1620 Investment Advisors
Latest statistics and disclosures from 1620 Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPIB, FRDM, QEFA, IGSB, IEF, and represent 12.96% of 1620 Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVES, IGSB, FLCC, SPG, LAMR, OAKM, BX, POWL, GMOI, MORN.
- Started 45 new stock positions in MDY, XFIV, NBIS, JPIB, MORN, GLPI, SNPS, BKMI, SE, DABS.
- Reduced shares in these 10 stocks: STX, TSM, MRVL, PANW, Dupont De Nemours, MU, Q, LRCX, AVGO, BOND.
- Sold out of its positions in ADBE, BCRX, BSX, CLH, CSGP, CROX, ECL, GS, HUBS, INTU.
- 1620 Investment Advisors was a net seller of stock by $-1.8M.
- 1620 Investment Advisors has $162M in assets under management (AUM), dropping by 9.21%.
- Central Index Key (CIK): 0001907281
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Portfolio Holdings for 1620 Investment Advisors
1620 Investment Advisors holds 677 positions in its portfolio as reported in the June 2026 quarterly 13F filing
1620 Investment Advisors has 677 total positions. Only the first 250 positions are shown.
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- Download the 1620 Investment Advisors June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) | 3.1 | $5.0M | +2% | 149k | 33.46 |
|
| Freedom 100 Emerging Markets Etf Etf (FRDM) | 2.7 | $4.4M | -3% | 60k | 72.90 |
|
| State Street Msci Eafe Strategicfactors Etf Etf (QEFA) | 2.6 | $4.2M | 44k | 96.02 |
|
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 2.4 | $3.8M | +49% | 72k | 52.41 |
|
| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 2.2 | $3.6M | 38k | 94.57 |
|
|
| Avantis Emerging Markets Value Etf etf (AVES) | 2.1 | $3.4M | NEW | 52k | 65.60 |
|
| Tri Contl Corp Cef (TY) | 1.9 | $3.1M | -2% | 90k | 34.42 |
|
| State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS) | 1.9 | $3.1M | 106k | 29.01 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $2.8M | -2% | 8.6k | 327.35 |
|
| Apple (AAPL) | 1.6 | $2.6M | -3% | 9.1k | 289.38 |
|
| Taiwan Semiconductor Mfg (TSM) | 1.6 | $2.5M | -24% | 5.3k | 477.57 |
|
| Schwab Us Tips Etf Etf (SCHP) | 1.5 | $2.4M | 92k | 26.50 |
|
|
| Janus Henderson Securitized Income Etf Etf (JSI) | 1.4 | $2.3M | 45k | 51.21 |
|
|
| TJX Companies (TJX) | 1.4 | $2.3M | -6% | 15k | 151.50 |
|
| Raytheon Technologies Corp (RTX) | 1.1 | $1.8M | -5% | 9.5k | 189.74 |
|
| Abbvie (ABBV) | 1.1 | $1.8M | -5% | 7.1k | 251.66 |
|
| Ishares Short-term National Muni Bond Etf Etf (SUB) | 1.1 | $1.7M | 16k | 106.47 |
|
|
| Corning Incorporated (GLW) | 1.0 | $1.7M | -6% | 6.6k | 255.45 |
|
| Microsoft Corporation (MSFT) | 1.0 | $1.7M | +6% | 4.4k | 373.03 |
|
| Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) | 1.0 | $1.6M | 55k | 29.24 |
|
|
| John Hancock Preferred Income Etf Etf (JHPI) | 0.9 | $1.5M | +3% | 67k | 22.70 |
|
| State Street Doubleline Total Return Tactical Etf Etf (TOTL) | 0.9 | $1.5M | -4% | 38k | 39.47 |
|
| Novartis (NVS) | 0.9 | $1.4M | 9.2k | 156.72 |
|
|
| Marathon Petroleum Corp (MPC) | 0.9 | $1.4M | 5.6k | 255.70 |
|
|
| Seagate Technology (STX) | 0.9 | $1.4M | -57% | 1.5k | 965.00 |
|
| State Street Doubleline Emerging Markets Fixed Income Etf Etf (EMTL) | 0.8 | $1.3M | 30k | 42.70 |
|
|
| Chevron Corporation (CVX) | 0.8 | $1.2M | -5% | 7.5k | 165.78 |
|
| Epr Properties (EPR) | 0.8 | $1.2M | -3% | 21k | 58.01 |
|
| Vaneck Intermediate Muni Etf Etf (ITM) | 0.8 | $1.2M | 26k | 46.99 |
|
|
| Johnson Controls International Plc equity (JCI) | 0.7 | $1.1M | 7.9k | 146.11 |
|
|
| NetApp (NTAP) | 0.7 | $1.1M | 7.2k | 154.78 |
|
|
| Eaton (ETN) | 0.6 | $1.0M | -12% | 2.4k | 426.12 |
|
| Bristol Myers Squibb (BMY) | 0.6 | $1.0M | 18k | 57.62 |
|
|
| Southern Company (SO) | 0.6 | $1.0M | -7% | 11k | 95.72 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $973k | 2.7k | 357.41 |
|
|
