1834 Investment Advisors Co. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 232 individual equity positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. Microsoft Corporation is the largest holding, with 48,928,000 shares. Other top individual stock positions include Apple Inc. with 85,687,000 shares, Berkshire Hathaway Inc. Class A with 1,000,000 shares, and Costco Wholesale Corporation with 1,345,000 shares.
The filing also reveals significant exposure to exchange-traded funds (ETFs). The SPDR S&P 500 ETF Trust is the largest ETF holding, with 312,344,000 shares. Other notable ETF positions include the Vanguard S&P 500 ETF (64,460,000 shares) and the Invesco QQQ Trust (620,000 shares).
The portfolio includes a diverse mix of sectors, with substantial stakes in financial services, energy, and healthcare. Major financial names include JPMorgan Chase & Co. (22,251,000 shares), UnitedHealth Group Inc. (7,031,000 shares), and Visa Inc. (5,739,000 shares). Energy exposure is represented by Exxon Mobil Corporation (43,915,000 shares) and Chevron Corporation (43,915,000 shares). Healthcare holdings include Eli Lilly & Co. (3,201,000 shares) and AbbVie Inc. (5,084,000 shares).
The filing was signed by David Bucur, Chief Compliance Officer, on October 16, 2026.
