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:

Search and click to pin securities to the top

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47804J776

Shares:54.8K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$130.7M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:7.2K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$130.7M)

78470P309

Shares:27.5K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$130.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:25.3K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$130.7M)

72201R775

Shares:11.8K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$130.7M)

SOUTHERN CO

SO|842587107

Shares:11.2K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$130.7M)

NOVARTIS AG

NVS|66987V109

Shares:8.8K

Value:$984.6K

% of Portfolio:0.8% ($984.6K/$130.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.9K

Value:$979.5K

% of Portfolio:0.7% ($979.5K/$130.7M)

78468R812

Shares:5.9K

Value:$918.1K

% of Portfolio:0.7% ($918.1K/$130.7M)

ARES CAPITAL CORP

ARCC|04010L103

Shares:41.4K

Value:$918.1K

% of Portfolio:0.7% ($918.1K/$130.7M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:14.4K

Value:$861.3K

% of Portfolio:0.7% ($861.3K/$130.7M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:13.8K

Value:$842.6K

% of Portfolio:0.6% ($842.6K/$130.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.6K

Value:$839.1K

% of Portfolio:0.6% ($839.1K/$130.7M)

TORTOISE ENERGY INFRASTRUCTURE CORP

TYG|89147L886

Shares:19.4K

Value:$834.3K

% of Portfolio:0.6% ($834.3K/$130.7M)

Marathon Petroleum Corp

MPC|56585A102

Shares:5.7K

Value:$824.3K

% of Portfolio:0.6% ($824.3K/$130.7M)

Eaton Corp plc

ETN|G29183103

Shares:3.0K

Value:$812.2K

% of Portfolio:0.6% ($812.2K/$130.7M)

Mondelez International, Inc.

MDLZ|609207105

Shares:11.8K

Value:$797.6K

% of Portfolio:0.6% ($797.6K/$130.7M)

EPR PROPERTIES

EPR|26884U109

Shares:15.1K

Value:$796.8K

% of Portfolio:0.6% ($796.8K/$130.7M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:27.9K

Value:$795.3K

% of Portfolio:0.6% ($795.3K/$130.7M)

HOME DEPOT, INC.

