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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
CARR icon
376
Carrier Global
CARR
$52.5B
$29.9K 0.02%
407
– –
AMCR icon
377
Amcor
AMCR
$21.6B
$29.6K 0.02%
682
-150
-18% -$5.95K
HTH icon
378
Hilltop Holdings
HTH
$2.28B
$29.4K 0.02%
759
-140
-16% -$5.26K
ALGT icon
379
Allegiant Air
ALGT
$2.73B
$29.4K 0.02%
250
-56
-18% -$4.84K
JNK icon
380
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.06B
$29.4K 0.02%
305
– –
HBB icon
381
Hamilton Beach Brands
HBB
$323M
$29.2K 0.02%
1,269
-185
-13% -$3.69K
PODD icon
382
Insulet
PODD
$11.6B
$28.6K 0.02%
188
-25
-12% -$4.17K
VOOV icon
383
Vanguard S&P 500 Value ETF
VOOV
$6.67B
$28.5K 0.02%
130
– –
TEX icon
384
Terex
TEX
$7.84B
$27.8K 0.02%
384
-84
-18% -$5.25K
LIN icon
385
Linde
LIN
$236B
$27.4K 0.02%
52
– –
GWW icon
386
W.W. Grainger
GWW
$66B
$27.2K 0.02%
20
– –
FLRN icon
387
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.07B
$26.3K 0.02%
854
– –
TT icon
388
Trane Technologies
TT
$104B
$26.1K 0.02%
53
+7
+15% +$3.27K
TXXI
389
BondBloxx IR+M Tax-Aware Intermediate Duration ETF
TXXI
$35.1M
$25.7K 0.02%
505
+392
+347% +$19.8K
MKC icon
390
McCormick & Company Non-Voting
MKC
$13.9B
$25.2K 0.02%
500
– –
JMBS icon
391
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
$25.1K 0.02%
+559
New +$25.3K
JMST icon
392
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$24.9K 0.02%
489
-1,140
-70% -$58K
MET icon
393
MetLife
MET
$62.7B
$24.7K 0.02%
292
– –
BSCR icon
394
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$24.5K 0.02%
1,250
– –
GME icon
395
GameStop
GME
$9.94B
$24.3K 0.02%
1,100
+480
+77% +$11K
PYPL icon
396
PayPal
PYPL
$50.3B
$24K 0.01%
556
– –
OMCL icon
397
Omnicell
OMCL
$1.96B
$23.8K 0.01%
574
-126
-18% -$5.08K
VIG icon
398
Vanguard Dividend Appreciation ETF
VIG
$113B
$23.7K 0.01%
100
– –
TGT icon
399
Target
TGT
$65.5B
$23.5K 0.01%
180
– –
ALB icon
400
Albemarle
ALB
$13.3B
$23.5K 0.01%
174
-34
-16% -$6K
14 15
16
17 18

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GPA
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GWM
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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.