| AstraZeneca | 0.6 | $959k | 5.1k | 189.64 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $950k | +53% | 8.1k | 117.68 |
|
| Federated Investors (FHI) | 0.6 | $949k | 17k | 55.22 |
|
|
| Schwab Intermediate-term Us Treasury Etf Etf (SCHR) | 0.6 | $938k | -15% | 38k | 24.66 |
|
| State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS) | 0.6 | $906k | -8% | 4.8k | 186.88 |
|
| Berkshire Hathaway (BRK.B) | 0.5 | $886k | 1.8k | 500.56 |
|
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| Tapestry (TPR) | 0.5 | $879k | 6.0k | 146.40 |
|
|
| Pfizer (PFE) | 0.5 | $869k | 36k | 24.08 |
|
|
| DiamondRock Hospitality Company (DRH) | 0.5 | $830k | 68k | 12.18 |
|
|
| Tortoise Energy Infrstrctr Cp Cef (TYG) | 0.5 | $802k | 19k | 42.87 |
|
|
| Amazon (AMZN) | 0.5 | $799k | 3.4k | 238.34 |
|
|
| Home Depot (HD) | 0.5 | $792k | +2% | 2.2k | 352.68 |
|
| Lear Corporation (LEA) | 0.5 | $791k | 5.9k | 134.07 |
|
|
| Verizon Communications (VZ) | 0.5 | $789k | -9% | 19k | 42.34 |
|
| Travelers Companies (TRV) | 0.5 | $784k | 2.4k | 330.21 |
|
|
| Powell Industries (POWL) | 0.5 | $781k | +52% | 2.7k | 286.36 |
|
| International Business Machines (IBM) | 0.5 | $780k | -11% | 2.8k | 281.31 |
|
| Federated Hermes Mdt Large Cap Core Etf Etf (FLCC) | 0.5 | $763k | +1570% | 22k | 35.13 |
|
| Gilead Sciences (GILD) | 0.5 | $755k | -10% | 6.0k | 126.34 |
|
| Mondelez Int (MDLZ) | 0.5 | $737k | +2% | 13k | 57.84 |
|
| RPM International (RPM) | 0.5 | $735k | 6.6k | 111.16 |
|
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| Invitation Homes (INVH) | 0.4 | $718k | +8% | 24k | 30.21 |
|
| Pepsi (PEP) | 0.4 | $717k | 5.3k | 135.41 |
|
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| Truist Financial Corp equities (TFC) | 0.4 | $717k | 14k | 49.82 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $716k | 2.8k | 254.02 |
|
|
| Pimco Active Bond Exchange-traded Fund Etf (BOND) | 0.4 | $715k | -28% | 7.8k | 92.22 |
|
| Agree Realty Corporation (ADC) | 0.4 | $713k | 9.4k | 75.75 |
|
|
| Palo Alto Networks (PANW) | 0.4 | $712k | -40% | 2.1k | 341.15 |
|
| Ralph Lauren Corp (RL) | 0.4 | $693k | 1.7k | 401.41 |
|
|
| Ares Capital Corp Cef (ARCC) | 0.4 | $689k | -12% | 37k | 18.53 |
|
| Vaneck Morningstar Wide Moat Etf Etf (MOAT) | 0.4 | $687k | -24% | 6.6k | 103.96 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $681k | +2% | 2.3k | 298.07 |
|
| T. Rowe Price Floating Rate Etf Etf (TFLR) | 0.4 | $669k | +2% | 13k | 50.41 |
|
| Walt Disney Company (DIS) | 0.4 | $646k | +2% | 6.7k | 96.25 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $644k | -13% | 4.7k | 136.72 |
|
| Dominion Resources (D) | 0.4 | $640k | 9.4k | 68.29 |
|
|
| Cheniere Energy (LNG) | 0.4 | $609k | 2.5k | 239.01 |
|
|
| Cardinal Health (CAH) | 0.4 | $590k | +4% | 2.5k | 237.56 |
|
| Invesco Preferred Etf Etf (PGX) | 0.4 | $589k | -2% | 54k | 10.84 |
|
| Medtronic (MDT) | 0.4 | $584k | +3% | 7.5k | 78.23 |
|
| Lincoln National Corporation (LNC) | 0.4 | $581k | -18% | 16k | 35.35 |
|
| Pinnacle West Capital Corporation (PNW) | 0.4 | $580k | 5.4k | 107.00 |
|
|
| Ishares Investment Grade Systematic Bond Etf Etf (IGEB) | 0.4 | $577k | -15% | 13k | 45.11 |
|
| Public Service Enterprise (PEG) | 0.4 | $572k | +2% | 7.1k | 81.16 |
|
| Citizens Financial (CFG) | 0.3 | $564k | 8.0k | 70.07 |
|
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| Magna Intl Inc cl a (MGA) | 0.3 | $553k | 8.4k | 65.66 |
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| Broadcom (AVGO) | 0.3 | $549k | -35% | 1.5k | 377.88 |
|
| OUTFRONT Media (OUT) | 0.3 | $542k | -26% | 17k | 32.76 |
|
| Scotts Miracle-Gro Company (SMG) | 0.3 | $539k | 7.9k | 68.11 |
|
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| Ryder System (R) | 0.3 | $519k | -24% | 2.0k | 263.77 |
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| Kinder Morgan (KMI) | 0.3 | $519k | -18% | 16k | 31.97 |
