1620-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PINS",
  "AX",
  "AZEK",
  "MTCH",
  "PCOR",
  "RDNT",
  "RRX",
  null,
  null,
  "AAL",
  "BROS",
  "ENTG",
  "QTWO",
  "AKAM",
  "MYN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "H",
  null,
  null,
  null,
  null,
  null,
  null,
  "FTI",
  "RBA.TO",
  "SOBO.TO",
  "MU",
  null,
  "NVG",
  null,
  "FNDF",
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "SKT",
  "TGTX",
  null,
  "KTB",
  "PCRX",
  "ALL",
  null,
  "GOOGL",
  "BOOT",
  "UTL",
  null,
  null,
  null,
  "AXP",
  null,
  null,
  "ALGM",
  "SCHH",
  null,
  "AMG",
  "AIG",
  null,
  "ARRY",
  "T",
  "BLK",
  null,
  null,
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  "LOW",
  "KMX",
  "CP.TO",
  "FCPT",
  "ARCC",
  "FCEL",
  null,
  "BSX",
  "HRB",
  null,
  "IAC",
  null,
  "CCI",
  "COF",
  "LNC",
  "DUK",
  "PECO",
  "OMCL",
  "D",
  "PDFS",
  "ROKU",
  "ESS",
  "ERJ",
  "POWL",
  "RL",
  null,
  "PLL",
  null,
  "TYG",
  null,
  null,
  "EOG",
  "EXPE",
  null,
  null,
  "STNE",
  "AVDL",
  "FCX",
  "ALGT",
  "FITB",
  "SPNS",
  null,
  "GD",
  "TSVT",
  "GILD",
  "ALEX",
  "GIS",
  "ARIS",
  "HON",
  "HD",
  "BLUE",
  "AZN",
  null,
  "MCD",
  "INTU",
  "RPM",
  "FTS",
  "EVGO",
  null,
  "FE",
  "UNP",
  "SCL",
  "QCOM",
  "GLPI",
  null,
  "ISRG",
  null,
  null,
  "EMXC",
  null,
  "LEN",
  "ITW",
  "IDA",
  "AMAT",
  "IIPR",
  "INVX",
  "EMR",
  "BKNG",
  null,
  "NBIX",
  "MUB",
  "META",
  null,
  null,
  "KALV",
  "MLR",
  null,
  "MDXG",
  "NEWT",
  "PARR",
  "IVW",
  "ONEW",
  null,
  null,
  null,
  null,
  null,
  "UNB",
  null,
  null,
  null,
  null,
  "SRG",
  "NKX",
  null,
  "KMI",
  null,
  "LRCX",
  "LIN",
  null,
  null,
  "MAV",
  "MPC",
  "MMC",
  "MRVL",
  "RPD",
  "MA",
  "PODD",
  null,
  "MDT",
  "ABCB",
  "APA",
  null,
  null,
  "AMKR",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "ELF",
  "EQIX",
  "EPR",
  "FIS",
  "FL",
  "GE",
  "THG",
  "HXL",
  "HQY",
  "GXO",
  "HIG",
  "HES",
  "HAS",
  "NVS",
  "TEVA",
  null,
  "ORLY",
  "PCAR",
  "ALK",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "PAYX",
  "DOC",
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  "PGR",
  "HTGC",
  "IVV",
  null,
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MGA",
  "MKC",
  "AMGN",
  "NYT",
  null,
  null,
  "ROK",
  null,
  "SPGI",
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  null,
  null,
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "SNA",
  null,
  "RTX",
  "GLD",
  null,
  "STX",
  null,
  "RITM",
  null,
  "BP",
  null,
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SSNC",
  null,
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TRV",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "VNQ",
  "AA",
  "MET",
  "DTM",
  "PSMT",
  "UCTT",
  "MGNI",
  null,
  "SCHW",
  "AMPH",
  "EBC",
  "BSET",
  "UMBF",
  "SHO",
  "CDZI",
  null,
  "PNW",
  "LKQ",
  "PGNY",
  "NSA",
  null,
  "KYN",
  "IWV",
  null,
  null,
