1834 INVESTMENT ADVISORS CO

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CIK 1138486

13F portfolio (2026-Q1)

$801M

Positions

206

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

206

Top 5

20.5%

Top 10

33.3%

Effective N

55.5

HHI

0.018

This quarter

7 new · 0 exit →

By sector

Unclassified50.3%

Information Technology10.2%

Financials7.1%

Health Care5.6%

Consumer Staples4.9%

Consumer Discretionary4.6%

Communication Services4.3%

Energy3.7%

Other9.4%

By market cap

Unknown50.7%

Large ($10–200B)26.7%

Mega (>$200B)20.1%

Mid ($2–10B)2.5%

Small ($300M–2B)0.0%

By region

Other50.3%

North America49.4%

Europe0.2%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	50.34%	68
Pharmaceuticals & Biotechnology	5.36%	8
Banks	4.51%	13
Technology Hardware & Equipment	3.91%	9
Oil, Gas & Consumable Fuels	3.69%	6
Utilities	3.59%	8
Specialty Retail	3.37%	11
Semiconductors & Semiconductor Equipment	3.03%	9
Diversified Telecommunication Services	2.49%	2
Software	2.48%	5
Food Products	2.11%	6
Software & IT Services	1.89%	5
Equity Real Estate Investment Trusts (REITs)	1.75%	6
Tobacco	1.43%	2
Insurance	1.32%	5
Machinery	1.17%	5
Food & Staples Retailing	1.16%	2
Automobiles & Components	1.12%	2
Capital Markets	1.02%	5
Aerospace & Defense	0.98%	4
Chemicals	0.85%	5
Commercial Services & Supplies	0.78%	3
Communications Equipment	0.54%	1
Health Care Equipment & Supplies	0.30%	4
Metals & Mining	0.17%	2
Beverages	0.16%	2
Electrical Equipment & Components	0.13%	3
Distributors	0.11%	1
Road & Rail	0.11%	1
Marine	0.07%	1
Paper & Forest Products	0.05%	1
Construction & Engineering	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VGSH	VANGUARD SHORT-TERM TREASURY ETF	Unclassified	5.04%
2	IVW	ISHARES TR	Unclassified	4.60%
3	VCSH	VANGUARD SCOTTSDALE FDS	Unclassified	4.27%
4	IVE	ISHARES TR	Unclassified	3.56%
5	VCIT	VANGUARD SCOTTSDALE FDS	Unclassified	3.05%
6	VGIT	VANGUARD SCOTTSDALE FDS	Unclassified	2.85%
7	AAPL	Apple Inc.	Information Technology	2.84%
8	VOO	VANGUARD INDEX FDS	Unclassified	2.77%
9	MSFT	MICROSOFT CORP	Information Technology	2.21%
10	SPYV	SPDR SERIES TRUST	Unclassified	2.14%

139/206 names classified · sector 49.7% of weight · industry 49.7% · mkt cap 49.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, MSFT, CSCO, AVGO, INTC · other

FinancialsJPM, UNH, BLK, WFC, C · other

Health CareJNJ, PFE, BMY, ABBV, MRK · other

IndustrialsBA, LMT, CMI, DAL, JCI · other

Consumer StaplesMO, CVS, PM, PEP, KHC · other

Consumer DiscretionaryMAR, TGT, KSS, CAH, COST · other

Communication ServicesVZ, T, GOOGL, DIS, CMCSA · other

EnergyCVX, XOM, SLB, BP, APA · other

MaterialsPG, DOW, IP, APD, FCX · other

UtilitiesKMI, SO, D, WEC, EIX · other

Real EstateCCI, CUBE, PSA, O, DOC · other

UnclassifiedIVW, IVE, INVESCO EXCH TRD SLF IDX FD, VGSH, CLAYMORE EXCHANGE TRD FD TR · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 49.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 49% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (134 classified)1834 INVESTMENT ADVISORS CO centroid (Mid Core)

Information TechnologyFinancialsHealth CareConsumer StaplesConsumer DiscretionaryCommunication ServicesEnergyUtilitiesIndustrialsReal EstateMaterials

Style box summary for 1834 INVESTMENT ADVISORS CO: centroid Mid Core. Heaviest cells: Large Value 13.0%, Mid Value 11.1%, Large Growth 8.6%.