|
| Global X U.s. Preferred Etf Etf (PFFD) | 0.3 | $511k | +10% | 27k | 18.69 |
|
| Dupont De Nemours | 0.3 | $497k | -47% | 3.7k | 135.64 |
|
| Enterprise Products Partners (EPD) | 0.3 | $496k | 14k | 36.76 |
|
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| Wal-Mart Stores (WMT) | 0.3 | $495k | 4.4k | 113.27 |
|
|
| Applied Materials (AMAT) | 0.3 | $494k | 683.00 | 723.00 |
|
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| Darden Restaurants (DRI) | 0.3 | $473k | +3% | 2.3k | 206.01 |
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| Garmin (GRMN) | 0.3 | $471k | 2.0k | 237.60 |
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| Starwood Property Trust (STWD) | 0.3 | $469k | -14% | 29k | 16.38 |
|
| Dell Technologies (DELL) | 0.3 | $466k | 1.1k | 431.46 |
|
|
| Hannon Armstrong (HASI) | 0.3 | $465k | +2% | 12k | 39.05 |
|
| Schwab Short-term Us Treasury Etf Etf (SCHO) | 0.3 | $454k | 19k | 24.14 |
|
|
| General Dynamics Corporation (GD) | 0.3 | $452k | -26% | 1.3k | 354.24 |
|
| Global X Emerging Markets Bond Etf Etf (EMBD) | 0.3 | $452k | +6% | 19k | 23.95 |
|
| Williams Companies (WMB) | 0.3 | $449k | -26% | 6.0k | 74.34 |
|
| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 0.3 | $439k | 4.6k | 96.45 |
|
|
| Totalenergies Se Act Etf (TTE) | 0.3 | $437k | 5.6k | 77.76 |
|
|
| Ishares Russell 2500 Etf Etf (SMMD) | 0.3 | $429k | 4.7k | 91.63 |
|
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| Cousins Properties (CUZ) | 0.3 | $426k | 14k | 29.98 |
|
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| Tanger Factory Outlet Centers (SKT) | 0.3 | $414k | 11k | 39.47 |
|
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| Oracle Corporation (ORCL) | 0.3 | $414k | 2.8k | 146.59 |
|
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| Bk Nova Cad (BNS) | 0.3 | $408k | 4.7k | 86.84 |
|
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| Altria (MO) | 0.3 | $407k | 5.7k | 71.95 |
|
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| Spdr Gold Shares Etf (GLD) | 0.3 | $404k | 1.1k | 368.38 |
|
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| Best Buy (BBY) | 0.2 | $396k | +41% | 5.2k | 75.88 |
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| Simon Property (SPG) | 0.2 | $393k | NEW | 1.8k | 223.65 |
|
| Air Products & Chemicals (APD) | 0.2 | $388k | 1.3k | 293.18 |
|
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| Viatris (VTRS) | 0.2 | $384k | -22% | 24k | 15.88 |
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| Monro Muffler Brake (MNRO) | 0.2 | $383k | +2% | 22k | 17.11 |
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| Constellation Brands (STZ) | 0.2 | $380k | 2.7k | 139.11 |
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| Lamar Advertising Co-a (LAMR) | 0.2 | $380k | NEW | 2.4k | 155.98 |
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| Oakmark U.s. Large Cap Etf Etf (OAKM) | 0.2 | $376k | NEW | 13k | 28.17 |
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| Hercules Capital Cef (HTGC) | 0.2 | $373k | -23% | 24k | 15.77 |
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| MKS Instruments (MKSI) | 0.2 | $370k | -6% | 832.00 | 445.15 |
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| Newtek Business Svcs (NEWT) | 0.2 | $365k | 25k | 14.81 |
|
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| Stanley Black & Decker (SWK) | 0.2 | $364k | +3% | 3.9k | 94.12 |
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| V.F. Corporation (VFC) | 0.2 | $357k | +3% | 21k | 16.68 |
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| Cisco Systems (CSCO) | 0.2 | $357k | 3.0k | 117.46 |
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| Oneok (OKE) | 0.2 | $357k | 4.1k | 86.94 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $344k | +2% | 686.00 | 501.36 |
