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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
+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
SOBO
526
South Bow Corp
SOBO
$7.45B
$5.33K ﹤0.01%
160
– –
TMUS icon
527
T-Mobile US
TMUS
$188B
$5.25K ﹤0.01%
25
– –
DFJ icon
528
WisdomTree Japan SmallCap Dividend Fund
DFJ
$399M
$5.1K ﹤0.01%
50
– –
DVA icon
529
DaVita
DVA
$11.6B
$5.07K ﹤0.01%
33
– –
TIP icon
530
iShares TIPS Bond ETF
TIP
$14.7B
$4.97K ﹤0.01%
45
– –
MP icon
531
MP Materials
MP
$9.71B
$4.83K ﹤0.01%
100
– –
IR icon
532
Ingersoll Rand
IR
$33.8B
$4.81K ﹤0.01%
60
– –
KOPN icon
533
Kopin
KOPN
$791M
$4.79K ﹤0.01%
2,130
– –
DAL icon
534
Delta Air Lines
DAL
$59B
$4.52K ﹤0.01%
68
– –
EFV icon
535
iShares MSCI EAFE Value ETF
EFV
$30B
$4.46K ﹤0.01%
60
– –
WM icon
536
Waste Management
WM
$90.7B
$4.37K ﹤0.01%
19
– –
EOG icon
537
EOG Resources
EOG
$73.7B
$4.34K ﹤0.01%
30
– –
IRM icon
538
Iron Mountain
IRM
$36.2B
$4.29K ﹤0.01%
42
– –
TAN icon
539
Invesco Solar ETF
TAN
$1.36B
$4.29K ﹤0.01%
77
-35
-31% -$1.94K
WRBY icon
540
Warby Parker
WRBY
$3.29B
$4.21K ﹤0.01%
200
– –
KRT icon
541
Karat Packaging
KRT
$949M
$4.19K ﹤0.01%
150
– –
FXI icon
542
iShares China Large-Cap ETF
FXI
$4.34B
$4.13K ﹤0.01%
115
– –
SPSB icon
543
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$4.12K ﹤0.01%
137
– –
PINS icon
544
Pinterest
PINS
$13.7B
$4.04K ﹤0.01%
220
-18
-8% -$376
GIS icon
545
General Mills
GIS
$19.8B
$3.83K ﹤0.01%
103
– –
NVO
546
Novo Nordisk
NVO
$208B
$3.53K ﹤0.01%
96
– –
APA icon
547
APA Corp
APA
$14.1B
$3.41K ﹤0.01%
80
– –
IWF icon
548
iShares Russell 1000 Growth ETF
IWF
$127B
$3.41K ﹤0.01%
32
– –
PCAR icon
549
PACCAR
PCAR
$69.9B
$3.35K ﹤0.01%
29
– –
NVG icon
550
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.69B
$3.33K ﹤0.01%
270
– –
20 21
22
23 24

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CCW
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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.