Classified: 49.2% of book weight (134/206 names) · unclassified 50.8%: VGSH, IVW, VCSH, IVE, VCIT, VGIT, VOO, SPYV, SPYG, IJK +62 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 206 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VGSHVANGUARD SHORT-TERM TREASURY ETF	690,209	$40M	5.0%	HOLD
2	IVWISHARES TR	325,789	$37M	4.6%	TRIM −7%
3	VCSHVANGUARD SCOTTSDALE FDS	432,018	$34M	4.3%	ADD 6%
4	IVEISHARES TR	135,177	$29M	3.6%	TRIM −2%
5	VCITVANGUARD SCOTTSDALE FDS	295,340	$24M	3.0%	HOLD
6	VGITVANGUARD SCOTTSDALE FDS	382,976	$23M	2.8%	ADD 9%
7	AAPLAPPLE INC	89,825	$23M	2.8%	TRIM −3%
8	VOOVANGUARD INDEX FDS	37,106	$22M	2.8%	ADD 2%
9	MSFTMICROSOFT CORP	47,908	$18M	2.2%	HOLD
10	SPYVSPDR SERIES TRUST	303,396	$17M	2.1%	HOLD
11	APAAPA CORPORATION	387,115	$16M	2.1%	ADD 12%
12	SPYGSPDR SERIES TRUST STATE STREET SPD	162,313	$16M	2.0%	ADD 31%
13	IJKISHARES TR	151,611	$15M	1.9%	HOLD
14	VMBSVANGUARD SCOTTSDALE FDS	321,798	$15M	1.9%	ADD 17%
15	VEAVANGUARD TAX-MANAGED FDS	233,810	$15M	1.9%	HOLD
16	IJJISHARES TR	94,959	$13M	1.6%	TRIM −5%
17	GLDSPDR GOLD TR	28,228	$12M	1.5%	ADD 2%
18	GOOGLALPHABET INC	41,635	$12M	1.5%	TRIM −3%
19	CTRACOTERRA ENERGY INC	339,533	$12M	1.5%	ADD 3%
20	MRKMERCK & CO INC	85,346	$10M	1.3%	ADD 2%
21	AVGOBROADCOM INC	32,936	$10M	1.3%	HOLD
22	TAT&T INC	349,165	$10M	1.3%	TRIM −16%
23	BMYBRISTOL-MYERS SQUIBB CO	163,607	$10M	1.2%	HOLD
24	VZVERIZON COMMUNICATIONS INC	195,209	$10M	1.2%	HOLD
25	CVXCHEVRON CORP NEW	46,183	$10M	1.2%	ADD 20%
26	JNJJOHNSON & JOHNSON	38,934	$10M	1.2%	HOLD
27	MOALTRIA GROUP INC	135,454	$9M	1.1%	HOLD
28	TFCTRUIST FINL CORP	187,020	$9M	1.1%	HOLD
29	PFEPFIZER INC	287,695	$8M	1.0%	ADD 3%
30	CVSCVS HEALTH CORP	106,004	$8M	1.0%	TRIM −10%
31	DGDOLLAR GEN CORP	61,218	$7M	0.9%	TRIM −4%
32	JPMJPMORGAN CHASE & CO	23,565	$7M	0.9%	HOLD
33	EIXEDISON INTL	91,962	$7M	0.8%	ADD 128%
34	CNHCNH INDL N V	609,188	$7M	0.8%	ADD 4%
35	KMIKINDER MORGAN INC DEL	198,734	$7M	0.8%	TRIM −21%
36	WECWEC ENERGY GROUP INC	56,394	$7M	0.8%	HOLD
37	HSYHERSHEY CO	31,260	$6M	0.8%	ADD 4%
38	VWOVANGUARD INTL EQUITY INDEX F	113,089	$6M	0.8%	ADD 4%
39	LMTLOCKHEED MARTIN CORP	10,091	$6M	0.8%	TRIM −5%
40	AMZNAMAZON COM INC	28,317	$6M	0.7%	HOLD
41	FFORD MTR CO	481,092	$6M	0.7%	HOLD
42	TGTTARGET CORP	44,758	$5M	0.7%	ADD 3%
43	IVVISHARES TR	8,273	$5M	0.7%	TRIM −4%
44	ESEVERSOURCE ENERGY	73,892	$5M	0.6%	ADD 13%
45	NVDANVIDIA CORPORATION	29,131	$5M	0.6%	HOLD
46	TXNTEXAS INSTRS INC	26,067	$5M	0.6%	HOLD
47	FNFFIDELITY NATL FINL INC	107,041	$5M	0.6%	HOLD
48	UBSIUNITED BANKSHARES INC WEST V	111,894	$5M	0.6%	ADD 16%
