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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 5 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MGA MAGNA INTL INC COM Consumer Cyclical 8,417.0 $553K 0.34% NEW $65.66 +0.3%
82 AVGO BROADCOM INC COM Technology 1,452.0 $549K 0.34% NEW $377.88 -2.4%
83 OUTFRONT MEDIA INC COM NEW 16,540.0 $542K 0.34% NEW $32.76
84 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 7,909.0 $539K 0.33% NEW $68.11 -11.3%
85 R RYDER SYS INC COM Industrials 1,969.0 $519K 0.32% NEW $263.77 -6.8%
86 KMI KINDER MORGAN INC DEL COM Energy 16,235.0 $519K 0.32% NEW $31.97 -1.3%
87 PFFD GLOBAL X U.S. PREFERRED ETF 27,336.0 $511K 0.32% NEW $18.69 -1.5%
88 DD DUPONT DE NEMOURS INC COMMON STOCK Basic Materials 3,667.0 $497K 0.31% NEW $135.64 +1.0%
89 EPD ENTERPRISE PRODS PARTNERS L P COM 13,502.0 $496K 0.31% NEW $36.76
90 WMT WALMART INC COM Consumer Defensive 4,367.0 $495K 0.31% NEW $113.27 -9.0%
91 AMAT APPLIED MATLS INC COM Technology 683.0 $494K 0.31% NEW $723.00 -36.1%
92 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 2,294.0 $473K 0.29% NEW $206.01 +4.7%
93 GRMN GARMIN LTD SHS Technology 1,984.0 $471K 0.29% NEW $237.60 +20.0%
94 STWD STARWOOD PPTY TR INC COM Real Estate 28,613.0 $469K 0.29% NEW $16.38 -3.5%
95 DELL DELL TECHNOLOGIES INC CL C Technology 1,080.0 $466K 0.29% NEW $431.46 +5.7%
96 HASI HA SUSTAINABLE INFRA CAP INC COM Financial Services 11,911.0 $465K 0.29% NEW $39.05 +2.4%
97 SCHO SCHWAB SHORT-TERM US TREASURY ETF 18,796.0 $454K 0.28% NEW $24.14 -0.3%
98 GD GENERAL DYNAMICS CORP COM Industrials 1,276.0 $452K 0.28% NEW $354.24 +7.1%
99 EMBD GLOBAL X EMERGING MARKETS BOND ETF 18,860.0 $452K 0.28% NEW $23.95 -1.5%
100 WMB WILLIAMS COS INC COM Energy 6,040.0 $449K 0.28% NEW $74.34 -0.8%
Page 5 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%