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1834 Investment Advisors Co Top Holdings and 13F Report (2026)

About 1834 Investment Advisors Co

Investment Activity

  • 1834 Investment Advisors Co has $885.72 million in total holdings as of September 30, 2026.
  • 1834 Investment Advisors Co owns shares of 232 different stocks, but just 67 companies or ETFs make up 80% of its holdings.
  • Approximately 5.75% of the portfolio was purchased this quarter.
  • About 5.33% of the portfolio was sold this quarter.
  • This quarter, 1834 Investment Advisors Co has purchased 211 new stocks and bought additional shares in 74 stocks.
  • 1834 Investment Advisors Co sold shares of 95 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

892356106 - Tractor Supply
$2,244,589 Holding
126117100 - CNA Financial
$2,214,335 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$1,935,423 Holding
253393102 - DICK'S Sporting Goods
$1,710,721 Holding

Largest Purchases this Quarter

Vanguard Short-Term Corporate Bond ETF
44,464 shares (about $3.43M)
PepsiCo
22,500 shares (about $2.85M)
Vanguard Intermediate-Term Treasury ETF
47,686 shares (about $2.70M)
Accenture
13,938 shares (about $2.56M)
Portland General Electric
55,751 shares (about $2.49M)

Largest Sales this Quarter

CNH INDL N V
325,431 shares (about $4.18M)
Qualcomm
18,190 shares (about $3.35M)
Conagra Brands
218,438 shares (about $2.94M)
Vanguard Short-Term Treasury ETF
48,898 shares (about $2.81M)
Texas Instruments
9,187 shares (about $2.57M)

