Institutional
1834 INVESTMENT ADVISORS CO
CIK 0001138486
$801.3M
Reported AUM
206
Positions
Q1 2026
Period
2026-05-14
Filed
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $40.4M | 5.04% | +7,745 | +1.1% |
| 2 | IVW | ISHARES TR | $36.9M | 4.60% | -24,156 | -6.9% |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $34.2M | 4.27% | +24,246 | +5.9% |
| 4 | IVE | ISHARES TR | $28.5M | 3.56% | -3,219 | -2.3% |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $24.4M | 3.05% | +4,015 | +1.4% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $22.8M | 2.85% | +32,865 | +9.4% |
| 7 | AAPL | APPLE INC | $22.8M | 2.84% | -2,981 | -3.2% |
| 8 | VOO | VANGUARD INDEX FDS | $22.2M | 2.77% | +881 | +2.4% |
| 9 | MSFT | MICROSOFT CORP | $17.7M | 2.21% | -906 | -1.9% |
| 10 | SPYV | SPDR SERIES TRUST | $17.2M | 2.14% | +2,284 | +0.8% |
| 11 | APA | APA CORPORATION | $16.4M | 2.05% | +40,277 | +11.6% |
| 12 | SPYG | SPDR SERIES TRUST | $15.9M | 1.98% | +38,688 | +31.3% |
| 13 | IJK | ISHARES TR | $15.3M | 1.90% | -2,037 | -1.3% |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | $15.1M | 1.89% | +45,716 | +16.6% |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $15.0M | 1.87% | -1,605 | -0.7% |
| 16 | IJJ | ISHARES TR | $12.6M | 1.57% | -4,511 | -4.5% |
| 17 | GLD | SPDR GOLD TR | $12.1M | 1.52% | +619 | +2.2% |
| 18 | GOOGL | ALPHABET INC | $12.0M | 1.49% | -1,250 | -2.9% |
| 19 | CTRA | COTERRA ENERGY INC | $11.9M | 1.49% | +10,388 | +3.2% |
| 20 | MRK | MERCK & CO INC | $10.3M | 1.28% | +2,051 | +2.5% |
| 21 | AVGO | BROADCOM INC | $10.2M | 1.27% | -494 | -1.5% |
| 22 | T | AT&T INC | $10.1M | 1.26% | -64,910 | -15.7% |
| 23 | BMY | BRISTOL-MYERS SQUIBB CO | $9.9M | 1.24% | +3,065 | +1.9% |
| 24 | VZ | VERIZON COMMUNICATIONS INC | $9.8M | 1.22% | -1,886 | -1.0% |
| 25 | CVX | CHEVRON CORPORATION | $9.6M | 1.19% | +7,554 | +19.6% |
| 26 | JNJ | JOHNSON & JOHNSON | $9.5M | 1.19% | -622 | -1.6% |
| 27 | MO | ALTRIA GROUP INC | $8.9M | 1.12% | -685 | -0.5% |
| 28 | TFC | TRUIST FINL CORP | $8.6M | 1.07% | +2,992 | +1.6% |
| 29 | PFE | PFIZER INC | $8.1M | 1.01% | +9,408 | +3.4% |
| 30 | CVS | CVS HEALTH CORP | $7.6M | 0.95% | -12,043 | -10.2% |
| 31 | DG | DOLLAR GEN CORP | $7.3M | 0.91% | -2,307 | -3.6% |
| 32 | JPM | JPMORGAN CHASE & CO | $6.9M | 0.87% | -117 | -0.5% |
| 33 | EIX | EDISON INTL | $6.7M | 0.84% | +51,685 | +128.3% |
| 34 | CNH | CNH INDL N V | $6.7M | 0.84% | +23,925 | +4.1% |
| 35 | KMI | KINDER MORGAN INC DEL | $6.7M | 0.83% | -53,340 | -21.2% |