HD|437076102

Shares:2.2K

Value:$793.8K

% of Portfolio:0.6% ($793.8K/$130.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip47804J776)✕	54.8K	QoQ +5.01% (+2.6K) YoY +19.59% (+9.0K)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$130.7M)	QoQ +4.47% (+$52.6K) YoY +19.27% (+$198.4K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	7.2K	QoQ -1.32% (-96) YoY -31.09% (-3.2K)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$130.7M)	QoQ -17.05% (-$244.6K) YoY +16.17% (-$165.6K)
(cusip78470P309)✕	27.5K	QoQ +4.25% (+1.1K) YoY +6.90% (+1.8K)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$130.7M)	QoQ +6.71% (+$74.6K) YoY +9.21% (+$100.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	25.3K	QoQ +0.05% (+13) YoY -11.59% (-3.3K)	All Managers (Combined)	$1.1M	0.9% ($1.1M/$130.7M)	QoQ +13.48% (+$136.2K) YoY -4.43% (-$53.2K)
(cusip72201R775)✕	11.8K	QoQ +3.14% (+360) YoY +10.11% (+1.1K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$130.7M)	QoQ +5.48% (+$56.7K) YoY +10.83% (+$106.6K)
SOUTHERN CO(SOcusip842587107)	11.2K	QoQ -0.05% (-6) YoY +1774.16% (+10.6K)	All Managers (Combined)	$1.0M	0.8% ($1.0M/$130.7M)	QoQ +11.63% (-$107.8K) YoY +30.53% (+$241.9K)
NOVARTIS AG(NVScusip66987V109)	8.8K	QoQ +0.24% (+22) YoY +4918.18% (+8.7K)	All Managers (Combined)	$984.6K	0.8% ($984.6K/$130.7M)	QoQ +14.84% (+$127.3K) YoY +16.58% (+$140.0K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.9K	QoQ -26.23% (-1.4K) YoY -28.71% (-1.6K)	All Managers (Combined)	$979.5K	0.7% ($979.5K/$130.7M)	QoQ -16.56% (-$194.5K) YoY -7.18% (-$75.8K)
(cusip78468R812)✕	5.9K	QoQ +1.86% (+107) YoY +9.98% (+532)	All Managers (Combined)	$918.1K	0.7% ($918.1K/$130.7M)	QoQ +3.07% (+$27.4K) YoY +18.35% (+$142.4K)
ARES CAPITAL CORP(ARCCcusip04010L103)	41.4K	QoQ +1.80% (+734) YoY +5.26% (+2.1K)	All Managers (Combined)	$918.1K	0.7% ($918.1K/$130.7M)	QoQ +3.05% (+$27.3K) YoY +12.04% (+$98.7K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	14.4K	QoQ -0.60% (-88) YoY NEW(+14.4K)	All Managers (Combined)	$861.3K	0.7% ($861.3K/$130.7M)	QoQ +9.75% (-$76.5K) YoY NEW(+$861.3K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	13.8K	QoQ +0.85% (+117) YoY -19.55% (-3.4K)	All Managers (Combined)	$842.6K	0.6% ($842.6K/$130.7M)	QoQ +8.75% (+$67.8K) YoY -9.52% (-$88.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.6K	QoQ +0.31% (+5) YoY -6.74% (-114)	All Managers (Combined)	$839.1K	0.6% ($839.1K/$130.7M)	QoQ +17.86% (+$127.2K) YoY +18.07% (-$128.4K)
TORTOISE ENERGY INFRASTRUCTURE CORP(TYGcusip89147L886)	19.4K	QoQ +0.74% (+144) YoY +265.10% (+14.1K)	All Managers (Combined)	$834.3K	0.6% ($834.3K/$130.7M)	QoQ +3.26% (+$26.4K) YoY +42.15% (+$247.4K)
Marathon Petroleum Corp(MPCcusip56585A102)	5.7K	QoQ -0.14% (-8) YoY -6.01% (-362)	All Managers (Combined)	$824.3K	0.6% ($824.3K/$130.7M)	QoQ +4.29% (-$33.9K) YoY -32.05% (-$388.8K)
Eaton Corp plc(ETNcusipG29183103)	3.0K	QoQ -6.03% (-192) YoY -44.77% (-2.4K)	All Managers (Combined)	$812.2K	0.6% ($812.2K/$130.7M)	QoQ -23.03% (-$243.1K) YoY -51.99% (-$879.7K)
Mondelez International, Inc.(MDLZcusip609207105)	11.8K	QoQ +1.85% (+214) YoY +3.99% (+452)	All Managers (Combined)	$797.6K	0.6% ($797.6K/$130.7M)	QoQ +15.70% (+$108.2K) YoY +0.80% (+$6.4K)
EPR PROPERTIES(EPRcusip26884U109)	15.1K	QoQ +0.49% (+75) YoY +13.68% (+1.8K)	All Managers (Combined)	$796.8K	0.6% ($796.8K/$130.7M)	QoQ +19.40% (+$129.5K) YoY +40.89% (+$231.3K)
KINDER MORGAN, INC.(KMIcusip49456B101)	27.9K	QoQ -1.21% (-343) YoY +64.90% (+11.0K)	All Managers (Combined)	$795.3K	0.6% ($795.3K/$130.7M)	QoQ +2.85% (-$22.1K) YoY +156.52% (+$485.3K)
HOME DEPOT, INC.(HDcusip437076102)	2.2K	QoQ -0.55% (-12) YoY -5.41% (-124)	All Managers (Combined)	$793.8K	0.6% ($793.8K/$130.7M)	QoQ -6.30% (-$53.4K) YoY -9.63% (-$84.6K)