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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
+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
CLF icon
426
Cleveland-Cliffs
CLF
$6.84B
$18.9K 0.01%
2,014
+734
+57% +$8.07K
XFIV icon
427
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
$343M
$18.8K 0.01%
+387
New +$18.9K
ALK icon
428
Alaska Air
ALK
$5.42B
$18.8K 0.01%
360
-10
-3% -$427
ARQT icon
429
Arcutis Biotherapeutics
ARQT
$3.55B
$18.6K 0.01%
711
-164
-19% -$3.82K
SVRA icon
430
Savara
SVRA
$1.09B
$18.5K 0.01%
3,000
– –
NUE icon
431
Nucor
NUE
$60.5B
$18.3K 0.01%
82
– –
PHVS icon
432
Pharvaris
PHVS
$2.35B
$18K 0.01%
+520
New +$15.7K
STLD icon
433
Steel Dynamics
STLD
$37.5B
$17.7K 0.01%
77
– –
PAHC icon
434
Phibro Animal Health
PAHC
$1.48B
$17.3K 0.01%
550
-126
-19% -$5.32K
VITL icon
435
Vital Farms
VITL
$592M
$16.5K 0.01%
1,420
+557
+65% +$6.21K
AVEM icon
436
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$16.4K 0.01%
170
– –
FCX icon
437
Freeport-McMoran
FCX
$88.6B
$16.4K 0.01%
260
– –
CRM icon
438
Salesforce
CRM
$149B
$15.8K 0.01%
101
-395
-80% -$69.5K
IBIT icon
439
iShares Bitcoin Trust
IBIT
$47.4B
$15.8K 0.01%
475
– –
HAUZ icon
440
Xtrackers International Real Estate ETF
HAUZ
$1.07B
$15.3K 0.01%
681
– –
HSY icon
441
Hershey
HSY
$37.2B
$15.1K 0.01%
86
– –
RSG icon
442
Republic Services
RSG
$66.6B
$15K 0.01%
70
– –
FNDE icon
443
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.51B
$15K 0.01%
379
– –
USAR
444
USA Rare Earth Inc
USAR
$3.44B
$15K 0.01%
695
– –
SPHQ icon
445
Invesco S&P 500 Quality ETF
SPHQ
$19.3B
$15K 0.01%
166
– –
USB icon
446
US Bancorp
USB
$100B
$14.9K 0.01%
246
-24
-9% -$1.34K
SRE icon
447
Sempra
SRE
$59.2B
$14.5K 0.01%
156
– –
USFR icon
448
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$14.2K 0.01%
282
– –
UL icon
449
Unilever
UL
$144B
$14.1K 0.01%
234
– –
DOLE
450
DELISTED
DOLE FOOD CO INC NEW CMN STK (DE)
DOLE
$13.7K 0.01%
1,000
– –
16 17
18
19 20

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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.