49	USBUS BANCORP	88,451	$5M	0.6%	ADD 19%
50	SDYSPDR SER TR	31,089	$5M	0.6%	TRIM −3%
51	PSAPUBLIC STORAGE OPER CO	16,402	$4M	0.6%	ADD 8%
52	QCOMQUALCOMM INC	33,816	$4M	0.5%	HOLD
53	CAGCONAGRA BRANDS INC	270,174	$4M	0.5%	ADD 35%
54	WUWESTERN UN CO	471,116	$4M	0.5%	TRIM −3%
55	CCITIGROUP INC	34,143	$4M	0.5%	TRIM −21%
56	IJSISHARES TR	30,588	$4M	0.5%	TRIM −2%
57	IJTISHARES TR	24,419	$4M	0.4%	TRIM −3%
58	TSNTYSON FOODS INC	54,899	$4M	0.4%	ADD 9%
59	TROWPRICE T ROWE GROUP INC	37,712	$3M	0.4%	HOLD
60	PCARPACCAR INC	29,376	$3M	0.4%	ADD 76%
61	EFAISHARES TR	34,400	$3M	0.4%	TRIM −3%
62	OREALTY INCOME CORP	54,008	$3M	0.4%	ADD 36%
63	VTEBVANGUARD MUN BD FDS	64,993	$3M	0.4%	ADD 97%
64	PGPROCTER AND GAMBLE CO	22,224	$3M	0.4%	HOLD
65	VIRTVIRTU FINL INC	69,811	$3M	0.4%	TRIM −41%
66	DOCHEALTHPEAK PROPERTIES INC	183,971	$3M	0.4%	ADD 96%
67	SPYSTATE STR SPDR S&P 500 ETF T	4,633	$3M	0.4%	TRIM −2%
68	LLYELI LILLY & CO	3,175	$3M	0.4%	HOLD
69	SCHASCHWAB STRATEGIC TR	97,894	$3M	0.4%	HOLD
70	BILSPDR SERIES TRUST	30,732	$3M	0.4%	TRIM −53%
71	IWOISHARES TR	8,262	$3M	0.3%	HOLD
72	WTMWHITE MTNS INS GROUP LTD	1,176	$3M	0.3%	HOLD
73	XLKSELECT SECTOR SPDR TR	18,934	$3M	0.3%	TRIM −18%
74	PMPHILIP MORRIS INTL INC	15,065	$2M	0.3%	TRIM −6%
75	ALLYALLY FINL INC	63,055	$2M	0.3%	TRIM −38%
76	CSCOCISCO SYS INC	30,996	$2M	0.3%	TRIM −28%
77	UNHUNITEDHEALTH GROUP INC	8,037	$2M	0.3%	TRIM −6%
78	SHYGISHARES TR	50,242	$2M	0.3%	ADD 4%
79	MDYSPDR S&P MIDCAP 400 ETF TR	3,402	$2M	0.3%	HOLD
80	XOMEXXON MOBIL CORP	12,349	$2M	0.3%	TRIM −4%
81	KLACKLA CORP	1,404	$2M	0.3%	TRIM −4%
82	IWMISHARES TR	8,328	$2M	0.3%	HOLD
83	BBYBest Buy Company, Inc.	32,156	$2M	0.3%	ADD 4%
84	METAMETA PLATFORMS INC	3,346	$2M	0.2%	TRIM −2%
85	OEFISHARES TR	5,801	$2M	0.2%	ADD 41%
86	IJHISHARES TR	27,153	$2M	0.2%	HOLD
87	IWFISHARES TR	4,017	$2M	0.2%	TRIM −4%
88	KRKROGER CO	22,769	$2M	0.2%	TRIM −47%
89	VOTVANGUARD INDEX FDS	6,393	$2M	0.2%	ADD 9%
90	LAMRLAMAR ADVERTISING CO	12,772	$2M	0.2%	ADD 120%
91	DDOMINION ENERGY INC	25,507	$2M	0.2%	TRIM −69%
92	VVISA INC	5,200	$2M	0.2%	HOLD
93	VNQVANGUARD INDEX FDS	16,723	$1M	0.2%	HOLD
94	VOEVANGUARD INDEX FDS	7,809	$1M	0.2%	HOLD
95	XLVSELECT SECTOR SPDR TR	9,590	$1M	0.2%	ADD 9%
96	BNYBANK NEW YORK MELLON CORP	11,844	$1M	0.2%	HOLD
97	WFCWELLS FARGO CO NEW	17,284	$1M	0.2%	TRIM −2%
98	COSTCOSTCO WHSL CORP NEW	1,360	$1M	0.2%	HOLD
99	VBRVANGUARD INDEX FDS	6,216	$1M	0.2%	HOLD
100	ASMLASML HOLDING N V	1,008	$1M	0.2%	TRIM −5%
101	HDHOME DEPOT INC	3,984	$1M	0.2%	HOLD
102	GISGENERAL MILLS INC	34,987	$1M	0.2%	ADD 250%
103	VBKVANGUARD INDEX FDS	4,214	$1M	0.2%	HOLD
