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1834 Investment Advisors Co 13F Filings Tracker & Latest Positions (Q3 2026)
1834 Investment Advisors CoCIK: 0001138486
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$885.7M
Reporting period: 2026-09-30 · Number of holdings: 232
1834 INVESTMENT ADVISORS CO disclosed 232 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $885.7M and a quarterly turnover rate of 14.7%.
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Personality snowflake
- Concentration
- 7.05
- Portfolio Stability
- 14.68
- Momentum
- 100
- Sector conviction
- 39.56
- Diversification
- 100
- Sizing Uniformity
- 82.39
1834 Investment Advisors Co's disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 57 equally-sized positions, well below its 232 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.76), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 50% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MSFT
-0.5% $6.7M
Trim VCIT
-10.7% -$3.9M
Trim QCOM
-64.6% -$3.4M
Trim CNH
-62.1% -$3.3M
Trim VGSH
-7.3% -$3.2M
Trim TXN
-42.6% -$3.0M
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.02% | +0.03% | -2.54% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.39% | +0.28% | +9.69% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.02% | -0.38% | -7.32% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.40% | +0.05% | -0.23% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.22% | +0.29% | -4.13% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.14% | -0.09% | -3.15% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.00% | +0.19% | +11.33% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | +0.75% | -0.51% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.73% | +0.13% | +1.73% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.47% | +0.05% | +1.87% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.41% | -0.44% | -10.72% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.24% | +0.04% | +3.06% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.80% | -0.20% | -3.35% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.74% | -0.09% | +0.80% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | -0.07% | -0.34% | |
| 16 | APA | Apa CORP | Stock-Energy | 1.43% | +0.21% | -7.26% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.40% | -0.17% | -3.81% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.33% | -0.10% | +0.08% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.20% | +0.02% | -1.15% | |
| 20 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.15% | +0.08% | -0.91% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.12% | -0.08% | -16.73% | |
| 22 | DVN | Devon Energy CORP | Stock-Energy | 1.06% | +0.06% | -4.89% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.01% | +0.16% | -3.26% | |
| 24 | MO | Altria Group Inc | Stock-Consumer Staples | 1.01% | -0.09% | -1.92% | |
| 25 | TFC | Truist Financial CORP | Stock-Financials | 0.97% | -0.08% | -0.39% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | +0.07% | +8.84% | |
| 27 | CVS | Cvs Health CORP | Stock-Healthcare | 0.94% | -0.25% | -3.89% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | -0.11% | -13.88% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 0.92% | +0.13% | -1.81% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.89% | +0.06% | -1.39% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.83% | +0.09% | -3.72% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.02% | -2.66% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.12% | +3.28% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.02% | -0.31% | |
| 35 | DG | Dollar General CORP | Stock-Consumer Staples | 0.80% | +0.02% | -1.41% | |
| 36 | ES | Eversource Energy | Stock-Utilities | 0.69% | -0.02% | +10.07% | |
| 37 | USB | US Bancorp | Stock-Financials | 0.66% | — | +5.85% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.64% | +0.15% | +46.22% | |
