1620 INVESTMENT ADVISORS, INC.

CIK 0001907281 · Q2 2026

13F Equity AUM

$161.5M

+9.2% QoQ

Positions

670

+19 QoQ

AUM Rank

#8,914

Top 71%

Skill Alpha (FF)

-1.6%/yr^ns

No Clear Edge

Rank #5,166 · Top 62%

vs S&P -2.3%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 13.0%Top 10: 22.3%Top 20: 34.6%

SPIB3.1%

FRDM2.7%

QEFA2.6%

IGSB2.4%

IEF2.2%

AVES2.1%

TY1.9%

SPTS1.9%

JPM1.8%

AAPL1.6%

Others (660)77.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services44.8%

Technology14.8%

Healthcare7.9%

Consumer Cyclical7.0%

Industrials5.9%

Real Estate4.8%

Energy4.7%

Consumer Defensive3.1%

Other7.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 670Median: 0.03%Avg: 0.15%

0–0.5%

626(48.9%)

0.5–1%

25(17.5%)

1–3%

18(30.5%)

3–5%

1(3.1%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 670vs 20 funds

0%Low

670

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New45Increased128Decreased221Exited25

New Positions

AVES2.1%

+52K

LAMR0.2%

+2K

SPG0.2%

+2K

OAKMARK U.S. LARGE C…0.2%

+13K

GMOI0.1%

+7K

MORN0.1%

+1K

TRMB0.1%

+3K

VEEV0.1%

+733

JKHY0.1%

+990

VMC0.1%

+455

Increased

IGSB2.4%

+24K(+49%)

FLCC0.5%

+20K(+1570%)

SPIB3.1%

+4K(+3%)

TOST0.1%

+3K(+61%)

BX0.6%

+3K(+54%)

PFFD0.3%

+3K(+11%)

WAY0.1%

+3K(+51%)

JHPI0.9%

+2K(+4%)

FOUR0.2%

+2K(+60%)

INVH0.4%

+2K(+8%)

Decreased

RITM0.2%

-10,875(-25%)

HTGC0.2%

-7,365(-24%)

SCHR0.6%

-7,030(-16%)

VTRS0.2%

-7,006(-22%)

OUT0.3%

-6,000(-27%)

ARCC0.4%

-5,299(-12%)

STWD0.3%

-4,982(-15%)

LNC0.4%

-3,806(-19%)

T0.2%

-3,799(-23%)

KMI0.3%

-3,566(-18%)

Exited

-325

-163

-649

-1,590

-2,525

-485

-317

-1,180

-1

-12

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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