1834 Investment Advisors Co.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), 1834 Investment Advisors Co. reported 206 stock positions worth $801.3 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 5.0% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 4.6%) and Vanguard S/T Corp. Bond ETF (VCSH, 4.3%). Compared with Q4 2025, it opened 7 new positions, sold out of 5, added to 62 and reduced 90. The biggest buy was Apa (APA, shares +12%) and the biggest sale iShares S&P 500 Growth ETF (IVW, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Milwaukee, WI
- CIK
- 0001138486
- Portfolio Value
- $801.3M (Q1 2026)
- SEC Filing
- 0001172661-26-001927 ↗ filed May 14, 2026
Holdings Value
Holdings 206 stocks · $801.3M
| VGSH Vanguard Short-Term Treasury | 5.04% | 690,209 | $40.4M | Add +1.1% |
| IVW iShares S&P 500 Growth ETF | 4.60% | 325,789 | $36.9M | Reduce -6.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.27% | 432,018 | $34.2M | Add +6.0% |
| IVE iShares S&P 500 Value ETF | 3.56% | 135,177 | $28.5M | Reduce -2.3% |
| VCIT Vanguard Int-Term Corporate | 3.05% | 295,340 | $24.4M | Add +1.4% |
| VGIT Vanguard Intermediate-Term T | 2.85% | 382,976 | $22.8M | Add +9.4% |
| AAPL Apple Inc. | 2.85% | 89,825 | $22.8M | Reduce -3.2% |
| VOO Vanguard S&P 500 ETF | 2.77% | 37,106 | $22.2M | Add +2.4% |
| MSFT Microsoft Corp. | 2.21% | 47,908 | $17.7M | Reduce -1.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.14% | 303,396 | $17.2M | Add +0.8% |
| APA Apa Corp. | 2.05% | 387,115 | $16.4M | Add +11.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.98% | 162,313 | $15.9M | Add +31.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.90% | 151,611 | $15.3M | Reduce -1.3% |
| VMBS Vanguard Mortgage-Backed Sec | 1.89% | 321,798 | $15.1M | Add +16.6% |
| VEA Vanguard Ftse Developed ETF | 1.87% | 233,810 | $15.0M | Reduce -0.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.57% | 94,959 | $12.6M | Reduce -4.5% |
| GLD SPDR Gold Shares | 1.52% | 28,228 | $12.1M | Add +2.2% |
| GOOGL Alphabet Inc. Class A | 1.49% | 41,635 | $12.0M | Reduce -2.9% |
| CTRA Coterra Energy Inc. | 1.49% | 339,533 | $11.9M | Add +3.2% |
| MRK Merck & Co. Inc. | 1.28% | 85,346 | $10.3M | Add +2.5% |
| AVGO Broadcom Inc. | 1.27% | 32,936 | $10.2M | Reduce -1.5% |
| T AT&T Inc. | 1.26% | 349,165 | $10.1M | Reduce -15.7% |
| BMY Bristol-Myers Squibb Co. | 1.24% | 163,607 | $9.9M | Add +1.9% |
| VZ Verizon Communications Inc. | 1.22% | 195,209 | $9.8M | Reduce -1.0% |
| CVX Chevron Corp. | 1.19% | 46,183 | $9.6M | Add +19.6% |
| JNJ Johnson & Johnson | 1.19% | 38,934 | $9.5M | Reduce -1.6% |
| MO Altria Group Inc. | 1.12% | 135,454 | $8.9M | Reduce -0.5% |
| TFC Truist Financial Corp. | 1.07% | 187,020 | $8.6M | Add +1.6% |
| PFE Pfizer Inc. | 1.01% | 287,695 | $8.1M | Add +3.4% |
| CVS CVS Health Corp. | 0.95% | 106,004 | $7.6M | Reduce -10.2% |
| DG Dollar General Corp. | 0.91% | 61,218 | $7.3M | Reduce -3.6% |
| JPM JPMorgan Chase & Co. | 0.87% | 23,565 | $6.9M | Reduce -0.5% |
| EIX Edison International | 0.84% | 91,962 | $6.7M | Add +128.3% |
| CNH CNH Industrial NV | 0.84% | 609,188 | $6.7M | Add +4.1% |
| KMI Kinder Morgan Inc. | 0.83% | 198,734 | $6.7M | Reduce -21.2% |
| WEC WEC Energy Group Inc. | 0.81% | 56,394 | $6.5M | Add +0.3% |
| HSY The Hershey Co. | 0.81% | 31,260 | $6.5M | Add +4.4% |
| VWO Vanguard Ftse Emerging Marke | 0.76% | 113,089 | $6.1M | Add +3.9% |
| LMT Lockheed Martin Corp. | 0.76% | 10,091 | $6.1M | Reduce -4.5% |
| AMZN Amazon.com Inc. | 0.74% | 28,317 | $5.9M | Reduce -0.6% |
| F Ford Motor Co. filed as FORD MTR CO | 0.69% | 481,092 | $5.6M | Add +0.7% |
