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CIK: 0001138486
Total reported value
$882.6M
$882.6M
206 檔
18.6%
During the Q1 2026 filing period, 1834 Investment Advisors Co (CIK: 0001138486) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $882.6M across 206 reported positions.
In Q1 2026, 1834 Investment Advisors Co adopted a defensive or profit-taking posture, trimming 87 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.04% | -0.64% | +1.13% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.60% | +0.39% | -6.90% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.27% | -0.16% | +5.95% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.56% | -0.33% | -2.33% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.05% | -0.20% | +1.38% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.85% | -0.04% | +9.39% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.84% | +0.09% | -3.21% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.77% | +0.58% | +2.43% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.21% | -0.13% | -1.86% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.14% | +0.28% | +0.76% | |
| 11 | APA | Apa CORP | Stock-Energy | 2.05% | -0.83% | +11.61% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.98% | +0.62% | +31.29% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.90% | +0.10% | -1.33% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.89% | -0.06% | +16.56% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.87% | +0.33% | -0.68% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.57% | — | -4.54% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.52% | -0.34% | +2.24% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.23% | -2.91% | |
| 19 | CTRA | Coterra Energy Inc | Stock-Energy | 1.49% | -1.49% | EXIT | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.28% | -0.08% | +2.46% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | +0.16% | -1.48% | |
| 22 | T | At&t Inc | Stock-Comm Services | 1.26% | -0.52% | -15.68% | |
| 23 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.24% | -0.17% | +1.91% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.22% | -0.39% | -0.96% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.19% | -0.34% | +19.56% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.14% | -1.57% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 1.12% | -0.02% | -0.50% | |
| 28 | TFC | Truist Financial CORP | Stock-Financials | 1.07% | -0.02% | +1.63% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 1.01% | -0.22% | +3.38% | |
| 30 | CVS | Cvs Health CORP | Stock-Healthcare | 0.95% | +0.24% | -10.20% | |
| 31 | DG | Dollar General CORP | Stock-Consumer Staples | 0.91% | -0.13% | -3.63% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.02% | -0.49% | |
| 33 | EIX | Edison International | Stock-Utilities | 0.84% | -0.03% | +128.32% | |
| 34 | CNH | CNH Industrial N.V. | Stock-Industrials | 0.84% | -0.17% | +4.09% | |
| 35 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.83% | -0.15% | -21.16% | |
| 36 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.81% | -0.06% | +0.29% | |
| 37 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.81% | -0.18% | +4.42% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.76% | +0.12% | +3.92% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.76% | -0.38% | -4.53% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.04% | -0.64% | |
| 41 | F | Ford Motor Co | Stock-Consumer Disc | 0.69% | -0.02% | +0.65% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 0.68% | -0.07% | +3.29% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.02% | -4.11% | |
| 44 | ES | Eversource Energy | Stock-Utilities | 0.64% | +0.07% | +13.11% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.07% | +0.08% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.63% | +0.10% | +1.27% | |
| 47 | FNF | Fidelity National Financial | Stock-Financials | 0.62% | -0.05% | +0.18% | |
