1620 INVESTMENT ADVISORS, INC.

Q3 2025 13F-HR Holdings

Location
Plymouth, MA
Holdings as of
9/30/2025
Date filed
10/7/2025
Form type
13F-HR
Num holdings
649
Total value ($000)
$147,282
Net value change ($000)
+6,260 (4.4%)
New positions
30
Sold out positions
62
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MNRO 597 193.2%
TFC 489 178.5%
FOUR 466 NEW
VTRS 452 9040.0%
AAPL 443 22.0%
MTN 377 18850.0%
GLW 353 55.7%
TSM 337 20.6%
ABBV 323 22.7%
TJX 315 15.1%
Top Reduces (Value $000, Stocks/ETFs)
RNR -617 -100.0%
ALL -511 -100.0%
PSA -498 -100.0%
DRH -412 -100.0%
FSK -382 -100.0%
WMB -381 -42.2%
SAPIENS INTERNATIONAL CORP N V -307 -100.0%
MS -302 -100.0%
IBM -284 -24.3%
CAH -189 -33.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type