104	ELLAUDER ESTEE COS INC	16,633	$1M	0.1%	TRIM −18%
105	WSMWILLIAMS SONOMA INC	6,545	$1M	0.1%	TRIM −9%
106	VTRVENTAS INC	14,475	$1M	0.1%	HOLD
107	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,411	$1M	0.1%	TRIM −6%
108	LYBLYONDELLBASELL INDUSTRIES N	13,614	$1M	0.1%	TRIM −66%
109	ABBVABBVIE INC	4,797	$1M	0.1%	TRIM −3%
110	IVOOVanguard S&P Mid-Cap 400 Index Fund - ETF	9,064	$1M	0.1%	TRIM −5%
111	SOSOUTHERN CO	10,518	$1M	0.1%	TRIM −7%
112	AMDADVANCED MICRO DEVICES INC	4,895	$995,790	0.1%	HOLD
113	IJRISHARES TR	7,871	$978,445	0.1%	HOLD
114	FLINFRANKLIN TEMPLETON ETF TR	29,412	$977,078	0.1%	ADD 6%
115	SHWSHERWIN WILLIAMS CO	3,000	$961,650	0.1%	HOLD
116	ORCLORACLE CORP	6,511	$957,834	0.1%	HOLD
117	FTNTFORTINET INC	11,621	$949,669	0.1%	TRIM −10%
118	HIIHUNTINGTON INGALLS INDS INC	2,483	$943,292	0.1%	HOLD
119	PEVERPURE INC	15,910	$939,327	0.1%	HOLD
120	AEPAMERICAN ELEC PWR CO INC	6,951	$911,138	0.1%	TRIM −12%
121	SYYSYSCO CORP	12,600	$898,758	0.1%	HOLD
122	IWDISHARES TR	4,165	$889,943	0.1%	HOLD
123	USRTISHARES TR	14,878	$880,629	0.1%	HOLD
124	PEPPEPSICO INC	5,632	$874,594	0.1%	HOLD
125	CBOECBOE GLOBAL MKTS INC	3,070	$862,885	0.1%	HOLD
126	UNPUNION PAC CORP	3,550	$861,403	0.1%	HOLD
127	WMTWALMART INC	6,740	$837,648	0.1%	HOLD
128	MRVLMARVELL TECHNOLOGY INC	8,432	$835,190	0.1%	ADD 26%
129	MDLZMONDELEZ INTL INC	14,371	$828,345	0.1%	HOLD
130	CFGCITIZENS FINL GROUP INC	13,178	$790,285	0.1%	ADD 12%
131	TMOTHERMO FISHER SCIENTIFIC INC	1,586	$779,587	0.1%	HOLD
132	ALBALBEMARLE CORP	4,248	$762,644	0.1%	TRIM −27%
133	STLDSTEEL DYNAMICS INC	4,148	$746,640	0.1%	HOLD
134	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$718,140	0.1%	HOLD
135	SYKSTRYKER CORPORATION	2,175	$714,565	0.1%	HOLD
136	ITOTISHARES TR	4,995	$711,438	0.1%	HOLD
137	VTWOVANGUARD SCOTTSDALE FDS	6,873	$688,469	0.1%	HOLD
138	MMM3M CO	4,690	$681,129	0.1%	HOLD
139	ISRGINTUITIVE SURGICAL INC	1,457	$671,663	0.1%	HOLD
140	PANWPALO ALTO NETWORKS INC	4,150	$665,328	0.1%	TRIM −3%
141	GOOGALPHABET INC	2,240	$642,567	0.1%	HOLD
142	IWVISHARES TR	1,731	$641,648	0.1%	HOLD
143	CATCATERPILLAR INC	893	$632,655	0.1%	HOLD
144	ABTABBOTT LABS	6,151	$631,524	0.1%	HOLD
145	SLBSCHLUMBERGER LTD	12,072	$620,381	0.1%	HOLD
146	MLIMUELLER INDS INC	5,420	$600,536	0.1%	ADD 143%
147	BLKBLACKROCK INC	604	$580,873	0.1%	TRIM −2%
148	EFXEQUIFAX INC	3,162	$569,382	0.1%	TRIM −14%
149	COPCONOCOPHILLIPS	4,205	$555,060	0.1%	HOLD
150	CCLCARNIVAL CORP	21,414	$554,195	0.1%	TRIM −15%
151	FPEFirst Trust Preferred Secs & Inc ETF	31,078	$551,635	0.1%	HOLD
152	CRMSALESFORCE INC	2,929	$546,757	0.1%	TRIM −9%
