1620 INVESTMENT ADVISORS, INC.

Q2 2026 13F-HR Holdings

Location
Plymouth, MA
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
678
Total value ($000)
$161,454
Net value change ($000)
+13,619 (9.2%)
New positions
45
Sold out positions
26
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AVES 3,432 NEW
IGSB 1,248 49.0%
FRDM 963 28.3%
GLW 730 75.9%
FLCC 723 1807.5%
SPG 393 NEW
LAMR 379 NEW
OAKM 376 NEW
NTAP 376 51.0%
BX 347 57.5%
Top Reduces (Value $000, Stocks/ETFs)
CVX -401 -24.5%
TJX -292 -11.4%
BOND -289 -28.8%
XOM -281 -30.4%
VZ -242 -23.5%
T -214 -45.1%
Q -190 -52.5%
POWL -185 -19.2%
SCHR -185 -16.5%
GILD -175 -18.8%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type