1620 INVESTMENT ADVISORS, INC.
Filing Date
Global Rank
#5,388
/ 8,232
▲ 297
Top Industry
Asset Management
7.6%
3Y Alpha vs SPY
+0.6%
Period ended 2 months ago
Filed May 13, 2026 · 31d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+79.1%
SPY
+76.5%
Annualised alpha
+0.6%
Max drawdown
−17.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
508 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
3.0%
−0.1 pts
Top 5
13.0%
−0.2 pts
Top 10
21.3%
−0.4 pts
HHI
91
Diversified−2
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 20.0% | $19,832,195 |
| Financial Services | 16.4% | $16,261,927 |
| Healthcare | 11.7% | $11,610,112 |
| Consumer Cyclical | 11.2% | $11,052,579 |
| Industrials | 9.4% | $9,302,068 |
| Energy | 8.8% | $8,750,428 |
| Real Estate | 6.6% | $6,506,596 |
| Consumer Defensive | 5.2% | $5,137,773 |
| Utilities | 3.8% | $3,751,655 |
| Communication Services | 3.5% | $3,508,595 |
| Basic Materials | 2.6% | $2,574,181 |
| Unclassified | 0.7% | $645,215 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TTD | Trade Desk, Inc. | +4,104 | 5,871 | $133,212 | |
| TOST | Toast, Inc. | +2,772 | 5,290 | $140,237 | |
| CMG | Chipotle Mexican Grill Inc | +2,731 | 2,739 | $87,675 | |
| WAY | Waystar Holding Corp. | +2,625 | 4,991 | $120,333 | |
| COMP | Compass, Inc. | +1,740 | 22,965 | $167,874 | |
| GPK | Graphic Packaging Holding Co | +1,321 | 11,992 | $119,200 | |
| QTWO | Q2 Holdings, Inc. | +1,290 | 2,669 | $126,243 | |
| WDAY | Workday, Inc. | +1,216 | 1,232 | $160,061 | |
| STWD | Starwood Property Trust, Inc. | +1,115 | 33,595 | $578,505 | |
| DD | DuPont de Nemours, Inc. | +1,089 | 6,968 | $319,134 | |
| DRH | DiamondRock Hospitality Co | +1,020 | 69,068 | $647,167 | |
| SSNC | SS&C Technologies Holdings Inc | +756 | 2,467 | $166,695 | |
| CLX | Clorox Co /De/ | +632 | 2,211 | $229,125 | |
| MGNI | Magnite, Inc. | +600 | 9,553 | $113,489 | |
| ARCC | Ares Capital Corp | +577 | 42,465 | $765,219 | |
| CUZ | Cousins Properties Inc | +551 | 14,461 | $326,384 | |
| PANW | Palo Alto Networks Inc | +540 | 3,502 | $561,440 | |
| FCPT | Four Corners Property Trust, Inc. | +522 | 10,263 | $242,719 | |
| VFC | V F Corp | +505 | 20,591 | $349,841 | |
| SAM | Boston Beer Co Inc | +479 | 1,469 | $338,457 | |
| EBC | Eastern Bankshares, Inc. | +376 | 7,468 | $146,074 | |
| PFE | Pfizer Inc | +371 | 36,738 | $1,031,603 | |
| TFC | Truist Financial Corp | +358 | 14,332 | $658,842 | |
| HRB | H&R Block Inc | +350 | 4,159 | $132,006 | |
| BSET | Bassett Furniture Industries Inc | +341 | 8,405 | $118,930 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MNRO | Monro, Inc. | −21,006 | 21,777 | $349,303 | |
| VTRS | Viatris Inc | −15,008 | 31,197 | $421,471 | |
| T | At&T Inc. | −7,626 | 16,339 | $473,667 | |
| KMI | Kinder Morgan, Inc. | −7,100 | 19,801 | $663,927 | |
| MDT | Medtronic plc | −5,197 | 7,234 | $626,826 | |
| GLW | Corning Inc /Ny | −4,712 | 7,072 | $961,579 | |
| VZ | Verizon Communications Inc | −3,868 | 20,535 | $1,030,857 | |
| AMCR | Amcor plc | −3,349 | 832 | $33,072 | |
| WMT | Walmart Inc. | −3,173 | 4,356 | $541,363 | |
| FWRG | First Watch Restaurant Group, Inc. | −3,145 | 1,302 | $13,644 | |
| AMKR | Amkor Technology, Inc. | −2,752 | 3,067 | $138,107 | |
| DKNG | DraftKings Inc. | −2,024 | 12 | $259 | |
| NTGR | Netgear, Inc. | −1,938 | 1,206 | $26,339 | |
| RTX | RTX Corp | −1,799 | 10,070 | $1,942,503 | |
| PYPL | PayPal Holdings, Inc. | −1,723 | 556 | $25,147 | |
| POWL | Powell Industries Inc | −1,399 | 1,786 | $966,368 | |
| ALGM | Allegro Microsystems, Inc. | −1,163 | 3,415 | $107,674 | |
| STX | Seagate Technology Holdings plc | −978 | 3,455 | $1,353,530 | |
| COHR | Coherent Corp. | −944 | 815 | $194,141 | |
| RITM | Rithm Capital Corp. | −863 | 43,983 | $416,958 | |
| MU | Micron Technology Inc | −709 | 518 | $175,001 | |
| OUT | OUTFRONT Media Inc. | −500 | 22,540 | $597,310 | |
| CIEN | Ciena Corp | −388 | 501 | $194,503 | |
| MTN | Vail Resorts Inc | −345 | 2,137 | $274,219 | |
| DKS | Dick's Sporting Goods, Inc. | −334 | 443 | $87,842 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SWK | Stanley Black & Decker, Inc. | 3,728 | $264,911 | |
| YOU | Clear Secure, Inc. | 2,751 | $133,175 | |
| RBRK | Rubrik, Inc. | 1,895 | $92,798 | |
| GWRE | Guidewire Software, Inc. | 581 | $86,894 | |
| AR | ANTERO RESOURCES Corp | 1,971 | $83,649 | |
| WMG | Warner Music Group Corp. | 3,263 | $83,337 | |
| HUBS | Hubspot Inc | 325 | $79,332 | |
| FRPT | Freshpet, Inc. | 1,330 | $78,416 | |
| ARQT | Arcutis Biotherapeutics, Inc. | 875 | $20,615 | |
| GME | GameStop Corp. | 620 | $14,284 | |
| BCRX | Biocryst Pharmaceuticals Inc | 1,180 | $11,233 | |
| PLD | Prologis, Inc. | 15 | $1,982 | |
| ONON | On Holding AG | 50 | $1,701 | |
