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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 10 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AXP AMERICAN EXPRESS CO COM Financial Services 600.0 $203K 0.13% NEW $338.25 -1.5%
182 COHR COHERENT CORP COM Technology 500.0 $197K 0.12% NEW $394.55 -29.2%
183 AMD ADVANCED MICRO DEVICES INC COM Technology 333.0 $194K 0.12% NEW $581.64 -20.0%
184 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 356.0 $193K 0.12% NEW $541.83 -4.9%
185 CFR CULLEN FROST BANKERS INC COM Financial Services 1,227.0 $190K 0.12% NEW $154.52 +4.6%
186 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 2,136.0 $189K 0.12% NEW $88.60 -28.3%
187 MORN MORNINGSTAR INC COM Financial Services 1,190.0 $186K 0.12% NEW $156.02 +39.5%
188 LLY ELI LILLY & CO COM Healthcare 154.0 $186K 0.12% NEW $1205.27 -2.7%
189 AVDE AVANTIS INTERNATIONAL EQUITY ETF 2,062.0 $184K 0.11% NEW $89.20 +5.2%
190 XRAY DENTSPLY SIRONA INC COM Healthcare 17,200.0 $182K 0.11% NEW $10.61 +4.8%
191 PDFS PDF SOLUTIONS INC COM Technology 2,521.0 $178K 0.11% NEW $70.79 -36.7%
192 DOV DOVER CORP COM Industrials 787.0 $177K 0.11% NEW $224.28 -11.4%
193 GFS GLOBALFOUNDRIES INC ORDINARY SHARES Technology 2,111.0 $174K 0.11% NEW $82.41 -45.7%
194 YOU CLEAR SECURE INC COM CL A Technology 3,104.0 $173K 0.11% NEW $55.73 -22.1%
195 MGNI MAGNITE INC COM Communication Services 9,097.0 $173K 0.11% NEW $18.98 +24.9%
196 Q QNITY ELECTRONICS INC COMMON STOCK Technology 1,056.0 $172K 0.11% NEW $163.31 -26.4%
197 AJG GALLAGHER ARTHUR J & CO COM Financial Services 750.0 $172K 0.11% NEW $229.57 +16.5%
198 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 997.0 $168K 0.10% NEW $168.53 -8.6%
199 CIEN CIENA CORP COM NEW Technology 337.0 $165K 0.10% NEW $490.77 -22.9%
200 FTS FORTIS INC COM Utilities 2,866.0 $164K 0.10% NEW $57.23 -4.5%
Page 10 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%