1834-Investment-Advisors-Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "TROW",
  "MOS",
  "MU",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "GOOGL",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  "SAN",
  "BSX",
  "CCI",
  "COF",
  "DUK",
  "D",
  "EOG",
  null,
  "HON",
  "HD",
  "UNP",
  "QCOM",
  "ISRG",
  null,
  "EMXC",
  "LEN",
  "EMR",
  "META",
  null,
  "IVW",
  "IJH",
  "KMI",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  "NI",
  "HES",
  "HSY",
  "DG",
  "IJR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "VGIT",
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "VGSH",
  null,
  "IJK",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "PSTG",
  null,
  null,
  "SHW",
  "SLB",
  "RTX",
  "GLD",
  null,
  "SPYG",
  null,
  null,
  "STLD",
  "SYK",
  "TXN",
  "TGT",
  "TMO",
  "TFC",
  "TSN",
  "UAL",
  "VNQ",
  "VOE",
  "IVOO",
  "VWO",
  null,
  "VCIT",
  "IWO",
  "IWN",
  "TSM",
  "GPN",
  null,
  "VTR",
  "EW",
  null,
  "ALB",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "IP",
  "F",
  "WEC",
  "FTNT",
  "IWR",
  "EFX",
  "AEP",
  "FBIZ",
  "AMZN",
  null,
  "IVE",
  null,
  "HII",
  "FAF",
  "VGT",
  "VEA",
  null,
  null,
  "VTWO",
  "VBK",
  "VTEB",
  "VBR",
  "VOT",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "VIRT",
  "WBD",
  "WMT",
  "WU",
  "WFC",
  "WTM",
  "WSM",
  null,
  "FNF",
  null,
  "SCHA",
  "SO",
  "CRM",
  "RPRX",
  "SYY",
  "LYB",
  null,
  "SPYV",
  "PSA",
  "ALLY",
  "ADP",
  "BAC",
  "BBWI",
  "BK",
  "BRK-A",
  "BRK-B",
  "BBY",
  "BMY",
  "CCL",
  "CBOE",
  "CVX",
  "CSCO",
  "C",
  null,
  "CMA",
  "CAG",
  "COP",
  "CTRA",
  "COST",
  "CVS",
  "CUBE",
  "DHR",
  "DE",
  "IJT",
  "IJJ",
  "EFA",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 206
Total Value: 766544911
Accession Number: 0001172661-25-001635
Form Type: 13F-HR
CIK: 1834-investment-advisors-co
Manager Name: 1834-Investment-Advisors-Co

Data Enrichment

88% identified

181 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

206 positions • $766.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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FIRST BUSINESS FINANCIAL SERVICES, INC.

FBIZ|319390100

Shares:6.6K

Value:$312.0K

% of Portfolio:0.0% ($312.0K/$766.5M)

United Airlines Holdings, Inc.

UAL|910047109

Shares:4.4K

Value:$302.6K

% of Portfolio:0.0% ($302.6K/$766.5M)

921932828

Shares:3.1K

Value:$297.7K

% of Portfolio:0.0% ($297.7K/$766.5M)

CATERPILLAR INC

CAT|149123101

Shares:900

Value:$296.8K

% of Portfolio:0.0% ($296.8K/$766.5M)

Royalty Pharma plc

RPRX|G7709Q104

Shares:9.5K

Value:$295.7K

% of Portfolio:0.0% ($295.7K/$766.5M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:563

Value:$288.0K

% of Portfolio:0.0% ($288.0K/$766.5M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:3.3K

Value:$284.4K

% of Portfolio:0.0% ($284.4K/$766.5M)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:2.9K

Value:$283.7K

% of Portfolio:0.0% ($283.7K/$766.5M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.2K

Value:$278.2K

% of Portfolio:0.0% ($278.2K/$766.5M)

92189F429

Shares:16.0K

Value:$268.5K

% of Portfolio:0.0% ($268.5K/$766.5M)

MORGAN STANLEY

MS|617446448

Shares:2.3K

Value:$267.8K

% of Portfolio:0.0% ($267.8K/$766.5M)

464287457

Shares:3.2K

Value:$265.8K

% of Portfolio:0.0% ($265.8K/$766.5M)

464287499

IWR|464287499

Shares:3.0K

Value:$257.6K

% of Portfolio:0.0% ($257.6K/$766.5M)

46434G764

EMXC|46434G764

Shares:4.4K

Value:$240.9K

% of Portfolio:0.0% ($240.9K/$766.5M)

81369Y886

Shares:2.9K

Value:$230.7K

% of Portfolio:0.0% ($230.7K/$766.5M)

Banco Santander, S.A.

SAN|05964H105

Shares:34.2K

Value:$229.2K

% of Portfolio:0.0% ($229.2K/$766.5M)

LENNAR CORP /NEW/

LEN|526057104

Shares:2.0K

Value:$226.7K

% of Portfolio:0.0% ($226.7K/$766.5M)

464287630

IWN|464287630

Shares:1.5K

Value:$225.7K

% of Portfolio:0.0% ($225.7K/$766.5M)

464287234

EEM|464287234

Shares:5.1K

Value:$222.9K

% of Portfolio:0.0% ($222.9K/$766.5M)