| TGT Target Corp. | 0.68% | 44,758 | $5.4M | Add +3.3% |
| IVV iShares Core S&P 500 ETF | 0.67% | 8,273 | $5.4M | Reduce -4.1% |
| ES Eversource Energy | 0.64% | 73,892 | $5.1M | Add +13.1% |
| NVDA Nvidia Corp. | 0.63% | 29,131 | $5.1M | Add +0.1% |
| TXN Texas Instruments Inc. | 0.63% | 26,067 | $5.1M | Add +1.3% |
| FNF Fidelity National Financial | 0.62% | 107,041 | $5.0M | Add +0.2% |
| UBSI United Bankshares Inc. | 0.58% | 111,894 | $4.6M | Add +16.1% |
| USB US Bancorp | 0.57% | 88,451 | $4.6M | Add +19.1% |
| SDY SS SPDR S&P Dividend ETF | 0.57% | 31,089 | $4.5M | Reduce -2.7% |
| PSA Public Storage | 0.55% | 16,402 | $4.4M | Add +7.9% |
| QCOM Qualcomm Inc. | 0.54% | 33,816 | $4.4M | Add +2.0% |
| CAG Conagra Brands Inc. | 0.53% | 270,174 | $4.2M | Add +34.6% |
| WU Western Union Co. | 0.51% | 471,116 | $4.1M | Reduce -3.0% |
| C Citigroup Inc. | 0.48% | 34,143 | $3.9M | Reduce -20.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.45% | 30,588 | $3.6M | Reduce -2.0% |
| IJT iShares S&P Small-Cap 600 GR | 0.44% | 24,419 | $3.5M | Reduce -3.4% |
| TSN Tyson Foods Inc. Class A | 0.44% | 54,899 | $3.5M | Add +9.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.42% | 37,712 | $3.4M | Add +0.6% |
| PCAR Paccar Inc. | 0.42% | 29,376 | $3.4M | Add +75.7% |
| EFA iShares MSCI Eafe ETF | 0.42% | 34,400 | $3.3M | Reduce -2.8% |
| O Realty Income Corp. | 0.41% | 54,008 | $3.3M | Add +35.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.40% | 64,993 | $3.2M | Add +96.7% |
| PG The Procter & Gamble Co. | 0.40% | 22,224 | $3.2M | No change |
| VIRT Virtu Financial Inc. Class A | 0.38% | 69,811 | $3.1M | Reduce -41.5% |
| DOC Healthpeak Properties Inc. | 0.38% | 183,971 | $3.0M | Add +96.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 4,633 | $3.0M | Reduce -2.3% |
| LLY Eli Lilly & Co. | 0.36% | 3,175 | $2.9M | Reduce -0.6% |
| SCHA Schwab US Small-Cap ETF | 0.36% | 97,894 | $2.8M | Add +0.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.35% | 30,732 | $2.8M | Reduce -53.3% |
| IWO iShares Russell 2000 Growth | 0.32% | 8,262 | $2.6M | Reduce -0.6% |
| WTM White Mountains Insurance GP | 0.32% | 1,176 | $2.6M | No change |
| XLK SS Technology Select Sector | 0.31% | 18,934 | $2.5M | Reduce -17.6% |
| PM Philip Morris International | 0.31% | 15,065 | $2.5M | Reduce -6.2% |
| ALLY Ally Financial Inc. | 0.31% | 63,055 | $2.5M | Reduce -37.7% |
| CSCO Cisco Systems Inc. | 0.30% | 30,996 | $2.4M | Reduce -27.9% |
| UNH Unitedhealth Group Inc. | 0.27% | 8,037 | $2.2M | Reduce -6.4% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.27% | 50,242 | $2.1M | Add +4.0% |
| MDY State Street SPDR S&P Midcap | 0.26% | 3,402 | $2.1M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.26% | 12,349 | $2.1M | Reduce -4.4% |
| KLAC KLA Corp. | 0.26% | 1,404 | $2.1M | Reduce -3.5% |
| IWM iShares Russell 2000 ETF | 0.26% | 8,328 | $2.1M | No change |
| BBY Best Buy Co. Inc. | 0.26% | 32,156 | $2.1M | Add +4.2% |
| META Meta Platforms Inc. Class A | 0.24% | 3,346 | $1.9M | Reduce -2.3% |
| OEF iShares S&P 100 ETF | 0.23% | 5,801 | $1.8M | Add +40.6% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 27,153 | $1.8M | No change |
| IWF iShares Russell 1000 Growth | 0.21% | 4,017 | $1.7M | Reduce -3.7% |
| KR Kroger Co. | 0.21% | 22,769 | $1.6M | Reduce -46.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.21% | 6,393 | $1.6M | Add +8.7% |
| LAMR Lamar Advertising Co. Class A | 0.20% | 12,772 | $1.6M | Add +120.3% |
| D Dominion Energy Inc. | 0.20% | 25,507 | $1.6M | Reduce -69.3% |