| 48 | UBSI | United Bankshares Inc | Stock-Financials | 0.58% | -0.02% | +16.14% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.57% | +0.09% | +19.15% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.57% | -0.02% | -2.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APA | Apa CORP | +1% | +11.61% | Add |
| 2 | EIX | Edison International | +0.5% | +128.32% | Add |
| 3 | CVX | Chevron CORP | +0.5% | +19.56% | Add |
| 4 | CTRA | Coterra Energy Inc | +0.4% | +3.16% | Add |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +31.29% | Add |
| 6 | VMBS | Vanguard Mortgage-backed Sec | +0.3% | +16.56% | Add |
| 7 | VGIT | Vanguard Intermediate-term T | +0.2% | +9.39% | Add |
| 8 | VZ | Verizon Communications Inc | +0.2% | -0.96% | Trim |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +5.95% | Add |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +96.69% | Add |
| 11 | PCAR | Paccar Inc | +0.2% | +75.68% | Add |
| 12 | DOC | Healthpeak Properties Inc | +0.2% | +95.98% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.2% | +2.46% | Add |
| 14 | JNJ | Johnson & Johnson | +0.2% | -1.57% | Trim |
| 15 | CNH | CNH Industrial N.V. | +0.2% | +4.09% | Add |
| 16 | BMY | Bristol-myers Squibb Co | +0.2% | +1.91% | Add |
| 17 | GLD | Spdr Gold Shares | +0.2% | +2.24% | Add |
| 18 | TGT | Target CORP | +0.2% | +3.29% | Add |
| 19 | PFE | Pfizer Inc | +0.1% | +3.38% | Add |
| 20 | MO | Altria Group Inc | +0.1% | -0.50% | Trim |
| 21 | O | Realty Income CORP | +0.1% | +35.92% | Add |
| 22 | HSY | Hershey Co/the | +0.1% | +4.42% | Add |
| 23 | LMT | Lockheed Martin CORP | +0.1% | -4.53% | Trim |
| 24 | UBSI | United Bankshares Inc | +0.1% | +16.14% | Add |
| 25 | LAMR | Lamar Advertising Co-a | +0.1% | +120.28% | Add |
| 26 | GIS | General Mills Inc | +0.1% | +249.70% | Add |
| 27 | CAG | Conagra Brands Inc | +0.1% | +34.65% | Add |
| 28 | ES | Eversource Energy | +0.1% | +13.11% | Add |
| 29 | USB | US Bancorp | +0.1% | +19.15% | Add |
| 30 | WEC | Wec Energy Group Inc | +0.1% | +0.29% | Add |
| 31 | TXN | Texas Instruments Inc | +0.1% | +1.27% | Add |
| 32 | TSN | Tyson Foods Inc-cl A | +0.1% | +8.97% | Add |
| 33 | XOM | Exxon Mobil CORP | +0.1% | -4.43% | Trim |
| 34 | PSA | Public Storage | +0.1% | +7.86% | Add |
| 35 | OEF | Ishares S&p 100 ETF | +0.1% | +40.60% | Add |
| 36 | MLI | Mueller Industries Inc | 0% | +143.27% | Add |
| 37 | KLAC | Kla CORP | 0% | -3.51% | Trim |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | -1.33% | Trim |
| 39 | VEA | Vanguard Ftse Developed ETF | 0% | -0.68% | Trim |
| 40 | MRVL | Marvell Technology Inc | 0% | +25.87% | Add |
| 41 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.92% | Add |
| 42 | ASML | ASML Holding N.V. | 0% | -4.82% | Trim |
| 43 | COST | Costco Wholesale CORP | 0% | +0.97% | Add |
| 44 | COP | Conocophillips | 0% | -0.71% | Trim |
| 45 | SLB | Slb LTD | 0% | -1.35% | Trim |
| 46 | CAT | Caterpillar Inc | 0% | -0.78% | Trim |
| 47 | VGSH | Vanguard Short-term Treasury | 0% | +1.13% | Add |
| 48 | WTM | White Mountains Insurance Group, Ltd. | 0% | — | Unchanged |
| 49 | CFG | Citizens Financial Group | 0% | +12.05% | Add |
| 50 | WMT | Walmart Inc | 0% | +1.91% | Add |
According to official SEC Form 13F filings, 1834 Investment Advisors Co reported a total U.S. public equity portfolio value of $882.6M across 206 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, IVW, VCSH) accounted for 18.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
HYMB
市值: $543.7K
Top Position Liquidated / Trimmed
ADBE
前期市值: $800.1K
During Q1 2026, 1834 Investment Advisors Co's top holdings by market value included VGSH (5.0%)、IVW (4.6%)、VCSH (4.3%). The largest single position, VGSH, represented 5.0% of total portfolio value.
In Q1 2026, 1834 Investment Advisors Co made 158 total portfolio adjustments, initiating 7 new buys, adding to 59 positions, trimming 87 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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