1620 INVESTMENT ADVISORS, INC.
Sector Allocation
- Other36.2%$58.4M
- Technology15.0%$24.3M
- Financials8.7%$14.0M
- Healthcare7.7%$12.4M
- Industrials6.4%$10.4M
- Consumer Discretionary6.3%$10.2M
- Real Estate4.9%$8.0M
- Energy4.5%$7.3M
- Materials3.4%$5.5M
- Consumer Staples3.1%$5.0M
AUM History
13fpro.ai/research/fund/1620-investment-advisors-inc-1907281
Conviction and streaks
Stable · top 10 = 22.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- STATE$5.0M
- FREEDOM$4.4M
- STATE$4.2M
- ISHARES$3.8M
- ISHARES$3.6M
- AVANTIS$3.4M
TY
$3.1M- STATE$3.1M
JPM
$2.8MAAPL
$2.6MTSM
$2.5M- SCHWAB$2.4M
- JANUS$2.3M
TJX
$2.3MRTX
$1.8MABBV
$1.8M- ISHARES$1.7M
GLW
$1.7MMSFT
$1.7M- VANECK$1.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/1620-investment-advisors-inc-1907281
1620 INVESTMENT ADVISORS, INC. 13F holdings — Q2 2026
$161.5M portfolio (+9.2% QoQ) · 677 holdings · Q2 2026 13F · top 10 are 22% of the stock portfolio
- 1
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF - ETF
$5.0M
3.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
FREEDOM 100 EMERGING MARKETS ETF - ETF
$4.4M
2.7% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
STATE STREET MSCI EAFE STRATEGICFACTORS ETF - ETF
$4.2M
2.6% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF
$3.8M
2.4% of stocks
+49%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES 7-10 YEAR TREASURY BOND ETF - ETF
$3.6M
2.2% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
AVANTIS EMERGING MARKETS VALUE ETF - etf
$3.4M
2.1% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $3.1M
1.9% of stocks
-2%This quarter-1.9%Since filed10+ qtrsHeld- 8
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF - ETF
$3.1M
1.9% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $2.8M
1.8% of stocks
-3%This quarter-2.6%Since filed10+ qtrsHeld$2.6M
1.6% of stocks
-3%This quarter+9.2%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF - ETF | $5.0M | 3.1% | +3% | — | — | — | — | |
| 2 | FREEDOM 100 EMERGING MARKETS ETF - ETF | $4.4M | 2.7% | -4% | — | — | — | — | |
| 3 | STATE STREET MSCI EAFE STRATEGICFACTORS ETF - ETF | $4.2M | 2.6% | +0.5% | — | — | — | — | |
| 4 | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF | $3.8M | 2.4% | +49% | — | — | — | — | |
| 5 | ISHARES 7-10 YEAR TREASURY BOND ETF - ETF | $3.6M | 2.2% | +2% | — | — | — | — | |
| 6 | AVANTIS EMERGING MARKETS VALUE ETF - etf | $3.4M | 2.1% | New | — | New this quarter | — | — | |
| 7 | $3.1M | 1.9% | -2% | -1.9% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF - ETF | $3.1M | 1.9% | -0.5% | — | — | — | — | |
| 9 | $2.8M | 1.8% | -3% | -2.6% | 10+ qtrs | 71.8#170 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $2.6M | 1.6% | -3% | +9.2% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — 1620 INVESTMENT ADVISORS, INC. (Q2 2026)
677 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $2.5M | 1.6% | 5,284 | -25% | 10+ qtrs | — | 13F | |
| 12 | — | SCHWAB US TIPS ETF - ETFetf/fund | — | $2.4M | 1.5% | 92K | +0.9% | — | — | 13F |
| 13 | — | JANUS HENDERSON SECURITIZED INCOME ETF - ETFetf/fund | — | $2.3M | 1.4% | 45K | +0.8% | — | — | 13F |
| 14 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.3M | 1.4% | 15K | -7% | 10+ qtrs | 65.8 | 13F | |
| 15 | RTX Corp | Industrials | $1.8M | 1.1% | 9,486 | -6% | 9 qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AbbVie Inc. | Healthcare | $1.8M | 1.1% | 7,146 | -5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF - ETFnote | — | $1.7M | 1.1% | 16K | +0.7% | — | — | 13F |
