1834 INVESTMENT ADVISORS CO
Long book
$801.3M
Q1 2026
Positions
206
Top-10 weight
33%
concentration
Last quarter
+8.8%
SPY +14.8%
Turnover
6%
of book per quarter
Strategy in plain words
auto-generated from filings1834 INVESTMENT ADVISORS CO is an institutional manager, running a $801.3M US long book across 206 positions.
The portfolio is moderately concentrated (top 10 ≈ 33% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD SHORT-TERM TREASURY, ISHARES S&P 500 GROWTH ETF, VANGUARD S/T CORP BOND ETF, ISHARES S&P 500 VALUE ETF, VANGUARD INT-TERM CORPORATE.
Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.2%
Q2 2024
+7.2%
Q3 2024
-0.6%
Q4 2024
+0.4%
Q1 2025
+5.1%
Q2 2025
+5.5%
Q3 2025
+2.5%
Q4 2025
+1.4%
Q1 2026
+8.8%
Sector allocation
Technology 23%
Financials 14%
Healthcare 13%
Industrials 8%
Consumer staples 8%
Energy 7%
Consumer discretionary 7%
Utilities 7%
Long book by quarter
What does 1834 INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 89.8K | $22.8M | 2.8% | -3.2% |
| MSFT MICROSOFT CORP | Technology | 47.9K | $17.7M | 2.2% | -1.9% |
| APA APA CORP | Energy | 387.1K | $16.4M | 2.1% | +11.6% |
| GOOGL ALPHABET INC-CL A | Technology | 41.6K | $12.0M | 1.5% | -2.9% |
| CTRA COTERRA ENERGY INC | — | 339.5K | $11.9M | 1.5% | +3.2% |
| MRK MERCK & CO. INC. | Healthcare | 85.3K | $10.3M | 1.3% | +2.5% |
| AVGO BROADCOM INC | Technology | 32.9K | $10.2M | 1.3% | -1.5% |
| T AT&T INC | Communications | 349.2K | $10.1M | 1.3% | -15.7% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 163.6K | $9.9M | 1.2% | +1.9% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 195.2K | $9.8M | 1.2% | -1.0% |
| CVX CHEVRON CORP | Energy | 46.2K | $9.6M | 1.2% | +19.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 38.9K | $9.5M | 1.2% | -1.6% |
| MO ALTRIA GROUP INC | Consumer staples | 135.5K | $8.9M | 1.1% | -0.5% |
| TFC TRUIST FINANCIAL CORP | Financials | 187.0K | $8.6M | 1.1% | +1.6% |
| PFE PFIZER INC | Healthcare | 287.7K | $8.1M | 1.0% | +3.4% |
| CVS CVS HEALTH CORP | Healthcare | 106.0K | $7.6M | 1.0% | -10.2% |
| DG DOLLAR GENERAL CORP | Consumer discretionary | 61.2K | $7.3M | 0.9% | -3.6% |
| JPM JPMORGAN CHASE & CO | Financials | 23.6K | $6.9M | 0.9% | -0.5% |
| EIX EDISON INTERNATIONAL | Utilities | 92.0K | $6.7M | 0.8% | +128.3% |
| CNH CNH INDUSTRIAL NV | Industrials | 609.2K | $6.7M | 0.8% | +4.1% |
| KMI KINDER MORGAN INC | Utilities | 198.7K | $6.7M | 0.8% | -21.2% |
| WEC WEC ENERGY GROUP INC | Utilities | 56.4K | $6.5M | 0.8% | +0.3% |
| HSY HERSHEY CO/THE | Consumer staples | 31.3K | $6.5M | 0.8% | +4.4% |
| LMT LOCKHEED MARTIN CORP | Industrials | 10.1K | $6.1M | 0.8% | -4.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 28.3K | $5.9M | 0.7% | -0.6% |
| F FORD MOTOR CO | Industrials | 481.1K | $5.6M | 0.7% | +0.6% |
| TGT TARGET CORP | Consumer discretionary | 44.8K | $5.4M | 0.7% | +3.3% |
| ES EVERSOURCE ENERGY | Utilities | 73.9K | $5.1M | 0.6% | +13.1% |
| NVDA NVIDIA CORP | Technology | 29.1K | $5.1M | 0.6% | +0.1% |
| TXN TEXAS INSTRUMENTS INC | Technology | 26.1K | $5.1M | 0.6% | +1.3% |
| FNF FIDELITY NATIONAL FINANCIAL | Financials | 107.0K | $5.0M | 0.6% | +0.2% |
| UBSI UNITED BANKSHARES INC | Financials | 111.9K | $4.6M | 0.6% | +16.1% |
| USB US BANCORP | Financials | 88.5K | $4.6M | 0.6% | +19.2% |
| QCOM QUALCOMM INC | Technology | 33.8K | $4.4M | 0.5% | +2.0% |
| CAG CONAGRA BRANDS INC | Consumer staples | 270.2K | $4.2M | 0.5% | +34.7% |
| WU WESTERN UNION CO | Services media | 471.1K | $4.1M | 0.5% | -3.0% |
| C CITIGROUP INC | Financials | 34.1K | $3.9M | 0.5% | -20.5% |
| TSN TYSON FOODS INC-CL A | Consumer staples | 54.9K | $3.5M | 0.4% | +9.0% |
| TROW T ROWE PRICE GROUP INC | Financials | 37.7K | $3.4M | 0.4% | +0.6% |
| PCAR PACCAR INC | Industrials | 29.4K | $3.4M | 0.4% | +75.7% |
| PG PROCTER & GAMBLE CO/THE | Other | 22.2K | $3.2M | 0.4% | Held |
| VIRT VIRTU FINANCIAL INC-CLASS A | Financials | 69.8K | $3.1M | 0.4% | -41.5% |
| LLY ELI LILLY & CO | Healthcare | 3.2K | $2.9M | 0.4% | -0.6% |
| WTM WHITE MOUNTAINS INSURANCE GP | Financials | 1.2K | $2.6M | 0.3% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 15.1K | $2.5M | 0.3% | -6.2% |
| ALLY ALLY FINANCIAL INC | Financials | 63.1K | $2.5M | 0.3% | -37.7% |
| CSCO CISCO SYSTEMS INC | Technology | 31.0K | $2.4M | 0.3% | -27.9% |
| UNH UNITEDHEALTH GROUP INC | Financials | 8.0K | $2.2M | 0.3% | -6.4% |
| XOM EXXON MOBIL CORP | Energy | 12.3K | $2.1M | 0.3% | -4.4% |
| KLAC KLA CORP | Other | 1.4K | $2.1M | 0.3% | -3.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 206 | $801.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 29, 2026 | 204 | $797.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 31, 2025 | 204 | $814.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 16, 2025 | 205 | $789.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 212 | $776.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 21, 2025 | 210 | $789.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 30, 2024 | 213 | $859.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 26, 2024 | 214 | $830.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 1, 2024 | 218 | $841.4M | canonical | SEC ↗ |
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