1834 INVESTMENT ADVISORS CO

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Institutional

CIK 0001138486

$801.3M

Reported AUM

206

Positions

Q1 2026

Period

2026-05-14

Filed

The Brief · 1834 INVESTMENT ADVISORS CO · Q1 2026

AI · grounded in 13F

1834 INVESTMENT ADVISORS CO increased its position in EIX by 128.32%. The fund also accumulated shares in SPYG by 31.29% and CVX by 19.56%. On the sell side, the fund trimmed its holdings in CCI by 89.31% and D by 69.32%.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	VGSH	VANGUARD SCOTTSDALE FDS	$58.12	0.07%	2.55%	9.68%	$40.4M	5.04%	—	HELD
2	IVW	ISHARES TR	$129.28	-1.93%	18.47%	73.34%	$36.9M	4.60%	—	HELD
3	VCSH	VANGUARD SCOTTSDALE FDS	$78.61	-0.01%	3.07%	12.15%	$34.2M	4.27%	—	HELD
4	IVE	ISHARES TR	$232.36	-0.88%	21.50%	68.96%	$28.5M	3.56%	—	HELD
5	VCIT	VANGUARD SCOTTSDALE FDS	$81.26	-0.31%	2.51%	3.92%	$24.4M	3.05%	—	HELD
6	VGIT	VANGUARD SCOTTSDALE FDS	$58.43	-0.19%	1.44%	-0.60%	$22.8M	2.85%	—	HELD
7	AAPL	APPLE INC	$338.10	-0.58%	67.77%	128.17%	$22.8M	2.84%	—	HELD
8	VOO	VANGUARD INDEX FDS	$670.55	-1.53%	18.74%	73.44%	$22.2M	2.77%	—	HELD
9	MSFT	MICROSOFT CORP	$390.50	-0.72%	-24.89%	34.54%	$17.7M	2.21%	—	HELD
10	SPYV	SPDR SERIES TRUST	$62.18	-0.94%	22.66%	71.60%	$17.2M	2.14%	—	HELD
11	APA	APA CORPORATION	$36.70	5.07%	105.74%	119.19%	$16.4M	2.05%	—	HELD
12	SPYG	SPDR SERIES TRUST	$111.91	-2.01%	17.20%	72.48%	$15.9M	1.98%	—	HELD
13	IJK	ISHARES TR	$110.26	-2.21%	22.28%	40.68%	$15.3M	1.90%	—	HELD
14	VMBS	VANGUARD SCOTTSDALE FDS	$46.19	-0.39%	4.01%	2.03%	$15.1M	1.89%	—	HELD
15	VEA	VANGUARD TAX-MANAGED FDS	$68.98	-0.89%	27.83%	54.95%	$15.0M	1.87%	—	HELD
16	IJJ	ISHARES TR	$147.97	-1.10%	24.20%	52.39%	$12.6M	1.57%	—	HELD
17	GLD	SPDR GOLD TR	$371.00	0.44%	19.49%	117.67%	$12.1M	1.52%	—	HELD
18	GOOGL	ALPHABET INC	$336.30	0.78%	76.51%	132.04%	$12.0M	1.49%	—	HELD
19	CTRA	COTERRA ENERGY INC	—	—	—	—	$11.9M	1.49%	—	HELD
20	MRK	MERCK & CO INC	$130.39	-1.08%	70.49%	100.41%	$10.3M	1.28%	—	HELD
21	AVGO	BROADCOM INC	$370.73	-2.67%	31.81%	734.42%	$10.2M	1.27%	—	HELD
22	T	AT&T INC	$23.94	-2.90%	-7.83%	59.47%	$10.1M	1.26%	—	HELD