| 18 | CORNING INC /NY | Materials | $1.7M | 1.1% | 6,623 | -6% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MICROSOFT CORP | Technology | $1.7M | 1.0% | 4,447 | +6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANECK FALLEN ANGEL HIGH YIELD BOND ETF - ETFnote | — | $1.6M | 1.0% | 55K | +0.9% | — | — | 13F |
| 21 | — | JOHN HANCOCK PREFERRED INCOME ETF - ETFpreferred | — | $1.5M | 0.9% | 67K | +4% | — | — | 13F |
| 22 | — | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF - ETFetf/fund | — | $1.5M | 0.9% | 37K | -4% | — | — | 13F |
| 23 | NOVARTIS AGadr | Healthcare | $1.4M | 0.9% | 9,183 | +1.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Marathon Petroleum Corp | Energy | $1.4M | 0.9% | 5,557 | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Seagate Technology Holdings plc | Technology | $1.4M | 0.9% | 1,454 | -58% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF - ETF | — | $1.3M | 0.8% | 30K | +1% | |||
| 27 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.8% | 7,457 | -6% | |||
| 28 | $EPR | EPR PROPERTIES | Real Estate | $1.2M | 0.8% | 21K | -4% | |||
| 29 | — | VANECK INTERMEDIATE MUNI ETF - ETF | — | $1.2M | 0.8% | 26K | — | |||
| 30 | $JCI | Johnson Controls International plc | Industrials | $1.1M | 0.7% | 7,867 | -0.3% | |||
| 31 | $NTAP | NetApp, Inc. | Technology | $1.1M | 0.7% | 7,193 | -0.1% | |||
| 32 | $ETN | Eaton Corp plc | Industrials | $1.0M | 0.7% | 2,444 | -13% | |||
| 33 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.0M | 0.6% | 18K | +2% | |||
| 34 | $SO | SOUTHERN CO | Utilities | $1.0M | 0.6% | 11K | -7% | |||
| 35 | $GOOGL | Alphabet Inc. | Technology | $973K | 0.6% | 2,722 | -0.3% | |||
| 36 | $AZN | ASTRAZENECA PLC | Healthcare | $959K | 0.6% | 5,058 | +0.6% | |||
| 37 | $BX | Blackstone Inc. | Financials | $950K | 0.6% | 8,070 | +54% | |||
| 38 | $FHI | FEDERATED HERMES, INC. | Financials | $949K | 0.6% | 17K | -0.3% | |||
| 39 | — | SCHWAB INTERMEDIATE-TERM US TREASURY ETF - ETF | — | $938K | 0.6% | 38K | -16% | |||
| 40 | — | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF - ETF | — | $906K | 0.6% | 4,848 | -8% | |||
| 41 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $886K | 0.6% | 1,770 | -0.1% | |||
| 42 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $879K | 0.5% | 6,002 | +1% | |||
| 43 | $PFE | PFIZER INC | Healthcare | $869K | 0.5% | 36K | -2% | |||
| 44 | $DRH | DiamondRock Hospitality Co | Real Estate | $830K | 0.5% | 68K | -1% | |||
| 45 | $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | Other | $802K | 0.5% | 19K | -0.7% | |||
| 46 | $AMZN | AMAZON COM INC | Consumer Discretionary | $798K | 0.5% | 3,350 | +0.4% | |||
| 47 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $792K | 0.5% | 2,245 | +3% | |||
| 48 | $LEA | LEAR CORP | Industrials | $791K | 0.5% | 5,898 | +0.8% | |||
| 49 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $789K | 0.5% | 19K | -9% | |||
| 50 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $784K | 0.5% | 2,374 | +1% | |||
| 51 | $POWL | POWELL INDUSTRIES INC | Technology | $781K | 0.5% | 2,727 | +53% | |||
| 52 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $780K | 0.5% | 2,773 | -11% | |||
| 53 | — | FEDERATED HERMES MDT LARGE CAP CORE ETF - ETF | — | $763K | 0.5% | 22K | +1570% | |||
| 54 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $755K | 0.5% | 5,976 | -10% | |||
| 55 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $737K | 0.5% | 13K | +2% | |||
| 56 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $735K | 0.5% | 6,608 | +1% | |||
