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
+79.7%
SPY
+76.5%
Annualised alpha
+0.7%
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. | ||||
61 positions ·
$11,052,579 total
· Consumer Cyclical only
· 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 61 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 16,074 | $2,567,017 | 23.23% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
Reduced | 5,925 | $836,076 | 7.56% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,183 | $717,966 | 6.50% | |
| LEA |
Lear Corp
Consumer Cyclical
|
Added | 5,852 | $708,560 | 6.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,336 | $694,788 | 6.29% | |
| RL |
Ralph Lauren Corp
Consumer Cyclical
|
Added | 1,716 | $590,286 | 5.34% | |
| MGA |
Magna International Inc
Consumer Cyclical
|
Added | 8,302 | $463,334 | 4.19% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Added | 2,218 | $434,816 | 3.93% | |
| HAS |
Hasbro, Inc.
Consumer Cyclical
|
Held | 4,369 | $408,938 | 3.70% | |
| VFC |
V F Corp
Consumer Cyclical
|
Added | 20,591 | $349,841 | 3.17% | |
| MNRO |
Monro, Inc.
Consumer Cyclical
|
Reduced | 21,777 | $349,303 | 3.16% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 199 | $344,074 | 3.11% | |
| MTN |
Vail Resorts Inc
Consumer Cyclical
|
Reduced | 2,137 | $274,219 | 2.48% | |
| BBY |
Best Buy Co Inc
Consumer Cyclical
|
Added | 3,684 | $236,512 | 2.14% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
Reduced | 958 | $221,192 | 2.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 575 | $213,756 | 1.93% | |
| MLR |
Miller Industries Inc /Tn/
Consumer Cyclical
|
Added | 4,156 | $189,305 | 1.71% | |
| HRB |
H&R Block Inc
Consumer Cyclical
|
Added | 4,159 | $132,006 | 1.19% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Added | 1,469 | $127,567 | 1.15% | |
| GPK |
Graphic Packaging Holding Co
Consumer Cyclical
|
Added | 11,992 | $119,200 | 1.08% | |
| BSET |
Bassett Furniture Industries Inc
Consumer Cyclical
|
Added | 8,405 | $118,930 | 1.08% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Reduced | 1,071 | $97,482 | 0.88% | |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
Reduced | 443 | $87,842 | 0.79% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
Added | 2,739 | $87,675 | 0.79% | |
| TOL |
Toll Brothers, Inc.
Consumer Cyclical
|
Held | 532 | $72,602 | 0.66% | |
| VVV |
Valvoline Inc
Consumer Cyclical
|
Added | 1,969 | $66,315 | 0.60% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 675 | $60,473 | 0.55% | |
| BOOT |
Boot Barn Holdings, Inc.
Consumer Cyclical
|
Reduced | 397 | $58,104 | 0.53% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Held | 330 | $51,308 | 0.46% | |
| BJRI |
BJs RESTAURANTS INC
Consumer Cyclical
|
Held | 1,368 | $48,016 | 0.43% | |
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
Held | 1,399 | $36,206 | 0.33% | |
| AMCR |
Amcor plc
Consumer Cyclical
|
Reduced | 832 | $33,072 | 0.30% | |
| FLXS |
Flexsteel Industries Inc
Consumer Cyclical
|
Held | 721 | $32,401 | 0.29% | |
| BROS |
Dutch Bros Inc.
Consumer Cyclical
|
Added | 587 | $29,737 | 0.27% | |
| CHWY |
Chewy, Inc.
Consumer Cyclical
|
Held | 1,056 | $28,512 | 0.26% | |
| HBB |
Hamilton Beach Brands Holding Co
Consumer Cyclical
|
Held | 1,454 | $27,553 | 0.25% | |
| WWW |
Wolverine World Wide Inc /De/
Consumer Cyclical
|
Held | 1,345 | $21,950 | 0.20% | |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
Held | 300 | $14,634 | 0.13% | |
| GME |
GameStop Corp.
Consumer Cyclical
|
NEW | 620 | $14,284 | 0.13% | |
| AVY |
Avery Dennison Corp
Consumer Cyclical
|
Reduced | 80 | $13,814 | 0.12% | |
| FWRG |
First Watch Restaurant Group, Inc.
Consumer Cyclical
|
Reduced | 1,302 | $13,644 | 0.12% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 50 | $11,814 | 0.11% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 29 | $9,012 | 0.08% | |
| KTB |
Kontoor Brands, Inc.
Consumer Cyclical
|
Held | 110 | $7,731 | 0.07% | |
| LKQ |
Lkq Corp
Consumer Cyclical
|
Held | 253 | $7,430 | 0.07% | |
| H |
Hyatt Hotels Corp
Consumer Cyclical
|
Held | 50 | $7,189 | 0.07% | |
| KRT |
Karat Packaging Inc.
Consumer Cyclical
|
Held | 150 | $4,188 | 0.04% | |
| SHAK |
Shake Shack Inc.
Consumer Cyclical
|
Held | 30 | $2,654 | 0.02% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 176 | $2,031 | 0.02% | |
| ONON |
On Holding AG
Consumer Cyclical
|
NEW | 50 | $1,701 | 0.02% |