1834 INVESTMENT ADVISORS CO

Q4 2025 13F-HR Holdings

Location
Milwaukee, WI
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
204
Total value ($000)
$797,090
Net value change ($000)
-17,780 (-2.2%)
New positions
10
Sold out positions
10
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
UBSI 3,700 NEW
USB 3,106 363.3%
GOOGL 2,622 24.3%
EIX 2,417 NEW
MRK 2,099 31.5%
PCAR 1,831 NEW
DG 1,513 21.9%
BMY 1,463 20.3%
VCSH 1,271 4.1%
DOC 1,088 258.4%
Top Reduces (Value $000, Stocks/ETFs)
ALLY -3,729 -44.9%
KR -2,782 -51.0%
MSFT -2,755 -10.5%
VIRT -2,734 -40.8%
T -2,538 -19.8%
CCI -2,462 -36.8%
CUBE -2,077 -84.9%
D -1,895 -28.0%
VCIT -1,824 -7.0%
DOW -1,822 -100.0%
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