1834 INVESTMENT ADVISORS CO
Sector Allocation
- Other48.4%$428.7M
- Technology14.3%$126.7M
- Financials8.2%$72.7M
- Healthcare6.6%$58.1M
- Consumer Staples5.1%$45.1M
- Energy4.6%$41.0M
- Consumer Discretionary3.3%$29.0M
- Utilities2.7%$23.7M
- Communication Services2.4%$20.9M
- Real Estate2.3%$20.0M
AUM History
13fpro.ai/research/fund/1834-investment-advisors-co-1138486
Conviction and streaks
Stable · top 10 = 34.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$44.4M
- VANGUARD$38.9M
- VANGUARD$35.6M
- VANGUARD$30.1M
AAPL
$28.5M- ISHARES$27.8M
- VANGUARD$26.6M
MSFT
$25.1M- SPDR$24.2M
- SPDR$21.9M
- VANGUARD$21.3M
- VANGUARD$19.8M
- ISHARES$15.9M
- VANGUARD$15.4M
GOOGL
$14.6MAPA
$12.7M- ISHARES$12.4M
AVGO
$11.8MGLD
$10.6MBMY
$10.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/1834-investment-advisors-co-1138486
1834 INVESTMENT ADVISORS CO 13F holdings — Q3 2026
$885.7M portfolio (+0.3% QoQ) · 232 holdings · Q3 2026 13F · top 10 are 34% of the stock portfolio
- 1
ISHARES TR - S&P 500 GRWT ETF
$44.4M
5.0% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$38.9M
4.4% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
$35.6M
4.0% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - S&P 500 ETF SHS
$30.1M
3.4% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $28.5M
3.2% of stocks
-4%This quarter+0.1%Since filed11+ qtrsHeld- 6
ISHARES TR - S&P 500 VAL ETF
$27.8M
3.1% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$26.6M
3.0% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— $25.1M
2.8% of stocks
-0.5%This quarter+0.7%Since filed11+ qtrsHeld- 9
SPDR SERIES TRUST - ST STR P500GRW
$24.2M
2.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SPDR SERIES TRUST - ST STR P500VAL
$21.9M
2.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - S&P 500 GRWT ETF | $44.4M | 5.0% | -3% | — | — | — | — | |
| 2 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $38.9M | 4.4% | +10% | — | — | — | — | |
| 3 | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $35.6M | 4.0% | -7% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $30.1M | 3.4% | -0.2% | — | — | — | — | |
| 5 | $28.5M | 3.2% | -4% | +0.1% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - S&P 500 VAL ETF | $27.8M | 3.1% | -3% | — | — | — | — | |
| 7 | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $26.6M | 3.0% | +11% | — | — | — | — | |
| 8 | $25.1M | 2.8% | -0.5% | +0.7% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | SPDR SERIES TRUST - ST STR P500GRW | $24.2M | 2.7% | +2% | — | — | — | — | |
| 10 | SPDR SERIES TRUST - ST STR P500VAL | $21.9M | 2.5% | +2% | — | — | — | — |
All holdings — 1834 INVESTMENT ADVISORS CO (Q3 2026)
232 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $21.3M | 2.4% | 272K | -11% | — | — | 13F |
| 12 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $19.8M | 2.2% | 281K | +3% | — | — | 13F |
| 13 | — | ISHARES TR - S&P MC 400GR ETFetf/fund | — | $15.9M | 1.8% | 145K | -3% | — | — | 13F |
| 14 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETFetf/fund | — | $15.4M | 1.7% | 348K | +0.8% | — | — | 13F |
| 15 | Alphabet Inc. | Technology | $14.6M | 1.6% | 42K | -0.3% | 11+ qtrs | 77.7 | 13F | |
| 16 | APA Corp | Energy | $12.7M | 1.4% | 306K | -7% | 10 qtrsTrimmed 2 qtrs in a row | — | 13F | |
| 17 | — | ISHARES TR - S&P MC 400VL ETFetf/fund | — | $12.4M | 1.4% | 90K | -4% | — | — | 13F |
| 18 | Broadcom Inc. | Technology | $11.8M | 1.3% | 34K | +0.1% | 11+ qtrs | 84.5 | 13F | |