| 57 | $INVH | Invitation Homes Inc. | Real Estate | $718K | 0.4% | 24K | +8% | |||
| 58 | $PEP | PEPSICO INC | Consumer Staples | $717K | 0.4% | 5,297 | +0.2% | |||
| 59 | $TFC | TRUIST FINANCIAL CORP | Financials | $717K | 0.4% | 14K | +0.3% | |||
| 60 | $JNJ | JOHNSON & JOHNSON | Healthcare | $716K | 0.4% | 2,820 | +1% | |||
| 61 | — | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND - ETF | — | $715K | 0.4% | 7,756 | -29% | |||
| 62 | $ADC | AGREE REALTY CORP | Real Estate | $713K | 0.4% | 9,407 | -1% | |||
| 63 | $PANW | Palo Alto Networks Inc | Technology | $712K | 0.4% | 2,087 | -40% | |||
| 64 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $693K | 0.4% | 1,727 | +0.6% | |||
| 65 | $ARCC | ARES CAPITAL CORP | Other | $689K | 0.4% | 37K | -12% | |||
| 66 | — | VANECK MORNINGSTAR WIDE MOAT ETF - ETF | — | $687K | 0.4% | 6,611 | -24% | |||
| 67 | $TXN | TEXAS INSTRUMENTS INC | Technology | $681K | 0.4% | 2,284 | +2% | |||
| 68 | — | T. ROWE PRICE FLOATING RATE ETF - ETF | — | $669K | 0.4% | 13K | +2% | |||
| 69 | $DIS | Walt Disney Co | Communication Services | $646K | 0.4% | 6,711 | +2% | |||
| 70 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $644K | 0.4% | 4,713 | -14% | |||
| 71 | $D | DOMINION ENERGY, INC | Utilities | $640K | 0.4% | 9,372 | -0.3% | |||
| 72 | $LNG | Cheniere Energy, Inc. | Energy | $609K | 0.4% | 2,547 | +0.2% | |||
| 73 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $590K | 0.4% | 2,485 | +4% | |||
| 74 | $IVZ | Invesco Ltd. | Financials | $589K | 0.4% | 54K | -2% | |||
| 75 | $MDT | Medtronic plc | Healthcare | $584K | 0.4% | 7,464 | +3% | |||
| 76 | $LNC | LINCOLN NATIONAL CORP | Financials | $581K | 0.4% | 16K | -19% | |||
| 77 | $PNW | PINNACLE WEST CAPITAL CORP | Utilities | $580K | 0.4% | 5,417 | +0.7% | |||
| 78 | — | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF - ETF | — | $577K | 0.4% | 13K | -15% | |||
| 79 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $572K | 0.3% | 7,053 | +2% | |||
| 80 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $564K | 0.3% | 8,045 | +0.4% | |||
| 81 | $MGA | MAGNA INTERNATIONAL INC | Industrials | $553K | 0.3% | 8,417 | +1% | |||
| 82 | $AVGO | Broadcom Inc. | Technology | $549K | 0.3% | 1,452 | -35% | |||
| 83 | $OUT | OUTFRONT Media Inc. | Real Estate | $542K | 0.3% | 17K | -27% | |||
| 84 | $SMG | SCOTTS MIRACLE-GRO CO | Materials | $539K | 0.3% | 7,909 | +2% | |||
| 85 | $R | RYDER SYSTEM INC | Consumer Discretionary | $519K | 0.3% | 1,969 | -25% | |||
| 86 | $KMI | KINDER MORGAN, INC. | Energy | $519K | 0.3% | 16K | -18% | |||
| 87 | $NOTV | Inotiv, Inc. | Healthcare | $511K | 0.3% | 27K | +11% | |||
| 88 | $DD | DuPont de Nemours, Inc. | Materials | $497K | 0.3% | 3,667 | -47% | |||
| 89 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $496K | 0.3% | 14K | -0.3% | |||
| 90 | $WMT | Walmart Inc. | Consumer Staples | $495K | 0.3% | 4,367 | +0.3% | |||
| 91 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $494K | 0.3% | 683 | — | |||
| 92 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $473K | 0.3% | 2,294 | +3% | |||
| 93 | $GRMN | GARMIN LTD | Technology | $471K | 0.3% | 1,984 | -1% | |||
| 94 | $STWD | STARWOOD PROPERTY TRUST, INC. | Real Estate | $469K | 0.3% | 29K | -15% | |||
| 95 | $DELL | Dell Technologies Inc. | Technology | $466K | 0.3% | 1,080 | -1% | |||
| 96 | $HASI | HA Sustainable Infrastructure Capital, Inc. | Financials | $465K | 0.3% | 12K | +3% | |||
| 97 | — | SCHWAB SHORT-TERM US TREASURY ETF - ETF | — | $454K | 0.3% | 19K | — | |||
