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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
IYM icon
401
iShares US Basic Materials ETF
IYM
$1.14B
$23.3K 0.01%
130
– –
VYM icon
402
Vanguard High Dividend Yield ETF
VYM
$81.9B
$23.2K 0.01%
147
– –
HON icon
403
Honeywell
HON
$78.3B
$22.8K 0.01%
102
-103
-50% -$23K
SPSM icon
404
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.2B
$22.7K 0.01%
394
+20
+5% +$1.07K
NTGR icon
405
NETGEAR
NTGR
$663M
$22.6K 0.01%
966
-240
-20% -$5.97K
HONA
406
Honeywell Aerospace
HONA
$68.4B
$22.6K 0.01%
+102
New +$22.5K
SYNA icon
407
Synaptics
SYNA
$4.33B
$22.1K 0.01%
178
-36
-17% -$4.06K
NSA
408
DELISTED
National Storage Affiliates Trust
NSA
$22.1K 0.01%
497
-40
-7% -$1.71K
NTLA icon
409
Intellia Therapeutics
NTLA
$1.52B
$22K 0.01%
1,300
– –
SPIP icon
410
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$21.8K 0.01%
850
– –
TAXX icon
411
BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
$297M
$21.5K 0.01%
423
+368
+669% +$18.6K
UAL icon
412
United Airlines
UAL
$40.2B
$21.4K 0.01%
157
– –
PFF icon
413
iShares Preferred and Income Securities ETF
PFF
$13.2B
$21.3K 0.01%
700
– –
PCRX icon
414
Pacira BioSciences
PCRX
$1.05B
$21.2K 0.01%
834
-143
-15% -$3.38K
ZBRA icon
415
Zebra Technologies
ZBRA
$13.5B
$21.1K 0.01%
80
-12
-13% -$2.82K
HYBB icon
416
iShares BB Rated Corporate Bond ETF
HYBB
$411M
$21K 0.01%
450
– –
SPAB icon
417
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.81B
$20.7K 0.01%
813
– –
INTF icon
418
iShares International Equity Factor ETF
INTF
$3.57B
$20.3K 0.01%
+495
New +$20.3K
DABS
419
DoubleLine Asset-Backed Securities ETF
DABS
$149M
$20.3K 0.01%
+400
New +$20.2K
QLTY icon
420
GMO US Quality ETF
QLTY
$4.82B
$19.8K 0.01%
475
+25
+6% +$1K
SPCX
421
SpaceX
SPCX
$1.53T
$19.6K 0.01%
+115
New +$19.5K
JPIB icon
422
JPMorgan International Bond Opportunities ETF
JPIB
$2.09B
$19.2K 0.01%
+398
New +$19.1K
AGI icon
423
Alamos Gold
AGI
$12.1B
$19.1K 0.01%
630
– –
WWW icon
424
Wolverine World Wide
WWW
$1.71B
$19K 0.01%
1,147
-198
-15% -$3.35K
VEA icon
425
Vanguard FTSE Developed Markets ETF
VEA
$225B
$19K 0.01%
266
-125
-32% -$8.71K
15 16
17
18 19

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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.