| 19 | SPDR GOLD TRUSTetf/fund | Financials | $10.6M | 1.2% | 28K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | BRISTOL MYERS SQUIBB CO | Healthcare | $10.2M | 1.1% | 163K | -0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Merck & Co., Inc. | Healthcare | $10.0M | 1.1% | 68K | -17% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | DEVON ENERGY CORP/DE | Energy | $9.3M | 1.1% | 203K | -5% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CHEVRON CORP | Energy | $9.0M | 1.0% | 44K | -3% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ALTRIA GROUP, INC. | Consumer Staples | $8.9M | 1.0% | 132K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | TRUIST FINANCIAL CORP | Financials | $8.6M | 1.0% | 185K | -0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $8.4M | 0.9% | 142K | +9% | |||
| 27 | $CVS | CVS HEALTH Corp | Healthcare | $8.3M | 0.9% | 97K | -4% | |||
| 28 | $JNJ | JOHNSON & JOHNSON | Healthcare | $8.3M | 0.9% | 31K | -14% | |||
| 29 | $PFE | PFIZER INC | Healthcare | $8.1M | 0.9% | 285K | -2% | |||
| 30 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $7.9M | 0.9% | 172K | -1% | |||
| 31 | $T | AT&T INC. | Communication Services | $7.4M | 0.8% | 302K | -4% | |||
| 32 | $JPM | JPMORGAN CHASE & CO | Financials | $7.4M | 0.8% | 22K | -3% | |||
| 33 | $NVDA | NVIDIA CORP | Technology | $7.3M | 0.8% | 32K | +3% | |||
| 34 | $AMZN | AMAZON COM INC | Consumer Discretionary | $7.1M | 0.8% | 29K | -0.3% | |||
| 35 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $7.1M | 0.8% | 59K | -1% | |||
| 36 | $ES | EVERSOURCE ENERGY | Utilities | $6.1M | 0.7% | 95K | +10% | |||
| 37 | $USB | US BANCORP \DE\ | Financials | $5.9M | 0.7% | 102K | +6% | |||
| 38 | $CCZ | COMCAST CORP | Communication Services | $5.6M | 0.6% | 259K | +46% | |||
| 39 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $5.5M | 0.6% | 55K | -3% | |||
| 40 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $5.4M | 0.6% | 37K | +15% | |||
| 41 | $EIX | EDISON INTERNATIONAL | Utilities | $5.3M | 0.6% | 99K | +3% | |||
| 42 | $KMI | KINDER MORGAN, INC. | Energy | $5.1M | 0.6% | 169K | -10% | |||
| 43 | $HSY | HERSHEY CO | Consumer Staples | $5.0M | 0.6% | 32K | +0.4% | |||
| 44 | $BBWI | Bath & Body Works, Inc. | Consumer Discretionary | $5.0M | 0.6% | 316K | +64% | |||
| 45 | $UBSI | UNITED BANKSHARES INC/WV | Financials | $5.0M | 0.6% | 109K | -0.0% | |||
| 46 | — | ISHARES TR - CORE S&P500 ETF | — | $4.9M | 0.6% | 6,446 | -21% | |||
| 47 | $TGT | TARGET CORP | Consumer Staples | $4.9M | 0.6% | 31K | -24% | |||
| 48 | $PSA | Public Storage | Real Estate | $4.9M | 0.6% | 17K | +2% | |||
| 49 | $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Utilities | $4.5M | 0.5% | 100K | +125% | |||
| 50 | $TROW | PRICE T ROWE GROUP INC | Financials | $4.2M | 0.5% | 40K | +3% | |||
| 51 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $4.1M | 0.5% | 206K | +3% | |||
| 52 | $FNF | Fidelity National Financial, Inc. | Financials | $4.1M | 0.5% | 107K | -0.1% | |||
| 53 | $C | CITIGROUP INC | Financials | $4.0M | 0.5% | 31K | -4% | |||
| 54 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $3.8M | 0.4% | 117K | +0.8% | |||
| 55 | — | ISHARES TR - SP SMCP600VL ETF | — | $3.7M | 0.4% | 29K | -2% | |||
| 56 | $LLY | ELI LILLY & Co | Healthcare | $3.7M | 0.4% | 3,201 | +0.8% | |||
| 57 | — | ISHARES TR - S&P SML 600 GWT | — | $3.7M | 0.4% | 23K | -5% | |||
