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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
+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
ELF icon
576
e.l.f. Beauty
ELF
$5.61B
$2.42K ﹤0.01%
40
– –
TRGP icon
577
Targa Resources
TRGP
$56.2B
$2.41K ﹤0.01%
9
– –
SPTM icon
578
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$2.37K ﹤0.01%
30
-25
-45% -$2.06K
DEO icon
579
Diageo
DEO
$53.8B
$2.36K ﹤0.01%
31
– –
BP icon
580
BP
BP
$110B
$2.35K ﹤0.01%
50
– –
CVY icon
581
Invesco Zacks Multi-Asset Income ETF
CVY
$124M
$2.3K ﹤0.01%
85
– –
HIFS icon
582
Hingham Institution for Saving
HIFS
$652M
$2.29K ﹤0.01%
8
– –
ED icon
583
Consolidated Edison
ED
$39.4B
$2.26K ﹤0.01%
20
– –
PH icon
584
Parker-Hannifin
PH
$134B
$2.25K ﹤0.01%
2
– –
PLTR icon
585
Palantir
PLTR
$428B
$2.15K ﹤0.01%
14
– –
EVCM icon
586
EverCommerce
EVCM
$1.91B
$2.14K ﹤0.01%
187
– –
CINF icon
587
Cincinnati Financial
CINF
$26.9B
$2.05K ﹤0.01%
13
– –
BKNG icon
588
Booking.com
BKNG
$158B
– –
0
– –
BSX icon
589
Boston Scientific
BSX
$73.1B
$2.04K ﹤0.01%
32
– –
F icon
590
Ford
F
$55.6B
$2.03K ﹤0.01%
176
– –
GS icon
591
Goldman Sachs
GS
$303B
$2K ﹤0.01%
2
– –
PLD icon
592
Prologis
PLD
$131B
$1.98K ﹤0.01%
+15
New +$2K
PRU icon
593
Prudential Financial
PRU
$42B
$1.95K ﹤0.01%
20
– –
IVZ icon
594
Invesco
IVZ
$14.1B
$1.94K ﹤0.01%
80
– –
EUSA icon
595
iShares MSCI USA Equal Weighted ETF
EUSA
$1.93B
$1.93K ﹤0.01%
19
+2
+12% +$211
ROKU icon
596
Roku
ROKU
$22.7B
$1.89K ﹤0.01%
20
– –
WELL icon
597
Welltower
WELL
$170B
$1.88K ﹤0.01%
9
– –
CCI icon
598
Crown Castle
CCI
$31.4B
$1.87K ﹤0.01%
23
– –
ABSI icon
599
Absci
ABSI
$1.55B
$1.8K ﹤0.01%
600
– –
ZTS icon
600
Zoetis
ZTS
$29.9B
$1.77K ﹤0.01%
15
– –
22 23
24
25 26

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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.