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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
VVV icon
276
Valvoline
VVV
$5.13B
$79.5K 0.05%
2,010
+41
+2% +$1.43K
PHYS icon
277
Sprott Physical Gold
PHYS
$14.5B
$79.1K 0.05%
2,622
-275
-9% -$9.38K
AMGN icon
278
Amgen
AMGN
$212B
$78.9K 0.05%
217
– –
MRGR icon
279
ProShares Merger ETF
MRGR
$15.9M
$74.9K 0.05%
1,649
– –
TOL icon
280
Toll Brothers
TOL
$14.5B
$74.8K 0.05%
454
-78
-15% -$11.1K
GWRE icon
281
Guidewire Software
GWRE
$13.3B
$73.3K 0.05%
596
+15
+3% +$2K
EQIX icon
282
Equinix
EQIX
$102B
$73.3K 0.05%
70
– –
VOO icon
283
Vanguard S&P 500 ETF
VOO
$971B
$72.4K 0.04%
105
-93
-47% -$62K
HDSN
284
Hudson Technologies
HDSN
$259M
$71.3K 0.04%
12,430
+1,045
+9% +$5.94K
SLB icon
285
SLB Ltd
SLB
$74.2B
$70.8K 0.04%
1,522
-713
-32% -$38.2K
IDCC icon
286
InterDigital
IDCC
$6.72B
$70.5K 0.04%
249
– –
CPRT icon
287
Copart
CPRT
$28.4B
$70.4K 0.04%
2,499
-78
-3% -$2.52K
CAT icon
288
Caterpillar
CAT
$387B
$70.3K 0.04%
66
– –
CNI icon
289
Canadian National Railway
CNI
$78.3B
$70.1K 0.04%
588
– –
BJRI icon
290
BJ's Restaurants
BJRI
$1.45B
$70K 0.04%
1,152
-216
-16% -$9.45K
HST icon
291
Host Hotels & Resorts
HST
$17.4B
$69.9K 0.04%
2,948
-145
-5% -$3.24K
JMUB icon
292
JPMorgan Municipal ETF
JMUB
$8.33B
$69.3K 0.04%
1,368
+3
+0.2% +$151
NFLX icon
293
Netflix
NFLX
$301B
$69.1K 0.04%
967
– –
SBUX icon
294
Starbucks
SBUX
$118B
$69K 0.04%
675
– –
CRWD icon
295
CrowdStrike
CRWD
$185B
$68.7K 0.04%
360
– –
SYF icon
296
Synchrony
SYF
$25.1B
$67.5K 0.04%
888
-35
-4% -$2.57K
CNK icon
297
Cinemark Holdings
CNK
$4.09B
$67.3K 0.04%
2,120
-462
-18% -$13.7K
WDC icon
298
Western Digital
WDC
$160B
$67.1K 0.04%
105
– –
SPY icon
299
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$66.2K 0.04%
88
-8
-8% -$5.8K
DFCF icon
300
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$65.8K 0.04%
1,560
-465
-23% -$19.7K
10 11
12
13 14

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CFG
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GPA
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GWM
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SWMG
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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.