Sector Allocation Over Time

Map of 500 Largest Holdings of1834 Investment Advisors Co

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$44,434,117$1,158,282 ▼-2.5%312,3445.0%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$38,870,424$3,434,844 ▲9.7%503,1774.4%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$35,634,833$2,814,570 ▼-7.3%619,0904.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$30,118,934$69,386 ▼-0.2%42,9743.4%ETF
Apple Inc. stock logo
AAPL
Apple
$28,535,567$1,228,181 ▼-4.1%85,6873.2%Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$27,799,356$903,536 ▼-3.1%121,7773.1%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$26,556,600$2,701,889 ▲11.3%468,7013.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$25,095,134$129,764 ▼-0.5%48,9282.8%Technology
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$24,185,755$411,334 ▲1.7%196,5042.7%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$21,886,560$400,891 ▲1.9%358,0332.5%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$21,309,838$2,559,636 ▼-10.7%272,1222.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$19,817,001$587,900 ▲3.1%280,6542.2%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$15,933,600$551,997 ▼-3.3%145,3661.8%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$15,439,348$122,882 ▲0.8%347,6551.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$14,581,346$49,203 ▼-0.3%42,3781.6%Communication Services
APA Corporation stock logo
APA
APA
$12,704,896$994,676 ▼-7.3%305,8471.4%Energy
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$12,406,591$491,350 ▼-3.8%90,0921.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$11,768,929$9,482 ▲0.1%33,5121.3%Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$10,633,995$124,156 ▼-1.2%27,9221.2%ETF
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$10,165,279$92,976 ▼-0.9%162,9051.1%Healthcare
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$9,951,035$1,998,694 ▼-16.7%68,4781.1%Healthcare
Devon Energy Corporation stock logo
DVN
Devon Energy
$9,346,435$480,657 ▼-4.9%203,0071.1%Energy
Chevron Corporation stock logo
CVX
Chevron
$8,967,816$302,229 ▼-3.3%43,9151.0%Energy
Altria Group, Inc. stock logo
MO
Altria Group
$8,911,829$174,766 ▼-1.9%132,3271.0%Consumer Staples
Truist Financial Corporation stock logo
TFC
Truist Financial
$8,580,733$33,243 ▼-0.4%185,3291.0%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$8,404,734$682,775 ▲8.8%141,7090.9%ETF
CVS Health Corporation stock logo
CVS
CVS Health
$8,330,921$336,932 ▼-3.9%97,2220.9%Healthcare
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$8,287,784$1,335,894 ▼-13.9%31,3050.9%Healthcare
Pfizer Inc. stock logo
PFE
Pfizer
$8,116,035$149,930 ▼-1.8%284,5730.9%Healthcare
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$7,867,322$110,639 ▼-1.4%171,5130.9%Communication Services
AT&T Inc. stock logo
T
AT&T
$7,362,478$284,211 ▼-3.7%301,7410.8%Communication Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,361,328$201,145 ▼-2.7%22,2510.8%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,262,955$230,893 ▲3.3%31,8020.8%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,128,929$22,424 ▼-0.3%28,6130.8%Consumer Discretionary
Dollar General Corporation stock logo
DG
Dollar General
$7,085,833$101,523 ▼-1.4%59,2560.8%Consumer Staples
Eversource Energy stock logo
ES
Eversource Energy
$6,090,645$556,973 ▲10.1%94,9290.7%Utilities
U.S. Bancorp stock logo
USB
U.S. Bancorp
$5,874,439$324,516 ▲5.8%101,6980.7%Finance
Comcast Corporation stock logo
CMCSA
Comcast
$5,626,702$1,778,489 ▲46.2%258,5800.6%Communication Services
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$5,536,916$153,991 ▼-2.7%54,9410.6%Utilities
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$5,366,027$691,682 ▲14.8%36,6330.6%ETF
Edison International stock logo
EIX
Edison International
$5,320,667$146,199 ▲2.8%99,0260.6%Utilities
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$5,102,586$552,137 ▼-9.8%169,2400.6%Energy
Hershey Company (The) stock logo
HSY
Hershey
$5,046,128$21,277 ▲0.4%32,0170.6%Consumer Staples
Bath & Body Works, Inc. stock logo
BBWI
Bath & Body Works
$5,034,645$1,961,698 ▲63.8%316,2460.6%Consumer Discretionary
United Bankshares, Inc. stock logo
UBSI
United Bankshares
$4,986,926$781 ▼0.0%108,5470.6%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,936,415$1,315,663 ▼-21.0%6,4460.6%ETF
Target Corporation stock logo
TGT
Target
$4,893,273$1,540,733 ▼-23.9%31,2290.6%Consumer Staples
Public Storage stock logo
PSA
Public Storage
$4,873,051$81,458 ▲1.7%17,2290.6%Real Estate
Portland General Electric Company stock logo
POR
Portland General Electric
$4,478,337$2,488,456 ▲125.1%100,3320.5%Utilities
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$4,167,307$112,478 ▲2.8%40,0510.5%Finance
HEALTHPEAK PROPERTIES INC
$4,118,593$134,178 ▲3.4%206,2390.5%COM
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
$4,118,274$3,092 ▼-0.1%106,5530.5%Finance
Citigroup Inc. stock logo
C
Citigroup
$3,967,656$168,065 ▼-4.1%30,6430.4%Finance
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$3,822,572$30,640 ▲0.8%117,1490.4%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$3,728,799$94,668 ▼-2.5%29,1080.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,704,184$30,087 ▲0.8%3,2010.4%Healthcare
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$3,690,843$182,618 ▼-4.7%23,0200.4%ETF
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$3,589,060$470,231 ▲15.1%24,9050.4%Real Estate
Ford Motor Company stock logo
F
Ford Motor
$3,588,297$1,547,576 ▼-30.1%297,5370.4%Consumer Discretionary
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$3,555,089$1,375 ▼0.0%38,7940.4%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,541,698$2,851,201 ▲412.9%27,9490.4%Consumer Staples
Realty Income Corporation stock logo
O
Realty Income
$3,529,255$221,556 ▲6.7%64,9920.4%Real Estate
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,517,147$15,252 ▼-0.4%4,6120.4%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$3,461,913$2,573,187 ▼-42.6%12,3600.4%Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$3,430,968$74,697 ▼-2.1%33,0250.4%ETF
PACCAR Inc. stock logo
PCAR
PACCAR
$3,395,765$207,651 ▼-5.8%30,9240.4%Industrials
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,325,042$380,346 ▼-10.3%16,9860.4%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,299,890$83,245 ▲2.6%22,7140.4%Consumer Staples
VIRTU FINL INC
$3,263,287$378,952 ▼-10.4%59,1600.4%CL A
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$3,240,040$278,761 ▲9.4%68,4130.4%ETF
Accenture PLC stock logo
ACN
Accenture
$3,131,593$2,555,811 ▲443.9%17,0780.4%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,086,941$135,199 ▲4.6%5,0460.3%Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,030,518$75,233 ▼-2.4%28,1570.3%Technology
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$2,935,860$12,848 ▼-0.4%8,2260.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,856,194$18,510 ▼-0.6%14,9680.3%Consumer Staples
Watsco, Inc. stock logo
WSO
Watsco
$2,797,159$1,415,984 ▲102.5%9,2410.3%Industrials
Best Buy Co., Inc. stock logo
BBY
Best Buy
$2,763,589$1,412 ▼-0.1%31,3190.3%Consumer Discretionary
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$2,694,829$46,614 ▲1.8%7,0530.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,694,044$196,524 ▲7.9%3,7150.3%Communication Services
General Mills, Inc. stock logo
GIS
General Mills
$2,642,224$326,937 ▲14.1%82,1590.3%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,580,940$263,931 ▼-9.3%7,0310.3%Healthcare
CNH INDL N V
$2,553,141$4,181,789 ▼-62.1%198,6880.3%SHS
KLA Corporation stock logo
KLAC
KLA
$2,498,418$34,308 ▲1.4%12,8170.3%Technology
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,449,843$134,658 ▲5.8%8,3870.3%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,429,342$1,602,442 ▲193.8%9,4130.3%Industrials
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$2,366,485$969,103 ▼-29.1%4,6470.3%Industrials
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$2,360,1460.0%1,1760.3%Finance
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$2,347,169$440,809 ▲23.1%104,8270.3%Real Estate
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,307,953$556 ▼0.0%8,3050.3%ETF
Tractor Supply Company stock logo
TSCO
Tractor Supply
$2,244,589$2,244,589 ▲New Holding71,7350.3%Consumer Discretionary
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,227,561$3,284 ▼-0.1%3,3920.3%ETF
CNA Financial Corporation stock logo
CNA
CNA Financial
$2,214,335$2,214,335 ▲New Holding49,3390.3%Finance
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$2,159,521$29,659 ▲1.4%52,3520.2%ETF
EVERPURE INC
$2,080,7100.0%15,9100.2%CL A
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$2,063,481$7,398 ▼-0.4%7,8100.2%Technology
Visa Inc. stock logo
V
Visa
$2,062,195$271,653 ▲15.2%5,7390.2%Finance
Fortinet, Inc. stock logo
FTNT
Fortinet
$2,058,779$190,737 ▼-8.5%11,5170.2%Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,971,810$39,206 ▼-1.9%15,7420.2%ETF
EXXONMOBIL HOLDINGS CORP
$1,935,423$1,935,423 ▲New Holding11,8920.2%COM SHS
EOG Resources, Inc. stock logo
EOG
EOG Resources
$1,900,262$1,151,949 ▲153.9%13,7940.2%Energy

Showing largest 100 holdings. View all holdings.
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