1620 INVESTMENT ADVISORS, INC.

CIK

1907281

Location

PLYMOUTH, MA

Portfolio Value

Small $105,156,249

Diversification

Diversified

Filing Date

Global Rank

#1,869 / 3,203 ▲ 3881

Top Industry

Asset Management 7.3%

3Y Alpha vs SPY

+2.2%

Period ended 30 days ago

Filed Jul 14, 2026 · 16d

19 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+76.7%

SPY

+65.3%

Annualised alpha

+2.7%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

508 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

3.0%

−0.0 pts

Top 5

12.7%

−0.3 pts

Top 10

20.7%

−0.6 pts

HHI

Diversified−4

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	22.6%	$23,713,182	84
Financial Services	16.5%	$17,373,670	70
Healthcare	11.3%	$11,903,430	53
Consumer Cyclical	11.0%	$11,559,119	61
Industrials	9.0%	$9,515,357	61
Real Estate	7.6%	$8,015,751	38
Energy	7.0%	$7,395,769	27
Consumer Defensive	4.8%	$5,040,748	38
Utilities	3.6%	$3,736,870	21
Communication Services	3.1%	$3,252,634	19
Basic Materials	2.9%	$3,084,726	27
Unclassified	0.5%	$564,993	9

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TOST	Toast, Inc.	+3,208	8,498	$236,414
BX	Blackstone Inc.	+2,826	8,070	$949,596
WAY	Waystar Holding Corp.	+2,569	7,560	$155,206
FOUR	Shift4 Payments, Inc.	+1,999	5,330	$259,251
INVH	Invitation Homes Inc.	+1,824	23,763	$717,880
BBY	Best Buy Co Inc	+1,539	5,223	$396,321
GXO	GXO Logistics, Inc.	+1,307	5,343	$270,890
CELH	Celsius Holdings, Inc.	+1,091	3,647	$106,784
HDSN	Hudson Technologies Inc /Ny	+1,045	12,430	$71,348
POWL	Powell Industries Inc	+941	2,727	$780,903
CLX	Clorox Co /De/	+833	3,044	$290,519
VFC	V F Corp	+819	21,410	$357,118
COMP	Compass, Inc.	+784	23,749	$292,825
EQR	Equity Residential	+755	2,361	$160,382
CLF	Cleveland-Cliffs Inc.	+734	2,014	$18,911
QTWO	Q2 Holdings, Inc.	+697	3,366	$161,904
OKTA	Okta, Inc.	+675	2,224	$303,464
MNRO	Monro, Inc.	+585	22,362	$382,613
NOW	ServiceNow, Inc.	+559	1,061	$105,336
VITL	Vital Farms, Inc.	+557	1,420	$16,514
GME	GameStop Corp.	+480	1,100	$24,288
KLAC	Kla Corp	+413	458	$138,183
YOU	Clear Secure, Inc.	+353	3,104	$172,985
BMY	Bristol Myers Squibb Co	+306	17,612	$1,014,803
HASI	HA Sustainable Infrastructure Capital, Inc.	+305	11,911	$465,124
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RITM	Rithm Capital Corp.	−10,875	33,108	$310,884
HTGC	Hercules Capital, Inc.	−7,365	23,628	$372,613
VTRS	Viatris Inc	−7,006	24,191	$384,153
OUT	OUTFRONT Media Inc.	−6,000	16,540	$541,850
ARCC	Ares Capital Corp	−5,299	37,166	$688,685
STWD	Starwood Property Trust, Inc.	−4,982	28,613	$468,680
LNC	Lincoln National Corp	−3,806	16,445	$581,330