23	BMY	BRISTOL-MYERS SQUIBB CO	$63.10	-0.79%	50.70%	16.74%	$9.9M	1.24%	—	HELD
24	VZ	VERIZON COMMUNICATIONS INC	$47.24	-1.97%	20.06%	20.19%	$9.8M	1.22%	—	HELD
25	CVX	CHEVRON CORPORATION	$191.90	2.30%	32.10%	140.30%	$9.6M	1.19%	—	HELD
26	JNJ	JOHNSON & JOHNSON	$265.69	-0.39%	64.28%	77.25%	$9.5M	1.19%	—	HELD
27	MO	ALTRIA GROUP INC	$74.96	0.19%	29.32%	119.22%	$8.9M	1.12%	—	HELD
28	TFC	TRUIST FINL CORP	$52.31	-1.28%	28.93%	16.98%	$8.6M	1.07%	—	HELD
29	PFE	PFIZER INC	$25.16	-0.36%	15.03%	-28.59%	$8.1M	1.01%	—	HELD
30	CVS	CVS HEALTH CORP	$105.86	-3.18%	80.58%	49.40%	$7.6M	0.95%	—	HELD
31	DG	DOLLAR GEN CORP	$128.68	2.15%	—	—	$7.3M	0.91%	—	HELD
32	JPM	JPMORGAN CHASE & CO	$345.27	-3.37%	—	—	$6.9M	0.87%	—	HELD
33	EIX	EDISON INTL	$78.63	-1.45%	—	—	$6.7M	0.84%	—	HELD
34	CNH	CNH INDL N V	$10.76	-5.94%	—	—	$6.7M	0.84%	—	HELD
35	KMI	KINDER MORGAN INC DEL	$31.86	0.79%	—	—	$6.7M	0.83%	—	HELD
36	WEC	WEC ENERGY GROUP INC	$111.29	-2.04%	—	—	$6.5M	0.81%	—	HELD
37	HSY	HERSHEY CO	$183.91	0.28%	—	—	$6.5M	0.81%	—	HELD
38	VWO	VANGUARD INTL EQUITY INDEX F	$56.93	-1.40%	—	—	$6.1M	0.76%	—	HELD
39	LMT	LOCKHEED MARTIN CORP	$569.33	-2.06%	—	—	$6.1M	0.76%	—	HELD
40	AMZN	AMAZON COM INC	$226.46	-1.91%	—	—	$5.9M	0.74%	—	HELD
41	F	FORD MTR CO	$15.28	2.14%	—	—	$5.6M	0.69%	—	HELD
42	TGT	TARGET CORP	$145.92	1.19%	—	—	$5.4M	0.68%	—	HELD
43	IVV	ISHARES TR	$733.37	-1.46%	—	—	$5.4M	0.67%	—	HELD
44	ES	EVERSOURCE ENERGY	$74.76	-0.84%	—	—	$5.1M	0.64%	—	HELD
45	NVDA	NVIDIA CORPORATION	$190.16	-3.48%	—	—	$5.1M	0.63%	—	HELD
46	TXN	TEXAS INSTRS INC	$271.30	-2.08%	—	—	$5.1M	0.63%	—	HELD
47	FNF	FIDELITY NATL FINL INC	$53.45	-1.20%	—	—	$5.0M	0.62%	—	HELD
48	UBSI	UNITED BANKSHARES INC WEST V	$48.88	-0.24%	—	—	$4.6M	0.58%	—	HELD
49	USB	US BANCORP	$62.82	-2.50%	—	—	$4.6M	0.57%	—	HELD
50	SDY	SPDR SERIES TRUST	$157.75	-0.60%	—	—	$4.5M	0.57%	—	HELD
51	PSA	PUBLIC STORAGE OPER CO	$329.44	-0.31%	—	—	$4.4M	0.55%	—	HELD
52	QCOM	QUALCOMM INC	$156.16	-4.13%	—	—	$4.4M	0.54%	—	HELD
53	CAG	CONAGRA BRANDS INC	$15.50	0.45%	—	—	$4.2M	0.53%	—	HELD
54	WU	WESTERN UN CO	$8.09	-2.06%	—	—	$4.1M	0.51%	—	HELD
55	C	CITIGROUP INC	$127.11	-4.05%	—	—	$3.9M	0.48%	—	HELD
56	IJS	ISHARES TR	$135.85	-1.02%	—	—	$3.6M	0.45%	—	HELD
