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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
+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
STWD icon
76
Starwood Property Trust
STWD
$6.09B
$585K 0.39%
32,480
-452
-1% -$8.31K
HTGC icon
77
Hercules Capital
HTGC
$3.23B
$583K 0.39%
30,993
-70
-0.2% -$1.26K
GD icon
78
General Dynamics
GD
$106B
$581K 0.39%
1,725
-28
-2% -$9.55K
JNJ icon
79
Johnson & Johnson
JNJ
$625B
$577K 0.38%
2,786
+4
+0.1% +$791
VTRS icon
80
Viatris
VTRS
$18.9B
$575K 0.38%
46,205
– –
OUT icon
81
Outfront Media
OUT
$5.5B
$555K 0.37%
23,040
+22,050
+2,227% +$459K
PANW icon
82
Palo Alto Networks
PANW
$297B
$546K 0.36%
2,962
+8
+0.3% +$1.61K
PEG icon
83
Public Service Enterprise Group
PEG
$37.7B
$538K 0.36%
6,702
-4
-0.1% -$326
D icon
84
Dominion Energy
D
$59.3B
$534K 0.36%
9,121
– –
ORCL icon
85
Oracle
ORCL
$423B
$520K 0.35%
2,667
+11
+0.4% +$2.62K
R icon
86
Ryder
R
$10.1B
$510K 0.34%
2,663
-5
-0.2% -$898
CAH icon
87
Cardinal Health
CAH
$55.4B
$500K 0.33%
2,431
+68
+3% +$12.8K
WMB icon
88
Williams Companies
WMB
$86.1B
$495K 0.33%
8,241
-3
-0% -$181
AES icon
89
AES
AES
$10.5B
$491K 0.33%
+34,240
New +$483K
RITM icon
90
Rithm Capital
RITM
$5.69B
$489K 0.33%
44,846
– –
LNG icon
91
Cheniere Energy
LNG
$52.9B
$478K 0.32%
2,457
+5
+0.2% +$1.05K
PNW icon
92
Pinnacle West Capital
PNW
$12.2B
$465K 0.31%
5,240
+75
+1% +$6.72K
CFG icon
93
Citizens Financial Group
CFG
$30.6B
$462K 0.31%
7,909
-5
-0.1% -$269
SCHO icon
94
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$458K 0.31%
18,796
-321
-2% -$7.83K
SMG icon
95
ScottsMiracle-Gro
SMG
$3.66B
$439K 0.29%
+7,522
New +$422K
MGA icon
96
Magna International
MGA
$18.8B
$439K 0.29%
8,232
+215
+3% +$10.5K
EMB icon
97
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$438K 0.29%
4,553
+175
+4% +$16.8K
GLD icon
98
SPDR Gold Trust
GLD
$142B
$438K 0.29%
1,105
+21
+2% +$8.02K
ALEX
99
DELISTED
Alexander & Baldwin
ALEX
$434K 0.29%
21,045
-805
-4% -$14K
ABT icon
100
Abbott
ABT
$187B
$432K 0.29%
3,444
+12
+0.3% +$1.53K
2 3
4
5 6

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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.