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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
(-2.2%)
Cap. Flow
-$31.8M
Cap. Flow
% of AUM
-3.99%
Top 10 Holdings %
Top 10 Hldgs %
35.02%
Holding
214
New
10
Increased
36
Reduced
122
Closed
10
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
United Bankshares
UBSI
|
+$3.59M |
| 2 |
US Bancorp
USB
|
+$2.78M |
| 3 |
Edison International
EIX
|
+$2.31M |
| 4 |
PACCAR
PCAR
|
+$1.71M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.35M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ally Financial
ALLY
|
+$4.57M |
| 2 |
Kroger
KR
|
+$2.49M |
| 3 |
Virtu Financial
VIRT
|
+$2.38M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$2.14M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
| $226K | 0.03% |
5,286
-418
| -7% | -$18.5K |
|
202
iShares Russell 2000 Value ETF
IWN
$14.6B
| $225K | 0.03% |
1,240
-159
| -11% | -$28.6K |
|
203
Toll Brothers
TOL
$14.5B
| $214K | 0.03% |
1,585
-60
| -4% | -$8.14K |
|
204
Deere & Co
DE
$168B
| $212K | 0.03% |
455
| – | – |
|
205
Dow Inc
DOW
$21.2B
| – | – |
-79,445
| Closed | -$1.82M |
|
206
Duke Energy
DUK
$97.3B
| – | – |
-1,700
| Closed | -$210K |
|
207
Honeywell
HON
$78B
| – | – |
-4,728
| Closed | -$938K |
|
208
Lennar Class A
LEN
$21.2B
| – | – |
-1,690
| Closed | -$213K |
|
209
Lowe's Companies
LOW
$125B
| – | – |
-1,083
| Closed | -$272K |
|
210
The Mosaic Company
MOS
$7.33B
| – | – |
-17,012
| Closed | -$590K |
|
211
Royalty Pharma
RPRX
$25.3B
| – | – |
-9,500
| Closed | -$335K |
|
212
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
| – | – |
-2,880
| Closed | -$308K |
|
213
Vanguard Morningstar Value ETF
VTV
$192B
| – | – |
-1,215
| Closed | -$227K |
|
214
GE Vernova
GEV
$264B
| – | – |
-577
| Closed | -$355K |
|
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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.