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Portfolio (Quarterly) Guide ↗

1620 INVESTMENT ADVISORS, INC.

· CIK 0001907281
13F Portfolio $161M AUM 678 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 677 New
Page 31 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 F FORD MTR CO COM Consumer Cyclical 176.0 $2K 0.00% NEW $13.90 -0.2%
602 CINF CINCINNATI FINL CORP COM Financial Services 13.0 $2K 0.00% NEW $185.15 -7.1%
603 AXON AXON ENTERPRISE INC COM Industrials 4.0 $2K 0.00% NEW $560.50 +7.2%
604 ED CONSOLIDATED EDISON INC COM Utilities 20.0 $2K 0.00% NEW $110.65 -2.9%
605 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 18.0 $2K 0.00% NEW $121.39 +53.5%
606 EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 19.0 $2K 0.00% NEW $114.21 +3.1%
607 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 12.0 $2K 0.00% NEW $180.08 +14.2%
608 PRU PRUDENTIAL FINL INC COM Financial Services 20.0 $2K 0.00% NEW $107.95 +11.0%
609 IVZ INVESCO LTD SHS Financial Services 80.0 $2K 0.00% NEW $26.39 +24.5%
610 PLD PROLOGIS INC. COM Real Estate 15.0 $2K 0.00% NEW $135.47 +3.9%
611 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 109.0 $2K 0.00% NEW $17.41 +15.9%
612 EVCM EVERCOMMERCE INC COM Technology 187.0 $2K 0.00% NEW $10.06 -8.5%
613 BP BP PLC SPONSORED ADR Energy 50.0 $2K 0.00% NEW $36.96 +14.0%
614 NTNX NUTANIX INC CL A Technology 36.0 $2K 0.00% NEW $50.97 +35.7%
615 SOFI SOFI TECHNOLOGIES INC COM Financial Services 100.0 $2K 0.00% NEW $17.93 +0.7%
616 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 50.0 $2K 0.00% NEW $35.42 -18.5%
617 CCI CROWN CASTLE INC COM Real Estate 23.0 $2K 0.00% NEW $75.74 +0.5%
618 PCG PG&E CORP COM Utilities 101.0 $2K 0.00% NEW $16.83 -1.4%
619 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 80.0 $2K 0.00% NEW $21.11 -21.1%
620 SHAK SHAKE SHACK INC CL A Consumer Cyclical 30.0 $2K 0.00% NEW $56.03 +24.7%
Page 31 of 34  ·  677 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.6%
Financial Services 16.0%
Healthcare 11.6%
Consumer Cyclical 11.2%
Industrials 9.3%
Real Estate 7.1%
Energy 6.4%
Consumer Defensive 4.9%
Utilities 3.6%
Communication Services 3.3%