| V Visa Inc. Class A | 0.20% | 5,200 | $1.6M | Reduce -1.9% |
| VNQ Vanguard Real Estate ETF | 0.19% | 16,723 | $1.5M | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.18% | 7,809 | $1.4M | Add +1.1% |
| XLV SS Health Care Select Sector | 0.18% | 9,590 | $1.4M | Add +8.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.18% | 11,844 | $1.4M | No change |
| WFC Wells Fargo & Co. | 0.17% | 17,284 | $1.4M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 0.17% | 1,360 | $1.4M | Add +1.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 6,216 | $1.4M | Reduce -1.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.17% | 1,008 | $1.3M | Reduce -4.8% |
Portfolio Sells Q4 2025 → Q1 2026
| IVW iShares S&P 500 Growth ETF | Reduce -6.9% | 4.60% | −0.81 |
| MSFT Microsoft Corp. | Reduce -1.9% | 2.21% | −0.75 |
| CCI Crown Castle Inc. | Reduce -89.3% | 0.05% | −0.48 |
| D Dominion Energy Inc. | Reduce -69.3% | 0.20% | −0.41 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -53.3% | 0.35% | −0.40 |
| AAPL Apple Inc. | Reduce -3.2% | 2.85% | −0.32 |
| ALLY Ally Financial Inc. | Reduce -37.7% | 0.31% | −0.27 |
| CVS CVS Health Corp. | Reduce -10.2% | 0.95% | −0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -2.9% | 1.49% | −0.19 |
| AVGO Broadcom Inc. | Reduce -1.5% | 1.27% | −0.18 |
| DG Dollar General Corp. | Reduce -3.6% | 0.91% | −0.15 |
| C Citigroup Inc. | Reduce -20.5% | 0.48% | −0.15 |
| KR Kroger Co. | Reduce -46.7% | 0.21% | −0.13 |
| IVE iShares S&P 500 Value ETF | Reduce -2.3% | 3.56% | −0.12 |
| EL Estee Lauder Companies Class A | Reduce -17.9% | 0.15% | −0.12 |
| CSCO Cisco Systems Inc. | Reduce -27.9% | 0.30% | −0.12 |
| VIRT Virtu Financial Inc. Class A | Reduce -41.5% | 0.38% | −0.12 |
| XLK SS Technology Select Sector | Reduce -17.6% | 0.31% | −0.10 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 0.87% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 0.74% | −0.09 |
| NI Nisource Inc. | Reduce -78.9% | 0.03% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -6.4% | 0.27% | −0.08 |
| LYB Lyondellbasell Indu Class A | Reduce -65.5% | 0.14% | −0.08 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -4.5% | 1.57% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -4.1% | 0.67% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 0.36% | −0.07 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.07 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.06 |
| WU Western Union Co. | Reduce -3.0% | 0.51% | −0.05 |
| CUBE Cubesmart | Sold out | 0.00% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -2.3% | 0.24% | −0.04 |
| CRM Salesforce Inc. | Reduce -9.4% | 0.07% | −0.04 |
| COF Capital One Financial Corp. | Reduce -15.8% | 0.07% | −0.04 |
| BSX Boston Scientific Corp. | Reduce -22.9% | 0.04% | −0.04 |
| INTC Intel Corp. | Reduce -62.2% | 0.03% | −0.04 |
| KMI Kinder Morgan Inc. | Reduce -21.2% | 0.83% | −0.04 |
| V Visa Inc. Class A | Reduce -1.9% | 0.20% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -2.1% | 0.17% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -3.7% | 0.21% | −0.03 |
| PINS Pinterest Inc. Class A | Reduce -13.5% | 0.05% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.3% | 0.38% | −0.03 |
| EFX Equifax Inc. | Reduce -14.3% | 0.07% | −0.03 |
| FAF First American Financial | Sold out | 0.00% | −0.03 |
| CCL Carnival Corp. | Reduce -15.3% | 0.07% | −0.03 |
| T AT&T Inc. | Reduce -15.7% | 1.26% | −0.03 |
| KHC The Kraft Heinz Co. | Reduce -23.5% | 0.06% | −0.03 |
| VEEV Veeva Systems Inc. Class A | Reduce -13.9% | 0.05% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.4% | 0.10% | −0.02 |