| 36 | WEC | WEC ENERGY GROUP INC | $6.5M | 0.81% | +163 | +0.3% |
| 37 | HSY | HERSHEY CO | $6.5M | 0.81% | +1,324 | +4.4% |
| 38 | VWO | VANGUARD INTL EQUITY INDEX F | $6.1M | 0.76% | +4,270 | +3.9% |
| 39 | LMT | LOCKHEED MARTIN CORP | $6.1M | 0.76% | -479 | -4.5% |
| 40 | AMZN | AMAZON COM INC | $5.9M | 0.74% | -183 | -0.6% |
| 41 | F | FORD MTR CO | $5.6M | 0.69% | +3,094 | +0.6% |
| 42 | TGT | TARGET CORP | $5.4M | 0.68% | +1,427 | +3.3% |
| 43 | IVV | ISHARES TR | $5.4M | 0.67% | -355 | -4.1% |
| 44 | ES | EVERSOURCE ENERGY | $5.1M | 0.64% | +8,564 | +13.1% |
| 45 | NVDA | NVIDIA CORPORATION | $5.1M | 0.63% | +23 | +0.1% |
| 46 | TXN | TEXAS INSTRS INC | $5.1M | 0.63% | +328 | +1.3% |
| 47 | FNF | FIDELITY NATL FINL INC | $5.0M | 0.62% | +197 | +0.2% |
| 48 | UBSI | UNITED BANKSHARES INC WEST V | $4.6M | 0.58% | +15,550 | +16.1% |
| 49 | USB | US BANCORP | $4.6M | 0.57% | +14,219 | +19.2% |
| 50 | SDY | SPDR SERIES TRUST | $4.5M | 0.57% | -867 | -2.7% |
| 51 | PSA | PUBLIC STORAGE OPER CO | $4.4M | 0.55% | +1,195 | +7.9% |
| 52 | QCOM | QUALCOMM INC | $4.4M | 0.54% | +661 | +2.0% |
| 53 | CAG | CONAGRA BRANDS INC | $4.2M | 0.53% | +69,528 | +34.7% |
| 54 | WU | WESTERN UN CO | $4.1M | 0.51% | -14,632 | -3.0% |
| 55 | C | CITIGROUP INC | $3.9M | 0.48% | -8,805 | -20.5% |
| 56 | IJS | ISHARES TR | $3.6M | 0.45% | -638 | -2.0% |
| 57 | IJT | ISHARES TR | $3.5M | 0.44% | -852 | -3.4% |
| 58 | TSN | TYSON FOODS INC | $3.5M | 0.44% | +4,517 | +9.0% |
| 59 | TROW | PRICE T ROWE GROUP INC | $3.4M | 0.42% | +222 | +0.6% |
| 60 | PCAR | PACCAR INC | $3.4M | 0.42% | +12,655 | +75.7% |
| 61 | EFA | ISHARES TR | $3.3M | 0.42% | -977 | -2.8% |
| 62 | O | REALTY INCOME CORP | $3.3M | 0.41% | +14,274 | +35.9% |
| 63 | VTEB | VANGUARD MUN BD FDS | $3.2M | 0.40% | +31,950 | +96.7% |
| 64 | PG | PROCTER & GAMBLE CO | $3.2M | 0.40% | — | HELD |
| 65 | VIRT | VIRTU FINL INC | $3.1M | 0.38% | -49,460 | -41.5% |
| 66 | DOC | HEALTHPEAK PROPERTIES INC | $3.0M | 0.38% | +90,101 | +96.0% |
| 67 | SPY | STATE STR SPDR S&P 500 ETF T | $3.0M | 0.38% | -107 | -2.3% |
| 68 | LLY | ELI LILLY & CO | $2.9M | 0.36% | -20 | -0.6% |
| 69 | SCHA | SCHWAB STRATEGIC TR | $2.8M | 0.36% | +394 | +0.4% |
| 70 | BIL | SPDR SERIES TRUST | $2.8M | 0.35% | -35,061 | -53.3% |
| 71 | IWO | ISHARES TR | $2.6M | 0.32% | -46 | -0.6% |
| 72 | WTM | WHITE MTNS INS GROUP LTD | $2.6M | 0.32% | — | HELD |
| 73 | XLK | SELECT SECTOR SPDR TR | $2.5M | 0.31% | -4,058 | -17.6% |
| 74 | PM | PHILIP MORRIS INTL INC | $2.5M | 0.31% | -1,000 | -6.2% |
