Funds › 1620 Investment Advisors, Inc.
1620 Investment Advisors, Inc.
13F for Q3 2026, filed Nov 4, 2026. 709 positions worth $160.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 4, 2026
Reported value
$160.4M
−$1.1M (0.7%) vs Q2 2026
Positions
709
677 in Q2 2026
Top 10 share
22.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust St Inter Bd Etf | 163,970 | $5.3M | 3.3% | +10.1% | 13F ↗ |
| 2 | Ea Series Trust Freedom 100 Em | 59,830 | $4.2M | 2.6% | Unchanged | 13F ↗ |
| 3 | iShares Tr Ishs 1-5YR Invs | 77,269 | $4.0M | 2.5% | +6.7% | 13F ↗ |
| 4 | iShares Tr 7-10 Yr Trsy Bd | 42,434 | $3.8M | 2.4% | +11.8% | 13F ↗ |
| 5 | American Centy ETF Tr Emerging Mkt Val | 53,444 | $3.5M | 2.2% | +2.1% | 13F ↗ |
| 6 | Spdr Series Trust St Sho Treas Etf | 117,774 | $3.4M | 2.1% | +11.0% | 13F ↗ |
| 7 | TY Tri Continental Corporation | 92,543 | $3.2M | 2.0% | +2.4% | 13F ↗ |
| 8 | AAPL Apple Inc. | 9,261 | $3.1M | 1.9% | +1.6% | 13F ↗ |
| 9 | JPM JPMorgan Chase & Co. | 8,761 | $2.9M | 1.8% | +1.7% | 13F ↗ |
| 10 | Spdr Index Shs Fds St Str Msci Eafe | 29,637 | $2.9M | 1.8% | -32.2% | 13F ↗ |
| 11 | Janus Detroit Str Tr Hend Secu In Etf | 56,576 | $2.8M | 1.8% | +24.9% | 13F ↗ |
| 12 | Schwab Strategic Tr Us Tips Etf | 99,533 | $2.5M | 1.6% | +8.1% | 13F ↗ |
| 13 | MSFT Microsoft Corporation | 4,859 | $2.5M | 1.6% | +9.3% | 13F ↗ |
| 14 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 4,842 | $2.2M | 1.4% | -8.4% | 13F ↗ |
| 15 | iShares Tr Shrt Nat Mun Etf | 20,254 | $2.1M | 1.3% | +24.2% | 13F ↗ |
| 16 | ABBV AbbVie Inc. | 7,256 | $1.9M | 1.2% | +1.5% | 13F ↗ |
| 17 | TJX TJX Companies, Inc. | 14,239 | $1.9M | 1.2% | -5.2% | 13F ↗ |
| 18 | RTX RTX Corporation | 9,535 | $1.8M | 1.1% | +0.5% | 13F ↗ |
| 19 | Vaneck ETF Trust Fallen Angel Hg | 62,994 | $1.8M | 1.1% | +15.5% | 13F ↗ |
| 20 | John Hancock Exchange Traded Pfd Income Etf | 73,568 | $1.6M | 1.0% | +9.1% | 13F ↗ |
| 21 | CVX Chevron Corporation | 7,626 | $1.6M | 1.0% | +2.3% | 13F ↗ |
| 22 | MPC Marathon Petroleum Corporation | 3,830 | $1.5M | 0.9% | -31.1% | 13F ↗ |
| 23 | NTAP NetApp, Inc. | 7,138 | $1.5M | 0.9% | -0.8% | 13F ↗ |
| 24 | Vaneck ETF Trust Amt Free Intmunetf | 30,792 | $1.4M | 0.8% | +18.1% | 13F ↗ |
