1834 INVESTMENT ADVISORS CO

CIK

1138486

Location

Milwaukee, WI

Portfolio Value

Small $424,995,715

Diversification

Diversified

Filing Date

Global Rank

#2,856 / 8,607 ▲ 78 · as of Mar 2026

Top Industry

Drug Manufacturers - General 10.4%

3Y Alpha vs SPY

-2.5%

Period ended 3 months ago

Filed May 14, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.3%

SPY

+76.7%

Annualised alpha

-2.9%

Max drawdown

−13.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

143 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.4%

−0.6 pts

Top 5

19.1%

−1.1 pts

Top 10

31.4%

+0.3 pts

HHI

187

Diversified−3

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	18.3%	$77,690,596	22
Financial Services	13.9%	$58,889,420	25
Healthcare	13.2%	$55,945,375	16
Consumer Defensive	12.1%	$51,467,207	18
Energy	11.3%	$48,171,545	8
Communication Services	8.0%	$34,193,976	5
Industrials	5.3%	$22,660,126	16
Utilities	5.2%	$22,095,607	7
Consumer Cyclical	4.3%	$18,298,273	11
Unclassified	4.1%	$17,503,923	4
Real Estate	3.3%	$13,984,752	6
Basic Materials	1.0%	$4,094,915	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOC	Healthpeak Properties, Inc.	+90,101	183,971	$3,022,643
CAG	Conagra Brands Inc.	+69,528	270,174	$4,247,135
EIX	Edison International	+51,685	91,962	$6,729,779
APA	APA Corp	+40,277	387,115	$16,429,160
GIS	General Mills Inc	+24,982	34,987	$1,302,216
CNH	CNH Industrial N.V.	+23,925	609,188	$6,701,068
UBSI	United Bankshares Inc/Wv	+15,550	111,894	$4,634,649
O	Realty Income Corp	+14,274	54,008	$3,304,209
USB	US Bancorp De	+14,219	88,451	$4,600,336
PCAR	Paccar Inc	+12,655	29,376	$3,392,928
CTRA	Coterra Energy Inc.	+10,388	339,533	$11,931,189
PFE	Pfizer Inc	+9,408	287,695	$8,078,475
ES	Eversource Energy	+8,564	73,892	$5,119,237
CVX	Chevron Corp	+7,554	46,183	$9,555,262
LAMR	Lamar Advertising Co/New	+6,974	12,772	$1,617,701
TSN	Tyson Foods, Inc.	+4,517	54,899	$3,517,378
MLI	Mueller Industries Inc	+3,192	5,420	$300,268
F	Ford Motor Co	+3,094	481,092	$5,551,801
BMY	Bristol Myers Squibb Co	+3,065	163,607	$9,922,764
TFC	Truist Financial Corp	+2,992	187,020	$8,597,309
BBWI	Bath & Body Works, Inc.	+2,092	18,612	$347,486
MRK	Merck & Co., Inc.	+2,051	85,346	$10,266,270
MRVL	Marvell Technology, Inc.	+1,733	8,432	$835,189
TGT	Target Corp	+1,427	44,758	$5,424,669
CFG	Citizens Financial Group Inc/Ri	+1,417	13,178	$790,284
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−64,910	349,165	$10,122,293
D	Dominion Energy, Inc	−57,622	25,507	$1,576,842
KMI	Kinder Morgan, Inc.	−53,340	198,734	$6,663,551
VIRT	Virtu Financial, Inc.	−49,460	69,811	$3,070,287
CCI	Crown Castle Inc.	−42,496	5,085	$413,461
ALLY	Ally Financial Inc.	−38,121	63,055	$2,473,647
LYB	LyondellBasell Industries N.V.	−25,865	13,614	$1,096,743
KR	Kroger Co	−19,980	22,769	$1,647,564
NI	Nisource Inc.	−17,165	4,601	$214,682
WU	Western Union CO	−14,632	471,116	$4,112,842
CVS	CVS HEALTH Corp	−12,043	106,004	$7,613,207
CSCO	Cisco Systems, Inc.	−12,019	30,996	$2,404,979
INTC	Intel Corp	−9,334	5,675	$250,437
C	Citigroup Inc	−8,805	34,143	$3,872,157
KHC	Kraft Heinz Co	−6,711	21,900	$492,531
CCL	Carnival Corp Ltd.	−3,877	21,414	$554,194
EL	Estee Lauder Companies Inc	−3,639	16,633	$1,193,750
PINS	Pinterest, Inc.	−3,279	21,008	$385,286
AAPL	Apple Inc.	−2,981	89,825	$22,796,686
DG	Dollar General Corp	−2,307	61,218	$7,268,413
TAP	Molson Coors Beverage Co	−2,168	10,240	$440,934
VZ	Verizon Communications Inc	−1,886	195,209	$9,799,491
ALB	Albemarle Corp	−1,597	4,248	$762,643
BSX	Boston Scientific Corp	−1,500	5,045	$316,573
GOOGL	Alphabet Inc.	−1,250	41,635	$11,972,560
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	14,603	$536,660
IBM	International Business Machines Corp	1,454	$352,435
VRT	Vertiv Holdings Co	1,394	$349,308
QQQ	Invesco Qqq Trust, Series 1	427	$246,455
GEV	GE Vernova Inc.	282	$246,157
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	2,286	$800,077
RMD	Resmed Inc	2,187	$526,782
PYPL	PayPal Holdings, Inc.	8,104	$473,111
CUBE	CubeSmart	10,207	$367,962
FAF	First American Financial Corp	3,791	$232,919
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

