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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
THG icon
326
Hanover Insurance
THG
$7.98B
$41.1K 0.03%
237
+5
+2% +$870
DHR icon
327
Danaher
DHR
$144B
$41K 0.03%
216
– –
EMBJ
328
Embraer S.A. ADS
EMBJ
$13B
$40.6K 0.03%
685
– –
FLCC
329
Federated Hermes MDT Large Cap Core ETF
FLCC
$133M
$40.1K 0.03%
+1,300
New +$41.6K
IRMD icon
330
iRadimed
IRMD
$1.18B
$38.7K 0.03%
402
– –
EEFT icon
331
Euronet Worldwide
EEFT
$2.7B
$38.5K 0.03%
580
-9
-2% -$644
LNTH icon
332
Lantheus
LNTH
$6.59B
$37.7K 0.03%
497
– –
PAHC icon
333
Phibro Animal Health
PAHC
$1.39B
$37.4K 0.03%
676
– –
ALB icon
334
Albemarle
ALB
$15.5B
$37.3K 0.03%
208
– –
JHX icon
335
James Hardie Industries
JHX
$17.5B
$37K 0.03%
1,956
– –
SHO icon
336
Sunstone Hotel Investors
SHO
$2.06B
$36.9K 0.03%
4,097
– –
SIHY icon
337
Harbor Ares Systematic High Yield ETF
SIHY
$149M
$36.9K 0.02%
823
+211
+34% +$9.6K
CCL icon
338
Carnival Corporation Ltd
CCL
$39.7B
$36.2K 0.02%
1,399
– –
HYD icon
339
VanEck High Yield Muni ETF
HYD
$4.4B
$35.2K 0.02%
702
– –
CRWD icon
340
CrowdStrike
CRWD
$218B
$35.1K 0.02%
360
– –
BMO icon
341
Bank of Montreal
BMO
$127B
$34.4K 0.02%
254
– –
VTI icon
342
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$34.3K 0.02%
107
– –
AMCR icon
343
Amcor
AMCR
$22.1B
$33.1K 0.02%
832
-4
-0.5% -$177
FLXS icon
344
Flexsteel Industries
FLXS
$311M
$32.4K 0.02%
721
– –
HTH icon
345
Hilltop Holdings
HTH
$2.24B
$32.2K 0.02%
899
– –
KALV
346
DELISTED
KalVista Pharmaceuticals
KALV
$32K 0.02%
1,590
– –
NSC icon
347
Norfolk Southern
NSC
$75.1B
$31.9K 0.02%
111
– –
BAB icon
348
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$31.4K 0.02%
1,165
– –
OFG icon
349
OFG Bancorp
OFG
$2.21B
$30.8K 0.02%
760
– –
DFIC icon
350
Dimensional International Core Equity 2 ETF
DFIC
$15.3B
$30.7K 0.02%
865
+545
+170% +$19.8K
12 13
14
15 16

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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.