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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 6 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 4,555.0 $439K 0.27% NEW $96.45 -1.6%
102 TOTALENERGIES SE ACT 5,622.0 $437K 0.27% NEW $77.76
103 SMMD ISHARES RUSSELL 2500 ETF 4,677.0 $429K 0.27% NEW $91.63 -1.0%
104 CUZ COUSINS PPTYS INC COM NEW Real Estate 14,215.0 $426K 0.26% NEW $29.98 -1.8%
105 SKT TANGER INC COM Real Estate 10,498.0 $414K 0.26% NEW $39.47 -4.4%
106 ORCL ORACLE CORP COM Technology 2,825.0 $414K 0.26% NEW $146.59 +2.8%
107 BNS BANK NOVA SCOTIA B C COM Financial Services 4,692.0 $407K 0.25% NEW $86.84 +6.4%
108 MO ALTRIA GROUP INC COM Consumer Defensive 5,653.0 $407K 0.25% NEW $71.95 -4.6%
109 GLD SPDR GOLD SHARES Financial Services 1,096.0 $404K 0.25% NEW $368.38 +11.0%
110 BBY BEST BUY INC COM Consumer Cyclical 5,223.0 $396K 0.24% NEW $75.88 +8.6%
111 SPG SIMON PPTY GROUP INC NEW COM Real Estate 1,758.0 $393K 0.24% NEW $223.65 -4.1%
112 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 1,323.0 $388K 0.24% NEW $293.18 +5.1%
113 VTRS VIATRIS INC COM Healthcare 24,191.0 $384K 0.24% NEW $15.88 +2.9%
114 MNRO MONRO INC COM Consumer Cyclical 22,362.0 $383K 0.24% NEW $17.11 -24.3%
115 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 2,734.0 $380K 0.24% NEW $139.11 -6.1%
116 LAMR LAMAR ADVERTISING CO CL A Real Estate 2,433.0 $379K 0.23% NEW $155.98 -3.6%
117 OAKMARK U.S. LARGE CAP ETF 13,356.0 $376K 0.23% NEW $28.17
118 HTGC HERCULES CAPITAL INC COM Financial Services 23,628.0 $373K 0.23% NEW $15.77 +10.8%
119 MKSI MKS INC. COM Technology 832.0 $370K 0.23% NEW $445.15 -42.5%
120 NEWT NEWTEKONE INC COM NEW Financial Services 24,637.0 $365K 0.23% NEW $14.81 -19.6%
Page 6 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%