| 75 | ALLY | ALLY FINL INC | $2.5M | 0.31% | -38,121 | -37.7% |
| 76 | CSCO | CISCO SYS INC | $2.4M | 0.30% | -12,019 | -27.9% |
| 77 | UNH | UNITEDHEALTH GROUP INC | $2.2M | 0.27% | -546 | -6.4% |
| 78 | SHYG | ISHARES TR | $2.1M | 0.27% | +1,939 | +4.0% |
| 79 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.1M | 0.26% | -5 | -0.1% |
| 80 | XOM | EXXON MOBIL CORP | $2.1M | 0.26% | -573 | -4.4% |
| 81 | KLAC | KLA CORP | $2.1M | 0.26% | -51 | -3.5% |
| 82 | IWM | ISHARES TR | $2.1M | 0.26% | — | HELD |
| 83 | BBY | BEST BUY INC | $2.1M | 0.26% | +1,302 | +4.2% |
| 84 | META | META PLATFORMS INC | $1.9M | 0.24% | -78 | -2.3% |
| 85 | OEF | ISHARES TR | $1.8M | 0.23% | +1,675 | +40.6% |
| 86 | IJH | ISHARES TR | $1.8M | 0.23% | — | HELD |
| 87 | IWF | ISHARES TR | $1.7M | 0.21% | -153 | -3.7% |
| 88 | KR | KROGER CO | $1.6M | 0.21% | -19,980 | -46.7% |
| 89 | VOT | VANGUARD INDEX FDS | $1.6M | 0.21% | +509 | +8.7% |
| 90 | LAMR | LAMAR ADVERTISING CO | $1.6M | 0.20% | +6,974 | +120.3% |
| 91 | D | DOMINION ENERGY INC | $1.6M | 0.20% | -57,622 | -69.3% |
| 92 | V | VISA INC | $1.6M | 0.20% | -101 | -1.9% |
| 93 | VNQ | VANGUARD INDEX FDS | $1.5M | 0.19% | — | HELD |
| 94 | VOE | VANGUARD INDEX FDS | $1.4M | 0.18% | +83 | +1.1% |
| 95 | XLV | SELECT SECTOR SPDR TR | $1.4M | 0.18% | +766 | +8.7% |
| 96 | BK | BANK NEW YORK MELLON CORP | $1.4M | 0.18% | — | HELD |
| 97 | WMT2 | WELLS FARGO & CO | $1.4M | 0.17% | -363 | -2.1% |
| 98 | COST | COSTCO WHOLESALE CORPORATION | $1.4M | 0.17% | +13 | +1.0% |
| 99 | VBR | VANGUARD INDEX FDS | $1.4M | 0.17% | -85 | -1.3% |
| 100 | ASML | ASML HLDG NV | $1.3M | 0.17% | -51 | -4.8% |
| 101 | HD | HOME DEPOT INC | $1.3M | 0.16% | -60 | -1.5% |
| 102 | GIS | GENERAL MILLS INC | $1.3M | 0.16% | +24,982 | +249.7% |
| 103 | VBK | VANGUARD INDEX FDS | $1.3M | 0.16% | +48 | +1.2% |
| 104 | EL | LAUDER ESTEE COS INC | $1.2M | 0.15% | -3,639 | -18.0% |
| 105 | WSM | WILLIAMS SONOMA INC | $1.2M | 0.15% | -664 | -9.2% |
| 106 | VTR | VENTAS INC | $1.2M | 0.15% | -161 | -1.1% |
| 107 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.2M | 0.14% | -208 | -5.7% |
| 108 | LYB | LYONDELLBASELL INDUSTRIES NV | $1.1M | 0.14% | -25,865 | -65.5% |
| 109 | ABBV | ABBVIE INC | $1.0M | 0.13% | -129 | -2.6% |
| 110 | IVOO | VANGUARD ADMIRAL FDS INC | $1.0M | 0.13% | -473 | -5.0% |
| 111 | SO | SOUTHERN CO | $1.0M | 0.13% | -735 | -6.5% |
| 112 | AMD | ADVANCED MICRO DEVICES INC | $996K | 0.12% | — | HELD |