| 58 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $3.6M | 0.4% | 25K | +15% | |||
| 59 | $F | FORD MOTOR CO | Consumer Discretionary | $3.6M | 0.4% | 298K | -30% | |||
| 60 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $3.6M | 0.4% | 39K | -0.0% | |||
| 61 | $PEP | PEPSICO INC | Consumer Staples | $3.5M | 0.4% | 28K | +413% | |||
| 62 | $O | REALTY INCOME CORP | Real Estate | $3.5M | 0.4% | 65K | +7% | |||
| 63 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.5M | 0.4% | 4,612 | -0.4% | |||
| 64 | $TXN | TEXAS INSTRUMENTS INC | Technology | $3.5M | 0.4% | 12K | -43% | |||
| 65 | — | ISHARES TR - MSCI EAFE ETF | — | $3.4M | 0.4% | 33K | -2% | |||
| 66 | $PCAR | PACCAR INC | Industrials | $3.4M | 0.4% | 31K | -6% | |||
| 67 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $3.3M | 0.4% | 17K | -10% | |||
| 68 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.3M | 0.4% | 23K | +3% | |||
| 69 | $VIRT | Virtu Financial, Inc. | Financials | $3.3M | 0.4% | 59K | -10% | |||
| 70 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $3.2M | 0.4% | 68K | +9% | |||
| 71 | $ACN | Accenture plc | Technology | $3.1M | 0.3% | 17K | +444% | |||
| 72 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.1M | 0.3% | 5,046 | +5% | |||
| 73 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.0M | 0.3% | 28K | -2% | |||
| 74 | — | ISHARES TR - RUS 2000 GRW ETF | — | $2.9M | 0.3% | 8,226 | -0.4% | |||
| 75 | $PM | Philip Morris International Inc. | Consumer Staples | $2.9M | 0.3% | 15K | -0.6% | |||
| 76 | $WSO | WATSCO INC | Consumer Discretionary | $2.8M | 0.3% | 9,241 | +103% | |||
| 77 | $BBY | BEST BUY CO INC | Consumer Discretionary | $2.8M | 0.3% | 31K | -0.1% | |||
| 78 | — | ISHARES TR - S&P 100 ETF | — | $2.7M | 0.3% | 7,053 | +2% | |||
| 79 | $META | Meta Platforms, Inc. | Technology | $2.7M | 0.3% | 3,715 | +8% | |||
| 80 | $GIS | GENERAL MILLS INC | Consumer Staples | $2.6M | 0.3% | 82K | +14% | |||
| 81 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.6M | 0.3% | 7,031 | -9% | |||
| 82 | $CNH | CNH Industrial N.V. | Industrials | $2.6M | 0.3% | 199K | -62% | |||
| 83 | $KLAC | KLA CORP | Technology | $2.5M | 0.3% | 13K | +1% | |||
| 84 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $2.4M | 0.3% | 8,387 | +6% | |||
| 85 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.4M | 0.3% | 9,413 | +194% | |||
| 86 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.4M | 0.3% | 4,647 | -29% | |||
| 87 | $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | Financials | $2.4M | 0.3% | 1,176 | — | |||
| 88 | $HST | HOST HOTELS & RESORTS, INC. | Real Estate | $2.3M | 0.3% | 105K | +23% | |||
| 89 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.3M | 0.3% | 8,305 | -0.0% | |||
| 90 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $2.2M | 0.3% | 72K | New | |||
| 91 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $2.2M | 0.3% | 3,392 | -0.1% | |||
| 92 | $CNA | CNA FINANCIAL CORP | Financials | $2.2M | 0.3% | 49K | New | |||
| 93 | — | ISHARES TR - 0-5YR HI YL CP | — | $2.2M | 0.2% | 52K | +1% | |||
| 94 | — | EVERPURE INC - CL A | — | $2.1M | 0.2% | 16K | — | |||
| 95 | $MRVL | Marvell Technology, Inc. | Technology | $2.1M | 0.2% | 7,810 | -0.4% | |||
| 96 | $V | VISA INC. | Financials | $2.1M | 0.2% | 5,739 | +15% | |||
| 97 | $FTNT | Fortinet, Inc. | Technology | $2.1M | 0.2% | 12K | -8% | |||
| 98 | — | ISHARES TR - RUS 1000 GRW ETF | — | $2.0M | 0.2% | 16K | -2% | |||
