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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
+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
LNC icon
76
Lincoln National
LNC
$8.19B
$581K 0.36%
16,445
-3,806
-19% -$137K
PNW icon
77
Pinnacle West Capital
PNW
$12.8B
$580K 0.36%
5,417
+40
+0.7% +$4.09K
IGEB icon
78
iShares Investment Grade Systematic Bond ETF
IGEB
$1.45B
$577K 0.36%
12,792
-2,317
-15% -$104K
PEG icon
79
Public Service Enterprise Group
PEG
$39.3B
$572K 0.35%
7,053
+140
+2% +$11.2K
CFG icon
80
Citizens Financial Group
CFG
$30.8B
$564K 0.35%
8,045
+35
+0.4% +$2.26K
MGA icon
81
Magna International
MGA
$18.8B
$553K 0.34%
8,417
+115
+1% +$7.19K
AVGO icon
82
Broadcom
AVGO
$1.81T
$549K 0.34%
1,452
-794
-35% -$318K
OUT icon
83
Outfront Media
OUT
$5.72B
$542K 0.34%
16,540
-6,000
-27% -$186K
SMG icon
84
ScottsMiracle-Gro
SMG
$4.25B
$539K 0.33%
7,909
+124
+2% +$7.68K
R icon
85
Ryder
R
$9.98B
$519K 0.32%
1,969
-646
-25% -$158K
KMI icon
86
Kinder Morgan
KMI
$70.3B
$519K 0.32%
16,235
-3,566
-18% -$115K
PFFD icon
87
Global X US Preferred ETF
PFFD
$2.15B
$511K 0.32%
27,336
+2,598
+11% +$49K
DD icon
88
DuPont de Nemours
DD
$19B
$497K 0.31%
3,667
+1,344
+58% +$191K
EPD icon
89
Enterprise Products Partners
EPD
$83.6B
$496K 0.31%
13,502
-45
-0.3% -$1.7K
WMT icon
90
Walmart Inc
WMT
$900B
$495K 0.31%
4,367
+11
+0.3% +$1.37K
AMAT icon
91
Applied Materials
AMAT
$378B
$494K 0.31%
683
– –
DRI icon
92
Darden Restaurants
DRI
$23.7B
$473K 0.29%
2,294
+76
+3% +$15.2K
GRMN
93
Garmin
GRMN
$48.9B
$471K 0.29%
1,984
-22
-1% -$5.35K
STWD icon
94
Starwood Property Trust
STWD
$6.18B
$469K 0.29%
28,613
-4,982
-15% -$86.7K
DELL icon
95
Dell
DELL
$253B
$466K 0.29%
1,080
-16
-1% -$4.63K
HASI icon
96
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.95B
$465K 0.29%
11,911
+305
+3% +$12.2K
SCHO icon
97
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$454K 0.28%
18,796
– –
GD icon
98
General Dynamics
GD
$106B
$452K 0.28%
1,276
-449
-26% -$154K
EMBD icon
99
Global X Emerging Markets Bond ETF
EMBD
$250M
$452K 0.28%
18,860
+1,090
+6% +$25.9K
WMB icon
100
Williams Companies
WMB
$85.8B
$449K 0.28%
6,040
-2,201
-27% -$162K
2 3
4
5 6

Similar funds

CCW
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FC
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CFG
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GPA
Guerra Pan Advisors Montclair, New Jersey $162M AUM 33.07% 1-Year Est. Return
GWM
Greenhouse Wealth Management Westport, Connecticut $162M AUM 19.94% 1-Year Est. Return
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.