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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
+2.48%
1 Year Est. Return
+30.15%
3 Year Est. Return
+68.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$150M
AUM Growth
+$2.75M
Cap. Flow
+$853K
Cap. Flow %
0.57%
Top 10 Hldgs %
21.52%
Holding
678
New
29
Increased
112
Reduced
220
Closed
31

Top Buys

Rank Stock Value
1
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$2.91M
2
AES icon
AES
AES
+$483K
3
OUT icon
Outfront Media
OUT
+$459K
4
SMG icon
ScottsMiracle-Gro
SMG
+$422K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$294K

Top Sells

Rank Stock Value
1
STX icon
Seagate
STX
+$723K
2
GLPI icon
Gaming and Leisure Properties
GLPI
+$425K
3
JPM icon
JPMorgan Chase
JPM
+$310K
4
DD icon
DuPont de Nemours
DD
+$309K
5
MCHP icon
Microchip Technology
MCHP
+$265K

Sector Composition

Rank Sector Weight
1 Technology 13.41%
2 Financials 10.93%
3 Healthcare 8.67%
4 Consumer Discretionary 7.86%
5 Industrials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CBT icon
351
Cabot Corp
CBT
$4.52B
$29.9K 0.02%
451
– –
JNK icon
352
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$29.6K 0.02%
305
– –
C icon
353
Citigroup
C
$226B
$29.6K 0.02%
253
– –
ALB icon
354
Albemarle
ALB
$15.5B
$29.4K 0.02%
208
– –
AGI icon
355
Alamos Gold
AGI
$13.9B
$28.9K 0.02%
750
-250
-25% -$8.71K
VNQ icon
356
Vanguard Real Estate ETF
VNQ
$39.1B
$28.8K 0.02%
326
-7
-2% -$629
FLXS icon
357
Flexsteel Industries
FLXS
$311M
$28.5K 0.02%
721
– –
HYBB icon
358
iShares BB Rated Corporate Bond ETF
HYBB
$428M
$28.3K 0.02%
600
-130
-18% -$6.12K
SIHY icon
359
Harbor Ares Systematic High Yield ETF
SIHY
$149M
$28K 0.02%
+612
New +$28.1K
VITL icon
360
Vital Farms
VITL
$525M
$27.6K 0.02%
863
– –
AMLP icon
361
Alerian MLP ETF
AMLP
$13.1B
$27.3K 0.02%
581
-10
-2% -$468
SCL icon
362
Stepan Co
SCL
$1.48B
$27K 0.02%
570
+265
+87% +$12.1K
VOOV icon
363
Vanguard S&P 500 Value ETF
VOOV
$6.74B
$26.6K 0.02%
130
– –
FLRN icon
364
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
$26.2K 0.02%
854
+6
+0.7% +$185
ATXS
365
DELISTED
Astria Therapeutics
ATXS
$26.2K 0.02%
2,000
– –
ALGT icon
366
Allegiant Air
ALGT
$2.57B
$26.1K 0.02%
306
– –
DFIV icon
367
Dimensional International Value ETF
DFIV
$21.7B
$25.9K 0.02%
520
– –
KALV
368
DELISTED
KalVista Pharmaceuticals
KALV
$25.7K 0.02%
1,590
– –
AVY icon
369
Avery Dennison
AVY
$13.4B
$25.5K 0.02%
140
-45
-24% -$7.78K
PCRX icon
370
Pacira BioSciences
PCRX
$997M
$25.3K 0.02%
977
– –
PAHC icon
371
Phibro Animal Health
PAHC
$1.39B
$25.3K 0.02%
676
+295
+77% +$12K
TEX icon
372
Terex
TEX
$7.74B
$25K 0.02%
468
-30
-6% -$1.51K
BTCO icon
373
Invesco Galaxy Bitcoin ETF
BTCO
$435M
$24.8K 0.02%
285
– –
IVLU icon
374
iShares MSCI Intl Value Factor ETF
IVLU
$4.56B
$24.7K 0.02%
649
– –
WWW icon
375
Wolverine World Wide
WWW
$1.55B
$24.4K 0.02%
1,345
– –
13 14
15
16 17

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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 Q4 2025 Portfolio in Review

As of Q4 2025, 1620 Investment Advisors held 678 positions worth $150M, up 1.9% from $147M the previous quarter. Its ten largest holdings account for 22% of the portfolio.

1620 Investment Advisors's Q4 2025 filing shows 29 new, 112 increased, 220 reduced and 31 closed positions. Its largest new stake was AES: 34,240 shares worth $491K. The largest sale was Seagate, an estimated $723K.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Financials and Healthcare.

  • 1620 Investment Advisors's largest Q4 2025 buy was AES: 34,240 shares worth $491K.
  • 1620 Investment Advisors added most to Avantis Emerging Markets Value ETF in Q4 2025, an estimated $2.91M increase.
  • 1620 Investment Advisors's biggest Q4 2025 reduction was Seagate, cutting an estimated $723K.
  • 1620 Investment Advisors fully exited Gaming and Leisure Properties in Q4 2025, selling an estimated $425K.
  • 1620 Investment Advisors's ten largest holdings make up 22% of its $150M portfolio in Q4 2025.
  • 1620 Investment Advisors opened 29 new positions and closed 31 in Q4 2025.
  • 1620 Investment Advisors's portfolio value rose 1.9% quarter-over-quarter to $150M.

Based on 1620 Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.