| 99 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.9M | 0.2% | 12K | -0.2% | |||
| 100 | $EOG | EOG RESOURCES INC | Energy | $1.9M | 0.2% | 14K | +154% | |||
| 101 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.8M | 0.2% | 26K | -5% | |||
| 102 | $QCOM | QUALCOMM INC/DE | Technology | $1.8M | 0.2% | 9,988 | -65% | |||
| 103 | $ASML | ASML HOLDING NV | Technology | $1.8M | 0.2% | 995 | +3% | |||
| 104 | $MKC | MCCORMICK & CO INC | Consumer Staples | $1.8M | 0.2% | 39K | +233% | |||
| 105 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $1.7M | 0.2% | 8,854 | +2% | |||
| 106 | $BNY | Bank of New York Mellon Corp | Financials | $1.7M | 0.2% | 12K | — | |||
| 107 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $1.7M | 0.2% | 13K | New | |||
| 108 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.7M | 0.2% | 9,905 | +3% | |||
| 109 | $PANW | Palo Alto Networks Inc | Technology | $1.6M | 0.2% | 4,150 | — | |||
| 110 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $1.6M | 0.2% | 6,910 | -0.2% | |||
| 111 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $1.6M | 0.2% | 4,711 | +2% | |||
| 112 | $ALLY | Ally Financial Inc. | Financials | $1.5M | 0.2% | 41K | -18% | |||
| 113 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.5M | 0.2% | 3,300 | -8% | |||
| 114 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.5M | 0.2% | 17K | — | |||
| 115 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.4M | 0.2% | 18K | +7% | |||
| 116 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $1.3M | 0.1% | 5,914 | -0.2% | |||
| 117 | $ABBV | AbbVie Inc. | Healthcare | $1.3M | 0.1% | 5,084 | +7% | |||
| 118 | $VTR | Ventas, Inc. | Real Estate | $1.3M | 0.1% | 15K | +0.8% | |||
| 119 | $MU | MICRON TECHNOLOGY INC | Technology | $1.2M | 0.1% | 1,152 | — | |||
| 120 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.2M | 0.1% | 1,345 | -5% | |||
| 121 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.1M | 0.1% | 1,643 | -0.1% | |||
| 122 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.1% | 3,851 | -0.6% | |||
| 123 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.0M | 0.1% | 7,586 | -4% | |||
| 124 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.0M | 0.1% | 4,122 | -0.4% | |||
| 125 | $SYY | SYSCO CORP | Consumer Discretionary | $982K | 0.1% | 13K | — | |||
| 126 | $SHW | SHERWIN WILLIAMS CO | Materials | $970K | 0.1% | 3,000 | — | |||
| 127 | — | ISHARES TR - CRE U S REIT ETF | — | $916K | 0.1% | 15K | — | |||
| 128 | $WU | Western Union CO | Industrials | $906K | 0.1% | 154K | -69% | |||
| 129 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $895K | 0.1% | 14K | -0.2% | |||
| 130 | $ORCL | ORACLE CORP | Technology | $891K | 0.1% | 6,490 | — | |||
| 131 | $STLD | STEEL DYNAMICS INC | Materials | $873K | 0.1% | 3,938 | — | |||
| 132 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | — | $861K | 0.1% | 7,068 | -16% | |||
| 133 | $CBOE | Cboe Global Markets, Inc. | Financials | $845K | 0.1% | 3,070 | — | |||
| 134 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $838K | 0.1% | 7,062 | -3% | |||
| 135 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $831K | 0.1% | 14K | — | |||
| 136 | — | ISHARES TR - CORE S&P TTL STK | — | $831K | 0.1% | 4,995 | — | |||
| 137 | $WT | WisdomTree, Inc. | Financials | $815K | 0.1% | 8,378 | New | |||
| 138 | $WMT | Walmart Inc. | Consumer Staples | $798K | 0.1% | 7,681 | +17% | |||