  "OFG",
  null,
  "NMT",
  null,
  "VCIT",
  "TRIP",
  "TY",
  "VIG",
  "TTE",
  "TRGP",
  null,
  "TOST",
  null,
  "NTNX",
  "SKX",
  "GSHD",
  "IEF",
  "TSM",
  "GPN",
  "RMD",
  "PR",
  "ETR",
  "FSK",
  "VYM",
  "DD",
  "VRTX",
  "TT",
  "VRSK",
  "GROV",
  "GPK",
  "VRT",
  "HASI",
  "GES",
  null,
  "R",
  "MKSI",
  "NFG",
  "SYNA",
  "MTN",
  "ADSK",
  "VNO",
  "UAA",
  "ACGL",
  "STWD",
  "TEX",
  null,
  null,
  "TOL",
  "AVY",
  "ALB",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "VFC",
  "AVB",
  "SDY",
  "FI",
  "EPAM",
  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "VVV",
  "DLTR",
  "F",
  "GNRC",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IR",
  "WEX",
  "NCLH",
  "FOUR",
  null,
  "CAH",
  "AEP",
  null,
  "FHI",
  "EVCM",
  "FLNG",
  "HIFS",
  "HSII",
  "HIMX",
  "HTH",
  "INDB",
  "HBB",
  "GENK",
  "IDCC",
  null,
  "IFF",
  "JBLU",
  "EEFT",
  "INVH",
  "DNUT",
  "PEG",
  null,
  "NVO",
  "AMZN",
  "MSI",
  "NIO",
  "CLF",
  null,
  "SIRI",
  "IVZ",
  null,
  "DKS",
  "KD",
  null,
  "AMTM",
  "MTX",
  "CEF",
  "OGS",
  null,
  "DKNG",
  "USB",
  "VLO",
  null,
  null,
  "MGK",
  "VOOV",
  null,
  "VXUS",
  "VOO",
  "VANI",
  "VTRS",
  "V",
  "VPG",
  "VITL",
  "COCO",
  "WRBY",
  "WBD",
  "WMT",
  "WERN",
  "WDC",
  "WEN",
  "WELL",
  "WTM",
  "WFCF",
  "WMB",
  null,
  "KLG",
  null,
  "WDAY",
  "XFOR",
  "YUMC",
  "YUM",
  "ZBRA",
  "ZIMV",
  "ADC",
  null,
  "DTE",
  null,
  "GRMN",
  "HDSN",
  "FNF",
  "MTB",
  "FLR",
  null,
  "SCHD",
  "ET",
  "DVY",
  "JHX",
  "SCHA",
  "LEA",
  "NSC",
  "NOK",
  "JCI",
  "NXPI",
  "HST",
  "KDP",
  "TER",
  "SO",
  "TTD",
  "TCMD",
  "TNDM",
  "TRP",
  null,
  "PSX",
  "CRM",
  "RNR",
  "SWKS",
  "SNAP",
  "PENN",
  "SUI",
  "SYY",
  "SHAK",
  "SPOT",
  "LNTH",
  "GEV",
  "CHWY",
  "MELI",
  "OLED",
  "ZBH",
  null,
  null,
  "IRMD",
  null,
  "GWW",
  "NTAP",
  "PSA",
  "SYF",
  "NUE",
  "FDX",
  null,
  "KMB",
  "ADP",
  "AZZ",
  "BAC",
  null,
  "BNS",
  "BMO",
  "BHB",
  "BK",
  null,
  "BRK-B",
  "BYND",
  "BJRI",
  "BJ",
  "BBY",
  "BMRN",
  "BLFS",
  "BXMT",
  "BA",
  null,
  "BLDE",
  "SAM",
  "BMY",
  "CBT",
  "BXP",
  "CNI",
  "CDNS",
  "CARR",
  "CCL",
  "CNC",
  "CELH",
  "CF",
  "CC",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CRUS",
  "CMG",
  "CNK",
  "CSCO",
  "CFG",
  "CLH",
  "C",
  "CME",
  "KO",
  "CGNX",
  "COHR",
  "COIN",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "CMC",
  "CNMD",
  "CODI",
  "COMP",
  "STZ",
  "CEG",
  null,
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CSGP",
  "CMT",
  "CROX",
  "CUZ",
  "CRWD",
  "CVS",
  "CFR",
  "CYBR",
  "DHR",
  "DDOG",
  "DVA",
  "DVN",
  "DRH",
  "FANG",
  "DAL",
  "DOCN",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "KRT",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 689
Total Value: 130656702
Accession Number: 0001907281-25-000002
Form Type: 13F-HR
CIK: 1620-investment-advisors
Manager Name: 1620-Investment-Advisors