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| Marvell Technology (MRVL) | 0.2 | $323k | -66% | 1.1k | 297.89 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.2 | $318k | -20% | 10k | 31.71 |
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| SYSCO Corporation (SYY) | 0.2 | $312k | 3.7k | 83.59 |
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| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.2 | $312k | 5.5k | 56.48 |
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| New Residential Investment (RITM) | 0.2 | $311k | -24% | 33k | 9.39 |
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| MercadoLibre (MELI) | 0.2 | $309k | -8% | 182.00 | 1697.78 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $307k | -10% | 2.8k | 109.77 |
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| Shift4 Pmts Inc 6 Ser A Cnv Pref PFD (FOUR.PA) | 0.2 | $304k | +3% | 4.9k | 62.27 |
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| Okta Inc cl a (OKTA) | 0.2 | $304k | +43% | 2.2k | 136.45 |
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| CVS Caremark Corporation (CVS) | 0.2 | $296k | +4% | 2.9k | 103.45 |
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| Vail Resorts (MTN) | 0.2 | $293k | 2.2k | 136.15 |
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| Compass (COMP) | 0.2 | $293k | +3% | 24k | 12.33 |
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| Clorox Company (CLX) | 0.2 | $291k | +37% | 3.0k | 95.44 |
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| Valero Energy Corporation (VLO) | 0.2 | $279k | -21% | 1.1k | 260.44 |
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| GXO Logistics (GXO) | 0.2 | $271k | +32% | 5.3k | 50.70 |
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| Innovative Industria A (IIPR) | 0.2 | $265k | 4.3k | 61.99 |
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| Hasbro (HAS) | 0.2 | $264k | -26% | 3.2k | 82.59 |
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| Analog Devices (ADI) | 0.2 | $262k | 660.00 | 397.34 |
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| Regal-beloit Corporation (RRX) | 0.2 | $261k | 1.1k | 238.19 |
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| At&t (T) | 0.2 | $260k | -23% | 13k | 20.70 |
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| Shift4 Payments Cl A Ord (FOUR) | 0.2 | $259k | +60% | 5.3k | 48.65 |
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| Abbott Laboratories (ABT) | 0.2 | $258k | -17% | 2.8k | 90.75 |
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| Four Corners Ppty Tr (FCPT) | 0.2 | $253k | 10k | 24.55 |
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| Entegris (ENTG) | 0.2 | $252k | -25% | 1.4k | 179.86 |
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| Expedia (EXPE) | 0.2 | $251k | +2% | 979.00 | 255.88 |
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| Amkor Technology (AMKR) | 0.2 | $249k | -5% | 2.9k | 86.23 |
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| NVIDIA Corporation (NVDA) | 0.2 | $248k | +25% | 1.2k | 200.19 |
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| Hexcel Corporation (HXL) | 0.2 | $247k | 2.5k | 100.08 |
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| UnitedHealth (UNH) | 0.2 | $247k | +2% | 593.00 | 415.63 |
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| Gmo International Value Etf Etf (GMOI) | 0.2 | $246k | NEW | 6.5k | 37.48 |
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| Tesla Motors (TSLA) | 0.1 | $242k | 575.00 | 421.11 |
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| Healthequity (HQY) | 0.1 | $241k | 2.7k | 90.32 |
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| Cognex Corporation (CGNX) | 0.1 | $240k | -5% | 3.3k | 72.42 |
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| Toast (TOST) | 0.1 | $236k | +60% | 8.5k | 27.82 |