| 98 | $GD | GENERAL DYNAMICS CORP | Industrials | $452K | 0.3% | 1,276 | -26% | |||
| 99 | — | GLOBAL X EMERGING MARKETS BOND ETF - ETF | — | $452K | 0.3% | 19K | +6% | |||
| 100 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $449K | 0.3% | 6,040 | -27% | |||
| 101 | — | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF - ETF | — | $439K | 0.3% | 4,555 | -0.6% | |||
| 102 | $TTE | TotalEnergies SE | Energy | $437K | 0.3% | 5,622 | -0.0% | |||
| 103 | — | ISHARES RUSSELL 2500 ETF - ETF | — | $429K | 0.3% | 4,677 | +1% | |||
| 104 | $CUZ | COUSINS PROPERTIES INC | Real Estate | $426K | 0.3% | 14K | -2% | |||
| 105 | $SKT | TANGER INC. | Real Estate | $414K | 0.3% | 10K | -2% | |||
| 106 | $ORCL | ORACLE CORP | Technology | $414K | 0.3% | 2,825 | -0.3% | |||
| 107 | $BNS | BANK OF NOVA SCOTIA | Financials | $407K | 0.3% | 4,692 | +0.4% | |||
| 108 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $407K | 0.3% | 5,653 | — | |||
| 109 | $GLD | SPDR GOLD TRUST | Financials | $404K | 0.3% | 1,096 | — | |||
| 110 | $BBY | BEST BUY CO INC | Consumer Discretionary | $396K | 0.3% | 5,223 | +42% | |||
| 111 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $393K | 0.2% | 1,758 | New | |||
| 112 | $APD | Air Products & Chemicals, Inc. | Materials | $388K | 0.2% | 1,323 | +0.6% | |||
| 113 | $VTRS | Viatris Inc | Healthcare | $384K | 0.2% | 24K | -22% | |||
| 114 | $MNRO | MONRO, INC. | Consumer Discretionary | $383K | 0.2% | 22K | +3% | |||
| 115 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $380K | 0.2% | 2,734 | +0.5% | |||
| 116 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $379K | 0.2% | 2,433 | New | |||
| 117 | — | OAKMARK U.S. LARGE CAP ETF - ETF | — | $376K | 0.2% | 13K | New | |||
| 118 | $HCXY | Hercules Capital, Inc. | Other | $373K | 0.2% | 24K | -24% | |||
| 119 | $MKSI | MKS INC | Technology | $370K | 0.2% | 832 | -6% | |||
| 120 | $NEWT | NewtekOne, Inc. | Financials | $365K | 0.2% | 25K | — | |||
| 121 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $364K | 0.2% | 3,872 | +4% | |||
| 122 | $VFC | V F CORP | Consumer Discretionary | $357K | 0.2% | 21K | +4% | |||
| 123 | $CSCO | CISCO SYSTEMS, INC. | Technology | $357K | 0.2% | 3,037 | — | |||
| 124 | $OKE | ONEOK INC /NEW/ | Energy | $357K | 0.2% | 4,103 | — | |||
| 125 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $344K | 0.2% | 686 | +3% | |||
| 126 | $MRVL | Marvell Technology, Inc. | Technology | $323K | 0.2% | 1,083 | -67% | |||
| 127 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | — | $317K | 0.2% | 10K | -20% | |||
| 128 | $SYY | SYSCO CORP | Consumer Discretionary | $312K | 0.2% | 3,736 | +2% | |||
| 129 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | — | $312K | 0.2% | 5,519 | — | |||
| 130 | $RITM | Rithm Capital Corp. | Real Estate | $311K | 0.2% | 33K | -25% | |||
| 131 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $309K | 0.2% | 182 | -9% | |||
| 132 | $KMB | KIMBERLY CLARK CORP | Materials | $307K | 0.2% | 2,800 | -10% | |||
| 133 | $FOUR | Shift4 Payments, Inc. | Industrials | $304K | 0.2% | 4,879 | +3% | |||
| 134 | $OKTA | Okta, Inc. | Technology | $303K | 0.2% | 2,224 | +44% | |||
| 135 | $CVS | CVS HEALTH Corp | Healthcare | $296K | 0.2% | 2,857 | +5% | |||
| 136 | $MTN | VAIL RESORTS INC | Communication Services | $293K | 0.2% | 2,151 | +0.7% | |||
| 137 | $COMP | Compass, Inc. | Real Estate | $293K | 0.2% | 24K | +3% | |||
| 138 | $CLX | CLOROX CO /DE/ | Consumer Staples | $291K | 0.2% | 3,044 | +38% | |||
