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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PEPSICO INC

PEP|713448108

Shares:5.0K

Value:$746.7K

% of Portfolio:0.6% ($746.7K/$130.7M)

AT&T INC.

T|00206R102

Shares:25.9K

Value:$733.8K

% of Portfolio:0.6% ($733.8K/$130.7M)

RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:6.2K

Value:$720.1K

% of Portfolio:0.6% ($720.1K/$130.7M)

ASTRAZENECA PLC

AZN|046353108

Shares:9.7K

Value:$715.8K

% of Portfolio:0.5% ($715.8K/$130.7M)

FEDERATED HERMES, INC.

FHI|314211103

Shares:17.5K

Value:$713.1K

% of Portfolio:0.5% ($713.1K/$130.7M)

Blackstone Inc.

BX|09260D107

Shares:5.1K

Value:$708.1K

% of Portfolio:0.5% ($708.1K/$130.7M)

LINCOLN NATIONAL CORP

LNC|534187109

Shares:19.6K

Value:$705.5K

% of Portfolio:0.5% ($705.5K/$130.7M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:6.3K

Value:$701.6K

% of Portfolio:0.5% ($701.6K/$130.7M)

Walmart Inc.

WMT|931142103

Shares:7.9K

Value:$695.2K

% of Portfolio:0.5% ($695.2K/$130.7M)

92189F643

Shares:7.8K

Value:$684.1K

% of Portfolio:0.5% ($684.1K/$130.7M)

Invitation Homes Inc.

INVH|46187W107

Shares:19.6K

Value:$683.7K

% of Portfolio:0.5% ($683.7K/$130.7M)

AMAZON COM INC

AMZN|023135106

Shares:3.5K

Value:$666.4K

% of Portfolio:0.5% ($666.4K/$130.7M)

46138E511

Shares:58.9K

Value:$661.2K

% of Portfolio:0.5% ($661.2K/$130.7M)

AGREE REALTY CORP

ADC|008492100

Shares:8.6K

Value:$660.9K

% of Portfolio:0.5% ($660.9K/$130.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.5K

Value:$653.4K

% of Portfolio:0.5% ($653.4K/$130.7M)

STARWOOD PROPERTY TRUST, INC.

STWD|85571B105

Shares:32.9K

Value:$649.6K

% of Portfolio:0.5% ($649.6K/$130.7M)

Johnson Controls International plc

JCI|G51502105

Shares:7.9K

Value:$635.2K

% of Portfolio:0.5% ($635.2K/$130.7M)

46435G219

Shares:14.0K

Value:$628.0K

% of Portfolio:0.5% ($628.0K/$130.7M)

75968N309

Shares:28.9K

Value:$622.1K

% of Portfolio:0.5% ($622.1K/$130.7M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:2.3K

