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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
NOC icon
201
Northrop Grumman
NOC
$73.2B
$286K 0.03%
563
– –
IWN icon
202
iShares Russell 2000 Value ETF
IWN
$14.6B
$273K 0.03%
1,235
-5
-0.4% -$1.05K
IXC icon
203
iShares Global Energy ETF
IXC
$2.86B
$270K 0.03%
5,487
– –
PFXF icon
204
VanEck Preferred Securities ex Financials ETF
PFXF
$2.41B
$266K 0.03%
14,890
– –
VIOO icon
205
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.23B
$263K 0.03%
1,912
-596
-24% -$75.6K
TOL icon
206
Toll Brothers
TOL
$13.1B
$261K 0.03%
1,585
– –
CCI icon
207
Crown Castle
CCI
$32.3B
$260K 0.03%
3,429
-1,656
-33% -$145K
XLU icon
208
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
$240K 0.03%
5,286
– –
PLTR icon
209
Palantir
PLTR
$419B
$214K 0.02%
1,836
– –
VTV icon
210
Vanguard Morningstar Value ETF
VTV
$193B
$213K 0.02%
+976
New +$204K
CSX icon
211
CSX Corp
CSX
$91.5B
$205K 0.02%
+4,320
New +$195K
BSX icon
212
Boston Scientific
BSX
$69.3B
– –
-5,045
Closed -$317K
CTRA
213
DELISTED
Coterra Energy
CTRA
– –
-339,533
Closed -$11.9M
ITM icon
214
VanEck Intermediate Muni ETF
ITM
$2.09B
– –
-11,148
Closed -$518K
KMX icon
215
CarMax
KMX
$8.98B
– –
-7,682
Closed -$319K
NI icon
216
NiSource
NI
$19.8B
– –
-4,601
Closed -$215K
SHV icon
217
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
– –
-3,423
Closed -$378K
TAP icon
218
Molson Coors Class B
TAP
$7.55B
– –
-10,240
Closed -$441K
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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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.