| 39 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.63% | -0.12% | -2.71% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.61% | +0.06% | +14.80% | |
| 41 | EIX | Edison International | Stock-Utilities | 0.60% | -0.21% | +2.83% | |
| 42 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.58% | -0.10% | -9.76% | |
| 43 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.57% | -0.06% | +0.42% | |
| 44 | BBWI | Bath & Body Works Inc | Stock-Consumer Disc | 0.57% | +0.06% | +63.84% | |
| 45 | UBSI | United Bankshares Inc | Stock-Financials | 0.56% | — | -0.02% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.13% | -21.04% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.55% | -0.06% | -23.95% | |
| 48 | PSA | Public Storage | Stock-Real Estate | 0.55% | -0.06% | +1.70% | |
| 49 | POR | Portland General Electric Co | Stock-Utilities | 0.51% | +0.25% | +125.06% | |
| 50 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.47% | -0.03% | +2.77% |
1–50 of 200
Portfolio Performance
Performance for Q4 2026
+1%
Performance Last 4 Quarters
+14.2%
- Stdev
- +9.1%
- Beta
- +0.66
- Alpha
- +2.7%
- Max Drawdown
- -4.7%
- Annualized Perf
- +18.3%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +4.02
- Stutzer
- +0.55
- Treynor
- +0.26
- Sterling
- +1.31
- Calmar
- +3.95
- Information Ratio
- -0.82
- Tracking Error
- +6%
- Stdev Down
- +4.3%
- Winning Months %
- +77.8%
- Losing Months %
- +22.2%
- Best 12 Months
- +27.6%
- Worst 12 Months
- +8.5%
- Efficiency Ratio
- +0.72
- Sharpe
- +1.91
- Stdev Sectors
- +6.1%
- Skewness
- -0.28
- Kurtosis
- -0.31
- Upside Potential
- +5.52
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 232 | $885.7M | 15 | ||
| 2026 Q2 | 211 | $882.6M | 21 | ||
| 2026 Q1 | 206 | $801.3M | 15 | ||
| 2025 Q4 | 204 | $797.1M | 12 | ||
| 2025 Q3 | 204 | $814.9M | 18 | ||
| 2025 Q2 | 205 | $789.8M | 0 | ||
| 2025 Q1 | 212 | $776.5M | 100 | ||
| 2024 Q4 | 210 | $789.9M | 0 | ||
| 2024 Q3 | 213 | $859.1M | 0 | ||
| 2024 Q2 | 214 | $830.2M | 0 | ||
| 2024 Q1 | 218 | $841.4M | 0 | ||
| 2023 Q4 | 225 | $837.2M | 0 | ||
| 2023 Q3 | 228 | $804.3M | 0 | ||
| 2023 Q2 | 232 | $839.5M | 0 | ||
| 2023 Q1 | 241 | $834.9M | 0 | ||
| 2022 Q4 | 182 | $700.4M | 0 | ||
| 2022 Q3 | 194 | $668.2M | 0 | ||
| 2022 Q2 | 476 | $710.1M | 0 | ||
| 2022 Q1 | 441 | $816.4M | 0 | ||
| 2021 Q4 | 474 | $885.0M | 0 | ||
| 2021 Q3 | 479 | $820.0M | 0 | ||
| 2021 Q2 | 501 | $827.3M | 15 | ||
| 2021 Q1 | 466 | $773.0M | 22 | ||
| 2020 Q4 | 461 | $750.2M | 19 | ||
| 2020 Q3 | 424 | $685.7M | 15 | ||
| 2020 Q2 | 452 | $631.5M | 29 | ||
| 2020 Q1 | 406 | $526.4M | 37 | ||
| 2019 Q4 | 457 | $652.3M | 18 | ||
| 2019 Q3 | 663 | $689.0M | 13 | ||
| 2019 Q2 | 632 | $663.5M | 18 | ||
| 2019 Q1 | 594 | $656.6M | 21 | ||
| 2018 Q4 | 572 | $597.5M | 30 | ||
| 2018 Q3 | 550 | $684.9M | 20 | ||
| 2018 Q2 | 548 | $638.4M | 30 | ||
| 2018 Q1 | 562 | $585.5M | 23 | ||
| 2017 Q4 | 463 | $634.8M | 69 | ||
| 2017 Q3 | 171 | $535.9M | 20 | ||
| 2017 Q2 | 175 | $530.5M | 11 | ||
| 2017 Q1 | 182 | $521.0M | 16 | ||
| 2016 Q4 | 171 | $495.5M | 18 | ||
| 2016 Q3 | 166 | $460.7M | 18 | ||
| 2016 Q2 | 173 | $460.8M | 15 | ||
| 2016 Q1 | 170 | $437.7M | 22 | ||
| 2015 Q4 | 177 | $425.7M | 22 | ||
| 2015 Q3 | 190 | $403.0M | 43 | ||
| 2015 Q2 | 152 | $365.9M | 12 | ||
| 2015 Q1 | 159 | $368.2M | 16 | ||
| 2014 Q4 | 155 | $361.6M | 19 | ||
| 2014 Q3 | 160 | $362.6M | 17 | ||
| 2014 Q2 | 160 | $369.5M | 18 | ||
| 2014 Q1 | 152 | $341.3M | 16 | ||
| 2013 Q4 | 158 | $340.5M | 22 | ||
| 2013 Q3 | 148 | $304.7M | 16 | ||
| 2013 Q2 | 152 | $291.4M | 0 |
Holding changes this quarter
1834 Investment Advisors Co's most significant position changes for 2026-09-30: New buy: Tractor Supply Company (TSCO); New buy: Cna Financial CORP (CNA); New buy: ; New buy: Dick's Sporting Goods Inc (DKS); Sold out: Exxon Mobil CORP (XOM).
