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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
INDA icon
551
iShares MSCI India ETF
INDA
$6.63B
$3.19K ﹤0.01%
59
– –
MA icon
552
Mastercard
MA
$493B
$3.18K ﹤0.01%
5
-1
-17% -$559
PCAR icon
553
PACCAR
PCAR
$70.1B
$3.18K ﹤0.01%
29
– –
ACGL icon
554
Arch Capital
ACGL
$33.6B
$3.17K ﹤0.01%
33
– –
EOG icon
555
EOG Resources
EOG
$70.7B
$3.15K ﹤0.01%
30
– –
BSX icon
556
Boston Scientific
BSX
$71.5B
$3.09K ﹤0.01%
32
– –
SDY icon
557
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$3.06K ﹤0.01%
22
– –
IWY icon
558
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$3.05K ﹤0.01%
11
-11
-50% -$3.05K
ELF icon
559
e.l.f. Beauty
ELF
$5.81B
$3.04K ﹤0.01%
40
– –
ALLW
560
State Street Bridgewater All Weather ETF
ALLW
$1.66B
$3.02K ﹤0.01%
+110
New +$3.15K
CPA icon
561
Copa Holdings
CPA
$5.8B
$3.02K ﹤0.01%
25
– –
PGR icon
562
Progressive
PGR
$125B
$2.96K ﹤0.01%
13
– –
AWK icon
563
American Water Works
AWK
$26.9B
$2.87K ﹤0.01%
22
– –
UNB icon
564
Union Bankshares
UNB
$109M
$2.85K ﹤0.01%
120
– –
USMV icon
565
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$2.83K ﹤0.01%
30
– –
BA icon
566
Boeing
BA
$185B
$2.82K ﹤0.01%
13
– –
DEO icon
567
Diageo
DEO
$53.6B
$2.73K ﹤0.01%
31
-13
-30% -$1.2K
BJ icon
568
BJs Wholesale Club
BJ
$12.3B
$2.7K ﹤0.01%
30
– –
ET icon
569
Energy Transfer Partners
ET
$69.3B
$2.69K ﹤0.01%
163
-12
-7% -$200
PLTR icon
570
Palantir
PLTR
$413B
$2.62K ﹤0.01%
14
-1
-7% -$181
BKNG icon
571
Booking.com
BKNG
$161B
– –
0
– –
WFCF icon
572
Where Food Comes From
WFCF
$64.7M
$2.58K ﹤0.01%
225
– –
SJNK icon
573
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
$2.53K ﹤0.01%
100
– –
SHAK icon
574
Shake Shack
SHAK
$2.87B
$2.44K ﹤0.01%
30
– –
F icon
575
Ford
F
$55.7B
$2.31K ﹤0.01%
176
– –
21 22
23
24 25

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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 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.