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CIK: 0001907281
Total reported value
$161.5M
$161.5M
658 檔
11.8%
The Q1 2026 SEC filing reveals that 1620 Investment Advisors, Inc. held a total portfolio value of $161.5M, covering 658 public equity positions.
1620 Investment Advisors, Inc. executed strategic sector rebalancing during Q1 2026, establishing 13 new positions while fully exiting 7 holdings and trimming 76 positions.
Showing top 200 holdings (of 658 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.29% | -0.20% | +3.95% | |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 2.74% | -0.14% | +2.05% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.41% | -0.19% | +3.14% | |
| 4 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.30% | +0.40% | +0.18% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.10% | -0.19% | +0.66% | |
| 6 | TY | Tri-continental CORP | Stock-Other | 1.98% | -0.05% | +0.34% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.77% | -0.02% | -0.19% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.74% | -0.33% | -0.12% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.72% | +0.63% | +0.36% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.64% | -0.13% | +1.92% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.62% | +0.01% | +0.17% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.61% | -0.05% | +0.37% | |
| 13 | JSI | Jh Securitized Income ETF | ETF-Other | 1.57% | -0.13% | +3.13% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.31% | -0.20% | -15.16% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 1.17% | -0.09% | -3.82% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.11% | — | +0.21% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.11% | -0.34% | -0.34% | |
| 18 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.05% | -0.06% | +2.80% | |
| 19 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.05% | -0.13% | -0.12% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.02% | +0.46% | |
| 21 | JHPI | John Hancock Preferred Incom | ETF-Other | 0.99% | -0.04% | +4.03% | |
| 22 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.94% | -0.05% | +0.66% | |
| 23 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.92% | -0.04% | +0.81% | |
| 24 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.92% | -0.05% | -22.06% | |
| 25 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.84% | -0.05% | +2.71% | |
| 26 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.82% | -0.06% | — | |
| 27 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.76% | -0.18% | — | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.75% | -0.12% | +0.56% | |
| 29 | EPR | Epr Properties | Stock-Real Estate | 0.74% | +0.02% | +0.84% | |
| 30 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.71% | -0.08% | +1.84% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | +0.01% | +0.77% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 0.70% | -0.16% | +1.02% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.70% | -0.21% | -15.85% | |
| 34 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.68% | -0.24% | +0.15% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.68% | -0.04% | +0.04% | |
| 36 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.67% | -0.08% | -49.37% | |
| 37 | FHI | Federated Hermes Inc | Stock-Financials | 0.66% | -0.07% | +1.11% | |
| 38 | POWL | Powell Industries Inc | Stock-Industrials | 0.65% | -0.17% | -43.92% | |
| 39 | GLW | Corning Inc | Stock-Tech | 0.65% | +0.40% | -39.99% | |
| 40 | TYG | Tortoise Energy Infrastruct | Stock-Other | 0.64% | -0.14% | +1.79% | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.63% | -0.16% | +3.04% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.23% | — | |
| 43 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.61% | -0.05% | -1.95% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.02% | -5.74% | |
| 45 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.57% | -0.14% | +0.23% | |
| 46 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.57% | -0.03% | -0.94% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.12% | +1.58% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.07% | -2.53% | |
