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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CATERPILLAR INC

CAT|149123101

Shares:942

Value:$310.5K

% of Portfolio:0.2% ($310.5K/$130.7M)

V F CORP

VFC|918204108

Shares:19.9K

Value:$308.9K

% of Portfolio:0.2% ($308.9K/$130.7M)

GRAPHIC PACKAGING HOLDING CO

GPK|388689101

Shares:11.6K

Value:$301.5K

% of Portfolio:0.2% ($301.5K/$130.7M)

INNOVATIVE INDUSTRIAL PROPERTIES INC

IIPR|45781V101

Shares:5.6K

Value:$300.3K

% of Portfolio:0.2% ($300.3K/$130.7M)

92189F387

Shares:13.2K

Value:$297.3K

% of Portfolio:0.2% ($297.3K/$130.7M)

SAPIENS INTERNATIONAL CORP N V

SPNS|G7T16G103

Shares:10.5K

Value:$283.9K

% of Portfolio:0.2% ($283.9K/$130.7M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:808

Value:$279.0K

% of Portfolio:0.2% ($279.0K/$130.7M)

MAGNA INTERNATIONAL INC

MGA|559222401

Shares:8.0K

Value:$270.4K

% of Portfolio:0.2% ($270.4K/$130.7M)

HASBRO, INC.

HAS|418056107

Shares:4.4K

Value:$268.6K

% of Portfolio:0.2% ($268.6K/$130.7M)

Compass Diversified Holdings

CODI|20451Q104

Shares:14.3K

Value:$266.8K

% of Portfolio:0.2% ($266.8K/$130.7M)

Four Corners Property Trust, Inc.

FCPT|35086T109

Shares:9.2K

Value:$264.8K

% of Portfolio:0.2% ($264.8K/$130.7M)

37954Y657

Shares:13.5K

Value:$257.8K

% of Portfolio:0.2% ($257.8K/$130.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:889

Value:$256.2K

% of Portfolio:0.2% ($256.2K/$130.7M)

20451Q203

Shares:11.5K

Value:$254.2K

% of Portfolio:0.2% ($254.2K/$130.7M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:6.1K

Value:$251.4K

% of Portfolio:0.2% ($251.4K/$130.7M)

46435G268

Shares:4.0K

Value:$250.8K

% of Portfolio:0.2% ($250.8K/$130.7M)

46138G508

Shares:11.7K

Value:$241.4K

% of Portfolio:0.2% ($241.4K/$130.7M)

H&R BLOCK INC

HRB|093671105

Shares:4.0K

Value:$220.8K

% of Portfolio:0.2% ($220.8K/$130.7M)

808524797

SCHD|808524797

Shares:7.9K

Value:$220.2K

% of Portfolio:0.2% ($220.2K/$130.7M)

