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CIK: 0001138486
Total reported value
$885.7M
$885.7M
211 檔
20.0%
As reported in its official Q2 2026 Form 13F filing, 1834 Investment Advisors Co's tracked investment portfolio stood at $885.7M with 211 total positions.
1834 Investment Advisors Co executed strategic sector rebalancing during Q2 2026, establishing 13 new positions while fully exiting 8 holdings and trimming 73 positions.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.99% | +0.03% | -1.63% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.40% | -0.38% | -3.22% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.11% | +0.28% | +6.18% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.35% | +0.05% | +16.08% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.23% | -0.09% | -6.98% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.93% | +0.29% | -0.50% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.85% | -0.44% | +3.21% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.81% | +0.19% | +9.93% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.60% | +0.13% | +19.01% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.42% | +0.05% | +15.85% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.20% | +0.04% | +16.47% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | +0.75% | +2.66% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.00% | -0.20% | -0.80% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.83% | -0.09% | +7.18% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | -0.07% | +2.13% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.57% | -0.17% | -1.37% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.43% | -0.10% | +1.67% | |
| 18 | APA | Apa CORP | Stock-Energy | 1.22% | +0.21% | -14.81% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.20% | -0.08% | -3.65% | |
| 20 | CVS | Cvs Health CORP | Stock-Healthcare | 1.19% | -0.25% | -4.58% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.18% | +0.02% | +0.07% | |
| 22 | MO | Altria Group Inc | Stock-Consumer Staples | 1.10% | -0.09% | -0.39% | |
| 23 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.07% | +0.08% | +0.48% | |
| 24 | TFC | Truist Financial CORP | Stock-Financials | 1.05% | -0.08% | -0.52% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.11% | -6.63% | |
| 26 | DVN | Devon Energy CORP | Stock-Energy | 1.00% | +0.06% | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.88% | +0.07% | +15.13% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.85% | +0.16% | -1.71% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.02% | -3.00% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.83% | +0.06% | -10.90% | |
| 31 | EIX | Edison International | Stock-Utilities | 0.81% | -0.21% | +4.72% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 0.79% | +0.13% | +0.74% | |
| 33 | DG | Dollar General CORP | Stock-Consumer Staples | 0.78% | +0.02% | -1.82% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.02% | +1.36% | |
| 35 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.75% | -0.12% | +0.13% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.74% | +0.09% | -10.25% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.73% | -0.34% | -17.34% | |
| 38 | ES | Eversource Energy | Stock-Utilities | 0.71% | -0.02% | +16.72% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.12% | +5.70% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.13% | -1.32% | |
| 41 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.68% | -0.10% | -5.63% | |
| 42 | F | Ford Motor Co | Stock-Consumer Disc | 0.67% | -0.26% | -11.48% | |
| 43 | CNH | CNH Industrial N.V. | Stock-Industrials | 0.67% | -0.38% | -13.96% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.66% | — | +8.63% | |
| 45 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.63% | -0.06% | +1.99% | |
| 46 | PSA | Public Storage | Stock-Real Estate | 0.61% | -0.06% | +3.29% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.61% | -0.06% | -8.26% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.59% | -0.38% | -16.67% | |