57	IJT	ISHARES TR	$170.11	-1.73%	—	—	$3.5M	0.44%	—	HELD
58	TSN	TYSON FOODS INC	$61.04	-0.23%	—	—	$3.5M	0.44%	—	HELD
59	TROW	PRICE T ROWE GROUP INC	$118.87	-2.31%	—	—	$3.4M	0.42%	—	HELD
60	PCAR	PACCAR INC	$133.88	-3.13%	—	—	$3.4M	0.42%	—	HELD
61	EFA	ISHARES TR	$103.36	-0.51%	—	—	$3.3M	0.42%	—	HELD
62	O	REALTY INCOME CORP	$65.54	-0.29%	—	—	$3.3M	0.41%	—	HELD
63	VTEB	VANGUARD MUN BD FDS	$49.70	-0.14%	—	—	$3.2M	0.40%	—	HELD
64	PG	PROCTER & GAMBLE CO	$146.12	-1.85%	—	—	$3.2M	0.40%	—	HELD
65	VIRT	VIRTU FINL INC	$57.93	-1.26%	—	—	$3.1M	0.38%	—	HELD
66	DOC	HEALTHPEAK PROPERTIES INC	$22.48	-1.49%	—	—	$3.0M	0.38%	—	HELD
67	SPY	STATE STR SPDR S&P 500 ETF T	$729.62	-1.52%	—	—	$3.0M	0.38%	—	HELD
68	LLY	ELI LILLY & CO	$1211.59	-0.74%	—	—	$2.9M	0.36%	—	HELD
69	SCHA	SCHWAB STRATEGIC TR	$32.86	-2.09%	—	—	$2.8M	0.36%	—	HELD
70	BIL	SPDR SERIES TRUST	$91.64	0.01%	—	—	$2.8M	0.35%	—	HELD
71	IWO	ISHARES TR	$363.70	-2.14%	—	—	$2.6M	0.32%	—	HELD
72	WTM	WHITE MTNS INS GROUP LTD	$2150.34	-2.37%	—	—	$2.6M	0.32%	—	HELD
73	XLK	SELECT SECTOR SPDR TR	$166.56	-2.65%	—	—	$2.5M	0.31%	—	HELD
74	PM	PHILIP MORRIS INTL INC	$198.43	-0.87%	—	—	$2.5M	0.31%	—	HELD
75	ALLY	ALLY FINL INC	$42.94	-2.65%	—	—	$2.5M	0.31%	—	HELD
76	CSCO	CISCO SYS INC	$112.53	-2.64%	—	—	$2.4M	0.30%	—	HELD
77	UNH	UNITEDHEALTH GROUP INC	$420.71	-1.88%	—	—	$2.2M	0.27%	—	HELD
78	SHYG	ISHARES TR	$42.04	-0.17%	—	—	$2.1M	0.27%	—	HELD
79	MDY	STATE STR SPDR S&P MIDCAP 40	$681.16	-1.70%	—	—	$2.1M	0.26%	—	HELD
80	XOM	EXXON MOBIL CORP	$156.88	2.51%	—	—	$2.1M	0.26%	—	HELD
81	KLAC	KLA CORP	$170.19	-10.80%	—	—	$2.1M	0.26%	—	HELD
82	IWM	ISHARES TR	$288.64	-1.61%	—	—	$2.1M	0.26%	—	HELD
83	BBY	BEST BUY INC	$90.17	0.78%	—	—	$2.1M	0.26%	—	HELD
84	META	META PLATFORMS INC	$585.07	-1.41%	—	—	$1.9M	0.24%	—	HELD
85	OEF	ISHARES TR	$358.27	-1.63%	—	—	$1.8M	0.23%	—	HELD
86	IJH	ISHARES TR	$74.73	-1.71%	—	—	$1.8M	0.23%	—	HELD
87	IWF	ISHARES TR	$114.05	-2.09%	—	—	$1.7M	0.21%	—	HELD
88	KR	KROGER CO	$59.87	1.15%	—	—	$1.6M	0.21%	—	HELD
89	VOT	VANGUARD INDEX FDS	$290.39	-1.16%	—	—	$1.6M	0.21%	—	HELD
90	LAMR	LAMAR ADVERTISING CO	$164.33	1.31%	—	—	$1.6M	0.20%	—	HELD