Data Enrichment

80% identified

548 identified141 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

689 positions • $130.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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Axos Financial, Inc.

AX|05465C100

Shares:740

Value:$47.7K

% of Portfolio:0.0% ($47.7K/$130.7M)

92206C771

Shares:1.0K

Value:$47.6K

% of Portfolio:0.0% ($47.6K/$130.7M)

Toast, Inc.

TOST|888787108

Shares:1.4K

Value:$47.6K

% of Portfolio:0.0% ($47.6K/$130.7M)

G7498P127

Shares:3.0K

Value:$47.5K

% of Portfolio:0.0% ($47.5K/$130.7M)

BJs RESTAURANTS INC

BJRI|09180C106

Shares:1.4K

Value:$46.9K

% of Portfolio:0.0% ($46.9K/$130.7M)

Unum Group

UNM|91529Y106

Shares:573

Value:$46.7K

% of Portfolio:0.0% ($46.7K/$130.7M)

STATE STREET CORP

STT|857477103

Shares:519

Value:$46.5K

% of Portfolio:0.0% ($46.5K/$130.7M)

464287242

Shares:427

Value:$46.4K

% of Portfolio:0.0% ($46.4K/$130.7M)

INTEL CORP

INTC|458140100

Shares:2.0K

Value:$46.4K

% of Portfolio:0.0% ($46.4K/$130.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:82

Value:$45.9K

% of Portfolio:0.0% ($45.9K/$130.7M)

SUN COMMUNITIES INC

SUI|866674104

Shares:345

Value:$44.4K

% of Portfolio:0.0% ($44.4K/$130.7M)

DANAHER CORP /DE/

DHR|235851102

Shares:216

Value:$44.3K

% of Portfolio:0.0% ($44.3K/$130.7M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:209

Value:$44.3K

% of Portfolio:0.0% ($44.3K/$130.7M)

33738R118

Shares:601

Value:$44.2K

% of Portfolio:0.0% ($44.2K/$130.7M)

08579W103

Shares:628

Value:$43.8K

% of Portfolio:0.0% ($43.8K/$130.7M)

HEALTHPEAK PROPERTIES, INC.

DOC|42250P103

Shares:2.1K

Value:$42.2K

% of Portfolio:0.0% ($42.2K/$130.7M)

464287168

DVY|464287168

Shares:313

Value:$42.1K

% of Portfolio:0.0% ($42.1K/$130.7M)

REALTY INCOME CORP

O|756109104

Shares:720

Value:$41.8K

% of Portfolio:0.0% ($41.8K/$130.7M)

FLUOR CORP

FLR|343412102

Shares:1.2K

Value:$41.8K

% of Portfolio:0.0% ($41.8K/$130.7M)

