# 1834 INVESTMENT ADVISORS CO

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1138486. Source: https://holderbook.com/funds/1138486-1834-investment-advisors-co/

- Reported value: $882.6M
- Positions: 211
- Weight of the ten largest: 33.7%
- Filed: 2026-07-30

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $44.1M | 320,486 | 5.0% | 31 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $38.9M | 667,988 | 4.4% | 17 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $36.3M | 458,713 | 4.1% | 18 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $29.6M | 43,073 | 3.4% | 31 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $28.5M | 125,735 | 3.2% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $25.9M | 89,375 | 2.9% | 31 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $25.2M | 304,808 | 2.9% | 17 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $24.8M | 421,015 | 2.8% | 18 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $23.0M | 193,162 | 2.6% | 21 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $21.4M | 351,475 | 2.4% | 17 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $19.4M | 272,328 | 2.2% | 17 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $18.3M | 49,181 | 2.1% | 31 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $17.7M | 150,402 | 2.0% | 31 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $16.1M | 344,888 | 1.8% | 17 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $15.2M | 42,521 | 1.7% | 31 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $13.8M | 93,660 | 1.6% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $12.6M | 33,485 | 1.4% | 28 |
| APA CORPORATION | [APA](https://holderbook.com/stocks/APA/) | $10.7M | 329,792 | 1.2% | 9 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $10.6M | 82,232 | 1.2% | 31 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $10.5M | 101,154 | 1.2% | 31 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $10.4M | 28,248 | 1.2% | 31 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $9.7M | 134,922 | 1.1% | 31 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $9.5M | 164,395 | 1.1% | 31 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $9.3M | 186,047 | 1.1% | 17 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $9.2M | 36,351 | 1.0% | 31 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $8.8M | 213,447 | 1.0% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $7.8M | 130,197 | 0.9% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $7.5M | 45,395 | 0.9% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $7.5M | 22,859 | 0.8% | 31 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $7.4M | 173,925 | 0.8% | 31 |
| EDISON INTL | [EIX](https://holderbook.com/stocks/EIX/) | $7.2M | 96,305 | 0.8% | 3 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $7.0M | 289,830 | 0.8% | 31 |
| DOLLAR GEN CORP | [DG](https://holderbook.com/stocks/DG/) | $6.9M | 60,105 | 0.8% | 8 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $6.8M | 28,703 | 0.8% | 31 |
| WEC ENERGY GROUP INC | [WEC](https://holderbook.com/stocks/WEC/) | $6.6M | 56,469 | 0.7% | 31 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $6.5M | 313,389 | 0.7% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $6.4M | 21,547 | 0.7% | 17 |
| EVERSOURCE ENERGY | [ES](https://holderbook.com/stocks/ES/) | $6.2M | 86,248 | 0.7% | 5 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $6.2M | 30,791 | 0.7% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $6.1M | 8,164 | 0.7% | 31 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $6.0M | 187,553 | 0.7% | 9 |
| FORD MTR CO | [F](https://holderbook.com/stocks/F/) | $5.9M | 425,860 | 0.7% | 9 |
| CNH INDL N V | [CNH](https://holderbook.com/stocks/CNH/) | $5.9M | 524,119 | 0.7% | 8 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $5.8M | 96,080 | 0.7% | 4 |
| HERSHEY CO | [HSY](https://holderbook.com/stocks/HSY/) | $5.6M | 31,882 | 0.6% | 6 |
| PUBLIC STORAGE | [PSA](https://holderbook.com/stocks/PSA/) | $5.4M | 16,941 | 0.6% | 15 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $5.4M | 41,062 | 0.6% | 16 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $5.2M | 28,178 | 0.6% | 31 |
| FIDELITY NATL FINL INC | [FNF](https://holderbook.com/stocks/FNF/) | $5.0M | 106,633 | 0.6% | 14 |
| UNITED BANKSHARES INC WEST V | [UBSI](https://holderbook.com/stocks/UBSI/) | $5.0M | 108,564 | 0.6% | 3 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $4.9M | 31,911 | 0.6% | 31 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $4.5M | 31,941 | 0.5% | 31 |
| BATH & BODY WORKS INC | [BBWI](https://holderbook.com/stocks/BBWI/) | $4.5M | 193,024 | 0.5% | 14 |
