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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VEEVA SYSTEMS INC

VEEV|922475108

Shares:2.7K

Value:$615.7K

% of Portfolio:0.1% ($615.7K/$766.5M)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:11.5K

Value:$613.5K

% of Portfolio:0.1% ($613.5K/$766.5M)

81369Y605

Shares:12.2K

Value:$609.0K

% of Portfolio:0.1% ($609.0K/$766.5M)

92189H201

Shares:13.3K

Value:$607.5K

% of Portfolio:0.1% ($607.5K/$766.5M)

Walmart Inc.

WMT|931142103

Shares:6.6K

Value:$581.7K

% of Portfolio:0.1% ($581.7K/$766.5M)

33739E108

Shares:32.2K

Value:$566.3K

% of Portfolio:0.1% ($566.3K/$766.5M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:5.4K

Value:$554.6K

% of Portfolio:0.1% ($554.6K/$766.5M)

92206C664

VTWO|92206C664

Shares:6.9K

Value:$554.3K

% of Portfolio:0.1% ($554.3K/$766.5M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.8K

Value:$535.3K

% of Portfolio:0.1% ($535.3K/$766.5M)

CARMAX INC

KMX|143130102

Shares:6.8K

Value:$530.8K

% of Portfolio:0.1% ($530.8K/$766.5M)

464288646

Shares:10.0K

Value:$522.3K

% of Portfolio:0.1% ($522.3K/$766.5M)

STEEL DYNAMICS INC

STLD|858119100

Shares:4.1K

Value:$518.8K

% of Portfolio:0.1% ($518.8K/$766.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:960

Value:$511.3K

% of Portfolio:0.1% ($511.3K/$766.5M)

Bath & Body Works, Inc.

BBWI|070830104

Shares:16.7K

Value:$507.4K

% of Portfolio:0.1% ($507.4K/$766.5M)

HUNTINGTON INGALLS INDUSTRIES, INC.

HII|446413106

Shares:2.5K

Value:$505.6K

% of Portfolio:0.1% ($505.6K/$766.5M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:3.0K

Value:$502.0K

% of Portfolio:0.1% ($502.0K/$766.5M)

MOSAIC CO

MOS|61945C103

Shares:18.4K

Value:$497.0K

% of Portfolio:0.1% ($497.0K/$766.5M)

81369Y506

Shares:5.2K

Value:$489.4K

% of Portfolio:0.1% ($489.4K/$766.5M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.3K

Value:$467.8K

% of Portfolio:0.1% ($467.8K/$766.5M)

