1620 INVESTMENT ADVISORS, INC.
SEC Form 13F institutional filer · CIK 0001907281
13F-HR · 268 reported holdings · 2026-03-31
Reported long-US-equity value
$0.07B
Top-10 concentration
30.3%
1620 INVESTMENT ADVISORS, INC. — $69.7M AUM allocation strategy
1620 INVESTMENT ADVISORS, INC. files SEC Form 13F and reports $69.7M of long US equity value across 268 reported holdings for 2026-03-31.
Its largest sector bet is Financials 10.9%, followed by Information Technology 9.0% and Health Care 6.7%.
The top 10 holdings account for 30% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
1620 INVESTMENT ADVISORS, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$69.7M
total across 268 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
30% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$TTD +4.1K sh · +$66.1K+$CMG +2.73K sh · +$87.4K+$IVZ +2.52K sh · +$34.1K
Biggest trims (shares)
−$ADBE −21.4K sh · −$543K−$VTRS −15K sh · −$154K−$T −7.63K sh · −$122K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage5.8%—
- Technology Hardware, Storage & Peripherals5.4%—
- Diversified Banks3.7%—
- Biotechnology3.7%—
- Apparel Retail3.7%—
- Integrated Oil & Gas3.7%—
- Pharmaceuticals3.0%—
- Aerospace & Defense2.8%—
- Other holdings68.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 155K | $4.09M | +416 | 5.9% |
| $JPM | JP Morgan Chase & Co | 8.88K | $2.61M | -17 | 3.7% |
| $TJX | TJX Companies Inc | 16.1K | $2.57M | -19 | 3.7% |
| $AAPL | Apple Inc | 9.41K | $2.39M | +16 | 3.4% |
| $RTX | RTX Corporation | 10.1K | $1.94M | -1.8K | 2.8% |
| $ABBV | AbbVie Inc | 7.53K | $1.64M | +16 | 2.4% |
| $CVX | Chevron Corporation | 7.91K | $1.64M | -27 | 2.3% |
| $MSFT | Microsoft Corporation | 4.18K | $1.55M | +19 | 2.2% |
| $MPC | Marathon Petroleum Corporation | 5.57K | $1.36M | +45 | 2.0% |
| $STX | Seagate Technology Holdings PLC | 3.46K | $1.35M | -978 | 1.9% |
…and 258 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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