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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 Miscellaneous 34.99%
2 Technology 14.72%
3 Financials 10.26%
4 Healthcare 7.97%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMKR icon
151
Amkor Technology
AMKR
$12.9B
$249K 0.15%
2,884
-183
-6% -$13K
NVDA icon
152
NVIDIA
NVDA
$5.27T
$248K 0.15%
1,238
+252
+26% +$51.8K
HXL icon
153
Hexcel
HXL
$7.01B
$247K 0.15%
2,467
-45
-2% -$4.08K
UNH icon
154
UnitedHealth
UNH
$340B
$246K 0.15%
593
+15
+3% +$5.56K
GMOI
155
GMO International Value ETF
GMOI
$696M
$245K 0.15%
+6,549
New +$246K
TSLA icon
156
Tesla
TSLA
$1.44T
$242K 0.15%
575
– –
HQY icon
157
HealthEquity
HQY
$7.96B
$241K 0.15%
2,671
-35
-1% -$2.97K
CGNX icon
158
Cognex
CGNX
$10.8B
$240K 0.15%
3,318
-187
-5% -$11.3K
TOST icon
159
Toast
TOST
$18.6B
$236K 0.15%
8,498
+3,208
+61% +$83.7K
EMR icon
160
Emerson Electric
EMR
$84.9B
$235K 0.15%
1,641
+18
+1% +$2.53K
SHYD icon
161
VanEck Short High Yield Muni ETF
SHYD
$452M
$230K 0.14%
10,023
-530
-5% -$12K
V icon
162
Visa
V
$692B
$224K 0.14%
652
+8
+1% +$2.57K
MU icon
163
Micron Technology
MU
$1.1T
$224K 0.14%
194
-324
-63% -$243K
GNRC icon
164
Generac Holdings
GNRC
$11B
$222K 0.14%
759
+21
+3% +$5.26K
RNR icon
165
RenaissanceRe
RNR
$13.5B
$222K 0.14%
700
-60
-8% -$18K
COCO icon
166
Vita Coco
COCO
$3.01B
$217K 0.13%
3,287
-391
-11% -$26.4K
SAM icon
167
Boston Beer
SAM
$1.78B
$215K 0.13%
1,217
-252
-17% -$51.1K
POWI icon
168
Power Integrations
POWI
$2.92B
$215K 0.13%
2,563
-94
-4% -$6.78K
GRC icon
169
Gorman-Rupp
GRC
$1.97B
$214K 0.13%
2,331
+27
+1% +$2.05K
LRCX icon
170
Lam Research
LRCX
$373B
$213K 0.13%
491
-701
-59% -$213K
TWLO icon
171
Twilio
TWLO
$34.9B
$211K 0.13%
1,024
-47
-4% -$8.33K
ENB icon
172
Enbridge
ENB
$104B
$211K 0.13%
3,892
+40
+1% +$2.19K
FLNG icon
173
FLEX LNG
FLNG
$1.71B
$211K 0.13%
7,514
-40
-0.5% -$1.24K
FDX icon
174
FedEx
FDX
$73.8B
$211K 0.13%
673
+15
+2% +$5.45K
TCMD icon
175
Tactile Systems Technology
TCMD
$507M
$210K 0.13%
7,068
-709
-9% -$17.8K
5 6
7
8 9

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PWM
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BCA
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WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
NWM
Navigate Wealth Management Birmingham, Alabama $161M AUM
CFGW
Chancellor Financial Group WB Wilkes-Barre, Pennsylvania $162M AUM 29.1% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
L
Laurore Hong Kong $161M AUM
LAII
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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 Miscellaneous at 35% of assets, up from 33% a quarter earlier, followed by Technology and Financials.

  • 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.