1620 INVESTMENT ADVISORS, INC.

CIK

1907281

Location

PLYMOUTH, MA

Portfolio Value

Small $105,156,249

Diversification

Diversified

Filing Date

Global Rank

#6,045 / 8,691 ▲ 939

Top Industry

Asset Management 7.3%

Period ended 2 months ago

Filed Jul 14, 2026 · 57d

19 quarters · since Dec 2021

Portfolio Concentration

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

Top Position

3.0%

−3.9 pts

Top 5

12.7%

−6.5 pts

Top 10

20.7%

−9.2 pts

HHI

Diversified−61

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
VMRK	Vivmark 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
IVZ	Invesco Ltd.	−66,416	80	$2,111
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
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

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	133,986	$9,938,874
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	149,082	$5,009,081
FNDA	Schwab Fundamental U.S. Small Company ETF	177,660	$4,646,217
—		114,520	$4,142,181
CWI	State Street SPDR MSCI ACWI ex-US ETF	43,503	$4,057,524
AFK	VanEck Africa Index ETF	101,708	$3,932,254
AAAA	Amplius Aggressive Asset Allocation ETF	62,240	$3,401,416
JA	Janus Henderson AA-A CLO ETF	45,184	$2,328,548
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	39,152	$1,554,311
JDVI	John Hancock Disciplined Value International Select ETF	64,970	$1,467,022
BILZ	PIMCO Ultra Short Government Active ETF	11,007	$1,016,753
AGNG	Global X Funds Global X Aging Population ETF	42,675	$883,877
TACN	T. Rowe Price Active Core International Equity ETF	15,923	$800,084
DCOR	Dimensional US Core Equity 1 ETF	6,426	$276,336
ACSG	American Century Small Cap Growth Insights ETF	2,568	$217,923
VB	Vanguard Morningstar Small-Cap ETF	305	$152,640
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	3,016	$152,404
BKF	iShares MSCI BIC ETF	2,370	$136,779
BNDW	Vanguard Total World Bond ETF	1,954	$122,016
HUBS	Hubspot Inc	325	$79,332
CSIO	Cohen & Steers Infrastructure Opportunities Active ETF	2,933	$77,079
—		1,649	$74,320
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	707	$62,689
ROP	Roper Technologies Inc	163	$57,679
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	2,550	$51,077
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	-314	$972,761	+11.5%	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.