| 113 | IJR | ISHARES TR | $978K | 0.12% | -50 | -0.6% |
| 114 | FLIN | FRANKLIN TEMPLETON ETF TR | $977K | 0.12% | +1,623 | +5.8% |
| 115 | SHW | SHERWIN WILLIAMS CO | $962K | 0.12% | — | HELD |
| 116 | ORCL | ORACLE CORP | $958K | 0.12% | — | HELD |
| 117 | FTNT | FORTINET INC | $950K | 0.12% | -1,222 | -9.5% |
| 118 | HII | HUNTINGTON INGALLS INDS INC | $943K | 0.12% | -7 | -0.3% |
| 119 | P | EVERPURE INC | $939K | 0.12% | — | HELD |
| 120 | AEP | AMERICAN ELEC PWR CO INC | $911K | 0.11% | -921 | -11.7% |
| 121 | SYY | SYSCO CORP | $899K | 0.11% | — | HELD |
| 122 | IWD | ISHARES TR | $890K | 0.11% | -75 | -1.8% |
| 123 | USRT | ISHARES TR | $881K | 0.11% | — | HELD |
| 124 | PEP | PEPSICO INC | $875K | 0.11% | -84 | -1.5% |
| 125 | CBOE | CBOE GLOBAL MKTS INC | $863K | 0.11% | — | HELD |
| 126 | UNP | UNION PAC CORP | $861K | 0.11% | +1 | +0.0% |
| 127 | WMT | WALMART INC | $838K | 0.10% | +126 | +1.9% |
| 128 | MRVL | MARVELL TECHNOLOGY INC | $835K | 0.10% | +1,733 | +25.9% |
| 129 | MDLZ | MONDELEZ INTL INC | $828K | 0.10% | — | HELD |
| 130 | CFG | CITIZENS FINL GROUP INC | $790K | 0.10% | +1,417 | +12.0% |
| 131 | TMO | THERMO FISHER SCIENTIFIC INC | $780K | 0.10% | -23 | -1.4% |
| 132 | ALB | ALBEMARLE CORP | $763K | 0.10% | -1,597 | -27.3% |
| 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% | -145 | -3.4% |
| 141 | GOOG | ALPHABET INC | $643K | 0.08% | — | HELD |
| 142 | IWV | ISHARES TR | $642K | 0.08% | +17 | +1.0% |
| 143 | CAT | CATERPILLAR INC | $633K | 0.08% | -7 | -0.8% |
| 144 | ABT | ABBOTT LABORATORIES | $632K | 0.08% | — | HELD |
| 145 | SLB | SLB LIMITED | $620K | 0.08% | -165 | -1.3% |
| 146 | MLI | MUELLER INDS INC | $601K | 0.07% | +3,192 | +143.3% |
| 147 | BLK | BLACKROCK INC | $581K | 0.07% | -14 | -2.3% |
| 148 | EFX | EQUIFAX INC | $569K | 0.07% | -529 | -14.3% |
| 149 | COP | CONOCOPHILLIPS | $555K | 0.07% | -30 | -0.7% |
| 150 | CCL1EUR | CARNIVAL CORP | $554K | 0.07% | -3,877 | -15.3% |
| 151 | FPE | FIRST TR EXCH TRADED FD III | $552K | 0.07% | — | HELD |
| 152 | CRM | SALESFORCE INC | $547K | 0.07% | -305 | -9.4% |
| 153 | HYMB | SPDR SERIES TRUST | $544K | 0.07% | +21,924 | NEW |
| 154 | NVO | NOVO-NORDISK A S | $537K | 0.07% | +14,603 | NEW |
| 155 | VGT | VANGUARD WORLD FD | $536K | 0.07% | — | HELD |
| 156 | COF | CAPITAL ONE FINL CORP | $535K | 0.07% | -549 | -15.8% |
| 157 | CB | CHUBB LTD SWITZ | $531K | 0.07% | -59 | -3.5% |
| 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% | -6,711 | -23.5% |
| 163 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $463K | 0.06% | — | HELD |