| 49 | FNF | Fidelity National Financial | Stock-Financials | 0.57% | -0.11% | -0.38% | |
| 50 | UBSI | United Bankshares Inc | Stock-Financials | 0.56% | — | -2.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DVN | Devon Energy CORP | +1% | NEW | New buy |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.6% | +19.01% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.6% | +16.08% | Add |
| 4 | CMCSA | Comcast Corp-class A | +0.5% | NEW | New buy |
| 5 | BBWI | Bath & Body Works Inc | +0.5% | +937.09% | Add |
| 6 | IVW | Ishares S&p 500 Growth ETF | +0.4% | -1.63% | Trim |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.3% | +16.47% | Add |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | +15.85% | Add |
| 9 | POR | Portland General Electric Co | +0.3% | NEW | New buy |
| 10 | CVS | Cvs Health CORP | +0.2% | -4.58% | Trim |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.13% | Add |
| 12 | HST | Host Hotels & Resorts Inc | +0.2% | NEW | New buy |
| 13 | WSO | Watsco Inc | +0.2% | NEW | New buy |
| 14 | AMD | Advanced Micro Devices | +0.2% | -1.43% | Trim |
| 15 | LAMR | Lamar Advertising Co-a | +0.2% | +69.45% | Add |
| 16 | KLAC | Kla CORP | +0.2% | +800.36% | Add |
| 17 | AVGO | Broadcom Inc | +0.2% | +1.67% | Add |
| 18 | MRVL | Marvell Technology Inc | +0.2% | -7.04% | Trim |
| 19 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +15.13% | Add |
| 20 | SCHA | Schwab US Small-cap ETF | +0.1% | +18.71% | Add |
| 21 | GIS | General Mills Inc | +0.1% | +105.77% | Add |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | -0.80% | Trim |
| 23 | TXN | Texas Instruments Inc | +0.1% | -17.34% | Trim |
| 24 | DOC | Healthpeak Properties Inc | +0.1% | +8.45% | Add |
| 25 | XLK | Ss Technology Select Sector | +0.1% | -0.03% | Trim |
| 26 | FTNT | Fortinet Inc | +0.1% | +8.29% | Add |
| 27 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 28 | AAPL | Apple Inc | +0.1% | -0.50% | Trim |
| 29 | USB | US Bancorp | +0.1% | +8.63% | Add |
| 30 | UNH | Unitedhealth Group Inc | +0.1% | -3.57% | Trim |
| 31 | TROW | T Rowe Price Group Inc | +0.1% | +3.34% | Add |
| 32 | CSCO | Cisco Systems Inc | +0.1% | -6.90% | Trim |
| 33 | PANW | Palo Alto Networks Inc | +0.1% | — | Unchanged |
| 34 | ES | Eversource Energy | +0.1% | +16.72% | Add |
| 35 | NVDA | Nvidia CORP | +0.1% | +5.70% | Add |
| 36 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 37 | VIRT | Virtu Financial Inc-class A | +0.1% | -5.42% | Trim |
| 38 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +23.98% | Add |
| 39 | ✓ | Carnival CORP LTD F | +0.1% | NEW | New buy |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | NEW | New buy |
| 41 | PSA | Public Storage | +0.1% | +3.29% | Add |
| 42 | OEF | Ishares S&p 100 ETF | +0.1% | +19.48% | Add |
| 43 | INTC | Intel CORP | +0.1% | -3.19% | Trim |
| 44 | QCOM | Qualcomm Inc | +0.1% | -16.67% | Trim |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | -1.06% | Trim |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +26.28% | Add |
| 47 | IWO | Ishares Russell 2000 Growth | +0.1% | — | Unchanged |
| 48 | ASML | ASML Holding N.V. | +0.1% | -4.46% | Trim |
| 49 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.07% | Add |
| 50 | ADP | Automatic Data Processing | +0.1% | +191.27% | Add |
According to official SEC Form 13F filings, 1834 Investment Advisors Co reported a total U.S. public equity portfolio value of $885.7M across 211 disclosed positions in Q2 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 IVW, VGSH, VCSH) accounted for 20.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
DVN
市值: $8.8M
Top Position Liquidated / Trimmed
CTRA
前期市值: $11.9M
During Q2 2026, 1834 Investment Advisors Co's top holdings by market value included IVW (5.0%)、VGSH (4.4%)、VCSH (4.1%). The largest single position, IVW, represented 5.0% of total portfolio value.
In Q2 2026, 1834 Investment Advisors Co made 161 total portfolio adjustments, initiating 13 new buys, adding to 67 positions, trimming 73 holdings, and fully liquidating 8 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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