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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
ARE icon
251
Alexandria Real Estate Equities
ARE
$9.41B
$102K 0.06%
+1,939
New +$92.8K
IDA icon
252
Idacorp
IDA
$8.24B
$100K 0.06%
661
-39
-6% -$5.62K
INTC icon
253
Intel
INTC
$435B
$98.7K 0.06%
707
-1,421
-67% -$144K
GEV icon
254
GE Vernova
GEV
$251B
$98.7K 0.06%
84
– –
CMG icon
255
Chipotle Mexican Grill
CMG
$43B
$98K 0.06%
2,882
+143
+5% +$4.67K
WFC icon
256
Wells Fargo
WFC
$263B
$96.7K 0.06%
1,170
– –
IEI icon
257
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$96.4K 0.06%
821
-9
-1% -$1.06K
MTB icon
258
M&T Bank
MTB
$36.6B
$95.2K 0.06%
400
– –
HIG icon
259
Hartford Financial Services
HIG
$39.3B
$95K 0.06%
717
– –
CRUS icon
260
Cirrus Logic
CRUS
$6.87B
$94.8K 0.06%
638
-29
-4% -$4.75K
TTD icon
261
Trade Desk
TTD
$8.89B
$94.6K 0.06%
5,232
-639
-11% -$13.6K
TFI icon
262
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.06B
$93.8K 0.06%
2,049
– –
VRTX icon
263
Vertex Pharmaceuticals
VRTX
$124B
$93K 0.06%
187
+12
+7% +$5.32K
WMG icon
264
Warner Music
WMG
$15B
$92.7K 0.06%
3,426
+163
+5% +$4.85K
AMP icon
265
Ameriprise Financial
AMP
$48.3B
$91.8K 0.06%
200
– –
MANH icon
266
Manhattan Associates
MANH
$9.95B
$91.1K 0.06%
+654
New +$90.1K
DKS icon
267
Dick's Sporting Goods
DKS
$18.9B
$89.8K 0.06%
396
-47
-11% -$10.4K
ITIC
268
Investors Title Co
ITIC
$549M
$88.4K 0.05%
323
-15
-4% -$3.63K
DFIC icon
269
Dimensional International Core Equity 2 ETF
DFIC
$14.6B
$86.3K 0.05%
2,317
+1,452
+168% +$54.5K
IWR icon
270
iShares Russell Mid-Cap ETF
IWR
$56.5B
$84.1K 0.05%
+762
New +$80.1K
CSRE
271
Cohen & Steers Real Estate Active ETF
CSRE
$503M
$81.1K 0.05%
2,858
-75
-3% -$2.13K
CGXU icon
272
Capital Group International Focus Equity ETF
CGXU
$6.15B
$80.3K 0.05%
2,319
+115
+5% +$3.82K
FRPT icon
273
Freshpet
FRPT
$3.01B
$79.8K 0.05%
1,349
+19
+1% +$1.09K
SNDK
274
Sandisk
SNDK
$162B
$79.6K 0.05%
35
– –
STT icon
275
State Street
STT
$50.2B
$79.5K 0.05%
469
– –
9 10
11
12 13

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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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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.