91	D	DOMINION ENERGY INC	$70.55	-0.10%	—	—	$1.6M	0.20%	—	HELD
92	V	VISA INC	$369.54	0.80%	—	—	$1.6M	0.20%	—	HELD
93	VNQ	VANGUARD INDEX FDS	$100.66	-0.29%	—	—	$1.5M	0.19%	—	HELD
94	VOE	VANGUARD INDEX FDS	$205.92	-0.74%	—	—	$1.4M	0.18%	—	HELD
95	XLV	SELECT SECTOR SPDR TR	$166.24	-0.61%	—	—	$1.4M	0.18%	—	HELD
96	BK	BANK NEW YORK MELLON CORP	—	—	—	—	$1.4M	0.18%	—	HELD
97	WMT2	WELLS FARGO & CO	—	—	—	—	$1.4M	0.17%	—	HELD
98	COST	COSTCO WHOLESALE CORPORATION	$973.73	0.74%	—	—	$1.4M	0.17%	—	HELD
99	VBR	VANGUARD INDEX FDS	$245.07	-1.22%	—	—	$1.4M	0.17%	—	HELD
100	ASML	ASML HLDG NV	$1549.45	-2.12%	—	—	$1.3M	0.17%	—	HELD
101	HD	HOME DEPOT INC	—	—	—	—	$1.3M	0.16%	—	HELD
102	GIS	GENERAL MILLS INC	—	—	—	—	$1.3M	0.16%	—	HELD
103	VBK	VANGUARD INDEX FDS	—	—	—	—	$1.3M	0.16%	—	HELD
104	EL	LAUDER ESTEE COS INC	—	—	—	—	$1.2M	0.15%	—	HELD
105	WSM	WILLIAMS SONOMA INC	—	—	—	—	$1.2M	0.15%	—	HELD
106	VTR	VENTAS INC	—	—	—	—	$1.2M	0.15%	—	HELD
107	TSM	TAIWAN SEMICONDUCTOR MANUFAC	—	—	—	—	$1.2M	0.14%	—	HELD
108	LYB	LYONDELLBASELL INDUSTRIES NV	—	—	—	—	$1.1M	0.14%	—	HELD
109	ABBV	ABBVIE INC	—	—	—	—	$1.0M	0.13%	—	HELD
110	IVOO	VANGUARD ADMIRAL FDS INC	—	—	—	—	$1.0M	0.13%	—	HELD
111	SO	SOUTHERN CO	—	—	—	—	$1.0M	0.13%	—	HELD
112	AMD	ADVANCED MICRO DEVICES INC	—	—	—	—	$996K	0.12%	—	HELD
113	IJR	ISHARES TR	—	—	—	—	$978K	0.12%	—	HELD
114	FLIN	FRANKLIN TEMPLETON ETF TR	—	—	—	—	$977K	0.12%	—	HELD
115	SHW	SHERWIN WILLIAMS CO	—	—	—	—	$962K	0.12%	—	HELD
116	ORCL	ORACLE CORP	—	—	—	—	$958K	0.12%	—	HELD
117	FTNT	FORTINET INC	—	—	—	—	$950K	0.12%	—	HELD
118	HII	HUNTINGTON INGALLS INDS INC	—	—	—	—	$943K	0.12%	—	HELD
119	P	EVERPURE INC	—	—	—	—	$939K	0.12%	—	HELD
120	AEP	AMERICAN ELEC PWR CO INC	—	—	—	—	$911K	0.11%	—	HELD
121	SYY	SYSCO CORP	—	—	—	—	$899K	0.11%	—	HELD
122	IWD	ISHARES TR	—	—	—	—	$890K	0.11%	—	HELD
123	USRT	ISHARES TR	—	—	—	—	$881K	0.11%	—	HELD
124	PEP	PEPSICO INC	—	—	—	—	$875K	0.11%	—	HELD
125	CBOE	CBOE GLOBAL MKTS INC	—	—	—	—	$863K	0.11%	—	HELD
126	UNP	UNION PAC CORP	—	—	—	—	$861K	0.11%	—	HELD
127	WMT	WALMART INC	—	—	—	—	$838K	0.10%	—	HELD
128	MRVL	MARVELL TECHNOLOGY INC	—	—	—	—	$835K	0.10%	—	HELD
129	MDLZ	MONDELEZ INTL INC	—	—	—	—	$828K	0.10%	—	HELD