| SOFI | SoFi Technologies, Inc. | 100 | $1,588 | |
| COLD | Americold Realty Trust | 100 | $1,146 | |
| AMC | Amc Entertainment Holdings, Inc. | 170 | $166 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AES | Aes Corp | 34,240 | $491,001 | |
| TDOC | Teladoc Health, Inc. | 6,422 | $44,954 | |
| XYZ | Block, Inc. | 360 | $23,432 | |
| TRIP | TripAdvisor, Inc. | 1,271 | $18,505 | |
| CSWC | Capital Southwest Corp | 500 | $11,075 | |
| ASG | Liberty All Star Growth Fund Inc. | 1,880 | $9,964 | |
| IAC | IAC Inc. | 100 | $3,910 | |
| UAA | Under Armour, Inc. | 11 | $54 | |
| No positions match the current search. | ||||
508 positions ·
$98,933,324 total
· as of Mar 31, 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TY |
TRI-CONTINENTAL Corp
Financial Services
|
Added | 92,650 | $2,926,813 | 2.96% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 8,880 | $2,612,140 | 2.64% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 16,074 | $2,567,017 | 2.59% | |
| AAPL |
Apple Inc.
Technology
|
Added | 9,415 | $2,389,432 | 2.42% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 7,037 | $2,378,154 | 2.40% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 10,070 | $1,942,503 | 1.96% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 7,533 | $1,638,352 | 1.66% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 7,912 | $1,636,992 | 1.65% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,179 | $1,546,940 | 1.56% | |
| NVS |
Novartis AG
Healthcare
|
Added | 9,094 | $1,389,108 | 1.40% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 5,569 | $1,359,838 | 1.37% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 3,455 | $1,353,530 | 1.37% | |
| SO |
Southern Co
Utilities
|
Added | 11,423 | $1,102,547 | 1.11% | |
| EPR |
Epr Properties
Real Estate
|
Added | 21,971 | $1,097,671 | 1.11% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 17,306 | $1,049,608 | 1.06% | |
| JCI |
Johnson Controls International plc
Industrials
|
Added | 7,894 | $1,033,719 | 1.04% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 36,738 | $1,031,603 | 1.04% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 20,535 | $1,030,857 | 1.04% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 2,803 | $1,002,549 | 1.01% | |
| FHI |
Federated Hermes, Inc.
Financial Services
|
Added | 17,234 | $977,340 | 0.99% | |
| POWL |
Powell Industries Inc
Industrials
|
Reduced | 1,786 | $966,368 | 0.98% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 7,072 | $961,579 | 0.97% | |
| TYG |
Tortoise Energy Infrastructure Corp
Financial Services
|
Added | 18,838 | $939,074 | 0.95% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 6,672 | $929,876 | 0.94% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 5,452 | $924,986 | 0.93% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,772 | $849,142 | 0.86% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
Reduced | 5,925 | $836,076 | 0.85% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 5,285 | $820,707 | 0.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,731 | $785,326 | 0.79% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 42,465 | $765,219 | 0.77% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 3,118 | $755,772 | 0.76% | |
| NTAP |
NetApp, Inc.
Technology
|
Added | 7,201 | $737,310 | 0.75% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Added | 2,541 | $721,034 | 0.73% | |
| LNC |
Lincoln National Corp
Financial Services
|
Reduced | 20,251 | $718,910 | 0.73% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,183 | $717,966 | 0.73% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 12,455 | $717,906 | 0.73% | |
| ADC |
Agree Realty Corp
Real Estate
|
Added | 9,508 | $716,713 | 0.72% | |
| LEA |
Lear Corp
Consumer Cyclical
|
Added | 5,852 | $708,560 | 0.72% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 2,246 | $695,159 | 0.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,336 | $694,788 | 0.70% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Added | 2,346 | $684,281 | 0.69% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,784 | $680,520 | 0.69% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 19,801 | $663,927 | 0.67% | |
| TFC |
Truist Financial Corp
Financial Services
|
Added | 14,332 | $658,842 | 0.67% | |
| RPM |
Rpm International Inc/De/
Basic Materials
|
Added | 6,512 | $647,292 | 0.65% | |
| DRH |
DiamondRock Hospitality Co
Real Estate
|
Added | 69,068 | $647,167 | 0.65% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 6,554 | $631,674 | 0.64% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 7,234 | $626,826 | 0.63% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 5,244 | $603,007 | 0.61% | |
| WMB |
Williams Companies, Inc.
Energy
|
Held | 8,241 | $599,779 | 0.61% |