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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
ABCB icon
326
Ameris Bancorp
ABCB
$5.9B
$49.2K 0.03%
545
-120
-18% -$10.2K
AIVL icon
327
WisdomTree US AI Enhanced Value Fund
AIVL
$433M
$49.2K 0.03%
375
– –
VMBS icon
328
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$48.1K 0.03%
1,028
– –
VNO icon
329
Vornado Realty Trust
VNO
$7.54B
$46.6K 0.03%
1,186
+25
+2% +$808
FLXS icon
330
Flexsteel Industries
FLXS
$317M
$45.9K 0.03%
616
-105
-15% -$5.88K
LNTH icon
331
Lantheus
LNTH
$6.68B
$45.2K 0.03%
407
-90
-18% -$8.39K
BMO icon
332
Bank of Montreal
BMO
$127B
$44.9K 0.03%
254
– –
FDVV icon
333
Fidelity High Dividend ETF
FDVV
$10.2B
$44.8K 0.03%
+672
New +$40K
O icon
334
Realty Income
O
$61.3B
$44.6K 0.03%
720
– –
BXP icon
335
Boston Properties
BXP
$11.2B
$44K 0.03%
664
-451
-40% -$27K
JHX icon
336
James Hardie Industries
JHX
$15.6B
$43.6K 0.03%
1,667
-289
-15% -$6.35K
DVY icon
337
iShares Select Dividend ETF
DVY
$24.1B
$42.9K 0.03%
274
– –
DUK icon
338
Duke Energy
DUK
$101B
$42.8K 0.03%
338
– –
SCL icon
339
Stepan Co
SCL
$1.32B
$42.8K 0.03%
768
+214
+39% +$11.1K
DHR icon
340
Danaher
DHR
$140B
$41.1K 0.03%
216
– –
LQD icon
341
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.5B
$41.1K 0.03%
377
– –
AX icon
342
Axos Financial
AX
$5.64B
$41.1K 0.03%
422
-90
-18% -$8.11K
UNM icon
343
Unum
UNM
$14B
$41K 0.03%
459
-112
-20% -$9.28K
SIHY icon
344
Harbor Ares Systematic High Yield ETF
SIHY
$149M
$40.9K 0.03%
897
+74
+9% +$3.35K
THG icon
345
Hanover Insurance
THG
$7.84B
$40.5K 0.03%
189
-48
-20% -$9.09K
SHO icon
346
Sunstone Hotel Investors
SHO
$2.19B
$40.3K 0.02%
3,517
-580
-14% -$6.09K
CCL icon
347
Carnival Corporation Ltd
CCL
$38.7B
$40K 0.02%
1,399
– –
VTI icon
348
Vanguard Total Stock Market ETF
VTI
$656B
$39.6K 0.02%
107
– –
EEFT icon
349
Euronet Worldwide
EEFT
$3.15B
$38K 0.02%
519
-61
-11% -$4.26K
CL icon
350
Colgate-Palmolive
CL
$74.2B
$37.7K 0.02%
411
-600
-59% -$52.5K
12 13
14
15 16

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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.