130	CFG	CITIZENS FINL GROUP INC	—	—	—	—	$790K	0.10%	—	HELD
131	TMO	THERMO FISHER SCIENTIFIC INC	—	—	—	—	$780K	0.10%	—	HELD
132	ALB	ALBEMARLE CORP	—	—	—	—	$763K	0.10%	—	HELD
133	STLD	STEEL DYNAMICS INC	—	—	—	—	$747K	0.09%	—	HELD
134	BRK/A	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$718K	0.09%	—	HELD
135	SYK	STRYKER CORPORATION	—	—	—	—	$715K	0.09%	—	HELD
136	ITOT	ISHARES TR	—	—	—	—	$711K	0.09%	—	HELD
137	VTWO	VANGUARD SCOTTSDALE FDS	—	—	—	—	$688K	0.09%	—	HELD
138	MMM	3M CO	—	—	—	—	$681K	0.09%	—	HELD
139	ISRG	INTUITIVE SURGICAL INC	—	—	—	—	$672K	0.08%	—	HELD
140	PANW	PALO ALTO NETWORKS INC	—	—	—	—	$665K	0.08%	—	HELD
141	GOOG	ALPHABET INC	—	—	—	—	$643K	0.08%	—	HELD
142	IWV	ISHARES TR	—	—	—	—	$642K	0.08%	—	HELD
143	CAT	CATERPILLAR INC	—	—	—	—	$633K	0.08%	—	HELD
144	ABT	ABBOTT LABORATORIES	—	—	—	—	$632K	0.08%	—	HELD
145	SLB	SLB LIMITED	—	—	—	—	$620K	0.08%	—	HELD
146	MLI	MUELLER INDS INC	—	—	—	—	$601K	0.07%	—	HELD
147	BLK	BLACKROCK INC	—	—	—	—	$581K	0.07%	—	HELD
148	EFX	EQUIFAX INC	—	—	—	—	$569K	0.07%	—	HELD
149	COP	CONOCOPHILLIPS	—	—	—	—	$555K	0.07%	—	HELD
150	CCL1EUR	CARNIVAL CORP	—	—	—	—	$554K	0.07%	—	HELD
151	FPE	FIRST TR EXCH TRADED FD III	—	—	—	—	$552K	0.07%	—	HELD
152	CRM	SALESFORCE INC	—	—	—	—	$547K	0.07%	—	HELD
153	HYMB	SPDR SERIES TRUST	—	—	—	—	$544K	0.07%	—	HELD
154	NVO	NOVO-NORDISK A S	—	—	—	—	$537K	0.07%	—	HELD
155	VGT	VANGUARD WORLD FD	—	—	—	—	$536K	0.07%	—	HELD
156	COF	CAPITAL ONE FINL CORP	—	—	—	—	$535K	0.07%	—	HELD
157	CB	CHUBB LTD SWITZ	—	—	—	—	$531K	0.07%	—	HELD
158	APD	AIR PRODUCTS AND CHEMICALS I	—	—	—	—	$527K	0.07%	—	HELD
159	SHM	SPDR SERIES TRUST	—	—	—	—	$524K	0.07%	—	HELD
160	EMR	EMERSON ELEC CO	—	—	—	—	$520K	0.06%	—	HELD
161	ITM	VANECK ETF TRUST	—	—	—	—	$518K	0.06%	—	HELD
162	KHC	KRAFT HEINZ CO	—	—	—	—	$493K	0.06%	—	HELD
163	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$463K	0.06%	—	HELD
164	TAP	MOLSON COORS BEVERAGE CO	—	—	—	—	$441K	0.06%	—	HELD
165	CCK	CROWN HLDGS INC	—	—	—	—	$433K	0.05%	—	HELD
166	VRP	INVESCO EXCH TRADED FD TR II	—	—	—	—	$420K	0.05%	—	HELD
167	XLE	SELECT SECTOR SPDR TR	—	—	—	—	$419K	0.05%	—	HELD
168	RTX	RTX CORPORATION	—	—	—	—	$415K	0.05%	—	HELD