922908744

VTV|922908744

Shares:1.3K

Value:$220.8K

% of Portfolio:0.0% ($220.8K/$766.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FIRST BUSINESS FINANCIAL SERVICES, INC.(FBIZcusip319390100)	6.6K	QoQ +0.54% (+36) YoY +2.41% (+156)	All Managers (Combined)	$312.0K	0.0% ($312.0K/$766.5M)	QoQ +2.41% (+$7.4K) YoY +28.75% (+$69.7K)
United Airlines Holdings, Inc.(UALcusip910047109)	4.4K	QoQ -7.14% (-337) YoY NEW(+4.4K)	All Managers (Combined)	$302.6K	0.0% ($302.6K/$766.5M)	QoQ -33.96% (-$155.6K) YoY NEW(+$302.6K)
(cusip921932828)✕	3.1K	QoQ -4.54% (-147) YoY -51.98% (-3.3K)	All Managers (Combined)	$297.7K	0.0% ($297.7K/$766.5M)	QoQ -13.12% (-$45.0K) YoY -54.34% (-$354.4K)
CATERPILLAR INC(CATcusip149123101)	900	QoQ -14.20% (-149) YoY -22.34% (-259)	All Managers (Combined)	$296.8K	0.0% ($296.8K/$766.5M)	QoQ -21.99% (-$83.7K) YoY -30.10% (-$127.9K)
Royalty Pharma plc(RPRXcusipG7709Q104)	9.5K	QoQ 0.00% (+0) YoY NEW(+9.5K)	All Managers (Combined)	$295.7K	0.0% ($295.7K/$766.5M)	QoQ +22.03% (+$53.4K) YoY NEW(+$295.7K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	563	QoQ -6.01% (-36) YoY -7.55% (-46)	All Managers (Combined)	$288.0K	0.0% ($288.0K/$766.5M)	QoQ +2.54% (-$7.1K) YoY -1.11% (-$3.3K)
MICRON TECHNOLOGY INC(MUcusip595112103)	3.3K	QoQ 0.00% (+0) YoY -31.99% (-1.5K)	All Managers (Combined)	$284.4K	0.0% ($284.4K/$766.5M)	QoQ +3.24% (+$8.9K) YoY -49.87% (-$283.0K)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	2.9K	QoQ +17.14% (+424) YoY +11.12% (-290)	All Managers (Combined)	$283.7K	0.0% ($283.7K/$766.5M)	QoQ +2.36% (+$6.5K) YoY -18.58% (-$64.8K)
LOWES COMPANIES INC(LOWcusip548661107)	1.2K	QoQ -14.72% (-206) YoY -56.05% (-1.5K)	All Managers (Combined)	$278.2K	0.0% ($278.2K/$766.5M)	QoQ -19.41% (-$67.0K) YoY -59.76% (-$413.3K)
(cusip92189F429)✕	16.0K	QoQ -3.99% (-666) YoY -59.85% (-23.9K)	All Managers (Combined)	$268.5K	0.0% ($268.5K/$766.5M)	QoQ -6.71% (-$19.3K) YoY -61.96% (-$437.4K)
MORGAN STANLEY(MScusip617446448)	2.3K	QoQ -44.35% (-1.8K) YoY -79.44% (-8.9K)	All Managers (Combined)	$267.8K	0.0% ($267.8K/$766.5M)	QoQ -48.35% (-$250.7K) YoY -74.52% (-$783.5K)
(cusip464287457)✕	3.2K	QoQ -0.64% (-21) YoY +18.56% (+503)	All Managers (Combined)	$265.8K	0.0% ($265.8K/$766.5M)	QoQ +0.25% (-$688) YoY +19.93% (+$44.2K)
(IWRcusip464287499)	3.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$257.6K	0.0% ($257.6K/$766.5M)	QoQ -3.76% (-$10.1K) YoY +1.16% (+$3.0K)
(EMXCcusip46434G764)	4.4K	QoQ -73.12% (-11.9K) YoY NEW(+4.4K)	All Managers (Combined)	$240.9K	0.0% ($240.9K/$766.5M)	QoQ -73.29% (-$661.1K) YoY NEW(+$240.9K)
(cusip81369Y886)✕	2.9K	QoQ -41.42% (-2.1K) YoY -65.77% (-5.6K)	All Managers (Combined)	$230.7K	0.0% ($230.7K/$766.5M)	QoQ -38.97% (-$147.4K) YoY -58.89% (-$330.6K)
Banco Santander, S.A.(SANcusip05964H105)	34.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$229.2K	0.0% ($229.2K/$766.5M)	QoQ +46.93% (+$73.2K) YoY +38.42% (+$63.6K)
LENNAR CORP /NEW/(LENcusip526057104)	2.0K	QoQ -27.78% (-760) YoY -46.83% (-1.7K)	All Managers (Combined)	$226.7K	0.0% ($226.7K/$766.5M)	QoQ -39.22% (-$146.3K) YoY -64.51% (-$412.2K)
(IWNcusip464287630)	1.5K	QoQ 0.00% (-0) YoY +9.84% (+134)	All Managers (Combined)	$225.7K	0.0% ($225.7K/$766.5M)	QoQ -8.03% (-$19.7K) YoY +4.42% (+$9.6K)
(EEMcusip464287234)	5.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$222.9K	0.0% ($222.9K/$766.5M)	QoQ +4.49% (+$9.6K) YoY +6.37% (+$13.4K)
(VTVcusip922908744)	1.3K	QoQ 0.00% (+0) YoY NEW(+1.3K)	All Managers (Combined)	$220.8K	0.0% ($220.8K/$766.5M)	QoQ +2.03% (+$4.4K) YoY NEW(+$220.8K)