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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
COLB icon
351
Columbia Banking Systems
COLB
$8.84B
$30.7K 0.02%
1,120
– –
AMLP icon
352
Alerian MLP ETF
AMLP
$13.2B
$30.6K 0.02%
581
– –
IGIB icon
353
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$30.3K 0.02%
570
– –
VNO icon
354
Vornado Realty Trust
VNO
$7.22B
$30.2K 0.02%
1,161
+79
+7% +$2.34K
BROS icon
355
Dutch Bros
BROS
$9.01B
$29.7K 0.02%
587
+217
+59% +$11.9K
DFIV icon
356
Dimensional International Value ETF
DFIV
$21.6B
$29.6K 0.02%
560
+40
+8% +$2.12K
DFAS icon
357
Dimensional US Small Cap ETF
DFAS
$15.7B
$29.5K 0.02%
415
+75
+22% +$5.5K
JNK icon
358
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$29.2K 0.02%
305
– –
VNQ icon
359
Vanguard Real Estate ETF
VNQ
$38.5B
$28.9K 0.02%
326
– –
C icon
360
Citigroup
C
$228B
$28.8K 0.02%
254
+1
+0.4% +$114
CHWY icon
361
Chewy
CHWY
$9.47B
$28.5K 0.02%
1,056
– –
WDC icon
362
Western Digital
WDC
$152B
$28.4K 0.02%
105
– –
AGI icon
363
Alamos Gold
AGI
$13.9B
$28K 0.02%
630
-120
-16% -$5.29K
SCL icon
364
Stepan Co
SCL
$1.46B
$27.7K 0.02%
554
-16
-3% -$857
TEX icon
365
Terex
TEX
$7.62B
$27.7K 0.02%
468
– –
HBB icon
366
Hamilton Beach Brands
HBB
$419M
$27.6K 0.02%
1,454
– –
BSCS icon
367
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.58B
$26.6K 0.02%
+1,300
New +$26.7K
VOOV icon
368
Vanguard S&P 500 Value ETF
VOOV
$6.75B
$26.5K 0.02%
130
– –
CBT icon
369
Cabot Corp
CBT
$4.47B
$26.4K 0.02%
351
-100
-22% -$7.26K
NTGR icon
370
NETGEAR
NTGR
$630M
$26.3K 0.02%
1,206
-1,938
-62% -$41.8K
FLRN icon
371
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
$26.3K 0.02%
854
– –
LIN icon
372
Linde
LIN
$226B
$26.2K 0.02%
52
-3
-5% -$1.42K
IVLU icon
373
iShares MSCI Intl Value Factor ETF
IVLU
$4.53B
$25.8K 0.02%
649
– –
WIX icon
374
WIX.com
WIX
$2.53B
$25.3K 0.02%
281
+111
+65% +$9.28K
MKC icon
375
McCormick & Company Non-Voting
MKC
$14.3B
$25.2K 0.02%
500
– –
13 14
15
16 17

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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.