169	CCI	CROWN CASTLE INC	—	—	—	—	$413K	0.05%	—	HELD
170	IP	INTERNATIONAL PAPER CO	—	—	—	—	$411K	0.05%	—	HELD
171	VEEV	VEEVA SYS INC	—	—	—	—	$403K	0.05%	—	HELD
172	MU	MICRON TECHNOLOGY INC	—	—	—	—	$389K	0.05%	—	HELD
173	SUB	ISHARES TR	—	—	—	—	$387K	0.05%	—	HELD
174	PINS	PINTEREST INC	—	—	—	—	$385K	0.05%	—	HELD
175	NOC	NORTHROP GRUMMAN CORP	—	—	—	—	$384K	0.05%	—	HELD
176	SHV	ISHARES TR	—	—	—	—	$378K	0.05%	—	HELD
177	FBIZ	FIRST BUSINESS FINL SVCS INC	—	—	—	—	$365K	0.05%	—	HELD
178	DHR	DANAHER CORP DEL	—	—	—	—	$356K	0.04%	—	HELD
179	IBM	INTERNATIONAL BUSINESS MACHS	—	—	—	—	$352K	0.04%	—	HELD
180	VRT	VERTIV HOLDINGS CO	—	—	—	—	$349K	0.04%	—	HELD
181	BBWI	BATH & BODY WORKS INC	—	—	—	—	$347K	0.04%	—	HELD
182	EOG	EOG RES INC	—	—	—	—	$322K	0.04%	—	HELD
183	KMX	CARMAX INC	—	—	—	—	$319K	0.04%	—	HELD
184	AON	AON PLC	—	—	—	—	$318K	0.04%	—	HELD
185	BSX	BOSTON SCIENTIFIC CORP	—	—	—	—	$317K	0.04%	—	HELD
186	IXC	ISHARES TR	—	—	—	—	$316K	0.04%	—	HELD
187	GE	GE AEROSPACE	—	—	—	—	$308K	0.04%	—	HELD
188	XLF	SELECT SECTOR SPDR TR	—	—	—	—	$297K	0.04%	—	HELD
189	IWR	ISHARES TR	—	—	—	—	$294K	0.04%	—	HELD
190	SAN	BANCO SANTANDER SA	—	—	—	—	$294K	0.04%	—	HELD
191	BAC	BANK AMERICA CORP	—	—	—	—	$293K	0.04%	—	HELD
192	EEM	ISHARES TR	—	—	—	—	$290K	0.04%	—	HELD
193	VIOO	VANGUARD ADMIRAL FDS INC	—	—	—	—	$288K	0.04%	—	HELD
194	VTI	VANGUARD INDEX FDS	—	—	—	—	$278K	0.03%	—	HELD
195	PLTR	PALANTIR TECHNOLOGIES INC	—	—	—	—	$269K	0.03%	—	HELD
196	MS	MORGAN STANLEY	—	—	—	—	$263K	0.03%	—	HELD
197	PFXF	VANECK ETF TRUST	—	—	—	—	$261K	0.03%	—	HELD
198	DE	DEERE & CO	—	—	—	—	$256K	0.03%	—	HELD
199	INTC	INTEL CORP	—	—	—	—	$250K	0.03%	—	HELD
200	QQQ	INVESCO QQQ TR	—	—	—	—	$246K	0.03%	—	HELD
201	GEV	GE VERNOVA INC	—	—	—	—	$246K	0.03%	—	HELD
202	XLU	SELECT SECTOR SPDR TR	—	—	—	—	$243K	0.03%	—	HELD
203	IWN	ISHARES TR	—	—	—	—	$235K	0.03%	—	HELD
204	ADP	AUTOMATIC DATA PROCESSING IN	—	—	—	—	$223K	0.03%	—	HELD
205	TOL	TOLL BROTHERS INC	—	—	—	—	$216K	0.03%	—	HELD
206	NI	NISOURCE INC	—	—	—	—	$215K	0.03%	—	HELD

Source: SEC EDGAR · accession 0001172661-26-001927. 13F discloses long positions only — shorts, foreign equities, and options are excluded.