BOSTON BEER CO INC

SAM|100557107

Shares:916

Value:$218.8K

% of Portfolio:0.2% ($218.8K/$130.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CATERPILLAR INC(CATcusip149123101)	942	QoQ -1.67% (-16) YoY +1.61% (-15)	All Managers (Combined)	$310.5K	0.2% ($310.5K/$130.7M)	QoQ -10.60% (-$36.8K) YoY -8.58% (-$29.2K)
V F CORP(VFCcusip918204108)	19.9K	QoQ +2.59% (-503) YoY NEW(+19.9K)	All Managers (Combined)	$308.9K	0.2% ($308.9K/$130.7M)	QoQ -25.80% (-$107.4K) YoY NEW(+$308.9K)
GRAPHIC PACKAGING HOLDING CO(GPKcusip388689101)	11.6K	QoQ +4.03% (-450) YoY +6.92% (-752)	All Managers (Combined)	$301.5K	0.2% ($301.5K/$130.7M)	QoQ -0.56% (-$1.7K) YoY -4.87% (-$15.5K)
INNOVATIVE INDUSTRIAL PROPERTIES INC(IIPRcusip45781V101)	5.6K	QoQ -2.33% (-133) YoY -4.42% (-257)	All Managers (Combined)	$300.3K	0.2% ($300.3K/$130.7M)	QoQ -20.73% (-$78.5K) YoY -50.07% (-$301.1K)
(cusip92189F387)✕	13.2K	QoQ +5.38% (+675) YoY +7.83% (+960)	All Managers (Combined)	$297.3K	0.2% ($297.3K/$130.7M)	QoQ +5.42% (+$15.3K) YoY +8.21% (+$22.6K)
SAPIENS INTERNATIONAL CORP N V(SPNScusipG7T16G103)	10.5K	QoQ -4.90% (-540) YoY +5.77% (-572)	All Managers (Combined)	$283.9K	0.2% ($283.9K/$130.7M)	QoQ -4.12% (-$12.2K) YoY -24.32% (-$91.3K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	808	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$279.0K	0.2% ($279.0K/$130.7M)	QoQ +21.62% (+$49.6K) YoY +38.07% (+$76.9K)
MAGNA INTERNATIONAL INC(MGAcusip559222401)	8.0K	QoQ +1.27% (-100) YoY NEW(+8.0K)	All Managers (Combined)	$270.4K	0.2% ($270.4K/$130.7M)	QoQ -17.62% (-$57.9K) YoY NEW(+$270.4K)
HASBRO, INC.(HAScusip418056107)	4.4K	QoQ -0.68% (-30) YoY NEW(+4.4K)	All Managers (Combined)	$268.6K	0.2% ($268.6K/$130.7M)	QoQ +9.23% (-$22.7K) YoY NEW(+$268.6K)
Compass Diversified Holdings(CODIcusip20451Q104)	14.3K	QoQ -0.59% (-85) YoY +1.50% (-212)	All Managers (Combined)	$266.8K	0.2% ($266.8K/$130.7M)	QoQ -19.58% (-$65.0K) YoY -21.26% (-$72.1K)
Four Corners Property Trust, Inc.(FCPTcusip35086T109)	9.2K	QoQ +0.97% (+89) YoY +5.80% (+506)	All Managers (Combined)	$264.8K	0.2% ($264.8K/$130.7M)	QoQ +6.77% (+$16.8K) YoY +24.09% (+$51.4K)
(cusip37954Y657)✕	13.5K	QoQ +44.21% (+4.2K) YoY NEW(+13.5K)	All Managers (Combined)	$257.8K	0.2% ($257.8K/$130.7M)	QoQ +40.74% (+$74.6K) YoY NEW(+$257.8K)
SPDR GOLD TRUST(GLDcusip78463V107)	889	QoQ +8.67% (+71) YoY NEW(+889)	All Managers (Combined)	$256.2K	0.2% ($256.2K/$130.7M)	QoQ +29.33% (+$58.1K) YoY NEW(+$256.2K)
(cusip20451Q203)✕	11.5K	QoQ +22.30% (+2.1K) YoY NEW(+11.5K)	All Managers (Combined)	$254.2K	0.2% ($254.2K/$130.7M)	QoQ +15.17% (+$33.5K) YoY NEW(+$254.2K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	6.1K	QoQ -0.85% (-53) YoY -1.62% (-101)	All Managers (Combined)	$251.4K	0.2% ($251.4K/$130.7M)	QoQ -5.95% (-$15.9K) YoY +3.84% (-$9.3K)
(cusip46435G268)✕	4.0K	QoQ +7.62% (-284) YoY NEW(+4.0K)	All Managers (Combined)	$250.8K	0.2% ($250.8K/$130.7M)	QoQ -1.02% (-$2.6K) YoY NEW(+$250.8K)
(cusip46138G508)✕	11.7K	QoQ -0.96% (-114) YoY +1.85% (-212)	All Managers (Combined)	$241.4K	0.2% ($241.4K/$130.7M)	QoQ -2.70% (-$6.7K) YoY -0.31% (-$764)
H&R BLOCK INC(HRBcusip093671105)	4.0K	QoQ -8.57% (-377) YoY -52.27% (-4.4K)	All Managers (Combined)	$220.8K	0.2% ($220.8K/$130.7M)	QoQ -4.99% (-$11.6K) YoY -46.63% (-$193.0K)
(SCHDcusip808524797)	7.9K	QoQ +0.02% (+2) YoY NEW(+7.9K)	All Managers (Combined)	$220.2K	0.2% ($220.2K/$130.7M)	QoQ +2.36% (+$5.1K) YoY NEW(+$220.2K)
BOSTON BEER CO INC(SAMcusip100557107)	916	QoQ +0.77% (-7) YoY NEW(+916)	All Managers (Combined)	$218.8K	0.2% ($218.8K/$130.7M)	QoQ -19.76% (-$53.9K) YoY NEW(+$218.8K)