1y return+21.0%S&P 500 +20.9%
3y return+50.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $134 against $157 in the S&P 500.2
1620 Investment Advisors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPIBState Street Spdr Portfolio Intermediate Term Corporate Bond Etf | $5.0M | 3.1% | +2.7% |
| FRDMFreedom 100 Emerging Markets Etf | $4.4M | 2.7% | −3.8% |
| QEFAState Street Msci Eafe Strategicfactors Etf | $4.2M | 2.6% | |
| IGSBIshares 1-5 Year Investment Grade Corporate Bond Etf | $3.8M | 2.4% | +49.4% |
| IEFIshares 7-10 Year Treasury Bond Etf | $3.6M | 2.2% | +1.8% |
| AVESAvantis Emerging Markets Value Etf | $3.4M | 2.1% | New |
| TYTri Contl Corp Com | $3.1M | 1.9% | −2.5% |
| SPTSState Street Spdr Portfolio Short Term Treasury Etf | $3.1M | 1.9% | |
| JPMJpmorgan Chase & Co Com | $2.8M | 1.7% | −3.0% |
| AAPLApple Inc Com | $2.6M | 1.6% | −3.2% |
| TSMTaiwan Semiconductor Manufact Sponsored Ads | $2.5M | 1.6% | −24.9% |
| SCHPSchwab Us Tips Etf | $2.4M | 1.5% | |
| JSIJanus Henderson Securitized Income Etf | $2.3M | 1.4% | |
| TJXTjx Cos Inc New Com | $2.3M | 1.4% | −6.6% |
| RTXRtx Corporation Com | $1.8M | 1.1% | −5.8% |
| ABBVAbbvie Inc Com | $1.8M | 1.1% | −5.1% |
| SUBIshares Short-term National Muni Bond Etf | $1.7M | 1.1% | |
| GLWCorning Inc Com | $1.7M | 1.0% | −6.3% |
| MSFTMicrosoft Corp Com | $1.7M | 1.0% | +6.4% |
| ANGLVaneck Fallen Angel High Yield Bond Etf | $1.6M | 1.0% | |
| JHPIJohn Hancock Preferred Income Etf | $1.5M | 0.9% | +3.8% |
| TOTLState Street Doubleline Total Return Tactical Etf | $1.5M | 0.9% | −4.0% |
| NVSNovartis Ag Sponsored Adr | $1.4M | 0.9% | |
| MPCMarathon Pete Corp Com | $1.4M | 0.9% | |
| Seagate Technology Hldngs PLC Ord ShsCUSIP G7997R103 | $1.4M | 0.9% | −57.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Seagate Technology Hldngs PLC Ord ShsCUSIP G7997R103 | December 31, 2021 | +754.1% | $1.4M |
| GLWCorning Inc Com | December 31, 2021 | +586.1% | $1.7M |
| MPCMarathon Pete Corp Com | December 31, 2021 | +299.6% | $1.4M |
| TSMTaiwan Semiconductor Manufact Sponsored Ads | December 31, 2021 | +296.9% | $2.5M |
| GOOGLAlphabet Inc Cap Stk Cl A | September 30, 2023 | +173.1% | $973K |
| FRDMFreedom 100 Emerging Markets Etf | June 30, 2022 | +164.5% | $4.4M |
| Johnson Ctls Intl PLC ShsCUSIP G51502105 | December 31, 2023 | +153.5% | $1.1M |
| Eaton Corp PLC ShsCUSIP G29183103 | December 31, 2021 | +146.6% | $1.0M |
| JPMJpmorgan Chase & Co Com | September 30, 2023 | +125.7% | $2.8M |
| TJXTjx Cos Inc New Com | December 31, 2021 | +99.6% | $2.3M |
Sold off last quarter
- HUBSHubspot Inc was $79K
- ROPRoper Technologies Inc Com was $58K
- Kalvista Pharmaceuticals Inc ComCUSIP 483497103 was $32K
- IVLUIshares Msci Intl Value Factor Etf was $26K
- FIXTTcw Core Plus Bond Etf was $18K
- FNDFSchwab Fundamental International Equity Etf was $16K
- IDVIshares International Select Dividend Etf was $12K
- BCRXBiocryst Pharmaceuticals Inc Com was $11K
- MDXGMimedx Group Inc Com was $9,974
- RBARb Global Inc Com was $7,285
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.8% | +14.8% |
| March 31, 2026 | +2.8% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +4.4% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | −2.9% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | −0.2% | +4.0% |
| March 31, 2024 | +10.0% | +10.0% |
| December 31, 2023 | +8.3% | +11.2% |
| September 30, 2023 | −2.0% | −3.6% |
| June 30, 2023 | +2.7% | +8.3% |
| March 31, 2023 | +1.3% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −11.6% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: 1620 Investment Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1907281&type=13F-HR&dateb=&owner=include&count=40CIK 1907281
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1907281/000190728126000003/Filed July 14, 2026 · accession 0001907281-26-000003