| TAP Molson Coors Beverage Co. Class B | Reduce -17.5% | 0.06% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| APA Apa Corp. | Add +11.6% | 2.05% | +0.99 |
| EIX Edison International | Add +128.3% | 0.84% | +0.54 |
| CVX Chevron Corp. | Add +19.6% | 1.19% | +0.45 |
| CTRA Coterra Energy Inc. | Add +3.2% | 1.49% | +0.40 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +31.3% | 1.98% | +0.33 |
| VMBS Vanguard Mortgage-Backed Sec | Add +16.6% | 1.89% | +0.25 |
| VGIT Vanguard Intermediate-Term T | Add +9.4% | 2.85% | +0.21 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +96.7% | 0.40% | +0.20 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +6.0% | 4.27% | +0.20 |
| PCAR Paccar Inc. | Add +75.7% | 0.42% | +0.19 |
| DOC Healthpeak Properties Inc. | Add +96.0% | 0.38% | +0.19 |
| MRK Merck & Co. Inc. | Add +2.5% | 1.28% | +0.18 |
| CNH CNH Industrial NV | Add +4.1% | 0.84% | +0.16 |
| BMY Bristol-Myers Squibb Co. | Add +1.9% | 1.24% | +0.15 |
| TGT Target Corp. | Add +3.3% | 0.68% | +0.15 |
| GLD SPDR Gold Shares | Add +2.2% | 1.52% | +0.14 |
| PFE Pfizer Inc. | Add +3.4% | 1.01% | +0.14 |
| O Realty Income Corp. | Add +35.9% | 0.41% | +0.13 |
| HSY The Hershey Co. | Add +4.4% | 0.81% | +0.13 |
| UBSI United Bankshares Inc. | Add +16.1% | 0.58% | +0.11 |
| LAMR Lamar Advertising Co. Class A | Add +120.3% | 0.20% | +0.11 |
| GIS General Mills Inc. | Add +249.7% | 0.16% | +0.10 |
| CAG Conagra Brands Inc. | Add +34.6% | 0.53% | +0.09 |
| ES Eversource Energy | Add +13.1% | 0.64% | +0.09 |
| USB US Bancorp | Add +19.1% | 0.57% | +0.08 |
| TXN Texas Instruments Inc. | Add +1.3% | 0.63% | +0.07 |
| WEC WEC Energy Group Inc. | Add +0.3% | 0.81% | +0.07 |
| TSN Tyson Foods Inc. Class A | Add +9.0% | 0.44% | +0.07 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.07% | +0.07 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.07% | +0.07 |
| PSA Public Storage | Add +7.9% | 0.55% | +0.06 |
| OEF iShares S&P 100 ETF | Add +40.6% | 0.23% | +0.05 |
| SUB iShares Short-Term National | New | 0.05% | +0.05 |
| IBM Intl Business Machines Corp. | New | 0.04% | +0.04 |
| VRT Vertiv Holdings Co. Class A | New | 0.04% | +0.04 |
| MLI Mueller Industries Inc. | Add +143.3% | 0.07% | +0.04 |
| MRVL Marvell Technology Inc. | Add +25.9% | 0.10% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.03% | +0.03 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +3.9% | 0.76% | +0.03 |
| COST Costco Wholesale Corp. | Add +1.0% | 0.17% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +1.1% | 5.04% | +0.01 |
| CFG Citizens Financial Group | Add +12.1% | 0.10% | +0.01 |
| WMT Walmart Inc. | Add +1.9% | 0.10% | +0.01 |
| KMX Carmax Inc. | Add +18.4% | 0.04% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.1% | 0.18% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +0.4% | 0.36% | +0.01 |
| CCK Crown Holdings Inc. | Add +15.8% | 0.05% | +0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +4.0% | 0.27% | +0.01 |
| UNP Union Pacific Corp. | Add +0.0% | 0.11% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 211 | $882.6M | IVW, VGSH, VCSH, VOO, IVE |
| Q1 2026 | 206 | $801.3M | VGSH, IVW, VCSH, IVE, VCIT |
| Q4 2025 | 204 | $797.1M | IVW, VGSH, VCSH, IVE, AAPL |
| Q3 2025 | 204 | $814.9M | IVW, VGSH, VCSH, IVE, MSFT |
| Q2 2025 | 205 | $789.8M | IVW, VGSH, IVE, VCSH, VCIT |
| Q1 2025 | 206 | $775.0M | VGSH, IVW, IVE, VCSH, VCIT |
| Q4 2024 | 210 | $789.9M | IVW, VGSH, IVE, VCSH, AAPL |
| Q3 2024 | 213 | $859.1M | VGSH, IVW, IVE, VCSH, VCIT |
| Q2 2024 | 214 | $830.2M | IVW, VGSH, IVE, VCIT, VCSH |
| Q1 2024 | 218 | $841.4M | IVW, VGSH, IVE, VCSH, VCIT |