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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
BYND icon
676
Beyond Meat
BYND
$279M
$8 ﹤0.01%
10
– –
ADBE icon
677
Adobe
ADBE
$99B
– –
-12
Closed -$2.92K
BCRX icon
678
BioCryst Pharmaceuticals
BCRX
$2.48B
– –
-1,180
Closed -$11.2K
BSX icon
679
Boston Scientific
BSX
$68.5B
– –
-32
Closed -$2.04K
CLH icon
680
Clean Harbors
CLH
$16B
– –
-20
Closed -$5.74K
CROX icon
681
Crocs
CROX
$6.75B
– –
-1
Closed -$83
CSGP icon
682
CoStar Group
CSGP
$12.4B
– –
-18
Closed -$726
CVY icon
683
Invesco Zacks Multi-Asset Income ETF
CVY
$126M
– –
-85
Closed -$2.3K
ECL icon
684
Ecolab
ECL
$79.6B
– –
-4
Closed -$1.24K
FNDF icon
685
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
– –
-317
Closed -$15.5K
GS icon
686
Goldman Sachs
GS
$305B
– –
-2
Closed -$2K
HUBS icon
687
HubSpot
HUBS
$12.2B
– –
-325
Closed -$79.3K
IDV icon
688
iShares International Select Dividend ETF
IDV
$8.28B
– –
-273
Closed -$11.6K
INTU icon
689
Intuit
INTU
$85.6B
– –
-3
Closed -$1.42K
IVLU icon
690
iShares MSCI Intl Value Factor ETF
IVLU
$4.34B
– –
-649
Closed -$25.8K
KALV
691
DELISTED
KalVista Pharmaceuticals
KALV
– –
-1,590
Closed -$32K
MA icon
692
Mastercard
MA
$497B
– –
-5
Closed -$2.78K
MCO icon
693
Moody's
MCO
$83.9B
– –
-2
Closed -$1.29K
MDXG icon
694
MiMedx Group
MDXG
$649M
– –
-2,525
Closed -$9.97K
NKE icon
695
Nike
NKE
$63.9B
– –
-2
Closed -$106
PAYX icon
696
Paychex
PAYX
$42.3B
– –
-8
Closed -$737
RBA icon
697
RB Global
RBA
$21.7B
– –
-76
Closed -$7.29K
ROP icon
698
Roper Technologies
ROP
$38.7B
– –
-163
Closed -$57.7K
SYK icon
699
Stryker
SYK
$133B
– –
-4
Closed -$1.58K
WELL icon
700
Welltower
WELL
$172B
– –
-9
Closed -$1.88K
25 26 27
28
29

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FC
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CFG
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GPA
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GWM
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SWMG
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CFA
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MF
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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.