153	HYMBSPDR SERIES TRUST	21,924	$543,716	0.1%	NEW
154	NVONOVO-NORDISK A S	14,603	$536,661	0.1%	NEW
155	VGTVANGUARD WORLD FD	768	$535,855	0.1%	HOLD
156	COFCAPITAL ONE FINL CORP	2,932	$534,885	0.1%	TRIM −16%
157	CBCHUBB LIMITED	1,628	$530,615	0.1%	TRIM −3%
158	APDAIR PRODS & CHEMS INC	1,815	$527,240	0.1%	HOLD
159	SHMSPDR SERIES TRUST	10,957	$524,074	0.1%	HOLD
160	EMREMERSON ELEC CO	3,970	$520,150	0.1%	HOLD
161	ITMVANECK ETF TRUST	11,148	$517,602	0.1%	HOLD
162	KHCKRAFT HEINZ CO	21,900	$492,531	0.1%	TRIM −23%
163	BRK.BBERKSHIRE HATHAWAY INC DEL	966	$462,908	0.1%	HOLD
164	TAPMOLSON COORS BEVERAGE CO	10,240	$440,935	0.1%	TRIM −17%
165	CCKCROWN HLDGS INC	4,318	$432,880	0.1%	ADD 16%
166	VRPINVESCO EXCH TRADED FD TR II	17,511	$419,914	0.1%	HOLD
167	XLESELECT SECTOR SPDR TR	6,836	$418,774	0.1%	TRIM −6%
168	RTXRTX CORPORATION	2,150	$414,735	0.1%	HOLD
169	CCICROWN CASTLE INC	5,085	$413,462	0.1%	TRIM −89%
170	IPINTERNATIONAL PAPER CO	11,500	$410,550	0.1%	HOLD
171	VEEVVEEVA SYS INC	2,293	$402,789	0.1%	TRIM −14%
172	MUMICRON TECHNOLOGY INC	1,152	$389,192	0.0%	TRIM −9%
173	SUBISHARES TR	3,631	$386,702	0.0%	NEW
174	PINSPINTEREST INC	21,008	$385,287	0.0%	TRIM −14%
175	NOCNORTHROP GRUMMAN CORP	563	$383,760	0.0%	HOLD
176	SHVISHARES TR	3,423	$377,865	0.0%	HOLD
177	FBIZFIRST BUSINESS FINL SVCS INC	6,772	$365,207	0.0%	HOLD
178	DHRDANAHER CORP DEL	1,877	$355,880	0.0%	TRIM −6%
179	IBMINTERNATIONAL BUSINESS MACHS	1,454	$352,436	0.0%	NEW
180	VRTVERTIV HOLDINGS CO	1,394	$349,309	0.0%	NEW
181	BBWIBATH & BODY WORKS INC	18,612	$347,487	0.0%	ADD 13%
182	EOGEOG RES INC	2,226	$321,813	0.0%	TRIM −8%
183	KMXCARMAX INC	7,682	$319,418	0.0%	ADD 18%
184	AONAON PLC	984	$317,616	0.0%	TRIM −7%
185	BSXBOSTON SCIENTIFIC CORP	5,045	$316,574	0.0%	TRIM −23%
186	IXCISHARES TR	5,487	$316,107	0.0%	HOLD
187	GEGE AEROSPACE	1,087	$308,458	0.0%	HOLD
188	XLFSELECT SECTOR SPDR TR	6,014	$296,912	0.0%	TRIM −13%
189	IWRISHARES TR	3,028	$294,413	0.0%	HOLD
190	SANBANCO SANTANDER S.A.	26,100	$294,408	0.0%	HOLD
191	BACBANK AMERICA CORP	6,019	$293,427	0.0%	HOLD
192	EEMISHARES TR	5,100	$289,629	0.0%	HOLD
193	VIOOVANGUARD ADMIRAL FDS INC	2,508	$287,994	0.0%	TRIM −23%
194	VTIVANGUARD INDEX FDS	867	$278,143	0.0%	HOLD
195	PLTRPALANTIR TECHNOLOGIES INC	1,836	$268,571	0.0%	HOLD
196	MSMORGAN STANLEY	1,598	$262,983	0.0%	HOLD
197	PFXFVANECK ETF TRUST	14,890	$261,171	0.0%	TRIM −7%
198	DEDEERE & CO	455	$256,302	0.0%	HOLD
199	INTCINTEL CORP	5,675	$250,438	0.0%	TRIM −62%
200	QQQINVESCO QQQ TR	427	$246,456	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VGSHVANGUARD SHORT-TERM TREASURY ETF

