1607 Capital Partners, LLC

CIK
0001436866
City
Richmond
State / Country
VA

Top Portfolio Positions

80 positions · $438,951,278 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
JOF
Japan Smaller Capitalization Fund Inc
Financial Services
3,990,675 $44,216,679 10.07%
NUV
Nuveen Municipal Value Fund Inc
Financial Services
1,903,992 $17,250,167 3.93%
GAM
General American Investors Co Inc
Financial Services
277,489 $16,296,928 3.71%
MIN
Mfs Intermediate Income Trust
Financial Services
6,218,476 $16,230,222 3.70%
STEW
SRH Total Return Fund, Inc.
Financial Services
865,815 $16,052,210 3.66%
EFR
Eaton Vance Senior Floating-Rate Trust
Financial Services
1,432,147 $15,954,117 3.63%
BST
BlackRock Science & Technology Trust
Financial Services
374,713 $15,190,865 3.46%
QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
Financial Services
513,820 $14,654,146 3.34%
MMU
Western Asset Managed Municipals Fund Inc.
Financial Services
1,390,231 $14,514,011 3.31%
ADX
Adams Diversified Equity Fund, Inc.
Financial Services
508,536 $11,859,059 2.70%

Portfolio Trend

24 quarters · across all stocks

Holdings in FTHY

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Shares Held

Position Value (USD)

16 of 16 shown
Report Date Value (USD) Shares
2025-12-31 $2,466,358 175,292
2025-09-30 $2,212,362 152,682
2025-06-30 $2,267,327 152,682
2025-03-31 $840,729 58,182
2024-12-31 $842,475 58,182
2024-09-30 $1,452,956 96,095
2024-06-30 $2,655,314 185,427
2024-03-31 $3,328,424 228,915
2023-12-31 $3,104,997 222,900
2023-09-30 $2,636,028 197,900
2023-06-30 $2,715,188 197,900
2023-03-31 $2,762,684 197,900
2022-12-31 $2,667,692 197,900
2022-09-30 $1,998,948 148,400
2022-06-30 $1,865,652 128,400
2022-03-31 $302,934 17,400