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| Emerson Electric (EMR) | 0.1 | $235k | 1.6k | 143.15 |
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| Vaneck Short High Yield Muni Etf Etf (SHYD) | 0.1 | $230k | -5% | 10k | 22.90 |
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| Visa (V) | 0.1 | $224k | 652.00 | 343.61 |
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| Micron Technology (MU) | 0.1 | $224k | -62% | 194.00 | 1154.63 |
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| Generac Holdings (GNRC) | 0.1 | $222k | +2% | 759.00 | 292.81 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $222k | -7% | 700.00 | 317.07 |
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| Vita Coco Co Inc/the (COCO) | 0.1 | $217k | -10% | 3.3k | 66.14 |
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| Boston Beer Company (SAM) | 0.1 | $215k | -17% | 1.2k | 177.03 |
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| Power Integrations (POWI) | 0.1 | $215k | -3% | 2.6k | 83.76 |
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| Gorman-Rupp Company (GRC) | 0.1 | $214k | 2.3k | 91.74 |
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| Lam Research (LRCX) | 0.1 | $213k | -58% | 491.00 | 433.33 |
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| Twilio Inc cl a (TWLO) | 0.1 | $211k | -4% | 1.0k | 206.33 |
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| Enbridge (ENB) | 0.1 | $211k | 3.9k | 54.21 |
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| Flex Lng (FLNG) | 0.1 | $211k | 7.5k | 28.06 |
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| FedEx Corporation (FDX) | 0.1 | $211k | +2% | 673.00 | 313.28 |
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| Tactile Systems Technology, In (TCMD) | 0.1 | $211k | -9% | 7.1k | 29.78 |
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| Invesco Senior Loan Etf Etf (BKLN) | 0.1 | $210k | 10k | 20.37 |
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| Unitil Corporation (UTL) | 0.1 | $206k | -14% | 3.9k | 52.69 |
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| Tg Therapeutics (TGTX) | 0.1 | $205k | -4% | 3.7k | 54.94 |
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| Miller Industries (MLR) | 0.1 | $204k | -3% | 4.0k | 51.15 |
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| Teradyne (TER) | 0.1 | $204k | -25% | 422.00 | 483.84 |
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| American Express Company (AXP) | 0.1 | $203k | 600.00 | 338.25 |
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| Coherent Corp (COHR) | 0.1 | $197k | -38% | 500.00 | 394.55 |
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| Advanced Micro Devices (AMD) | 0.1 | $194k | -32% | 333.00 | 581.64 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $193k | -6% | 356.00 | 541.83 |
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| Cullen/Frost Bankers (CFR) | 0.1 | $190k | -5% | 1.2k | 154.52 |
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| Solstice Advanced Matls (SOLS) | 0.1 | $189k | -9% | 2.1k | 88.60 |
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| Morningstar (MORN) | 0.1 | $186k | NEW | 1.2k | 156.02 |
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| Eli Lilly & Co. (LLY) | 0.1 | $186k | 154.00 | 1205.27 |
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| Avantis International Equity Etf Etf (AVDE) | 0.1 | $184k | -2% | 2.1k | 89.20 |
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| Dentsply Sirona (XRAY) | 0.1 | $183k | -12% | 17k | 10.61 |
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| PDF Solutions (PDFS) | 0.1 | $179k | -34% | 2.5k | 70.79 |
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| Dover Corporation (DOV) | 0.1 | $177k | 787.00 | 224.28 |
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| Global Foundries (GFS) | 0.1 | $174k | -30% | 2.1k | 82.41 |
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| Clear Secure (YOU) | 0.1 | $173k | +12% | 3.1k | 55.73 |
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| Magnite Ord (MGNI) | 0.1 | $173k | -4% | 9.1k | 18.98 |
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| Qnity Electronics (Q) | 0.1 | $173k | -66% | 1.1k | 163.31 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $172k | -7% | 750.00 | 229.57 |
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| Neurocrine Biosciences (NBIX) | 0.1 | $168k | +26% | 997.00 | 168.53 |
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| Ciena Corporation (CIEN) | 0.1 | $165k | -32% | 337.00 | 490.77 |
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| Fortis (FTS) | 0.1 | $164k | +2% | 2.9k | 57.23 |
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| Eastern Bankshares (EBC) | 0.1 | $163k | -2% | 7.3k | 22.24 |
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| Q2 Holdings (QTWO) | 0.1 | $162k | +26% | 3.4k | 48.10 |
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| American Electric Power Company (AEP) | 0.1 | $162k | 1.2k | 136.81 |
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| Equity Residential (EQR) | 0.1 | $160k | +47% | 2.4k | 67.93 |
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| Nextracker (NXT) | 0.1 | $159k | -32% | 1.3k | 119.14 |
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| Diamondback Energy (FANG) | 0.1 | $157k | -4% | 895.00 | 175.88 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $155k | 2.3k | 68.41 |
|
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| Waystar Holding Corp (WAY) | 0.1 | $155k | +51% | 7.6k | 20.53 |
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| Workday Inc cl a (WDAY) | 0.1 | $155k | +2% | 1.3k | 122.42 |
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| H&R Block (HRB) | 0.1 | $154k | -2% | 4.1k | 38.09 |
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| Automatic Data Processing (ADP) | 0.1 | $153k | 685.00 | 223.95 |
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| Bassett Furniture Industries (BSET) | 0.1 | $153k | +2% | 8.7k | 17.72 |
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| Ss&c Technologies Holding (SSNC) | 0.1 | $152k | 2.4k | 62.05 |
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| T. Rowe Price Ultra Short-term Bond Etf Etf (TBUX) | 0.1 | $150k | +2% | 3.0k | 49.77 |
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| Keurig Dr Pepper (KDP) | 0.1 | $149k | 4.6k | 32.74 |
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| Rubrik (RBRK) | 0.1 | $146k | -3% | 1.8k | 80.28 |
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| Lennar Corporation (LEN) | 0.1 | $146k | +9% | 1.6k | 90.50 |
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| PriceSmart (PSMT) | 0.1 | $144k | -7% | 737.00 | 195.34 |
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| Rockwell Automation (ROK) | 0.1 | $142k | 287.00 | 495.08 |
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| KLA-Tencor Corporation (KLAC) | 0.1 | $138k | +917% | 458.00 | 302.05 |
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| Entergy Corporation (ETR) | 0.1 | $138k | 1.2k | 114.86 |
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| Trimble Navigation (TRMB) | 0.1 | $138k | NEW | 2.7k | 51.18 |
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| Jack Henry & Associates (JKHY) | 0.1 | $136k | NEW | 990.00 | 137.74 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $135k | -3% | 934.00 | 144.61 |
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| UMB Financial Corporation (UMBF) | 0.1 | $134k | -4% | 941.00 | 142.76 |
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| Vulcan Materials Company (VMC) | 0.1 | $134k | NEW | 455.00 | 295.01 |
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| Uber Technologies (UBER) | 0.1 | $134k | 1.9k | 72.17 |
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| TowneBank (TOWN) | 0.1 | $134k | -2% | 3.7k | 36.24 |
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| International Flavors & Fragrances (IFF) | 0.1 | $132k | +6% | 1.7k | 79.22 |
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| Microchip Technology (MCHP) | 0.1 | $131k | 1.4k | 91.20 |
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| General Electric (GE) | 0.1 | $131k | 349.00 | 374.42 |
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| Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 0.1 | $131k | -43% | 1.6k | 82.11 |
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| Veeva Sys Inc cl a (VEEV) | 0.1 | $130k | NEW | 733.00 | 177.47 |
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| Allegro Microsystems Ord (ALGM) | 0.1 | $128k | -46% | 1.8k | 69.62 |
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| eBay (EBAY) | 0.1 | $122k | 1.1k | 111.75 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $121k | 237.00 | 509.46 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $120k | 1.4k | 86.65 |
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| Fastenal Company (FAST) | 0.1 | $119k | 2.5k | 48.04 |
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| Procter & Gamble Company (PG) | 0.1 | $119k | 811.00 | 146.64 |
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| AZZ Incorporated (AZZ) | 0.1 | $116k | -10% | 746.00 | 155.05 |
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| Graphic Packaging Holding Company (GPK) | 0.1 | $113k | -10% | 11k | 10.57 |
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| Kroger (KR) | 0.1 | $110k | 2.0k | 55.53 |
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| Bny Mellon Municipal Intermediate Etf Etf (BKMI) | 0.1 | $109k | NEW | 4.1k | 26.44 |
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| Tarsus Pharmaceuticals (TARS) | 0.1 | $108k | -3% | 1.7k | 62.94 |
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| Merck & Co (MRK) | 0.1 | $108k | 842.00 | 128.52 |
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| Alphabet Inc Class C cs (GOOG) | 0.1 | $108k | 305.00 | 354.45 |
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| Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) | 0.1 | $108k | 4.8k | 22.64 |
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| Celsius Holdings (CELH) | 0.1 | $107k | +42% | 3.6k | 29.28 |
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| Servicenow (NOW) | 0.1 | $105k | +111% | 1.1k | 99.28 |
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| Schwab High Yield Bond Etf Etf (SCYB) | 0.1 | $103k | -4% | 4.0k | 26.18 |
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Past Filings by 1620 Investment Advisors
SEC 13F filings are viewable for 1620 Investment Advisors going back to 2021
- 1620 Investment Advisors 2026 Q2 filed July 14, 2026
- 1620 Investment Advisors 2026 Q1 filed May 13, 2026
- 1620 Investment Advisors 2025 Q4 filed Feb. 5, 2026
- 1620 Investment Advisors 2025 Q3 filed Oct. 7, 2025
- 1620 Investment Advisors 2025 Q2 filed Aug. 7, 2025
- 1620 Investment Advisors 2025 Q1 filed May 14, 2025
- 1620 Investment Advisors 2024 Q4 filed Feb. 11, 2025
- 1620 Investment Advisors 2024 Q3 filed Oct. 25, 2024
- 1620 Investment Advisors 2024 Q2 filed July 23, 2024
- 1620 Investment Advisors 2024 Q1 filed May 13, 2024
- 1620 Investment Advisors 2023 Q4 filed Feb. 9, 2024
- 1620 Investment Advisors 2023 Q3 filed Nov. 9, 2023
- 1620 Investment Advisors 2023 Q2 filed Aug. 14, 2023
- 1620 Investment Advisors 2023 Q1 filed May 10, 2023
- 1620 Investment Advisors 2022 Q4 filed Feb. 14, 2023
- 1620 Investment Advisors 2022 Q3 filed Nov. 14, 2022