2026 Q1 Portfolio Activity
In 2026 Q1, 1834 INVESTMENT ADVISORS CO maintained a portfolio of 211 distinct positions. The most significant new addition was SPDR SERIES TRUST, now representing 0.07% of the total fund value. They heavily accumulated shares in APA CORPORATION, increasing the position by 11.6%. The fund also reduced its exposure to CROWN CASTLE INC by 89.3%.
Position History
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Total Positions
211
Quarter
2026 Q1
Top Holding
VGSH (5.0%)
Top 10 Concentration
33.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 211
1834 INVESTMENT ADVISORS CO Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VGSH
VANGUARD SCOTTS...
|
ETF | 5.04% | 5.03% |
#1
1
Prev: #2
|
4.5 |
—
|
7,745 | 1.1% |
P
S
|
690,209 | $40,404,848 |
$51.23
+13.6%
|
2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
IVW
ISHARES TR
|
Warrant | 4.60% | 5.41% |
#2
1
Prev: #1
|
3.8 |
—
|
-24,156 | -6.9% |
P
S
|
325,789 | $36,850,049 | 2004 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 4.27% | 4.08% |
#3
Prev: #3
|
4.7 |
—
|
24,246 | 5.9% |
P
S
|
432,018 | $34,246,067 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVE
ISHARES TR
|
ETF | 3.56% | 3.68% |
#4
Prev: #4
|
2.4 |
—
|
-3,219 | -2.3% |
P
S
|
135,177 | $28,542,660 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 3.05% | 3.06% |
#5
1
Prev: #6
|
2.2 |
—
|
4,015 | 1.4% |
P
S
|
295,340 | $24,439,347 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.85% | 2.63% |
#6
3
Prev: #9
|
3.1 |
—
|
32,865 | 9.4% |
P
S
|
382,976 | $22,806,222 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 2.84% | 3.17% |
#7
2
Prev: #5
|
1.6 |
—
|
-2,981 | -3.2% |
P
S
|
89,825 | $22,796,620 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.77% | 2.85% |
#8
Prev: #8
|
1.6 |
—
|
881 | 2.4% |
P
S
|
37,106 | $22,172,857 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.21% | 2.96% |
#9
2
Prev: #7
|
1.4 |
—
|
-906 | -1.9% |
P
S
|
47,908 | $17,734,080 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 2.14% | 2.15% |
#10
Prev: #10
|
1.4 |
—
|
2,284 | 0.8% |
P
S
|
303,396 | $17,166,148 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
APA
APA CORPORATION
|
Energy | 2.05% | 1.06% |
#11
14
Prev: #25
|
2.8 |
—
|
40,277 | 11.6% |
P
S
|
387,115 | $16,429,176 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 1.98% | 1.65% |
#12
2
Prev: #14
|
3.3 |
—
|
38,688 | 31.3% |
P
S
|
162,313 | $15,892,100 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJK
ISHARES TR
|
ETF | 1.90% | 1.87% |
#13
2
Prev: #11
|
1.3 |
—
|
-2,037 | -1.3% |
P
S
|
151,611 | $15,255,081 | 2004 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 1.89% | 1.63% |
#14
2
Prev: #16
|
2.8 |
—
|
45,716 | 16.6% |
P
S
|
321,798 | $15,108,405 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.87% | 1.85% |
#15
3
Prev: #12
|
1.2 |
—
|
-1,605 | -0.7% |
P
S
|
233,810 | $14,982,528 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJJ
ISHARES TR
|
ETF | 1.57% | 1.64% |
#16
1
Prev: #15
|
1.1 |
—
|
-4,511 | -4.5% |
P
S
|
94,959 | $12,582,059 | 2004 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.52% | 1.37% |
#17
1
Prev: #18
|
1.1 |
—
|
619 | 2.2% |
P
S
|
28,228 | $12,146,430 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.49% | 1.68% |
#18
5
Prev: #13
|
1.1 |
—
|
-1,250 | -2.9% |
P
S
|
41,635 | $11,972,563 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CTRA
COTERRA ENERGY ...
|
Energy | 1.49% | 1.09% |
#19
4
Prev: #23
|
1.1 |
—
|
10,388 | 3.2% |
P
S
|
339,533 | $11,931,181 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.28% | 1.10% |
#20
2
Prev: #22
|
1.0 |
—
|
2,051 | 2.5% |
P
S
|
85,346 | $10,266,767 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.27% | 1.45% |
#21
4
Prev: #17
|
1.0 |
—
|
-494 | -1.5% |
P
S
|
32,936 | $10,193,879 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
T
AT&T INC
|
Communication Services | 1.26% | 1.29% |
#22
3
Prev: #19
|
1.0 |
—
|
-64,910 | -15.7% |
P
S
|
349,165 | $10,122,294 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 1.24% | 1.09% |
#23
1
Prev: #24
|
1.0 |
—
|
3,065 | 1.9% |
P
S
|
163,607 | $9,922,738 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.22% | 1.01% |
#24
4
Prev: #28
|
1.0 |
—
|
-1,886 | -1.0% |
P
S
|
195,209 | $9,799,491 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.19% | 0.74% |
#25
13
Prev: #38
|
2.5 |
—
|
7,554 | 19.6% |
P
S
|
46,183 | $9,555,251 | 2003 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.19% | 1.03% |
#26
1
Prev: #27
|
1.0 |
—
|
-622 | -1.6% |
P
S
|
38,934 | $9,517,117 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 1.12% | 0.98% |
#27
2
Prev: #29
|
0.9 |
—
|
-685 | -0.5% |
P
S
|
135,454 | $8,939,471 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TFC
TRUIST FINL COR...
