04%
1,087
-1,250
-53% -$376K
BBWI icon
184
Bath & Body Works
BBWI
$4.1B
$332K 0.04%
16,520
-572
-3% -$12.6K
BAC icon
185
Bank of America
BAC
$442B
$331K 0.04%
6,019
-3,058
-34% -$162K
XLE icon
186
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$324K 0.04%
7,236
-1,484
-17% -$66.1K
PLTR icon
187
Palantir
PLTR
$413B
$321K 0.04%
1,806
+100
+6% +$18.1K
NOC icon
188
Northrop Grumman
NOC
$81.2B
$321K 0.04%
563
– –
SAN icon
189
Banco Santander
SAN
$210B
$306K 0.04%
26,100
-8,103
-24% -$86K
IWR icon
190
iShares Russell Mid-Cap ETF
IWR
$57.5B
$292K 0.04%
3,028
– –
VTI icon
191
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$291K 0.04%
867
-648
-43% -$216K
MS icon
192
Morgan Stanley
MS
$340B
$284K 0.04%
1,598
-505
-24% -$84.2K
ADP icon
193
Automatic Data Processing
ADP
$108B
$283K 0.04%
1,100
– –
PFXF icon
194
VanEck Preferred Securities ex Financials ETF
PFXF
$2.45B
$283K 0.04%
16,018
– –
EEM icon
195
iShares MSCI Emerging Markets ETF
EEM
$30B
$279K 0.04%
5,100
– –
MLI icon
196
Mueller Industries
MLI
$15.2B
$256K 0.03%
+4,456
New +$240K
EOG icon
197
EOG Resources
EOG
$70.7B
$253K 0.03%
2,412
-88
-4% -$9.45K
KMX icon
198
CarMax
KMX
$8.26B
$251K 0.03%
6,486
-510
-7% -$20.4K
FAF icon
199
First American
FAF
$7.58B
$233K 0.03%
3,791
-3,328
-47% -$209K
IXC icon
200
iShares Global Energy ETF
IXC
$2.62B
$230K 0.03%
5,487
-622
-10% -$26.1K
5 6 7
8
9

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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.