464285204

Shares:708

Value:$41.7K

% of Portfolio:0.0% ($41.7K/$130.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Axos Financial, Inc.(AXcusip05465C100)	740	QoQ 0.00% (-0) YoY NEW(+740)	All Managers (Combined)	$47.7K	0.0% ($47.7K/$130.7M)	QoQ -7.63% (-$3.9K) YoY NEW(+$47.7K)
(cusip92206C771)✕	1.0K	QoQ 0.00% (+0) YoY NEW(+1.0K)	All Managers (Combined)	$47.6K	0.0% ($47.6K/$130.7M)	QoQ +2.13% (+$997) YoY NEW(+$47.6K)
Toast, Inc.(TOSTcusip888787108)	1.4K	QoQ 0.00% (-0) YoY NEW(+1.4K)	All Managers (Combined)	$47.6K	0.0% ($47.6K/$130.7M)	QoQ -8.99% (-$4.7K) YoY NEW(+$47.6K)
(cusipG7498P127)✕	3.0K	QoQ 0.00% (-0) YoY NEW(+3.0K)	All Managers (Combined)	$47.5K	0.0% ($47.5K/$130.7M)	QoQ -4.40% (-$2.2K) YoY NEW(+$47.5K)
BJs RESTAURANTS INC(BJRIcusip09180C106)	1.4K	QoQ 0.00% (-0) YoY NEW(+1.4K)	All Managers (Combined)	$46.9K	0.0% ($46.9K/$130.7M)	QoQ -2.49% (-$1.2K) YoY NEW(+$46.9K)
Unum Group(UNMcusip91529Y106)	573	QoQ 0.00% (+0) YoY NEW(+573)	All Managers (Combined)	$46.7K	0.0% ($46.7K/$130.7M)	QoQ +11.54% (+$4.8K) YoY NEW(+$46.7K)
STATE STREET CORP(STTcusip857477103)	519	QoQ 0.00% (-0) YoY NEW(+519)	All Managers (Combined)	$46.5K	0.0% ($46.5K/$130.7M)	QoQ -8.78% (-$4.5K) YoY NEW(+$46.5K)
(cusip464287242)✕	427	QoQ 0.00% (+0) YoY NEW(+427)	All Managers (Combined)	$46.4K	0.0% ($46.4K/$130.7M)	QoQ +1.73% (+$790) YoY NEW(+$46.4K)
INTEL CORP(INTCcusip458140100)	2.0K	QoQ -56.22% (-2.6K) YoY -79.57% (-8.0K)	All Managers (Combined)	$46.4K	0.0% ($46.4K/$130.7M)	QoQ -50.41% (-$47.2K) YoY -89.49% (-$395.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	82	QoQ +100.00% (+41) YoY NEW(+82)	All Managers (Combined)	$45.9K	0.0% ($45.9K/$130.7M)	QoQ +90.95% (+$21.8K) YoY NEW(+$45.9K)
SUN COMMUNITIES INC(SUIcusip866674104)	345	QoQ -1.98% (-7) YoY NEW(+345)	All Managers (Combined)	$44.4K	0.0% ($44.4K/$130.7M)	QoQ +2.53% (-$1.1K) YoY NEW(+$44.4K)
DANAHER CORP /DE/(DHRcusip235851102)	216	QoQ -0.46% (-1) YoY NEW(+216)	All Managers (Combined)	$44.3K	0.0% ($44.3K/$130.7M)	QoQ -11.03% (-$5.5K) YoY NEW(+$44.3K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	209	QoQ 0.00% (-0) YoY NEW(+209)	All Managers (Combined)	$44.3K	0.0% ($44.3K/$130.7M)	QoQ -6.25% (-$3.0K) YoY NEW(+$44.3K)
(cusip33738R118)✕	601	QoQ -2.43% (-15) YoY NEW(+601)	All Managers (Combined)	$44.2K	0.0% ($44.2K/$130.7M)	QoQ -8.46% (-$4.1K) YoY NEW(+$44.2K)
(cusip08579W103)✕	628	QoQ -57.42% (-847) YoY NEW(+628)	All Managers (Combined)	$43.8K	0.0% ($43.8K/$130.7M)	QoQ -54.03% (-$51.5K) YoY NEW(+$43.8K)
HEALTHPEAK PROPERTIES, INC.(DOCcusip42250P103)	2.1K	QoQ -2.29% (-49) YoY NEW(+2.1K)	All Managers (Combined)	$42.2K	0.0% ($42.2K/$130.7M)	QoQ -2.53% (-$1.1K) YoY NEW(+$42.2K)
(DVYcusip464287168)	313	QoQ 0.00% (+0) YoY NEW(+313)	All Managers (Combined)	$42.1K	0.0% ($42.1K/$130.7M)	QoQ +2.34% (+$964) YoY NEW(+$42.1K)
REALTY INCOME CORP(Ocusip756109104)	720	QoQ 0.00% (+0) YoY NEW(+720)	All Managers (Combined)	$41.8K	0.0% ($41.8K/$130.7M)	QoQ +8.61% (+$3.3K) YoY NEW(+$41.8K)
FLUOR CORP(FLRcusip343412102)	1.2K	QoQ +1.39% (-16) YoY NEW(+1.2K)	All Managers (Combined)	$41.8K	0.0% ($41.8K/$130.7M)	QoQ -26.36% (-$15.0K) YoY NEW(+$41.8K)
(cusip464285204)✕	708	QoQ 0.00% (+0) YoY NEW(+708)	All Managers (Combined)	$41.7K	0.0% ($41.7K/$130.7M)	QoQ +19.08% (+$6.7K) YoY NEW(+$41.7K)