1620 INVESTMENT ADVISORS, INC.
Top Portfolio Positions
509 positions ·
$98,946,505 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TY |
TRI-CONTINENTAL Corp
Financial Services
|
92,650 | $2,926,813 | 2.96% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,880 | $2,612,140 | 2.64% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
16,074 | $2,567,017 | 2.59% | |
| AAPL |
Apple Inc.
Technology
|
9,415 | $2,389,432 | 2.41% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
7,037 | $2,378,154 | 2.40% | |
| RTX |
RTX Corp
Industrials
|
10,070 | $1,942,503 | 1.96% | |
| ABBV |
AbbVie Inc.
Healthcare
|
7,533 | $1,638,352 | 1.66% | |
| CVX |
Chevron Corp
Energy
|
7,912 | $1,636,992 | 1.65% | |
| MSFT |
Microsoft Corp
Technology
|
4,179 | $1,546,940 | 1.56% | |
| NVS |
Novartis AG
Healthcare
|
9,094 | $1,389,108 | 1.40% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,376 | 254 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $32,966 | 254 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $33,083 | 254 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $28,653 | 259 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $24,737 | 259 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $25,135 | 259 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $23,361 | 259 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $100,116 | 1,194 | Shares | Sole | 2024-07-23 | |
| No 13F history on record for this holder in this stock. | ||||||