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1IA

1620 Investment Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 30.15%
This Fund
S&P 500
This Quarter Est. Return
+4.32%
1 Year Est. Return
+30.15%
3 Year Est. Return
+68.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
-$2.19M
Cap. Flow
-$6.04M
Cap. Flow %
-4.08%
Top 10 Hldgs %
21.7%
Holding
675
New
28
Increased
156
Reduced
149
Closed
17

Top Buys

Rank Stock Value
1
SWK icon
Stanley Black & Decker
SWK
+$299K
2
WDAY icon
Workday
WDAY
+$193K
3
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$186K
4
TTD icon
Trade Desk
TTD
+$118K
5
YOU icon
Clear Secure
YOU
+$110K

Top Sells

Rank Stock Value
1
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$2.95M
2
POWL icon
Powell Industries
POWL
+$686K
3
GLW icon
Corning
GLW
+$568K
4
MDT icon
Medtronic
MDT
+$498K
5
AES icon
AES
AES
+$491K

Sector Composition

Rank Sector Weight
1 Technology 13.42%
2 Financials 10.34%
3 Healthcare 8.53%
4 Consumer Discretionary 7.48%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OGS icon
276
ONE Gas
OGS
$5.04B
$72.4K 0.05%
841
+12
+1% +$994
EQIX icon
277
Equinix
EQIX
$103B
$68.9K 0.05%
70
-4
-5% -$3.56K
JMUB icon
278
JPMorgan Municipal ETF
JMUB
$8.51B
$68.2K 0.05%
1,365
-20
-1% -$1.01K
KLAC icon
279
KLA
KLAC
$259B
$67.5K 0.05%
450
– –
HDSN
280
Hudson Technologies
HDSN
$235M
$66.9K 0.05%
11,385
+140
+1% +$960
VVV icon
281
Valvoline
VVV
$4.51B
$66.3K 0.04%
1,969
+5
+0.3% +$173
VCSH icon
282
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$65.6K 0.04%
826
– –
CGXU icon
283
Capital Group International Focus Equity ETF
CGXU
$6.55B
$65K 0.04%
2,204
+30
+1% +$925
SPY icon
284
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$63.1K 0.04%
96
+36
+60% +$24.5K
META icon
285
Meta Platforms (Facebook)
META
$1.51T
$63K 0.04%
110
-3
-3% -$1.92K
SYF icon
286
Synchrony
SYF
$25.6B
$62.8K 0.04%
923
– –
AMT icon
287
American Tower
AMT
$80.4B
$62.8K 0.04%
363
+23
+7% +$4.14K
IAU icon
288
iShares Gold Trust
IAU
$64.4B
$62.4K 0.04%
708
– –
MTX icon
289
Minerals Technologies
MTX
$2.34B
$62.3K 0.04%
879
– –
SBUX icon
290
Starbucks
SBUX
$120B
$60.5K 0.04%
675
– –
CNI icon
291
Canadian National Railway
CNI
$76.6B
$60.4K 0.04%
588
– –
STT icon
292
State Street
STT
$50.7B
$59.4K 0.04%
469
– –
HST icon
293
Host Hotels & Resorts
HST
$16B
$59.3K 0.04%
3,093
– –
BOOT icon
294
Boot Barn
BOOT
$4.95B
$58.1K 0.04%
397
-68
-15% -$12.3K
BXP icon
295
Boston Properties
BXP
$11.1B
$57.9K 0.04%
1,115
-25
-2% -$1.5K
ROP icon
296
Roper Technologies
ROP
$39.8B
$57.7K 0.04%
163
– –
KO icon
297
Coca-Cola
KO
$375B
$57.1K 0.04%
751
-4
-0.5% -$302
DFAC icon
298
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$55.4K 0.04%
1,425
+400
+39% +$16.1K
IWV icon
299
iShares Russell 3000 ETF
IWV
$20.4B
$54.9K 0.04%
148
– –
FLR icon
300
Fluor
FLR
$7.96B
$54.3K 0.04%
1,163
– –
10 11
12
13 14

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FC
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GPA
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SWMG
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FPWM
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LIM
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RCWM
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AXA
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1620 Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, 1620 Investment Advisors held 675 positions worth $148M, down 1.5% from $150M the previous quarter. Its ten largest holdings account for 22% of the portfolio.

1620 Investment Advisors withdrew a net $6.04M in Q1 2026, closing 17 positions and reducing 149 holdings. Its most notable exit was Avantis Emerging Markets Value ETF, an estimated $2.95M position sold in full.

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

Against the trend, 1620 Investment Advisors opened a new position in Stanley Black & Decker worth $265K.

  • 1620 Investment Advisors's largest Q1 2026 buy was Stanley Black & Decker: 3,728 shares worth $265K.
  • 1620 Investment Advisors added most to Workday in Q1 2026, an estimated $193K increase.
  • 1620 Investment Advisors's biggest Q1 2026 reduction was Powell Industries, cutting an estimated $686K.
  • 1620 Investment Advisors fully exited Avantis Emerging Markets Value ETF in Q1 2026, selling an estimated $2.95M.
  • 1620 Investment Advisors's ten largest holdings make up 22% of its $148M portfolio in Q1 2026.
  • 1620 Investment Advisors opened 28 new positions and closed 17 in Q1 2026.
  • 1620 Investment Advisors's portfolio value fell 1.5% quarter-over-quarter to $148M.

Based on 1620 Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.