| 49 | ARCC | Ares Capital CORP | Stock-Financials | 0.52% | -0.09% | +1.38% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | -0.03% | +0.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MPC | Marathon Petroleum CORP | +0.3% | +0.81% | Add |
| 2 | CVX | Chevron CORP | +0.3% | -0.34% | Trim |
| 3 | XOM | Exxon Mobil CORP | +0.2% | — | Unchanged |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.37% | Add |
| 5 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.2% | +0.18% | Add |
| 6 | LNG | Cheniere Energy Inc | +0.2% | +3.42% | Add |
| 7 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.2% | +2.05% | Add |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | +0.2% | +3.95% | Add |
| 9 | TYG | Tortoise Energy Infrastruct | +0.1% | +1.79% | Add |
| 10 | WDAY | Workday Inc-class A | +0.1% | +7600.00% | Add |
| 11 | TTE | TotalEnergies SE | +0.1% | +1.08% | Add |
| 12 | NVS | Novartis Ag-sponsored Adr | +0.1% | +0.66% | Add |
| 13 | STX | Seagate Technology Holdings plc | +0.1% | -22.06% | Trim |
| 14 | SAM | Boston Beer Company Inc-a | +0.1% | +48.38% | Add |
| 15 | GILD | Gilead Sciences Inc | +0.1% | +3.04% | Add |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +1.84% | Add |
| 17 | PFE | Pfizer Inc | +0.1% | +1.02% | Add |
| 18 | SO | Southern Co/the | +0.1% | +0.56% | Add |
| 19 | ETN | Eaton Corporation plc | +0.1% | +0.04% | Add |
| 20 | TJX | Tjx Companies Inc | +0.1% | -0.12% | Trim |
| 21 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +3.14% | Add |
| 22 | VLO | Valero Energy CORP | +0.1% | -0.29% | Trim |
| 23 | WMB | Williams Cos Inc | +0.1% | — | Unchanged |
| 24 | JNJ | Johnson & Johnson | +0.1% | -0.07% | Trim |
| 25 | Q | Qnity Electronics Inc | +0.1% | -2.12% | Trim |
| 26 | JNJ | Johnson & Johnson | +0.1% | +0.77% | Add |
| 27 | FHI | Federated Hermes Inc | +0.1% | +1.11% | Add |
| 28 | EPD | Enterprise Products Partners | +0.1% | +1.77% | Add |
| 29 | CMG | Chipotle Mexican Grill Inc | +0.1% | +34137.50% | Add |
| 30 | 6D8 | Dupont De Nemours Inc | +0.1% | +18.52% | Add |
| 31 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -49.37% | Trim |
| 32 | PNW | Pinnacle West Capital | +0.1% | +2.61% | Add |
| 33 | APD | Air Products & Chemicals Inc | +0.1% | +6.13% | Add |
| 34 | PEP | Pepsico Inc | +0.1% | +1.58% | Add |
| 35 | TPR | Tapestry Inc | +0.1% | -0.94% | Trim |
| 36 | SCHP | Schwab U.s. Tips ETF | +0.1% | +1.92% | Add |
| 37 | JSI | Jh Securitized Income ETF | +0.1% | +3.13% | Add |
| 38 | CLX | Clorox Company | +0.1% | +40.03% | Add |
| 39 | TXN | Texas Instruments Inc | +0.1% | +6.28% | Add |
| 40 | HASI | Ha Sustainable Infrastructur | +0.1% | +1.94% | Add |
| 41 | TTD | Trade Desk Inc/the -class A | +0.1% | +232.26% | Add |
| 42 | NXT | Nextpower Inc-cl A | +0.1% | -0.91% | Trim |
| 43 | MDLZ | Mondelez International Inc-a | +0.1% | +0.77% | Add |
| 44 | RRX | Regal Rexnord CORP | 0% | +9.30% | Add |
| 45 | SOLS | Solstice Adv Materials Inc | 0% | -0.17% | Trim |
| 46 | OKE | Oneok Inc | 0% | -2.24% | Trim |
| 47 | MKSI | Mks Inc | 0% | -0.56% | Trim |
| 48 | ENTG | Entegris Inc | 0% | -2.58% | Trim |
| 49 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 50 | GRMN | Garmin Ltd. | 0% | -0.15% | Trim |
According to official SEC Form 13F filings, 1620 Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $161.5M across 658 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPIB, QEFA, IEF) accounted for 11.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
SWK
市值: $264.9K
Top Position Liquidated / Trimmed
AVES
前期市值: $2.9M
During Q1 2026, 1620 Investment Advisors, Inc.'s top holdings by market value included SPIB (3.3%)、QEFA (2.7%)、IEF (2.4%). The largest single position, SPIB, represented 3.3% of total portfolio value.
In Q1 2026, 1620 Investment Advisors, Inc. made 183 total portfolio adjustments, initiating 13 new buys, adding to 87 positions, trimming 76 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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