Institutional Fund
1620 Investment Advisors, Inc.
Plymouth, MACIK 19072815 filings on record
Portfolio Value
$147.83M
Q1 2026
Holdings
657
Reported positions
New Buys
28
Opened this quarter
QoQ Change
-1.5%
from $150.03M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust3.3%
- Spdr Index Shs Fds2.7%
- Ishares Tr2.4%
- Ea Series Trust2.3%
- Spdr Series Trust2.1%
- Tri Contl Corp2.0%
- Other85.2%
Portfolio Holdings
657 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 145.0K | $4.86M | 3.3% | +5.5K | Added |
| 2 | Spdr Index Shs Fds | 43.5K | $4.06M | 2.7% | +872 | Added |
| 3 | Ishares Tr | 37.3K | $3.56M | 2.4% | +1.1K | Added |
| 4 | Ea Series Trust | 62.2K | $3.40M | 2.3% | +109 | Added |
| 5 | Spdr Series Trust | 106.6K | $3.11M | 2.1% | +694 | Added |
| 6 | Tri Contl Corp | 92.7K | $2.93M | 2.0% | +312 | Added |
| 7 | Jpmorgan Chase & Co. | 8.9K | $2.61M | 1.8% | −17 | Reduced |
| 8 | Tjx Cos Inc New | 16.1K | $2.57M | 1.7% | −19 | Reduced |
| 9 | Ishares Tr | 48.5K | $2.55M | 1.7% | +173 | Added |
| 10 | Schwab Strategic Tr | 91.2K | $2.43M | 1.6% | +1.7K | Added |
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