|
Financial Services | 1.07% | 1.14% |
#28
7
Prev: #21
|
0.9 |
—
|
2,992 | 1.6% |
P
S
|
187,020 | $8,597,310 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PFE
PFIZER INC
|
Healthcare | 1.01% | 0.87% |
#29
3
Prev: #32
|
0.9 |
—
|
9,408 | 3.4% |
P
S
|
287,695 | $8,078,485 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CVS
CVS HEALTH CORP
|
Healthcare | 0.95% | 1.18% |
#30
10
Prev: #20
|
0.9 |
—
|
-12,043 | -10.2% |
P
S
|
106,004 | $7,613,181 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DG
DOLLAR GEN CORP
|
Consumer Defensive | 0.91% | 1.06% |
#31
5
Prev: #26
|
0.9 |
—
|
-2,307 | -3.6% |
P
S
|
61,218 | $7,268,414 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.87% | 0.96% |
#32
2
Prev: #30
|
0.8 |
—
|
-117 | -0.5% |
P
S
|
23,565 | $6,931,861 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EIX
EDISON INTL
|
Utilities | 0.84% | 0.30% |
#33
43
Prev: #76
|
3.3 |
—
|
51,685 | 128.3% |
P
S
|
91,962 | $6,729,780 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CNH
CNH INDL N V
|
Industrials | 0.84% | 0.68% |
#34
10
Prev: #44
|
0.8 |
—
|
23,925 | 4.1% |
P
S
|
609,188 | $6,701,068 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KMI
KINDER MORGAN I...
|
Energy | 0.83% | 0.87% |
#35
4
Prev: #31
|
0.3 |
—
|
-53,340 | -21.2% |
P
S
|
198,734 | $6,663,552 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WEC
WEC ENERGY GROU...
|
Utilities | 0.81% | 0.74% |
#36
Prev: #36
|
0.8 |
—
|
163 | 0.3% |
P
S
|
56,394 | $6,528,780 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HSY
HERSHEY CO
|
Consumer Defensive | 0.81% | 0.68% |
#37
5
Prev: #42
|
0.8 |
—
|
1,324 | 4.4% |
P
S
|
31,260 | $6,498,639 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.76% | 0.73% |
#38
1
Prev: #39
|
0.8 |
—
|
4,270 | 3.9% |
P
S
|
113,089 | $6,112,458 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.76% | 0.64% |
#39
6
Prev: #45
|
0.8 |
—
|
-479 | -4.5% |
P
S
|
10,091 | $6,099,050 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.74% | 0.83% |
#40
7
Prev: #33
|
0.8 |
—
|
-183 | -0.6% |
P
S
|
28,317 | $5,897,582 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
F
FORD MTR CO
|
Consumer Cyclical | 0.69% | 0.79% |
#41
7
Prev: #34
|
0.8 |
—
|
3,094 | 0.6% |
P
S
|
481,092 | $5,551,802 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TGT
TARGET CORP
|
Consumer Defensive | 0.68% | 0.53% |
#42
11
Prev: #53
|
0.8 |
—
|
1,427 | 3.3% |
P
S
|
44,758 | $5,424,670 | 2002 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
ISHARES TR
|
ETF | 0.67% | 0.74% |
#43
6
Prev: #37
|
0.8 |
—
|
-355 | -4.1% |
P
S
|
8,273 | $5,403,790 | 2003 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ES
EVERSOURCE ENER...
|
Utilities | 0.64% | 0.55% |
#44
8
Prev: #52
|
2.3 |
—
|
8,564 | 13.1% |
P
S
|
73,892 | $5,119,238 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.63% | 0.68% |
#45
2
Prev: #43
|
0.8 |
—
|
23 | 0.1% |
P
S
|
29,131 | $5,080,447 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.63% | 0.56% |
#46
4
Prev: #50
|
0.8 |
—
|
328 | 1.3% |
P
S
|
26,067 | $5,060,648 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FNF
FIDELITY NATL F...
|
Financial Services | 0.62% | 0.73% |
#47
7
Prev: #40
|
0.7 |
—
|
197 | 0.2% |
P
S
|
107,041 | $4,964,562 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
UBSI
UNITED BANKSHAR...
|
Financial Services | 0.58% | 0.46% |
#48
11
Prev: #59
|
2.2 |
—
|
15,550 | 16.1% |
P
S
|
111,894 | $4,635,105 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
USB
US BANCORP
|
Financial Services | 0.57% | 0.50% |
#49
7
Prev: #56
|
2.2 |
—
|
14,219 | 19.2% |
P
S
|
88,451 | $4,600,337 | 2001 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 0.57% | 0.56% |
#50
1
Prev: #51
|
0.7 |
—
|
-867 | -2.7% |
P
S
|
31,089 | $4,537,193 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 211 holdings