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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922908538

VOT|922908538

Shares:4.4K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$766.5M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:5.9K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$766.5M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:15.0K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$766.5M)

KLA CORP

KLAC|482480100

Shares:1.6K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$766.5M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:3.0K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$766.5M)

Ventas, Inc.

VTR|92276F100

Shares:14.5K

Value:$995.7K

% of Portfolio:0.1% ($995.7K/$766.5M)

Bank of New York Mellon Corp

BK|064058100

Shares:11.8K

Value:$993.4K

% of Portfolio:0.1% ($993.4K/$766.5M)

Mondelez International, Inc.

MDLZ|609207105

Shares:14.4K

Value:$975.1K

% of Portfolio:0.1% ($975.1K/$766.5M)

ORACLE CORP

ORCL|68389X105

Shares:6.9K

Value:$963.3K

% of Portfolio:0.1% ($963.3K/$766.5M)

ABBOTT LABORATORIES

ABT|002824100

Shares:7.2K

Value:$960.4K

% of Portfolio:0.1% ($960.4K/$766.5M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:4.5K

Value:$951.0K

% of Portfolio:0.1% ($951.0K/$766.5M)

SYSCO CORP

SYY|871829107

Shares:12.6K

Value:$945.5K

% of Portfolio:0.1% ($945.5K/$766.5M)

EQUIFAX INC

EFX|294429105

Shares:3.8K

Value:$923.8K

% of Portfolio:0.1% ($923.8K/$766.5M)

NISOURCE INC.

NI|65473P105

Shares:23.0K

Value:$922.5K

% of Portfolio:0.1% ($922.5K/$766.5M)

464288679

Shares:8.3K

Value:$912.7K

% of Portfolio:0.1% ($912.7K/$766.5M)

3M CO

MMM|88579Y101

Shares:6.1K

Value:$900.8K

% of Portfolio:0.1% ($900.8K/$766.5M)

464287598

IWD|464287598

Shares:4.8K

Value:$900.4K

% of Portfolio:0.1% ($900.4K/$766.5M)

78468R739

Shares:18.8K

Value:$894.7K

% of Portfolio:0.1% ($894.7K/$766.5M)

PEPSICO INC

PEP|713448108

Shares:6.0K

Value:$893.8K

% of Portfolio:0.1% ($893.8K/$766.5M)

464288521

Shares:14.9K

Value:$857.0K

% of Portfolio:0.1% ($857.0K/$766.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOTcusip922908538)	4.4K	QoQ -11.33% (-569) YoY +56.43% (+1.6K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$766.5M)	QoQ -14.52% (-$184.9K) YoY +62.30% (+$417.8K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	5.9K	QoQ +0.30% (+18) YoY -2.47% (-150)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$766.5M)	QoQ +0.85% (+$9.0K) YoY +17.44% (-$157.6K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	15.0K	QoQ +9.27% (+1.3K) YoY +2.35% (-346)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$766.5M)	QoQ +3.57% (+$36.6K) YoY -29.54% (-$444.1K)
KLA CORP(KLACcusip482480100)	1.6K	QoQ -0.32% (-5) YoY +20.40% (+263)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$766.5M)	QoQ +7.53% (-$74.0K) YoY +17.16% (+$154.6K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$766.5M)	QoQ +2.72% (+$27.8K) YoY +0.53% (+$5.6K)
Ventas, Inc.(VTRcusip92276F100)	14.5K	QoQ +1.92% (+274) YoY +2.04% (+290)	All Managers (Combined)	$995.7K	0.1% ($995.7K/$766.5M)	QoQ +19.01% (+$159.1K) YoY +61.15% (+$377.8K)
Bank of New York Mellon Corp(BKcusip064058100)	11.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$993.4K	0.1% ($993.4K/$766.5M)	QoQ +9.16% (+$83.4K) YoY +45.55% (+$310.9K)
Mondelez International, Inc.(MDLZcusip609207105)	14.4K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$975.1K	0.1% ($975.1K/$766.5M)	QoQ +13.59% (+$116.7K) YoY -3.07% (-$30.9K)
ORACLE CORP(ORCLcusip68389X105)	6.9K	QoQ -13.60% (-1.1K) YoY -33.33% (-3.4K)	All Managers (Combined)	$963.3K	0.1% ($963.3K/$766.5M)	QoQ -27.51% (-$365.7K) YoY -25.79% (-$334.9K)
ABBOTT LABORATORIES(ABTcusip002824100)	7.2K	QoQ -6.88% (-535) YoY -69.46% (-16.5K)	All Managers (Combined)	$960.4K	0.1% ($960.4K/$766.5M)	QoQ +9.20% (-$80.9K) YoY -64.36% (-$1.7M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	4.5K	QoQ 0.00% (-0) YoY +0.78% (+35)	All Managers (Combined)	$951.0K	0.1% ($951.0K/$766.5M)	QoQ -6.25% (-$63.5K) YoY +3.97% (+$36.4K)
SYSCO CORP(SYYcusip871829107)	12.6K	QoQ 0.00% (-0) YoY -3.07% (-400)	All Managers (Combined)	$945.5K	0.1% ($945.5K/$766.5M)	QoQ -1.85% (-$17.9K) YoY -10.40% (-$109.8K)
EQUIFAX INC(EFXcusip294429105)	3.8K	QoQ +13.05% (+438) YoY +17.46% (+564)	All Managers (Combined)	$923.8K	0.1% ($923.8K/$766.5M)	QoQ +8.04% (+$68.8K) YoY +6.94% (+$60.0K)
NISOURCE INC.(NIcusip65473P105)	23.0K	QoQ +0.98% (+225) YoY -9.89% (-2.5K)	All Managers (Combined)	$922.5K	0.1% ($922.5K/$766.5M)	QoQ +10.13% (+$84.9K) YoY +30.59% (-$216.1K)
(cusip464288679)✕	8.3K	QoQ -10.07% (-926) YoY -78.41% (-30.0K)	All Managers (Combined)	$912.7K	0.1% ($912.7K/$766.5M)	QoQ -9.79% (-$99.1K) YoY -78.42% (-$3.3M)
3M CO(MMMcusip88579Y101)	6.1K	QoQ -30.35% (-2.7K) YoY -89.68% (-53.3K)	All Managers (Combined)	$900.8K	0.1% ($900.8K/$766.5M)	QoQ -20.76% (-$236.1K) YoY -85.71% (-$5.4M)
(IWDcusip464287598)	4.8K	QoQ -22.05% (-1.4K) YoY -71.95% (-12.3K)	All Managers (Combined)	$900.4K	0.1% ($900.4K/$766.5M)	QoQ -20.77% (-$236.1K) YoY -70.53% (-$2.2M)
(cusip78468R739)✕	18.8K	QoQ -13.63% (-3.0K) YoY -36.05% (-10.6K)	All Managers (Combined)	$894.7K	0.1% ($894.7K/$766.5M)	QoQ -13.25% (-$136.7K) YoY -35.83% (-$499.7K)
PEPSICO INC(PEPcusip713448108)	6.0K	QoQ -5.17% (-325) YoY -17.10% (-1.2K)	All Managers (Combined)	$893.8K	0.1% ($893.8K/$766.5M)	QoQ -6.49% (-$62.1K) YoY -28.98% (-$364.8K)
(cusip464288521)✕	14.9K	QoQ 0.00% (+0) YoY -11.50% (-1.9K)	All Managers (Combined)	$857.0K	0.1% ($857.0K/$766.5M)	QoQ +0.50% (+$4.3K) YoY -5.25% (-$47.5K)