| 25 | NVS Novartis AG · ADR | 9,399 | $1.3M | 0.8% | +2.4% | 13F ↗ |
| 26 | STX Seagate Technology Holdings PLC | 1,434 | $1.3M | 0.8% | -1.4% | 13F ↗ |
| 27 | Ssga Active ETF Tr Etf | 33,644 | $1.3M | 0.8% | -10.2% | 13F ↗ |
| 28 | EPR EPR Properties | 21,265 | $1.2M | 0.7% | +0.4% | 13F ↗ |
| 29 | JCI Johnson Controls International plc | 7,997 | $1.2M | 0.7% | +1.7% | 13F ↗ |
| 30 | BMY Bristol-Myers Squibb Company | 18,052 | $1.1M | 0.7% | +2.5% | 13F ↗ |
| 31 | ETN Eaton Corporation, PLC | 2,444 | $1.1M | 0.7% | Unchanged | 13F ↗ |
| 32 | PFE Pfizer, Inc. | 36,642 | $1.0M | 0.7% | +1.5% | 13F ↗ |
| 33 | FHI Federated Hermes, Inc. | 17,334 | $977.1K | 0.6% | +0.9% | 13F ↗ |
| 34 | AMZN Amazon.com, Inc. | 3,806 | $948.2K | 0.6% | +13.6% | 13F ↗ |
| 35 | GOOGL Alphabet Inc. Class A | 2,755 | $947.9K | 0.6% | +1.2% | 13F ↗ |
| 36 | Spdr Series Trust St Str Msci Usaq | 4,848 | $921.7K | 0.6% | Unchanged | 13F ↗ |
| 37 | Vaneck Fds Emer Mark Bd Etf | 18,534 | $915.5K | 0.6% | New | 13F ↗ |
| 38 | GILD Gilead Sciences, Inc. | 6,135 | $914.4K | 0.6% | +2.7% | 13F ↗ |
| 39 | Federated Hermes ETF Trust Mdt Large Cap | 25,118 | $911.5K | 0.6% | +15.7% | 13F ↗ |
| 40 | GLW Corning Incorporated | 5,898 | $906.8K | 0.6% | -10.9% | 13F ↗ |
| 41 | Schwab Strategic Tr INT-TRM U.S Tres | 37,928 | $898.9K | 0.6% | -0.3% | 13F ↗ |
| 42 | BRK-B Berkshire Hathaway Inc. Class B | 1,740 | $866.5K | 0.5% | -1.7% | 13F ↗ |
| 43 | VZ Verizon Communications Inc. | 18,847 | $864.5K | 0.5% | +1.1% | 13F ↗ |
| 44 | TRV The Travelers Companies, Inc. | 2,387 | $851.1K | 0.5% | +0.5% | 13F ↗ |
| 45 | ARCC Ares Capital Corporation | 44,548 | $850.9K | 0.5% | +19.9% | 13F ↗ |
| 46 | DRH Diamondrock Hospitality Company | 68,423 | $845.7K | 0.5% | +0.4% | 13F ↗ |
| 47 | AZN AstraZeneca PLC | 5,086 | $821.2K | 0.5% | New | 13F ↗ |
| 48 | T Rowe Price Exchange-Traded Floating Rate | 15,902 | $803.1K | 0.5% | +19.9% | 13F ↗ |
| 49 | JNJ Johnson & Johnson | 2,953 | $781.7K | 0.5% | +4.7% | 13F ↗ |
| 50 | XOM ExxonMobil Holdings Corporation | 4,708 | $766.2K | 0.5% | New | 13F ↗ |
Showing the top 50 of 709 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
58 new, 225 added to, 131 trimmed, 26 exited, 295 unchanged. By estimated dollars.