T	At&T Inc.	−3,799	12,540	$259,578
KMI	Kinder Morgan, Inc.	−3,566	16,235	$519,032
DD	DuPont de Nemours, Inc.	−3,301	3,667	$497,391
XRAY	DENTSPLY SIRONA Inc.	−2,544	17,200	$182,492
TY	TRI-CONTINENTAL Corp	−2,290	90,360	$3,110,191
WMB	Williams Companies, Inc.	−2,201	6,040	$449,013
MRVL	Marvell Technology, Inc.	−2,196	1,083	$322,614
Q	Qnity Electronics, Inc.	−2,083	1,056	$172,455
STX	Seagate Technology Holdings plc	−2,001	1,454	$1,403,110
VZ	Verizon Communications Inc	−1,891	18,644	$789,386
FIS	Fidelity National Information Services, Inc.	−1,864	1,577	$61,313
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,753	5,284	$2,523,479
NMT	Nuveen Massachusetts Quality Municipal Income Fund	−1,650	2,602	$33,799
ALGM	Allegro Microsystems, Inc.	−1,576	1,839	$128,031
INTC	Intel Corp	−1,421	707	$98,718
PANW	Palo Alto Networks Inc	−1,415	2,087	$711,708
PDFS	Pdf Solutions Inc	−1,306	2,521	$178,461
GPK	Graphic Packaging Holding Co	−1,302	10,690	$112,993
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
SPG	Simon Property Group Inc.	1,758	$393,176
LAMR	Lamar Advertising Co/New	2,433	$379,499
MORN	Morningstar, Inc.	1,190	$185,663
TRMB	Trimble Inc.	2,692	$137,776
JKHY	Jack Henry & Associates Inc	990	$136,362
VMC	Vulcan Materials CO	455	$134,229
VEEV	Veeva Systems Inc	733	$130,085
ARE	Alexandria Real Estate Equities, Inc.	1,939	$102,476
MANH	Manhattan Associates Inc	654	$91,069
ALNY	Alnylam Pharmaceuticals, Inc.	122	$36,725
PHVS	Pharvaris N.V.	520	$17,981
SE	Sea Ltd	91	$8,720
SNPS	Synopsys Inc	9	$4,014
BKNG	Booking Holdings Inc.	12	$2,138
MDY	Spdr S&P Midcap 400 ETF Trust	2	$1,406
PLOW	Douglas Dynamics, Inc	20	$1,079
DOC	Healthpeak Properties, Inc.	40	$856
GLPI	Gaming & Leisure Properties, Inc.	17	$757
NBIS	Nebius Group N.V.	1	$276
J	Jacobs Solutions Inc.	2	$252
VELO	Velo3D, Inc.	9	$157
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
HUBS	Hubspot Inc	325	$79,332
ROP	Roper Technologies Inc	163	$57,679
KALV	KalVista Pharmaceuticals, Inc.	1,590	$32,006
BCRX	Biocryst Pharmaceuticals Inc	1,180	$11,233
MDXG	Mimedx Group, Inc.	2,525	$9,973
RBA	Rb Global Inc.	76	$7,284
CLH	Clean Harbors Inc	20	$5,734
ADBE	Adobe Inc.	12	$2,916
MA	Mastercard Inc	5	$2,498
BSX	Boston Scientific Corp	32	$2,008
WELL	Welltower Inc.	9	$1,779
GS	Goldman Sachs Group Inc	2	$1,691
SYK	Stryker Corp	4	$1,314
INTU	Intuit Inc.	3	$1,297
ECL	Ecolab Inc.	4	$1,064
MCO	Moodys Corp /De/	2	$872
PAYX	Paychex Inc	8	$736
CSGP	Costar Group, Inc.	18	$726
WEX	WEX Inc.	3	$459
NKE	NIKE, Inc.	2	$105
CROX	Crocs, Inc.	1	$83
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

508 tracked positions · $105,156,249 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 508 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TY	TRI-CONTINENTAL Corp Financial Services	Reduced	90,360	-2,290	$3,110,191	+6.3%	2.96%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,618	-262	$2,820,929	+8.0%	2.68%
AAPL	Apple Inc. Technology	Reduced	9,114	-301	$2,637,227	+10.4%	2.51%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	5,284	-1,753	$2,523,479	+6.1%	2.40%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	15,015	-1,059	$2,274,772	−11.4%	2.16%
RTX	RTX Corp Industrials	Reduced	9,486	-584	$1,799,778	−7.3%	1.71%
ABBV	AbbVie Inc. Healthcare	Reduced	7,146	-387	$1,798,219	+9.8%	1.71%
GLW	Corning Inc /Ny Technology	Reduced	6,623	-449	$1,691,712	+75.9%	1.61%
MSFT	Microsoft Corp Technology	Added	4,447	+268	$1,658,819	+7.2%	1.58%
NVS	Novartis AG Healthcare	Added	9,183	+89	$1,439,159	+3.6%	1.37%
MPC	Marathon Petroleum Corp Energy	Reduced	5,557	-12	$1,420,758	+4.5%	1.35%
STX	Seagate Technology Holdings plc Technology	Reduced	1,454	-2,001	$1,403,110	+3.7%	1.33%
CVX	Chevron Corp Energy	Reduced	7,457	-455	$1,236,072	−24.5%	1.18%
EPR	Epr Properties Real Estate	Reduced	21,172	-799	$1,228,187	+11.9%	1.17%
JCI	Johnson Controls International plc Industrials	Reduced	7,867	-27	$1,149,447	+11.2%	1.09%
NTAP	NetApp, Inc. Technology	Reduced	7,193	-8	$1,113,188	+51.0%	1.06%
ETN	Eaton Corp plc Industrials	Reduced	2,444	-359	$1,041,437	+3.9%	0.99%
BMY	Bristol Myers Squibb Co Healthcare	Added	17,612	+306	$1,014,803	−3.3%	0.97%
SO	Southern Co Utilities	Reduced	10,600	-823	$1,014,526	−8.0%	0.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,722	-9	$972,761	+23.9%	0.93%
BX	Blackstone Inc. Financial Services	Added	8,070	+2,826	$949,596	+57.5%	0.90%
FHI	Federated Hermes, Inc. Financial Services	Reduced	17,183	-51	$948,845	−2.9%	0.90%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,770	-2	$885,690	+4.3%	0.84%
TPR	Tapestry, Inc. Consumer Cyclical	Added	6,002	+77	$878,572	+5.1%	0.84%
PFE	Pfizer Inc Healthcare	Reduced	36,100	-638	$869,288	−15.7%	0.83%
DRH	DiamondRock Hospitality Co Real Estate	Reduced	68,135	-933	$829,884	+28.2%	0.79%
TYG	Tortoise Energy Infrastructure Corp Financial Services	Reduced	18,700	-138	$801,669	−14.6%	0.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,350	+14	$798,439	+14.9%	0.76%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,245	+62	$791,766	+10.3%	0.75%
LEA	Lear Corp Consumer Cyclical	Added	5,898	+46	$790,685	+11.6%	0.75%
VZ	Verizon Communications Inc Communication Services	Reduced	18,644	-1,891	$789,386	−23.4%	0.75%
TRV	Travelers Companies, Inc. Financial Services	Added	2,374	+28	$783,704	+14.5%	0.75%
POWL	Powell Industries Inc Industrials	Added	2,727	+941	$780,903	−19.2%	0.74%
IBM	International Business Machines Corp Technology	Reduced	2,773	-345	$779,795	+3.2%	0.74%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	5,976	-696	$755,007	−18.8%	0.72%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	12,739	+284	$736,823	+2.6%	0.70%
RPM	Rpm International Inc/De/ Basic Materials	Added	6,608	+96	$734,479	+13.5%	0.70%
INVH	Invitation Homes Inc. Real Estate	Added	23,763	+1,824	$717,880	+31.7%	0.68%
PEP	Pepsico Inc Consumer Defensive	Added	5,297	+12	$717,213	−12.6%	0.68%
TFC	Truist Financial Corp Financial Services	Added	14,382	+50	$716,511	+8.8%	0.68%
JNJ	Johnson & Johnson Healthcare	Added	2,820	+36	$716,195	+5.2%	0.68%
ADC	Agree Realty Corp Real Estate	Reduced	9,407	-101	$712,486	−0.6%	0.68%
PANW	Palo Alto Networks Inc Technology	Reduced	2,087	-1,415	$711,708	+26.8%	0.68%
RL	Ralph Lauren Corp Consumer Cyclical	Added	1,727	+11	$693,235	+17.4%	0.66%
ARCC	Ares Capital Corp Financial Services	Reduced	37,166	-5,299	$688,685	−10.0%	0.65%
TXN	Texas Instruments Inc Technology	Added	2,284	+50	$680,791	+57.0%	0.65%
DIS	Walt Disney Co Communication Services	Added	6,711	+157	$645,933	+2.3%	0.61%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,713	-739	$644,361	−30.3%	0.61%
D	Dominion Energy, Inc Utilities	Reduced	9,372	-24	$640,013	+10.2%	0.61%
LNG	Cheniere Energy, Inc. Energy	Added	2,547	+6	$608,758	−15.6%	0.58%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.