1834 INVESTMENT ADVISORS CO — 13F Holdings & Portfolio
CIK 1138486 · latest 13F-HR filed 2026-05-14
1834 INVESTMENT ADVISORS CO manages $801.3M in 13F-reported U.S. long-equity assets across 206 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VGSH (5.04%), IVW (4.60%), VCSH (4.27%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 5, added to 63, and trimmed 75.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$801.3M
Long-equity book
206
Distinct positions
2026-03-31
Filed 2026-05-14
+7 / −5 / ↑63 / ↓75
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APA CORPORATION$7.9M +93.7%
- EDISON INTL$4.3M +178.4%
- CHEVRON CORPORATION$3.7M +62.3%
- COTERRA ENERGY INC$3.3M +37.7%
- SPDR SERIES TRUST$2.7M +20.5%
Top Trims
- ISHARES TR-$6.3M -14.6%
- MICROSOFT CORP-$5.9M -24.9%
- CROWN CASTLE INC-$3.8M -90.2%
- DOMINION ENERGY INC-$3.3M -67.6%
- SPDR SERIES TRUST-$3.2M -53.2%
New Positions
- SPDR SERIES TRUST$543.7K
- NOVO-NORDISK A S$536.7K
- ISHARES TR$386.7K
- INTERNATIONAL BUSINESS MACHS$352.4K
- VERTIV HOLDINGS CO$349.3K
Exited Positions
- ADOBE INC$800.1K
- RESMED INC$526.8K
- PAYPAL HLDGS INC$473.1K
- CUBESMART$368.0K
- FIRST AMERN FINL CORP$232.9K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $40.4M | 5.04% | 690,209 | SH |
| 2 | ISHARES TR | IVW | 464287309 | $36.9M | 4.60% | 325,789 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $34.2M | 4.27% | 432,018 | SH |
| 4 | ISHARES TR | IVE | 464287408 | $28.5M | 3.56% | 135,177 | SH |
| 5 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $24.4M | 3.05% | 295,340 | SH |
| 6 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $22.8M | 2.85% | 382,976 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $22.8M | 2.84% | 89,825 | SH |
| 8 | VANGUARD INDEX FDS | VOO | 922908363 | $22.2M | 2.77% | 37,106 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $17.7M | 2.21% | 47,908 | SH |
| 10 | SPDR SERIES TRUST | SPYV | 78464A508 | $17.2M | 2.14% | 303,396 | SH |
| 11 | APA CORPORATION | APA | 03743Q108 | $16.4M | 2.05% | 387,115 | SH |
| 12 | SPDR SERIES TRUST | SPYG | 78464A409 | $15.9M | 1.98% | 162,313 | SH |
| 13 | ISHARES TR | IJK | 464287606 | $15.3M | 1.90% | 151,611 | SH |
| 14 | VANGUARD SCOTTSDALE FDS | VMBS | 92206C771 | $15.1M | 1.89% | 321,798 | SH |
| 15 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $15.0M | 1.87% | 233,810 | SH |
| 16 | ISHARES TR | IJJ | 464287705 | $12.6M | 1.57% | 94,959 | SH |
| 17 | SPDR GOLD TR | GLD | 78463V107 | $12.1M | 1.52% | 28,228 | SH |
| 18 | ALPHABET INC | GOOGL | 02079K305 | $12.0M | 1.49% | 41,635 | SH |
| 19 | COTERRA ENERGY INC | CTRA | 127097103 | $11.9M | 1.49% | 339,533 | SH |
| 20 | MERCK & CO INC | MRK | 58933Y105 | $10.3M | 1.28% | 85,346 | SH |
| 21 | BROADCOM INC | AVGO | 11135F101 | $10.2M | 1.27% | 32,936 | SH |
| 22 | AT&T INC | T | 00206R102 | $10.1M | 1.26% | 349,165 | SH |
| 23 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $9.9M | 1.24% | 163,607 | SH |
| 24 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $9.8M | 1.22% | 195,209 | SH |
| 25 | CHEVRON CORPORATION | CVX | 166764100 | $9.6M | 1.19% | 46,183 | SH |
| 26 | JOHNSON & JOHNSON | JNJ | 478160104 | $9.5M | 1.19% | 38,934 | SH |
| 27 | ALTRIA GROUP INC | MO | 02209S103 | $8.9M | 1.12% | 135,454 | SH |
| 28 | TRUIST FINL CORP | TFC | 89832Q109 | $8.6M | 1.07% | 187,020 | SH |
| 29 | PFIZER INC | PFE | 717081103 | $8.1M | 1.01% | 287,695 | SH |
| 30 | CVS HEALTH CORP | CVS | 126650100 | $7.6M | 0.95% | 106,004 | SH |
| 31 | DOLLAR GEN CORP | DG | 256677105 | $7.3M | 0.91% | 61,218 | SH |
| 32 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.9M | 0.87% | 23,565 | SH |
| 33 | EDISON INTL | EIX | 281020107 | $6.7M | 0.84% | 91,962 | SH |
| 34 | CNH INDL N V | CNH | N20944109 | $6.7M | 0.84% | 609,188 | SH |
| 35 | KINDER MORGAN INC DEL | KMI | 49456B101 | $6.7M | 0.83% | 198,734 | SH |
| 36 | WEC ENERGY GROUP INC | WEC | 92939U106 | $6.5M | 0.81% | 56,394 | SH |
| 37 | HERSHEY CO | HSY | 427866108 | $6.5M | 0.81% | 31,260 | SH |
| 38 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $6.1M | 0.76% | 113,089 | SH |
| 39 | LOCKHEED MARTIN CORP | LMT | 539830109 | $6.1M | 0.76% | 10,091 | SH |
| 40 | AMAZON COM INC | AMZN | 023135106 | $5.9M | 0.74% | 28,317 | SH |
| 41 | FORD MTR CO | F | 345370860 | $5.6M | 0.69% | 481,092 | SH |
| 42 | TARGET CORP | TGT | 87612E106 | $5.4M | 0.68% | 44,758 | SH |
| 43 | ISHARES TR | IVV | 464287200 | $5.4M | 0.67% | 8,273 | SH |
| 44 | EVERSOURCE ENERGY | ES | 30040W108 | $5.1M | 0.64% | 73,892 | SH |
| 45 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.1M | 0.63% | 29,131 | SH |
| 46 | TEXAS INSTRS INC | TXN | 882508104 | $5.1M | 0.63% | 26,067 | SH |
| 47 | FIDELITY NATL FINL INC | FNF | 31620R303 | $5.0M | 0.62% | 107,041 | SH |
| 48 | UNITED BANKSHARES INC WEST V | UBSI | 909907107 | $4.6M | 0.58% | 111,894 | SH |
| 49 | US BANCORP | USB | 902973304 | $4.6M | 0.57% | 88,451 | SH |
| 50 | SPDR SERIES TRUST | SDY | 78464A763 | $4.5M | 0.57% | 31,089 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $801.3M | 206 | 0001172661-26-001927 |
| 2025-12-31 | 2026-01-29 | $797.1M | 204 | 0001172661-26-000390 |
| 2025-09-30 | 2025-10-31 | $814.9M | 204 | 0001172661-25-004525 |