1620 INVESTMENT ADVISORS, INC.
Long book
$147.8M
Q1 2026
Positions
658
Top-10 weight
22%
concentration
Last quarter
+9.7%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filings1620 INVESTMENT ADVISORS, INC. is an institutional manager, running a $147.8M US long book across 658 positions.
The portfolio is broadly diversified across 658 positions (top 10 only 22%). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SS SPDR P INT C CORP ETF, STSR SPD MSC EAF STGFS-US IN, ISHARES 7-10 YEAR TREASURY B, FREEDOM 100 EMEGING MRKT ETF, SS SPDR P ST TERM TSY ETF.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.0%
Q2 2024
+7.6%
Q3 2024
-1.5%
Q4 2024
-0.0%
Q1 2025
+4.9%
Q2 2025
+6.2%
Q3 2025
+2.0%
Q4 2025
+3.1%
Q1 2026
+9.7%
Sector allocation
Technology 18%
Industrials 14%
Financials 13%
Healthcare 10%
Other 10%
Consumer discretionary 8%
Utilities 8%
Energy 7%
Long book by quarter
What does 1620 INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| JPM JPMORGAN CHASE & CO | Financials | 8.9K | $2.6M | 1.8% | -0.2% |
| TJX TJX COMPANIES INC | Consumer discretionary | 16.1K | $2.6M | 1.7% | -0.1% |
| AAPL APPLE INC | Technology | 9.4K | $2.4M | 1.6% | +0.2% |
| RTX RTX CORP | Industrials | 10.1K | $1.9M | 1.3% | -15.2% |
| ABBV ABBVIE INC | Healthcare | 7.5K | $1.6M | 1.1% | +0.2% |
| CVX CHEVRON CORP | Energy | 7.9K | $1.6M | 1.1% | -0.3% |
| MSFT MICROSOFT CORP | Technology | 4.2K | $1.5M | 1.0% | +0.5% |
| MPC MARATHON PETROLEUM CORP | Energy | 5.6K | $1.4M | 0.9% | +0.8% |
| STXN SEAGATE TECHNOLOGY HOLDINGS | — | 3.5K | $1.4M | 0.9% | -22.1% |
| SO SOUTHERN CO/THE | Utilities | 11.4K | $1.1M | 0.7% | +0.6% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 17.3K | $1.0M | 0.7% | +1.8% |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 7.9K | $1.0M | 0.7% | +0.8% |
| PFE PFIZER INC | Healthcare | 36.7K | $1.0M | 0.7% | +1.0% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 20.5K | $1.0M | 0.7% | -15.9% |
| ETN EATON CORP PLC | Industrials | 2.8K | $1.0M | 0.7% | 0.0% |
| FHI FEDERATED HERMES INC | Financials | 17.2K | $977K | 0.7% | +1.1% |
| POWL POWELL INDUSTRIES INC | Industrials | 1.8K | $966K | 0.7% | -43.9% |
| GLW CORNING INC | Industrials | 7.1K | $962K | 0.7% | -40.0% |
| GILD GILEAD SCIENCES INC | Healthcare | 6.7K | $930K | 0.6% | +3.0% |
| XOM EXXON MOBIL CORP | Energy | 5.5K | $925K | 0.6% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.8K | $849K | 0.6% | -5.7% |
| TPR TAPESTRY INC | Other | 5.9K | $836K | 0.6% | -0.9% |
| PEP PEPSICO INC | Consumer staples | 5.3K | $821K | 0.6% | +1.6% |
| GOOGL ALPHABET INC-CL A | Technology | 2.7K | $785K | 0.5% | -2.5% |
| ARCC ARES CAPITAL CORP | — | 42.5K | $765K | 0.5% | +1.4% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 3.1K | $756K | 0.5% | +0.3% |
| NTAP NETAPP INC | Technology | 7.2K | $737K | 0.5% | +2.7% |
| LNG CHENIERE ENERGY INC | Utilities | 2.5K | $721K | 0.5% | +3.4% |
| LNC LINCOLN NATIONAL CORP | Financials | 20.3K | $719K | 0.5% | -1.1% |
| HD HOME DEPOT INC | Consumer discretionary | 2.2K | $718K | 0.5% | +0.8% |
| MDLZ MONDELEZ INTERNATIONAL INC-A | Consumer staples | 12.5K | $718K | 0.5% | +0.8% |
| LEA LEAR CORP | Industrials | 5.9K | $709K | 0.5% | +1.3% |
| AVGO BROADCOM INC | Technology | 2.2K | $695K | 0.5% | -1.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 3.3K | $695K | 0.5% | -2.0% |
| TRV TRAVELERS COS INC/THE | Financials | 2.3K | $684K | 0.5% | +0.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 2.8K | $681K | 0.5% | -0.1% |
| KMI KINDER MORGAN INC | Utilities | 19.8K | $664K | 0.4% | -26.4% |
| TFC TRUIST FINANCIAL CORP | Financials | 14.3K | $659K | 0.4% | +2.6% |
| RPM RPM INTERNATIONAL INC | Other | 6.5K | $647K | 0.4% | +1.8% |
| DIS WALT DISNEY CO/THE | Services media | 6.6K | $632K | 0.4% | +0.5% |
| MDT MEDTRONIC PLC | Healthcare | 7.2K | $627K | 0.4% | -41.8% |
| BX BLACKSTONE INC | Financials | 5.2K | $603K | 0.4% | +2.4% |
| WMB WILLIAMS COS INC | Utilities | 8.2K | $600K | 0.4% | Held |
| GD GENERAL DYNAMICS CORP | Industrials | 1.7K | $592K | 0.4% | Held |
| RL RALPH LAUREN CORP | Other | 1.7K | $590K | 0.4% | +1.9% |
| D DOMINION ENERGY INC | Utilities | 9.4K | $581K | 0.4% | +3.0% |
| PANW PALO ALTO NETWORKS INC | Technology | 3.5K | $562K | 0.4% | +18.2% |
| PEG PUBLIC SERVICE ENTERPRISE GP | Utilities | 6.9K | $560K | 0.4% | +3.1% |
| PNW PINNACLE WEST CAPITAL | Utilities | 5.4K | $542K | 0.4% | +2.6% |
| WMT WALMART INC | Consumer discretionary | 4.4K | $541K | 0.4% | -42.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 658 | $147.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 647 | $150.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 7, 2025 | 649 | $147.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 7, 2025 | 681 | $141.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 689 | $130.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 11, 2025 | 705 | $131.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 25, 2024 | 707 | $138.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 23, 2024 | 597 | $130.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 144 | $99.5M | canonical | SEC ↗ |
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