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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NVIDIA CORP

NVDA|67066G104

Shares:29.2K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$766.5M)

CubeSmart

CUBE|229663109

Shares:74.0K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$766.5M)

DOW INC.

DOW|260557103

Shares:86.6K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$766.5M)

464287648

IWO|464287648

Shares:11.4K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$766.5M)

ELI LILLY & Co

LLY|532457108

Shares:3.4K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$766.5M)

TARGET CORP

TGT|87612E106

Shares:25.9K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$766.5M)

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:40.5K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$766.5M)

Philip Morris International Inc.

PM|718172109

Shares:16.7K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$766.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:21.7K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$766.5M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:27.7K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$766.5M)

81369Y803

XLK|81369Y803

Shares:11.7K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$766.5M)

BEST BUY CO INC

BBY|086516101

Shares:31.2K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$766.5M)

78468R663

Shares:24.8K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$766.5M)

464287507

IJH|464287507

Shares:39.0K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$766.5M)

WHITE MOUNTAINS INSURANCE GROUP LTD

WTM|G9618E107

Shares:1.2K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$766.5M)

808524607

SCHA|808524607

Shares:94.4K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$766.5M)

UNION PACIFIC CORP

UNP|907818108

Shares:9.1K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$766.5M)

HOME DEPOT, INC.

HD|437076102

Shares:5.9K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$766.5M)

46434V407

Shares:49.3K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$766.5M)

VISA INC.

V|92826C839

Shares:5.5K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$766.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	29.2K	QoQ +2.35% (-672) YoY +796.41% (+26.0K)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$766.5M)	QoQ -17.39% (-$667.2K) YoY +7.52% (+$221.7K)
CubeSmart(CUBEcusip229663109)	74.0K	QoQ -12.26% (-10.3K) YoY -44.80% (-60.1K)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$766.5M)	QoQ -12.54% (-$453.6K) YoY -47.87% (-$2.9M)
DOW INC.(DOWcusip260557103)	86.6K	QoQ -8.63% (-8.2K) YoY -26.94% (-32.0K)	All Managers (Combined)	$3.0M	0.4% ($3.0M/$766.5M)	QoQ -20.49% (-$779.8K) YoY -55.96% (-$3.8M)
(IWOcusip464287648)	11.4K	QoQ -2.05% (-240) YoY -2.38% (-279)	All Managers (Combined)	$2.9M	0.4% ($2.9M/$766.5M)	QoQ -13.04% (-$437.8K) YoY -7.88% (-$249.9K)
ELI LILLY & Co(LLYcusip532457108)	3.4K	QoQ -3.85% (-135) YoY -23.51% (-1.0K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$766.5M)	QoQ +2.85% (-$77.3K) YoY -18.80% (-$643.8K)
TARGET CORP(TGTcusip87612E106)	25.9K	QoQ +12.07% (-2.8K) YoY +120.89% (+14.2K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$766.5M)	QoQ -13.48% (-$421.6K) YoY +30.08% (+$625.9K)
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	40.5K	QoQ +573.80% (+34.5K) YoY NEW(+40.5K)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$766.5M)	QoQ +493.11% (+$2.2M) YoY NEW(+$2.7M)
Philip Morris International Inc.(PMcusip718172109)	16.7K	QoQ -13.03% (-2.5K) YoY -77.00% (-55.8K)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$766.5M)	QoQ +14.69% (-$338.9K) YoY -60.16% (-$4.0M)
EXXON MOBIL CORP(XOMcusip30231G102)	21.7K	QoQ -14.89% (-3.8K) YoY -75.77% (-68.0K)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$766.5M)	QoQ -5.90% (-$162.3K) YoY -75.21% (-$7.8M)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	27.7K	QoQ +5.94% (-1.6K) YoY +298.36% (+20.7K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$766.5M)	QoQ -13.93% (-$412.1K) YoY +200.17% (+$1.7M)
(XLKcusip81369Y803)	11.7K	QoQ -1.55% (-185) YoY -2.46% (-297)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$766.5M)	QoQ -12.57% (-$348.8K) YoY -3.30% (-$82.8K)
BEST BUY CO INC(BBYcusip086516101)	31.2K	QoQ -10.33% (-3.6K) YoY -4.40% (-1.4K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$766.5M)	QoQ -23.07% (-$687.9K) YoY -14.22% (-$380.2K)
(cusip78468R663)✕	24.8K	QoQ -5.60% (-1.5K) YoY +196.91% (+16.4K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$766.5M)	QoQ -5.29% (-$127.1K) YoY +196.67% (+$1.5M)
(IJHcusip464287507)	39.0K	QoQ +0.21% (-82) YoY +0.55% (-216)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$766.5M)	QoQ -6.15% (-$149.2K) YoY -3.39% (-$80.0K)
WHITE MOUNTAINS INSURANCE GROUP LTD(WTMcusipG9618E107)	1.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$766.5M)	QoQ -0.98% (-$22.6K) YoY +7.32% (+$154.7K)
(SCHAcusip808524607)	94.4K	QoQ +20.47% (+16.1K) YoY NEW(+94.4K)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$766.5M)	QoQ +9.15% (+$185.6K) YoY NEW(+$2.2M)
UNION PACIFIC CORP(UNPcusip907818108)	9.1K	QoQ -3.35% (-317) YoY -19.27% (-2.2K)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$766.5M)	QoQ +0.11% (-$2.5K) YoY -22.45% (-$624.3K)
HOME DEPOT, INC.(HDcusip437076102)	5.9K	QoQ -1.67% (-100) YoY -12.63% (-847)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$766.5M)	QoQ -7.36% (-$170.6K) YoY -16.53% (-$425.1K)
(cusip46434V407)✕	49.3K	QoQ +22.86% (+9.2K) YoY +58.51% (+18.2K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$766.5M)	QoQ +22.60% (+$386.4K) YoY +58.40% (+$772.8K)
VISA INC.(Vcusip92826C839)	5.5K	QoQ +4.11% (+216) YoY -6.18% (-361)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$766.5M)	QoQ +15.44% (+$256.6K) YoY +17.80% (-$289.8K)