| 139 | $VLO | VALERO ENERGY CORP/TX | Energy | $279K | 0.2% | 1,070 | -22% | |||
| 140 | $GXO | GXO Logistics, Inc. | Industrials | $271K | 0.2% | 5,343 | +32% | |||
| 141 | $IIPR | INNOVATIVE INDUSTRIAL PROPERTIES INC | Real Estate | $265K | 0.2% | 4,270 | -2% | |||
| 142 | $HAS | HASBRO, INC. | Consumer Discretionary | $264K | 0.2% | 3,191 | -27% | |||
| 143 | $ADI | ANALOG DEVICES INC | Technology | $262K | 0.2% | 660 | -0.9% | |||
| 144 | $RRX | REGAL REXNORD CORP | Industrials | $261K | 0.2% | 1,097 | -2% | |||
| 145 | $T | AT&T INC. | Communication Services | $260K | 0.2% | 13K | -23% | |||
| 146 | $FOUR | Shift4 Payments, Inc. | Industrials | $259K | 0.2% | 5,330 | +60% | |||
| 147 | $ABT | ABBOTT LABORATORIES | Healthcare | $258K | 0.2% | 2,840 | -17% | |||
| 148 | $FCPT | Four Corners Property Trust, Inc. | Real Estate | $253K | 0.2% | 10K | +0.3% | |||
| 149 | $ENTG | ENTEGRIS INC | Materials | $252K | 0.2% | 1,399 | -26% | |||
| 150 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $251K | 0.2% | 979 | +2% |
What changed in Q2 2026
Against the previous quarter's 13F: 45 new, 128 added to, 221 trimmed, 24 sold out. Share-count changes; largest moves by dollar size first.
New positions (45)
- AVANTIS EMERGING MARKETS VALUE ETF - etf$3.4M
first bought this quarter
$SPGSIMON PROPERTY GROUP INC.$393K
first bought this quarter
$LAMRLAMAR ADVERTISING CO/NEW$379K
first bought this quarter
- OAKMARK U.S. LARGE CAP ETF - ETF$376K
first bought this quarter
- GMO INTERNATIONAL VALUE ETF - ETF$245K
first bought this quarter
$MORNMorningstar, Inc.$186K
first bought this quarter
+39 more in the Excel export
Added to (128)
- ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF+49%
now $3.8M
- FEDERATED HERMES MDT LARGE CAP CORE ETF - ETF+1570%
now $763K
$BXBlackstone Inc.+54%
now $950K · held 10+ qtrs, 2 adds in a row
$POWLPOWELL INDUSTRIES INC+53%
now $781K · held 10+ qtrs
- STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF - ETF+3%
now $5.0M
$KLACKLA CORP+918%
now $138K
+122 more in the Excel export
Trimmed (221)
$STXSeagate Technology Holdings plc-58%
now $1.4M · held 10+ qtrs, 4 trims in a row
now $2.5M · held 10+ qtrs
$MRVLMarvell Technology, Inc.-67%
now $323K · held 8 qtrs, 2 trims in a row
$PANWPalo Alto Networks Inc-40%
now $712K · held 10+ qtrs
$DDDuPont de Nemours, Inc.-47%
now $497K · held 10+ qtrs
$MUMICRON TECHNOLOGY INC-63%
now $224K · held 9 qtrs, 3 trims in a row
+215 more in the Excel export
Holdings by quarter
Every 13F 1620 INVESTMENT ADVISORS, INC. has filed, 18 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of 1620 INVESTMENT ADVISORS's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
+2.3%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 19% over the last 4
Top 10 weight
22%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
1620 INVESTMENT ADVISORS, INC. disclosed 677 positions worth $161.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 45 new positions and exited 24 and a full exit from $HUBS. The portfolio is most concentrated in Other (36.2% of disclosed assets). All figures are sourced directly from 1620 INVESTMENT ADVISORS, INC.’s Form 13F-HR filing with the SEC under CIK 1907281.
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AI-Powered Hedge Fund Analysis: 1620 INVESTMENT ADVISORS, INC.
13F Pro is an AI hedge fund tracker and stock research platform. For 1620 INVESTMENT ADVISORS, INC. (SEC CIK: 1907281), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in 1620 INVESTMENT ADVISORS, INC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.