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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
WAB icon
526
Wabtec
WAB
$49.3B
$4.7K ﹤0.01%
22
– –
CLH icon
527
Clean Harbors
CLH
$16.3B
$4.69K ﹤0.01%
20
– –
SPTM icon
528
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$4.54K ﹤0.01%
55
– –
SPMD icon
529
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$4.52K ﹤0.01%
78
– –
FXI icon
530
iShares China Large-Cap ETF
FXI
$4.31B
$4.4K ﹤0.01%
115
– –
SOBO
531
South Bow Corp
SOBO
$7.43B
$4.39K ﹤0.01%
160
– –
WRBY icon
532
Warby Parker
WRBY
$3.27B
$4.36K ﹤0.01%
200
– –
EFV icon
533
iShares MSCI EAFE Value ETF
EFV
$30.2B
$4.29K ﹤0.01%
60
– –
WM icon
534
Waste Management
WM
$91B
$4.17K ﹤0.01%
19
– –
SPSB icon
535
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$4.14K ﹤0.01%
137
– –
MRP
536
Millrose Properties Inc
MRP
$4.81B
$4K ﹤0.01%
134
-2
-1% -$63
PPLI
537
People Inc
PPLI
$3.1B
$3.91K ﹤0.01%
100
-1,195
-92% -$41.8K
DFEV icon
538
Dimensional Emerging Markets Value ETF
DFEV
$2.07B
$3.88K ﹤0.01%
+115
New +$3.79K
COIN icon
539
Coinbase
COIN
$40.5B
$3.84K ﹤0.01%
17
– –
IWF icon
540
iShares Russell 1000 Growth ETF
IWF
$128B
$3.79K ﹤0.01%
32
– –
DVA icon
541
DaVita
DVA
$11.7B
$3.75K ﹤0.01%
33
– –
KD icon
542
Kyndryl
KD
$3.05B
$3.51K ﹤0.01%
132
-51
-28% -$1.38K
ACN icon
543
Accenture
ACN
$108B
$3.49K ﹤0.01%
13
– –
IRM icon
544
Iron Mountain
IRM
$36.1B
$3.48K ﹤0.01%
42
-38
-48% -$3.56K
WDAY icon
545
Workday
WDAY
$44.4B
$3.44K ﹤0.01%
16
– –
NVG icon
546
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
$3.42K ﹤0.01%
270
– –
KRT icon
547
Karat Packaging
KRT
$940M
$3.39K ﹤0.01%
150
– –
SCHW
548
Charles Schwab
SCHW
$187B
$3.3K ﹤0.01%
33
– –
APH icon
549
Amphenol
APH
$209B
$3.29K ﹤0.01%
24
– –
VRT icon
550
Vertiv
VRT
$105B
$3.24K ﹤0.01%
20
-5
-20% -$868
20 21
22
23 24

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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 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.