143 positions · $424,995,715 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 143 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	89,825	-2,981	$22,796,686	−9.6%	5.36%
MSFT	Microsoft Corp Technology	Reduced	47,908	-906	$17,734,104	−24.9%	4.17%
APA	APA Corp Energy	Added	387,115	+40,277	$16,429,160	+93.7%	3.87%
GLD	Spdr Gold Trust	Added	28,228	+619	$12,146,226	+11.0%	2.86%
GOOGL	Alphabet Inc. Communication Services	Reduced	41,635	-1,250	$11,972,560	−10.8%	2.82%
CTRA	Coterra Energy Inc. Energy	Added	339,533	+10,388	$11,931,189	+37.7%	2.81%
MRK	Merck & Co., Inc. Healthcare	Added	85,346	+2,051	$10,266,270	+17.1%	2.42%
AVGO	Broadcom Inc. Technology	Reduced	32,936	-494	$10,194,021	−11.9%	2.40%
T	At&T Inc. Communication Services	Reduced	349,165	-64,910	$10,122,293	−1.6%	2.38%
BMY	Bristol Myers Squibb Co Healthcare	Added	163,607	+3,065	$9,922,764	+14.6%	2.33%
VZ	Verizon Communications Inc Communication Services	Reduced	195,209	-1,886	$9,799,491	+22.1%	2.31%
CVX	Chevron Corp Energy	Added	46,183	+7,554	$9,555,262	+62.3%	2.25%
JNJ	Johnson & Johnson Healthcare	Reduced	38,934	-622	$9,517,026	+16.3%	2.24%
MO	Altria Group, Inc. Consumer Defensive	Reduced	135,454	-685	$8,938,609	+13.9%	2.10%
TFC	Truist Financial Corp Financial Services	Added	187,020	+2,992	$8,597,309	−5.1%	2.02%
PFE	Pfizer Inc Healthcare	Added	287,695	+9,408	$8,078,475	+16.6%	1.90%
CVS	CVS HEALTH Corp Healthcare	Reduced	106,004	-12,043	$7,613,207	−18.7%	1.79%
DG	Dollar General Corp Consumer Defensive	Reduced	61,218	-2,307	$7,268,413	−13.8%	1.71%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,565	-117	$6,931,880	−9.2%	1.63%
EIX	Edison International Utilities	Added	91,962	+51,685	$6,729,779	+178.4%	1.58%
CNH	CNH Industrial N.V. Industrials	Added	609,188	+23,925	$6,701,068	+24.2%	1.58%
KMI	Kinder Morgan, Inc. Energy	Reduced	198,734	-53,340	$6,663,551	−3.8%	1.57%
WEC	Wec Energy Group, Inc. Utilities	Added	56,394	+163	$6,528,733	+10.1%	1.54%
HSY	Hershey Co Consumer Defensive	Added	31,260	+1,324	$6,498,641	+19.3%	1.53%
LMT	Lockheed Martin Corp Industrials	Reduced	10,091	-479	$6,098,899	+19.3%	1.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	28,317	-183	$5,897,581	−10.3%	1.39%
F	Ford Motor Co Consumer Cyclical	Added	481,092	+3,094	$5,551,801	−11.5%	1.31%
TGT	Target Corp Consumer Defensive	Added	44,758	+1,427	$5,424,669	+28.1%	1.28%
ES	Eversource Energy Utilities	Added	73,892	+8,564	$5,119,237	+16.4%	1.20%
NVDA	Nvidia Corp Technology	Added	29,131	+23	$5,080,446	−6.4%	1.20%
TXN	Texas Instruments Inc Technology	Added	26,067	+328	$5,060,647	+13.3%	1.19%
FNF	Fidelity National Financial, Inc. Financial Services	Added	107,041	+197	$4,964,561	−14.9%	1.17%
UBSI	United Bankshares Inc/Wv Financial Services	Added	111,894	+15,550	$4,634,649	+25.3%	1.09%
USB	US Bancorp De Financial Services	Added	88,451	+14,219	$4,600,336	+16.1%	1.08%
PSA	Public Storage Real Estate	Added	16,402	+1,195	$4,442,973	+12.6%	1.05%
QCOM	Qualcomm Inc/De Technology	Added	33,816	+661	$4,354,824	−23.2%	1.02%
CAG	Conagra Brands Inc. Consumer Defensive	Added	270,174	+69,528	$4,247,135	+22.3%	1.00%
WU	Western Union CO Financial Services	Reduced	471,116	-14,632	$4,112,842	−9.1%	0.97%
C	Citigroup Inc Financial Services	Reduced	34,143	-8,805	$3,872,157	−22.7%	0.91%
TSN	Tyson Foods, Inc. Consumer Defensive	Added	54,899	+4,517	$3,517,378	+19.1%	0.83%
TROW	Price T Rowe Group Inc Financial Services	Added	37,712	+222	$3,399,359	−11.4%	0.80%
PCAR	Paccar Inc Industrials	Added	29,376	+12,655	$3,392,928	+85.3%	0.80%
O	Realty Income Corp Real Estate	Added	54,008	+14,274	$3,304,209	+47.5%	0.78%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	22,224	0	$3,210,034	+0.8%	0.76%
VIRT	Virtu Financial, Inc. Financial Services	Reduced	69,811	-49,460	$3,070,287	−22.7%	0.72%
DOC	Healthpeak Properties, Inc. Real Estate	Added	183,971	+90,101	$3,022,643	+100.3%	0.71%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,633	-107	$3,013,025	−6.8%	0.71%
LLY	ELI LILLY & Co Healthcare	Reduced	3,175	-20	$2,920,269	−15.0%	0.69%
WTM	White Mountains Insurance Group Ltd Financial Services	Held	1,176	0	$2,583,624	+5.7%	0.61%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	15,065	-1,000	$2,490,847	−3.3%	0.59%