Data as of Q4 2025 (Dec 31, 2025)

1834 INVESTMENT ADVISORS CO

โ€ขCIK: 1138486โ€ขFiling: Q4 2025

**1834 INVESTMENT ADVISORS CO** manages $797M across a diversified portfolio of 204 positions. The strategy exhibits a notable allocation toward core fixed income and broad market exposure, evidenced by top holdings including IVW ($43.1M) and VGSH ($40.1M). Significant technology and equity exposure is maintained through positions in AAPL ($25.2M) and MSFT ($23.6M). The portfolio structure suggests a balanced approach combining defensive fixed income mandates with established large-cap growth names.

Total AUM
$797.1M
QoQ Performance
-2.2%
Positions
158
Top 10 Concentration
35.1%
Latest Filing
Q4 2025

Top Holdings Allocation

IVW
VGSH
IVW5.4%
VGSH5.0%
VCSH4.1%
IVE3.7%
AAPL3.2%
VCIT3.1%
MSFT3.0%
VOO2.9%

๐Ÿ“ˆ Biggest Buys

UBSI
UNITED BANKSHARES INC WEST V
NEW
0.5% of portfolio
USB
US BANCORP DEL
+319.7%
0.5% of portfolio
EIX
EDISON INTL
NEW
0.3% of portfolio
PCAR
PACCAR INC
NEW
0.2% of portfolio
XLK
SELECT SECTOR SPDR TR
+95.8%
0.4% of portfolio

๐Ÿ“‰ Biggest Sells

ALLY
ALLY FINL INC
-52.3%
0.6% of portfolio
KR
KROGER CO
-47.2%
0.3% of portfolio
VIRT
VIRTU FINL INC
-36.9%
0.5% of portfolio
IVE
ISHARES TR
-6.9%
3.7% of portfolio
8CW
CROWN CASTLE INC
-31.4%
0.5% of portfolio

Sector Breakdown

Other66.8%
Technology12.6%
Healthcare6.5%
ETF4.0%
Financial3.5%
Consumer Staples1.6%
Communication1.3%
Consumer1.2%

๐Ÿšช Exited Positionssold since Q3 2025

DOW
DOW INC
SOLD
$1.8M
HON
HONEYWELL INTL INC
SOLD
$938.0K
MOS
MOSAIC CO NEW
SOLD
$590.0K
GEV
GE VERNOVA INC
SOLD
$354.8K
RPRX
ROYALTY PHARMA PLC
SOLD
$335.2K
+9 more exited positions

Changes from Q3 2025

NEW10 new positions
โ†‘38 increased
โ†“117 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023