1834 INVESTMENT ADVISORS CO
Top Portfolio Positions
143 positions ·
$427,156,520 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
89,825 | $22,796,686 | 5.34% | |
| MSFT |
Microsoft Corp
Technology
|
47,908 | $17,734,104 | 4.15% | |
| APA |
APA Corp
Energy
|
387,115 | $16,429,160 | 3.85% | |
| GLD |
Spdr Gold Trust
|
28,228 | $12,146,226 | 2.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
41,635 | $11,972,560 | 2.80% | |
| CTRA |
Coterra Energy Inc.
Energy
|
339,533 | $11,931,189 | 2.79% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
85,346 | $10,266,270 | 2.40% | |
| AVGO |
Broadcom Inc.
Technology
|
32,936 | $10,194,021 | 2.39% | |
| T |
At&T Inc.
Communication Services
|
349,165 | $10,122,293 | 2.37% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
163,607 | $9,922,764 | 2.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FBIZ
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $365,213 | 6,772 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $365,439 | 6,730 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $343,134 | 6,694 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $337,192 | 6,656 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $311,991 | 6,617 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $304,634 | 6,581 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $298,477 | 6,547 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $240,730 | 6,508 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $242,287 | 6,461 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $257,401 | 6,419 | Shares | Sole | 2024-01-11 | |
| 2022-12-31 | $227,998 | 6,238 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $200,548 | 6,207 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $192,535 | 6,173 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $201,354 | 6,137 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $177,995 | 6,102 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $174,154 | 6,066 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $163,177 | 6,028 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $148,107 | 5,989 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $109,373 | 5,941 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $84,196 | 5,892 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $96,068 | 5,840 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $89,543 | 5,777 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||