1620 INVESTMENT ADVISORS, INC.

Q3 2026 13F-HR Holdings

Location
Plymouth, MA
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
709
Total value ($000)
$160,393
Net value change ($000)
-1,061 (-0.7%)
New positions
58
Sold out positions
26
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EMBX 915 NEW
MSFT 833 50.2%
AZN 821 NEW
XOM 766 NEW
JSI 505 21.8%
DD 484 NEW
AAPL 447 17.0%
NTAP 387 34.8%
SUB 380 21.9%
CTRE 363 NEW
Top Reduces (Value $000, Stocks/ETFs)
QEFA -1,308 -31.2%
EMTL -1,270 -100.0%
AZN -959 -100.0%
GLW -785 -46.4%
XOM -644 -100.0%
POWL -517 -66.2%
DD -497 -100.0%
EMBD -441 -97.6%
EMB -439 -100.0%
TJX -391 -17.2%
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