Value:$618.5K

% of Portfolio:0.5% ($618.5K/$130.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PEPSICO INC(PEPcusip713448108)	5.0K	QoQ +1.26% (-62) YoY -0.08% (-4)	All Managers (Combined)	$746.7K	0.6% ($746.7K/$130.7M)	QoQ -0.14% (-$1.1K) YoY -44.26% (-$593.2K)
AT&T INC.(Tcusip00206R102)	25.9K	QoQ -0.81% (-214) YoY -1.76% (-467)	All Managers (Combined)	$733.8K	0.6% ($733.8K/$130.7M)	QoQ +23.18% (-$138.1K) YoY +57.84% (-$268.9K)
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	6.2K	QoQ +1.66% (-102) YoY -47.73% (-5.7K)	All Managers (Combined)	$720.1K	0.6% ($720.1K/$130.7M)	QoQ -4.43% (-$33.4K) YoY -1.06% (-$7.7K)
ASTRAZENECA PLC(AZNcusip046353108)	9.7K	QoQ +0.66% (+64) YoY +2.58% (+245)	All Managers (Combined)	$715.8K	0.5% ($715.8K/$130.7M)	QoQ +12.92% (+$81.9K) YoY +11.28% (+$72.6K)
FEDERATED HERMES, INC.(FHIcusip314211103)	17.5K	QoQ +2.19% (+375) YoY +2.77% (+472)	All Managers (Combined)	$713.1K	0.5% ($713.1K/$130.7M)	QoQ +1.34% (+$9.5K) YoY +16.00% (+$98.4K)
Blackstone Inc.(BXcusip09260D107)	5.1K	QoQ +1.23% (-62) YoY +1430.51% (+4.7K)	All Managers (Combined)	$708.1K	0.5% ($708.1K/$130.7M)	QoQ -17.92% (-$154.7K) YoY +5.71% (+$38.3K)
LINCOLN NATIONAL CORP(LNCcusip534187109)	19.6K	QoQ +1.07% (+208) YoY +3.24% (+618)	All Managers (Combined)	$705.5K	0.5% ($705.5K/$130.7M)	QoQ +14.45% (+$89.1K) YoY +16.11% (+$97.9K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	6.3K	QoQ +1.22% (+76) YoY +6.67% (+392)	All Managers (Combined)	$701.6K	0.5% ($701.6K/$130.7M)	QoQ +22.79% (+$130.2K) YoY +63.18% (+$271.6K)
Walmart Inc.(WMTcusip931142103)	7.9K	QoQ +4.59% (+348) YoY +9.56% (+691)	All Managers (Combined)	$695.2K	0.5% ($695.2K/$130.7M)	QoQ +1.63% (+$11.2K) YoY +59.86% (+$260.3K)
(cusip92189F643)✕	7.8K	QoQ +9.63% (+683) YoY +93.14% (+3.7K)	All Managers (Combined)	$684.1K	0.5% ($684.1K/$130.7M)	QoQ +4.04% (+$26.6K) YoY +89.06% (+$322.3K)
Invitation Homes Inc.(INVHcusip46187W107)	19.6K	QoQ +1.75% (+338) YoY +9.49% (+1.7K)	All Managers (Combined)	$683.7K	0.5% ($683.7K/$130.7M)	QoQ +10.91% (+$67.3K) YoY +7.15% (+$45.6K)
AMAZON COM INC(AMZNcusip023135106)	3.5K	QoQ +2.12% (-73) YoY +5.35% (+178)	All Managers (Combined)	$666.4K	0.5% ($666.4K/$130.7M)	QoQ -11.43% (-$86.0K) YoY +11.11% (+$66.6K)
(cusip46138E511)✕	58.9K	QoQ -1.34% (-801) YoY -4.05% (-2.5K)	All Managers (Combined)	$661.2K	0.5% ($661.2K/$130.7M)	QoQ -3.99% (-$27.5K) YoY -9.38% (-$68.5K)
AGREE REALTY CORP(ADCcusip008492100)	8.6K	QoQ +1.03% (+88) YoY +5.15% (+420)	All Managers (Combined)	$660.9K	0.5% ($660.9K/$130.7M)	QoQ +10.70% (+$63.9K) YoY +42.10% (+$195.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	5.5K	QoQ -0.14% (-8) YoY -25.34% (-1.9K)	All Managers (Combined)	$653.4K	0.5% ($653.4K/$130.7M)	QoQ +10.39% (-$61.5K) YoY -23.61% (-$202.0K)
STARWOOD PROPERTY TRUST, INC.(STWDcusip85571B105)	32.9K	QoQ +1.46% (+474) YoY +2720.25% (-31.7K)	All Managers (Combined)	$649.6K	0.5% ($649.6K/$130.7M)	QoQ +5.85% (+$35.9K) YoY -5.51% (-$37.9K)
Johnson Controls International plc(JCIcusipG51502105)	7.9K	QoQ +0.55% (+44) YoY +0.91% (+72)	All Managers (Combined)	$635.2K	0.5% ($635.2K/$130.7M)	QoQ +2.06% (+$12.8K) YoY +23.75% (+$121.9K)
(cusip46435G219)✕	14.0K	QoQ +1.51% (+208) YoY +36.14% (+3.7K)	All Managers (Combined)	$628.0K	0.5% ($628.0K/$130.7M)	QoQ +3.00% (+$18.3K) YoY +36.63% (+$168.4K)
(cusip75968N309)✕	28.9K	QoQ -1.58% (-466) YoY NEW(+28.9K)	All Managers (Combined)	$622.1K	0.5% ($622.1K/$130.7M)	QoQ -5.49% (-$36.2K) YoY NEW(+$622.1K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	2.3K	QoQ +2.99% (+68) YoY +273.64% (+1.7K)	All Managers (Combined)	$618.5K	0.5% ($618.5K/$130.7M)	QoQ +13.07% (+$71.5K) YoY +24.53% (+$121.8K)