| PRICE T ROWE GROUP INC | [TROW](https://holderbook.com/stocks/TROW/) | $4.4M | 38,970 | 0.5% | 14 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $4.3M | 176,848 | 0.5% | 1 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $4.3M | 24,159 | 0.5% | 31 |
| HEALTHPEAK PROPERTIES INC | [DOC](https://holderbook.com/stocks/DOC/) | $4.3M | 199,520 | 0.5% | 4 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $4.2M | 116,210 | 0.5% | 8 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $4.1M | 29,847 | 0.5% | 31 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $3.9M | 32,815 | 0.4% | 3 |
| VIRTU FINL INC | [VIRT](https://holderbook.com/stocks/VIRT/) | $3.9M | 66,030 | 0.4% | 14 |
| WESTERN UN CO | [WU](https://holderbook.com/stocks/WU/) | $3.8M | 499,965 | 0.4% | 14 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $3.8M | 12,641 | 0.4% | 14 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.8M | 3,175 | 0.4% | 31 |
| REALTY INCOME CORP | [O](https://holderbook.com/stocks/O/) | $3.8M | 60,912 | 0.4% | 4 |
| CONAGRA BRANDS INC | [CAG](https://holderbook.com/stocks/CAG/) | $3.7M | 276,178 | 0.4% | 17 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $3.6M | 18,929 | 0.4% | 31 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $3.6M | 38,809 | 0.4% | 31 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $3.5M | 33,744 | 0.4% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.5M | 4,632 | 0.4% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $3.4M | 28,856 | 0.4% | 31 |
| LAMAR ADVERTISING CO | [LAMR](https://holderbook.com/stocks/LAMR/) | $3.4M | 21,642 | 0.4% | 3 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $3.3M | 6,550 | 0.4% | 31 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $3.3M | 8,262 | 0.4% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $3.2M | 22,141 | 0.4% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $3.2M | 7,750 | 0.4% | 31 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $3.2M | 62,527 | 0.4% | 12 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $2.8M | 4,825 | 0.3% | 22 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $2.7M | 15,065 | 0.3% | 31 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $2.5M | 6,931 | 0.3% | 6 |
| GENERAL MILLS INC | [GIS](https://holderbook.com/stocks/GIS/) | $2.5M | 71,993 | 0.3% | 3 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $2.5M | 8,307 | 0.3% | 31 |
| WHITE MTNS INS GROUP LTD | [WTM](https://holderbook.com/stocks/WTM/) | $2.4M | 1,176 | 0.3% | 31 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $2.4M | 7,926 | 0.3% | 14 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $2.4M | 3,397 | 0.3% | 31 |
| BEST BUY INC | [BBY](https://holderbook.com/stocks/BBY/) | $2.4M | 31,335 | 0.3% | 14 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $2.3M | 7,838 | 0.3% | 3 |
| PORTLAND GEN ELEC CO | [POR](https://holderbook.com/stocks/POR/) | $2.3M | 44,581 | 0.3% | 1 |
| ALLY FINL INC | [ALLY](https://holderbook.com/stocks/ALLY/) | $2.3M | 49,911 | 0.3% | 14 |
| ISHARES TR | [SHYG](https://holderbook.com/stocks/SHYG/) | $2.2M | 51,633 | 0.2% | 31 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $2.1M | 26,979 | 0.2% | 31 |
| HOST HOTELS & RESORTS INC | [HST](https://holderbook.com/stocks/HST/) | $2.0M | 85,140 | 0.2% | 1 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $2.0M | 16,055 | 0.2% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.9M | 3,444 | 0.2% | 31 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $1.9M | 12,584 | 0.2% | 8 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $1.9M | 963 | 0.2% | 14 |
| WATSCO INC | [WSO](https://holderbook.com/stocks/WSO/) | $1.9M | 4,563 | 0.2% | 1 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $1.7M | 8,700 | 0.2% | 31 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $1.7M | 11,844 | 0.2% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.7M | 3,584 | 0.2% | 10 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.6% | +14.8% | -7.2% | 100% |
| Q1 2026 | +0.8% | -4.6% | +5.4% | 100% |
| Q4 2025 | +1.7% | +2.4% | -0.6% | 100% |
| Q3 2025 | +4.9% | +7.8% | -2.9% | 100% |
| Q2 2025 | +4.4% | +10.5% | -6.1% | 100% |
| Q1 2025 | -0.3% | -4.6% | +4.2% | 100% |
| Q4 2024 | -1.2% | +2.1% | -3.4% | 100% |
| Q3 2024 | +6.6% | +5.4% | +1.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $882.6M | 211 |
| Q1 2026 | $801.3M | 206 |
| Q4 2025 | $797.1M | 204 |
| Q3 2025 | $814.9M | 204 |
| Q2 2025 | $789.8M | 205 |
| Q1 2025 | $776.5M | 206 |
| Q4 2024 | $789.9M | 210 |
| Q3 2024 | $859.1M | 213 |
| Q2 2024 | $830.2M | 214 |
| Q1 2024 | $841.4M | 218 |
| Q4 2023 | $837.2M | 225 |
| Q3 2023 | $804.3M | 228 |