CARNIVAL CORP

CCL|143658300

Shares:23.6K

Value:$460.8K

% of Portfolio:0.1% ($460.8K/$766.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VEEVA SYSTEMS INC(VEEVcusip922475108)	2.7K	QoQ +3.10% (+80) YoY +29.34% (+603)	All Managers (Combined)	$615.7K	0.1% ($615.7K/$766.5M)	QoQ +13.58% (+$73.6K) YoY +29.30% (+$139.6K)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	11.5K	QoQ 0.00% (-0) YoY NEW(+11.5K)	All Managers (Combined)	$613.5K	0.1% ($613.5K/$766.5M)	QoQ -0.87% (-$5.4K) YoY NEW(+$613.5K)
(cusip81369Y605)✕	12.2K	QoQ 0.00% (+0) YoY -23.62% (-3.8K)	All Managers (Combined)	$609.0K	0.1% ($609.0K/$766.5M)	QoQ +3.06% (+$18.1K) YoY -9.68% (-$65.3K)
(cusip92189H201)✕	13.3K	QoQ -7.43% (-1.1K) YoY -7.43% (-1.1K)	All Managers (Combined)	$607.5K	0.1% ($607.5K/$766.5M)	QoQ -8.61% (-$57.3K) YoY -9.42% (-$63.2K)
Walmart Inc.(WMTcusip931142103)	6.6K	QoQ +1.03% (-68) YoY -20.31% (-1.7K)	All Managers (Combined)	$581.7K	0.1% ($581.7K/$766.5M)	QoQ -1.82% (-$10.8K) YoY +16.26% (-$81.4K)
(cusip33739E108)✕	32.2K	QoQ -4.11% (-1.4K) YoY -29.75% (-13.6K)	All Managers (Combined)	$566.3K	0.1% ($566.3K/$766.5M)	QoQ -4.71% (-$28.0K) YoY -28.65% (-$227.5K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	5.4K	QoQ -6.25% (-360) YoY -37.59% (-3.3K)	All Managers (Combined)	$554.6K	0.1% ($554.6K/$766.5M)	QoQ -20.26% (-$140.9K) YoY -64.47% (-$1.0M)
(VTWOcusip92206C664)	6.9K	QoQ 0.00% (-0) YoY NEW(+6.9K)	All Managers (Combined)	$554.3K	0.1% ($554.3K/$766.5M)	QoQ -9.71% (-$59.7K) YoY NEW(+$554.3K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.8K	QoQ 0.00% (+0) YoY -7.77% (-153)	All Managers (Combined)	$535.3K	0.1% ($535.3K/$766.5M)	QoQ +1.68% (+$8.9K) YoY +12.26% (-$58.5K)
CARMAX INC(KMXcusip143130102)	6.8K	QoQ +7.02% (+447) YoY +35.91% (+1.8K)	All Managers (Combined)	$530.8K	0.1% ($530.8K/$766.5M)	QoQ +1.99% (+$10.4K) YoY +21.57% (+$94.2K)
(cusip464288646)✕	10.0K	QoQ -15.61% (-1.8K) YoY -10.33% (-1.1K)	All Managers (Combined)	$522.3K	0.1% ($522.3K/$766.5M)	QoQ -14.51% (-$88.7K) YoY -8.43% (-$48.1K)
STEEL DYNAMICS INC(STLDcusip858119100)	4.1K	QoQ -12.54% (-595) YoY -40.14% (-2.8K)	All Managers (Combined)	$518.8K	0.1% ($518.8K/$766.5M)	QoQ -4.10% (-$22.2K) YoY -49.49% (-$508.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	960	QoQ +26.31% (+200) YoY +20.30% (+162)	All Managers (Combined)	$511.3K	0.1% ($511.3K/$766.5M)	QoQ +48.41% (+$166.8K) YoY +52.35% (+$175.7K)
Bath & Body Works, Inc.(BBWIcusip070830104)	16.7K	QoQ +4.88% (-779) YoY +34.09% (-4.3K)	All Managers (Combined)	$507.4K	0.1% ($507.4K/$766.5M)	QoQ -17.97% (-$111.2K) YoY -18.71% (-$116.9K)
HUNTINGTON INGALLS INDUSTRIES, INC.(HIIcusip446413106)	2.5K	QoQ +28.26% (+546) YoY NEW(+2.5K)	All Managers (Combined)	$505.6K	0.1% ($505.6K/$766.5M)	QoQ +38.48% (+$140.5K) YoY NEW(+$505.6K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	3.0K	QoQ +3.56% (-104) YoY +57.41% (+1.1K)	All Managers (Combined)	$502.0K	0.1% ($502.0K/$766.5M)	QoQ -12.95% (-$74.7K) YoY +92.07% (+$240.6K)
MOSAIC CO(MOScusip61945C103)	18.4K	QoQ +9.85% (+1.6K) YoY NEW(+18.4K)	All Managers (Combined)	$497.0K	0.1% ($497.0K/$766.5M)	QoQ +20.71% (+$85.3K) YoY NEW(+$497.0K)
(cusip81369Y506)✕	5.2K	QoQ -33.83% (-2.7K) YoY -56.11% (-6.7K)	All Managers (Combined)	$489.4K	0.1% ($489.4K/$766.5M)	QoQ -27.81% (-$188.6K) YoY -56.55% (-$637.2K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$467.8K	0.1% ($467.8K/$766.5M)	QoQ +20.00% (+$78.0K) YoY +14.02% (+$57.5K)
CARNIVAL CORP(CCLcusip143658300)	23.6K	QoQ NEW(+23.6K) YoY NEW(+23.6K)	All Managers (Combined)	$460.8K	0.1% ($460.8K/$766.5M)	QoQ NEW(+$460.8K) YoY NEW(+$460.8K)