IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

1620 Investment Advisors, Inc.

Q1 2026 Holdings

Filed 2026-05-13 | 658 holdings | $147.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Core Molding Technologies Inc COM(CMT)COM218683100$6.6K2930.0%
Dollar Tree Inc COM(DLTR)COM256746108$6.7K610.0%
Philip Morris Intl Inc COM(PM)COM718172109$6.8K410.0%
WEC Energy Group Inc COM(WEC)COM92939U106$6.8K590.0%
Chubb Limited COM(CB)COMH1467J104$6.8K210.0%
Qualcomm Inc COM(QCOM)COM747525103$6.9K530.0%
Affiliated Managers Group Inc COM(AMG)COM008252108$6.9K250.0%
Constellation Energy Corp COM(CEG)COM21037T109$7.0K250.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$7.0K720.0%
Hyatt Hotels Corp COM CL A(H)COM448579102$7.2K500.0%
United Parcel Service Inc CL B(UPS)COM911312106$7.2K730.0%
Allstate Corp COM(ALL)COM020002101$7.3K350.0%
RB Global Inc COM(RBA)COM74935Q107$7.3K760.0%
GE Healthcare Technologies Inc Common Stock(GEHC)COM36266G107$7.4K1040.0%
LKQ Corp COM(LKQ)COM501889208$7.4K2530.0%
Xtrackers USD High Yield Corporate Bond ETF(HYLB)ETF233051432$7.4K2060.0%
Kontoor Brands Inc COM(KTB)COM50050N103$7.7K1100.0%
Public Storage Oper Co COM(PSA)COM74460D109$7.9K290.0%
Ishares Msci Emerging Markets EX China ETF(EMXC)ETF46434G764$7.9K1000.0%
Snap on Inc COM(SNA)COM833034101$8.0K220.0%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$8.3K1000.0%
Shopify Inc CL A(SHOP)COM82509L107$8.3K700.0%
Dimensional U.S. Targeted Value ETF(DFAT)ETF25434V609$8.4K1350.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$8.7K4040.0%
BAR HBR Bankshares COM(BHB)COM066849100$8.8K2700.0%
Zimmer Biomet Holdings Inc COM(ZBH)COM98956P102$8.9K980.0%
State Street Spdr Bloomberg Convertible Securities ETF(CWB)ETF78464A359$8.9K970.0%
Invesco CEF Income Composite ETF(PCEF)ETF46138E404$8.9K4740.0%
Mcdonalds Corp COM(MCD)COM580135101$9.0K290.0%
Dollar GEN Corp New COM(DG)COM256677105$9.1K760.0%
Molson Coors Beverage Co CL B(TAP)COM60871R209$9.1K2120.0%
Nuscale PWR Corp CL A COM(SMR)COM67079K100$9.2K8500.0%
Dimensional Emerging Markets Value ETF(DFEV)ETF25434V740$9.5K2650.0%
Seritage Growth Pptys CL A(SRG)COM81752R100$9.5K3,3820.0%
PPL Corp COM(PPL)COM69351T106$9.6K2500.0%
Costco Whsl Corp New COM(COST)COM22160K105$9.6K90.0%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$9.7K780.0%
Spotify Technology S A SHS(SPOT)COML8681T102$9.7K200.0%
State Street Spdr Bloomberg 3-12 Month T-Bill ETF(BILS)ETF78468R523$9.9K1000.0%
Mimedx Group Inc COM(MDXG)COM602496101$10.0K2,5250.0%
Natera Inc COM(NTRA)COM632307104$10.0K500.0%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$10.1K1870.0%
Aercap Holdings NV SHS(AER)COMN00985106$10.2K740.0%
Vaneck IG Floating Rate ETF(FLTR)ETF92189F486$10.2K4000.0%
Bank America Corp COM(BAC)COM060505104$10.5K2150.0%
USA Rare Earth Inc COM(USAR)COM91733P107$10.5K6950.0%
Independent BK Corp Mass COM(INDB)COM453836108$10.8K1430.0%
Cleveland-Cliffs Inc New COM(CLF)COM185899101$10.8K1,2800.0%
Archer Daniels Midland Co COM(ADM)COM039483102$10.9K1500.0%
Invesco Wilderhill Clean Energy ETF(PBW)ETF46137V134$11.1K3510.0%
PreviousPage 4 of 14Next