1620 INVESTMENT ADVISORS, INC.
Filing Date
Global Rank
#5,388
/ 8,232
▲ 297
Top Industry
Asset Management
7.6%
3Y Alpha vs SPY
+0.9%
Period ended 3 months ago
Filed May 13, 2026 · 33d
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
+78.1%
SPY
+74.2%
Annualised alpha
+0.9%
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 |
|---|---|---|---|---|---|---|
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Held | 0 | $0 | 0.00% | |
| BYND |
Beyond Meat, Inc.
Consumer Defensive
|
Held | 10 | $7 | 0.00% | |
| DNUT |
Krispy Kreme, Inc.
Consumer Defensive
|
Held | 8 | $27 | 0.00% | |
| GENK |
GEN Restaurant Group, Inc.
Consumer Cyclical
|
Held | 15 | $29 | 0.00% | |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
Held | 2 | $46 | 0.00% | |
| RDNT |
RadNet, Inc.
Healthcare
|
Held | 1 | $55 | 0.00% | |
| HIMX |
Himax Technologies, Inc.
Technology
|
Held | 7 | $55 | 0.00% | |
| ONEW |
OneWater Marine Inc.
Consumer Cyclical
|
Held | 6 | $56 | 0.00% | |
| CROX |
Crocs, Inc.
Consumer Cyclical
|
Held | 1 | $83 | 0.00% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Held | 2 | $105 | 0.00% | |
| SNAP |
Snap Inc
Communication Services
|
Held | 26 | $119 | 0.00% | |
| AMC |
Amc Entertainment Holdings, Inc.
Communication Services
|
NEW | 170 | $166 | 0.00% | |
| FCEL |
Fuelcell Energy Inc
Industrials
|
Held | 30 | $195 | 0.00% | |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
Reduced | 12 | $259 | 0.00% | |
| EVGO |
EVgo Inc.
Consumer Cyclical
|
Held | 200 | $344 | 0.00% | |
| WEX |
WEX Inc.
Technology
|
Held | 3 | $459 | 0.00% | |
| ELVR |
Elevra Lithium Ltd
Basic Materials
|
Held | 8 | $471 | 0.00% | |
| DDOG |
Datadog, Inc.
Technology
|
Held | 4 | $472 | 0.00% | |
| MRP |
Millrose Properties, Inc.
Real Estate
|
Reduced | 20 | $560 | 0.00% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1 | $577 | 0.00% | |
| LAR |
Lithium Argentina AG
Basic Materials
|
Held | 88 | $587 | 0.00% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
Held | 18 | $726 | 0.00% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 8 | $736 | 0.00% | |
| URBN |
Urban Outfitters Inc
Consumer Cyclical
|
Held | 12 | $760 | 0.00% | |
| NOK |
Nokia Corp
Technology
|
Held | 100 | $804 | 0.00% | |
| BXMT |
Blackstone Mortgage Trust, Inc.
Real Estate
|
Held | 43 | $823 | 0.00% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 2 | $867 | 0.00% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Held | 2 | $872 | 0.00% | |
| GROV |
Grove Collaborative Holdings, Inc.
Consumer Defensive
|
Held | 700 | $896 | 0.00% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Held | 8 | $1,003 | 0.00% | |
| MMM |
3M Co
Industrials
|
Held | 7 | $1,016 | 0.00% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
Held | 15 | $1,040 | 0.00% | |
| ETHE |
Grayscale Ethereum Staking ETF
|
Held | 62 | $1,058 | 0.00% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Held | 4 | $1,064 | 0.00% | |
| COLD |
Americold Realty Trust
Real Estate
|
NEW | 100 | $1,146 | 0.00% | |
| INTU |
Intuit Inc.
Technology
|
Held | 3 | $1,297 | 0.00% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 4 | $1,314 | 0.00% | |
| DTE |
Dte Energy Co
Utilities
|
Held | 9 | $1,315 | 0.00% | |
| NTNX |
Nutanix, Inc.
Technology
|
Held | 36 | $1,368 | 0.00% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Held | 15 | $1,384 | 0.00% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Reduced | 7 | $1,387 | 0.00% | |
| KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
Financial Services
|
Held | 100 | $1,428 | 0.00% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
Reduced | 111 | $1,456 | 0.00% | |
| NCLH |
Norwegian Cruise Line Holdings Ltd.
Consumer Cyclical
|
Held | 80 | $1,496 | 0.00% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
NEW | 100 | $1,588 | 0.00% | |
| MICC |
Magnum Ice Cream Co N.V.
Consumer Defensive
|
Held | 109 | $1,629 | 0.00% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 2 | $1,691 | 0.00% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Held | 4 | $1,698 | 0.00% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 4 | $1,701 | 0.00% | |
| ONON |
On Holding AG
Consumer Cyclical
|
NEW | 50 | $1,701 | 0.00% |