| 164 | TAP | MOLSON COORS BEVERAGE CO | $441K | 0.06% | -2,168 | -17.5% |
| 165 | CCK | CROWN HLDGS INC | $433K | 0.05% | +589 | +15.8% |
| 166 | VRP | INVESCO EXCH TRADED FD TR II | $420K | 0.05% | +19 | +0.1% |
| 167 | XLE | SELECT SECTOR SPDR TR | $419K | 0.05% | -400 | -5.5% |
| 168 | RTX | RTX CORPORATION | $415K | 0.05% | — | HELD |
| 169 | CCI | CROWN CASTLE INC | $413K | 0.05% | -42,496 | -89.3% |
| 170 | IP | INTERNATIONAL PAPER CO | $411K | 0.05% | — | HELD |
| 171 | VEEV | VEEVA SYS INC | $403K | 0.05% | -371 | -13.9% |
| 172 | MU | MICRON TECHNOLOGY INC | $389K | 0.05% | -120 | -9.4% |
| 173 | SUB | ISHARES TR | $387K | 0.05% | +3,631 | NEW |
| 174 | PINS | PINTEREST INC | $385K | 0.05% | -3,279 | -13.5% |
| 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% | +42 | +0.6% |
| 178 | DHR | DANAHER CORP DEL | $356K | 0.04% | -111 | -5.6% |
| 179 | IBM | INTERNATIONAL BUSINESS MACHS | $352K | 0.04% | +1,454 | NEW |
| 180 | VRT | VERTIV HOLDINGS CO | $349K | 0.04% | +1,394 | NEW |
| 181 | BBWI | BATH & BODY WORKS INC | $347K | 0.04% | +2,092 | +12.7% |
| 182 | EOG | EOG RES INC | $322K | 0.04% | -186 | -7.7% |
| 183 | KMX | CARMAX INC | $319K | 0.04% | +1,196 | +18.4% |
| 184 | AON | AON PLC | $318K | 0.04% | -79 | -7.4% |
| 185 | BSX | BOSTON SCIENTIFIC CORP | $317K | 0.04% | -1,500 | -22.9% |
| 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% | -935 | -13.5% |
| 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% | -739 | -22.8% |
| 194 | VTI | VANGUARD INDEX FDS | $278K | 0.03% | — | HELD |
| 195 | PLTR | PALANTIR TECHNOLOGIES INC | $269K | 0.03% | +30 | +1.7% |
| 196 | MS | MORGAN STANLEY | $263K | 0.03% | — | HELD |
| 197 | PFXF | VANECK ETF TRUST | $261K | 0.03% | -1,128 | -7.0% |
| 198 | DE | DEERE & CO | $256K | 0.03% | — | HELD |
| 199 | INTC | INTEL CORP | $250K | 0.03% | -9,334 | -62.2% |
| 200 | QQQ | INVESCO QQQ TR | $246K | 0.03% | +427 | NEW |
| 201 | GEV | GE VERNOVA INC | $246K | 0.03% | +282 | NEW |
| 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% | -17,165 | -78.9% |
| 207 | ADBE | ADOBE INC | — | — | -2,286 | EXITED |
| 208 | RMD | RESMED INC | — | — | -2,187 | EXITED |
| 209 | PYPL | PAYPAL HLDGS INC | — | — | -8,104 | EXITED |
| 210 | CUBE | CUBESMART | — | — | -10,207 | EXITED |
| 211 | FAF | FIRST AMERN FINL CORP | — | — | -3,791 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-001927. 13F discloses long positions only — shorts, foreign equities, and options are excluded.