Showing top 200 changes by size (of 239 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -0.51% | Trim |
| 2 | PEP | Pepsico Inc | +0.3% | +412.92% | Add |
| 3 | ACN | Accenture plc | +0.3% | +443.89% | Add |
| 4 | AAPL | Apple Inc | +0.3% | -4.13% | Trim |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +9.69% | Add |
| 6 | TSCO | Tractor Supply Company | +0.3% | NEW | New buy |
| 7 | CNA | Cna Financial CORP | +0.3% | NEW | New buy |
| 8 | POR | Portland General Electric Co | +0.3% | +125.06% | Add |
| 9 | ✓ | +0.2% | NEW | New buy | |
| 10 | APA | Apa CORP | +0.2% | -7.26% | Trim |
| 11 | VGIT | Vanguard Intermediate-term T | +0.2% | +11.33% | Add |
| 12 | ADP | Automatic Data Processing | +0.2% | +193.79% | Add |
| 13 | DKS | Dick's Sporting Goods Inc | +0.2% | NEW | New buy |
| 14 | CVX | Chevron CORP | +0.2% | -3.26% | Trim |
| 15 | CMCSA | Comcast Corp-class A | +0.2% | +46.22% | Add |
| 16 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +233.43% | Add |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +1.73% | Add |
| 18 | EOG | Eog Resources Inc | +0.1% | +153.94% | Add |
| 19 | PFE | Pfizer Inc | +0.1% | -1.81% | Trim |
| 20 | NVDA | Nvidia CORP | +0.1% | +3.28% | Add |
| 21 | WSO | Watsco Inc | +0.1% | +102.52% | Add |
| 22 | T | At&t Inc | +0.1% | -3.72% | Trim |
| 23 | P | Everpure Inc-a | +0.1% | — | Unchanged |
| 24 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | NEW | New buy |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +7.87% | Add |
| 26 | GCOW | Pacer Global Cash Cows Divid | +0.1% | NEW | New buy |
| 27 | ZTS | Zoetis Inc | +0.1% | NEW | New buy |
| 28 | BMY | Bristol-myers Squibb Co | +0.1% | -0.91% | Trim |
| 29 | FDL | First Trust Morn Dvd Lead In | +0.1% | NEW | New buy |
| 30 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +8.84% | Add |
| 31 | BBWI | Bath & Body Works Inc | +0.1% | +63.84% | Add |
| 32 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | NEW | New buy |
| 33 | DVN | Devon Energy CORP | +0.1% | -4.89% | Trim |
| 34 | FGD | First Trust Dj Gl Sel Dvd | +0.1% | NEW | New buy |
| 35 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +14.80% | Add |
| 36 | VZ | Verizon Communications Inc | +0.1% | -1.39% | Trim |
| 37 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.23% | Trim |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +1.87% | Add |
| 39 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | New buy |
| 40 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | NEW | New buy |
| 41 | QYLG | Global X Nasdaq 100 Covc Grw | +0.1% | NEW | New buy |
| 42 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +0.1% | NEW | New buy |
| 43 | DURA | Vaneck Durable High Dividend | +0.1% | NEW | New buy |
| 44 | VEA | Vanguard Ftse Developed ETF | 0% | +3.06% | Add |
| 45 | BBY | Best Buy Co Inc | 0% | -0.05% | Trim |
| 46 | SILJ | Amplify Junior Silver Miners | 0% | NEW | New buy |
| 47 | V | Visa Inc-class A Shares | 0% | +15.17% | Add |
| 48 | QYLD | Global X Nasd 100 Cov Call | 0% | NEW | New buy |
| 49 | DHS | Wisdomtree US High Dividend | 0% | NEW | New buy |
| 50 | TMO | Thermo Fisher Scientific Inc | 0% | -0.06% | Trim |
1–50 of 200
Filing History
FAQ
What is 1834 Investment Advisors Co and what type of investor is it?
1834 Investment Advisors Co is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $885.7M, spread across 232 disclosed positions.
What are 1834 Investment Advisors Co's largest equity positions?
Based on the latest 13F filing, 1834 Investment Advisors Co's top holdings by market value are:
1. Ishares S&p 500 Growth ETF (IVW) — $44.4M (5.0%)
2. Vanguard S/t CORP Bond ETF (VCSH) — $38.9M (4.4%)
3. Vanguard Short-term Treasury (VGSH) — $35.6M (4.0%)
4. Vanguard S&p 500 ETF (VOO) — $30.1M (3.4%)
5. Apple Inc (AAPL) — $28.5M (3.2%)
What changes did 1834 Investment Advisors Co make in its most recent portfolio filing?
In the latest reported quarter, 1834 Investment Advisors Co made 183 notable position adjustments: 28 new positions were initiated, 63 existing holdings were added to, 85 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: Tractor Supply Company (TSCO); New buy: Cna Financial CORP (CNA); New buy: ; New buy: Dick's Sporting Goods Inc (DKS); Sold out: Exxon Mobil CORP (XOM)
What sectors does 1834 Investment Advisors Co focus on?
1834 Investment Advisors Co is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 24.7%
• Health Care: 13.2%
• Financials: 13.1%
• Consumer Staples: 9.4%
• Communication Services: 8.9%
• Energy: 8.9%
Investment Profile
1834 Investment Advisors Co returned an annualized 18.3% over the trailing 36 months — outperforming the S&P 500 by 2.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.66 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
It has added to its SPYG position over the past two quarters (+$8.3M, now $24.2M), while trimming VGSH over the same stretch (-$4.8M, still holding $35.6M).
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Developer Access
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