773K

736K

711K

682K

690K

$40M

IVWISHARES TR

453K

441K

409K

362K

350K

326K

$37M

VCSHVANGUARD SCOTTSDALE FDS

383K

400K

382K

391K

408K

432K

$34M

IVEISHARES TR

180K

172K

164K

149K

138K

135K

$29M

VCITVANGUARD SCOTTSDALE FDS

316K

328K

310K

312K

291K

295K

$24M

VGITVANGUARD SCOTTSDALE FDS

405K

396K

374K

375K

350K

383K

$23M

AAPLAPPLE INC

110K

103K

102K

99K

93K

90K

$23M

VOOVANGUARD INDEX FDS

32K

37K

36K

37K

36K

37K

$22M

MSFTMICROSOFT CORP

56K

55K

51K

49K

48K

$18M

SPYVSPDR SERIES TRUST

290K

307K

302K

314K

301K

303K

$17M

APAAPA CORPORATION

210K

280K

281K

329K

347K

387K

$16M

SPYGSPDR SERIES TRUST STATE STREET SPD

92K

116K

123K

124K

162K

$16M

IJKISHARES TR

186K

174K

166K

158K

154K

152K

$15M

VMBSVANGUARD SCOTTSDALE FDS

208K

249K

254K

270K

276K

322K

$15M

VEAVANGUARD TAX-MANAGED FDS

196K

203K

204K

233K

235K

234K

$15M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆1834 INVESTMENT ADVISORS CO

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 206 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

1834 INVESTMENT ADVISORS CO