1834 INVESTMENT ADVISORS CO

Q3 2025 13F-HR Holdings

Location
Milwaukee, WI
Holdings as of
9/30/2025
Date filed
10/31/2025
Form type
13F-HR
Num holdings
204
Total value ($000)
$814,870
Net value change ($000)
+25,050 (3.2%)
New positions
8
Sold out positions
9
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 4,318 20.7%
BIL 2,974 119.2%
GOOGL 2,909 36.9%
APA 2,844 55.3%
CVX 2,433 95.4%
VEA 2,358 20.3%
VOO 1,989 9.7%
ES 1,740 74.1%
AVGO 1,648 17.2%
HSY 1,569 41.1%
Top Reduces (Value $000, Stocks/ETFs)
KR -3,660 -40.2%
CSCO -3,249 -44.6%
KMI -2,970 -26.1%
VIRT -2,757 -29.1%
C -2,001 -26.0%
IVW -1,350 -3.0%
IVE -1,287 -4.0%
T -1,201 -8.6%
CNH INDL N V -1,102 -13.9%
FAF -1,057 -69.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type