New positions (58)
| Vaneck Fds Emer Mark Bd Etf | 18,534 | New | $915.5K |
| AZN AstraZeneca PLC | 5,086 | New | $821.2K |
| XOM ExxonMobil Holdings Corporation | 4,708 | New | $766.2K |
| DD DuPont de Nemours, Inc. | 3,730 | New | $484.4K |
| CTRE CareTrust REIT, Inc. | 9,922 | New | $362.9K |
| OKE ONEOK, Inc. | 4,092 | New | $348.9K |
| DOW Dow Inc. | 12,058 | New | $332.1K |
| Spdr Series Trust St Str P500ETF | 2,401 | New | $215.5K |
| ON ON Semiconductor Corporation | 2,684 | New | $206.3K |
| Spdr Index Shs Fds St Str Po Ex Etf | 2,382 | New | $119.6K |
Added to (225)
| Janus Detroit Str Tr Hend Secu In Etf | 56,576 | +24.9% | $563.4K |
| Spdr Series Trust St Inter Bd Etf | 163,970 | +10.1% | $487.6K |
| iShares Tr Shrt Nat Mun Etf | 20,254 | +24.2% | $411.9K |
| iShares Tr 7-10 Yr Trsy Bd | 42,434 | +11.8% | $398.7K |
| COLD Americold Realty Trust, Inc. · Reit | 25,447 | +25347% | $354.4K |
| Spdr Series Trust St Sho Treas Etf | 117,774 | +11.0% | $334.7K |
| LMT Lockheed Martin Corporation | 874 | +269% | $324.4K |
| iShares Tr Ishs 1-5YR Invs | 77,269 | +6.7% | $248.1K |
| HONA Honeywell Aerospace Inc. | 1,702 | +1569% | $248.0K |
| Vaneck ETF Trust Fallen Angel Hg | 62,994 | +15.5% | $234.5K |
Trimmed (131)
| Spdr Index Shs Fds St Str Msci Eafe | 29,637 | -32.2% | -$1.4M |
| MPC Marathon Petroleum Corporation | 3,830 | -31.1% | -$682.9K |
| Global X Fds X Emerging Mkt | 499 | -97.4% | -$414.4K |
| BX Blackstone Inc. | 5,277 | -34.6% | -$313.1K |
| POWL Powell Industries, Inc. | 1,432 | -47.5% | -$238.9K |
| SO Southern Company | 7,850 | -25.9% | -$227.9K |
| OKTA Okta, Inc. | 1,240 | -44.2% | -$205.8K |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 4,842 | -8.4% | -$201.6K |
| DELL Dell Technologies Inc. | 737 | -31.8% | -$184.4K |
| PANW Palo Alto Networks, Inc. | 1,641 | -21.4% | -$177.2K |
Exited (26)
| Ssga Active Tr St Str Marke Etf | 29,750 | Exited | -$1.3M |
| Astrazeneca plc ADR | 5,058 | Exited | -$959.2K |
| Exxon Mobil Corp | 4,713 | Exited | -$644.4K |
| Dupont De Nemours Inc | 3,667 | Exited | -$497.4K |
| iShares Tr Jpmorgan Usd Emg | 4,555 | Exited | -$439.3K |
| LAMR Lamar Advertising Company | 2,433 | Exited | -$379.5K |
| Oneok Inc | 4,103 | Exited | -$356.7K |
| Bny Mellon ETF Trust II Municipal Inter | 4,104 | Exited | -$108.5K |
| Dimensional ETF Trust Us Cor Equ 2 Etf | 1,425 | Exited | -$63.2K |
| Teva Pharmaceutical Industries Ltd ADR | 1,577 | Exited | -$53.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 4, 2026 | 13F-HR | 709 | $160.4M | Current | SEC ↗ |
| Q2 2026 | Jul 14, 2026 | 13F-HR | 677 | $161.5M | Current | SEC ↗ |
| Q1 2026 | May 13, 2026 | 13F-HR | 658 | $147.8M | Current | SEC ↗ |
| Q4 2025 | Feb 5, 2026 | 13F-HR | 647 | $150.0M | Current | SEC ↗ |
| Q3 2025 | Oct 7, 2025 | 13F-HR | 649 | $147.3M | Current | SEC ↗ |
| Q2 2025 | Aug 7, 2025 | 13F-HR | 681 | $141.0M | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 689 | $130.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer