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1620 Investment Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 30.15%
This Fund
S&P 500
This Quarter Est. Return
+13.61%
1 Year Est. Return
+30.15%
3 Year Est. Return
+68.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$161M
AUM Growth
+$13.6M
Cap. Flow
-$983K
Cap. Flow %
-0.61%
Top 10 Hldgs %
22.3%
Holding
703
New
46
Increased
126
Reduced
221
Closed
26

Top Buys

Rank Stock Value
1
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$3.43M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.26M
3
FLCC
Federated Hermes MDT Large Cap Core ETF
FLCC
+$698K
4
OAKM
Oakmark U.S. Large Cap ETF
OAKM
+$375K
5
SPG icon
Simon Property Group
SPG
+$362K

Top Sells

Rank Stock Value
1
STX icon
Seagate
STX
+$1.53M
2
POWL icon
Powell Industries
POWL
+$714K
3
TSM icon
TSMC
TSM
+$711K
4
MRVL icon
Marvell Technology
MRVL
+$440K
5
PANW icon
Palo Alto Networks
PANW
+$324K

Sector Composition

Rank Sector Weight
1 Technology 14.72%
2 Financials 10.26%
3 Healthcare 7.97%
4 Consumer Discretionary 7.16%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VMC icon
226
Vulcan Materials
VMC
$37.4B
$134K 0.08%
+455
New +$130K
UBER icon
227
Uber
UBER
$144B
$134K 0.08%
1,858
+14
+0.8% +$1.03K
TOWN icon
228
Towne Bank
TOWN
$3.53B
$134K 0.08%
3,695
-86
-2% -$3K
IFF icon
229
International Flavors & Fragrances
IFF
$20.2B
$132K 0.08%
1,666
+98
+6% +$7.29K
MCHP icon
230
Microchip Technology
MCHP
$41.1B
$131K 0.08%
1,437
– –
GE icon
231
GE Aerospace
GE
$377B
$131K 0.08%
349
– –
SHY icon
232
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$130K 0.08%
1,589
-1,230
-44% -$101K
VEEV icon
233
Veeva Systems
VEEV
$32.7B
$130K 0.08%
+733
New +$121K
ALGM icon
234
Allegro MicroSystems
ALGM
$8.29B
$128K 0.08%
1,839
-1,576
-46% -$73.7K
EBAY icon
235
eBay
EBAY
$52.1B
$122K 0.08%
1,090
+19
+2% +$2.03K
LMT icon
236
Lockheed Martin
LMT
$134B
$121K 0.07%
237
– –
CP icon
237
Canadian Pacific Kansas City
CP
$81.4B
$120K 0.07%
1,380
+18
+1% +$1.54K
FAST icon
238
Fastenal
FAST
$55.2B
$119K 0.07%
2,480
– –
PG icon
239
Procter & Gamble
PG
$347B
$119K 0.07%
811
– –
AZZ icon
240
AZZ Inc
AZZ
$4.41B
$116K 0.07%
746
-87
-10% -$12.4K
GPK icon
241
Graphic Packaging
GPK
$3.45B
$113K 0.07%
10,690
-1,302
-11% -$13.3K
KR icon
242
Kroger
KR
$36.3B
$110K 0.07%
1,978
– –
BKMI
243
BNY Mellon Municipal Intermediate ETF
BKMI
$1.68B
$109K 0.07%
+4,104
New +$108K
TARS icon
244
Tarsus Pharmaceuticals
TARS
$2.57B
$108K 0.07%
1,721
-63
-4% -$4.03K
MRK icon
245
Merck
MRK
$326B
$108K 0.07%
842
– –
GOOG icon
246
Alphabet (Google) Class C
GOOG
$4.07T
$108K 0.07%
305
– –
SCHI icon
247
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$108K 0.07%
4,772
– –
CELH icon
248
Celsius Holdings
CELH
$7.53B
$107K 0.07%
3,647
+1,091
+43% +$34.4K
NOW icon
249
ServiceNow
NOW
$114B
$105K 0.07%
1,061
+559
+111% +$55.3K
SCYB icon
250
Schwab High Yield Bond ETF
SCYB
$2.72B
$103K 0.06%
3,950
-200
-5% -$5.24K
8 9
10
11 12

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FC
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CFG
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GPA
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GWM
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SWMG
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CFA
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MF
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1620 Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, 1620 Investment Advisors held 703 positions worth $161M, up 9.2% from $148M the previous quarter. Its ten largest holdings account for 22% of the portfolio.

1620 Investment Advisors's Q2 2026 filing shows 46 new, 126 increased, 221 reduced and 26 closed positions. Its largest new stake was Avantis Emerging Markets Value ETF: 52,320 shares worth $3.43M. The largest sale was Seagate, an estimated $1.53M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 13% a quarter earlier, followed by Financials and Healthcare.

  • 1620 Investment Advisors's largest Q2 2026 buy was Avantis Emerging Markets Value ETF: 52,320 shares worth $3.43M.
  • 1620 Investment Advisors added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2026, an estimated $1.26M increase.
  • 1620 Investment Advisors's biggest Q2 2026 reduction was Seagate, cutting an estimated $1.53M.
  • 1620 Investment Advisors fully exited HubSpot in Q2 2026, selling an estimated $79.3K.
  • 1620 Investment Advisors's ten largest holdings make up 22% of its $161M portfolio in Q2 2026.
  • 1620 Investment Advisors opened 46 new positions and closed 26 in Q2 2026.
  • 1620 Investment Advisors's portfolio value rose 9.2% quarter-over-quarter to $161M.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.