| 139 | $UNP | UNION PACIFIC CORP | Industrials | $781K | 0.1% | 2,869 | -9% | |||
| 140 | $CAG | CONAGRA BRANDS INC. | Consumer Staples | $776K | 0.1% | 58K | -79% | |||
| 141 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $771K | 0.1% | 6,873 | — | |||
| 142 | $MMM | 3M CO | Healthcare | $770K | 0.1% | 4,690 | — | |||
| 143 | $INTC | INTEL CORP | Technology | $769K | 0.1% | 6,393 | +16% | |||
| 144 | $GOOG | Alphabet Inc. | Technology | $763K | 0.1% | 2,240 | — | |||
| 145 | — | VANGUARD WORLD FD - INF TECH ETF | — | $760K | 0.1% | 6,044 | — | |||
| 146 | $KR | KROGER CO | Consumer Staples | $754K | 0.1% | 13K | -28% | |||
| 147 | — | PACER FDS TR - GLOBL CASH ETF | — | $748K | 0.1% | 17K | New | |||
| 148 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.1% | 1 | — | |||
| 149 | $CRM | Salesforce, Inc. | Technology | $742K | 0.1% | 3,232 | -0.1% | |||
| 150 | $CAT | CATERPILLAR INC | Industrials | $724K | 0.1% | 893 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 27 new, 74 added to, 96 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (27)
$TSCOTRACTOR SUPPLY CO /DE/$2.2M
first bought this quarter
$CNACNA FINANCIAL CORP$2.2M
first bought this quarter
$DKSDICK'S SPORTING GOODS, INC.$1.7M
first bought this quarter
$WTWisdomTree, Inc.$815K
first bought this quarter
- PACER FDS TR - GLOBL CASH ETF$748K
first bought this quarter
$ZTSZoetis Inc.$722K
first bought this quarter
+21 more in the Excel export
Added to (74)
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+10%
now $38.9M
$PEPPEPSICO INC+413%
now $3.5M · held 11+ qtrs
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS+11%
now $26.6M
$ACNAccenture plc+444%
now $3.1M · held 2 qtrs, 2 adds in a row
$PORPORTLAND GENERAL ELECTRIC CO /OR/+125%
now $4.5M · held 2 qtrs, 2 adds in a row
$BBWIBath & Body Works, Inc.+64%
now $5.0M · held 11+ qtrs, 3 adds in a row
+68 more in the Excel export
Trimmed (96)
$CNHCNH Industrial N.V.-62%
now $2.6M · held 9 qtrs, 2 trims in a row
$QCOMQUALCOMM INC/DE-65%
now $1.8M · held 11+ qtrs, 2 trims in a row
$CAGCONAGRA BRANDS INC.-79%
now $776K · held 11+ qtrs
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS-7%
now $35.6M
$TXNTEXAS INSTRUMENTS INC-43%
now $3.5M · held 11+ qtrs, 2 trims in a row
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP-11%
now $21.3M
+90 more in the Excel export
Holdings by quarter
Every 13F 1834 INVESTMENT ADVISORS CO has filed, 42 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of 1834 INVESTMENT ADVISORS's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.1%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 18% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
1834 INVESTMENT ADVISORS CO disclosed 232 positions worth $885.7M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 27 new positions and exited 6 — including a new stake in $TSCO. The portfolio is most concentrated in Other (48.4% of disclosed assets). All figures are sourced directly from 1834 INVESTMENT ADVISORS CO’s Form 13F-HR filing with the SEC under CIK 1138486.
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AI-Powered Hedge Fund Analysis: 1834 INVESTMENT ADVISORS CO
13F Pro is an AI hedge fund tracker and stock research platform. For 1834 INVESTMENT ADVISORS CO (SEC CIK: 1138486), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in 1834 INVESTMENT ADVISORS CO's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.