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Livermore
Livermore
ZHEN

1620 Investment Advisors, Inc.

SEC CIK
0001907281
Latest filing
Jul 14, 2026

The latest 13F from 1620 Investment Advisors, Inc. covers Q2 2026 (filed Jul 14, 2026): 677 long positions worth $161.5M. The top 10 holdings make up 22.3% of the portfolio, and the largest is State Street SPDR Portfolio Intermediate Term Corporate Bond ETF at 3.1%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
45
Est. +$6.47M
Added
127
Est. +$4.64M
Reduced
221
Est. −$13.1M
Sold out
26
Est. −$296.1K

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375
    3.1%$4.98M
  2. Ea Series Trust02072L607
    2.7%$4.36M
  3. SPDR Index Shs FDS78463X434
    2.6%$4.20M
  4. iShares Tr464288646
    2.4%$3.80M
  5. iShares Tr464287440
    2.2%$3.59M

Share of portfolio

Top 5 holdings and the other 672 positions, by share of portfolio value

  1. State Street SPDR Portfolio Intermediate Term Corporate Bond ETF3.1%
  2. Ea Series Trust2.7%
  3. SPDR Index Shs FDS2.6%
  4. iShares Tr2.4%
  5. iShares Tr2.2%
  6. Other 672 positions87.0%

Biggest buys

New and added positions, by estimated amount bought

  1. American Centy ETF Tr025072372
    +$3.43MNew
  2. iShares Tr464288646
    +$1.25MAdded
  3. Federated Hermes ETF Trust31423L503
    +$717.3KAdded
  4. SPGSimon Property Group Inc.
    +$393.2KNewHistory
  5. LAMRLamar Advertising Co
    +$379.5KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. American Centy ETF Tr025072372
    +2.13 pp0.0% → 2.1%
  2. iShares Tr464288646
    +0.63 pp1.7% → 2.4%
  3. Federated Hermes ETF Trust31423L503
    +0.45 pp<0.1% → 0.5%
  4. SPGSimon Property Group Inc.
    +0.24 pp0.0% → 0.2%History
  5. LAMRLamar Advertising Co
    +0.24 pp0.0% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. STXSeagate Technology Holdings plc
    −$1.93MReducedHistory
  2. TSMTaiwan Semiconductor Manufacturing Co Ltd
    −$837.2KReducedHistory
  3. POWLPowell Industries Inc
    −$753.4KReducedConverted for a 3-for-1 splitHistory
  4. MRVLMarvell Technology, Inc.
    −$654.2KReducedHistory
  5. PANWPalo Alto Networks Inc
    −$482.7KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CVXChevron Corp
    −0.34 pp1.1% → 0.8%History
  2. TJXTJX Companies Inc
    −0.33 pp1.7% → 1.4%History
  3. PIMCO Active Bond Exchange-Traded Fund72201R775
    −0.24 pp0.7% → 0.4%
  4. XOMExxonMobil Holdings Corp
    −0.23 pp0.6% → 0.4%History
  5. VZVerizon Communications Inc
    −0.21 pp0.7% → 0.5%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$161.5M
+$13.6M (+9.2%) vs. prior quarter
Positions
677
+19 vs. prior quarter
Top 10 concentration
22.3%
Top 10 as share of value
Turnover
7.2%
Q2 2026, one quarter
Average holding period
13.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $161.5M (Q2 2026)

Q4 2021: $89.3MQ1 2022: $91.9MQ2 2022: $72.5MQ3 2022: $67.8MQ4 2022: $82.1MQ1 2023: $82.9MQ2 2023: $88.3MQ3 2023: $86.2MQ4 2023: $90.9MQ1 2024: $97.8MQ2 2024: $130.5MQ3 2024: $137.8MQ4 2024: $131.9MQ1 2025: $130.6MQ2 2025: $141.0MQ3 2025: $147.3MQ4 2025: $150.0MQ1 2026: $147.8MQ2 2026: $161.5M
Q4 2021Q2 2026
13F filings of 1620 Investment Advisors, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 14, 2026677$161.5MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFEa Series TrustSPDR Index Shs FDSvs. Q1 2026SEC
Q1 2026May 13, 2026658$147.8MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFSPDR Index Shs FDSiShares Trvs. Q4 2025SEC
Q4 2025Feb 5, 2026647$150.0MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFSPDR Index Shs FDSiShares Trvs. Q3 2025SEC
Q3 2025Oct 7, 2025649$147.3MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFSPDR Index Shs FDSiShares Trvs. Q2 2025SEC
Q2 2025Aug 7, 2025681$141.0MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFSPDR Index Shs FDSiShares Trvs. Q1 2025SEC
Q1 2025May 14, 2025687$130.6MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFSPDR Series TrustiShares Trvs. Q4 2024SEC
Q4 2024Feb 11, 2025702$131.9MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares TrSPDR Series Trustvs. Q3 2024SEC
Q3 2024Oct 25, 2024705$137.8MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares TrSPDR Index Shs FDSvs. Q2 2024SEC
Q2 2024Jul 23, 2024596$130.5MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares TrSPDR Index Shs FDSvs. Q1 2024SEC
Q1 2024May 13, 2024144$97.8MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares TrSPDR Index Shs FDSvs. Q4 2023SEC
Q4 2023Feb 9, 2024136$90.9MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares TrSPDR Index Shs FDSvs. Q3 2023SEC
Q3 2023Nov 9, 2023141$86.2MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares TrSPDR Index Shs FDSvs. Q2 2023SEC
Q2 2023Aug 14, 2023138$88.3MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares TrSPDR Index Shs FDSvs. Q1 2023SEC
Q1 2023May 10, 2023130$82.9MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares TrTYvs. Q4 2022SEC
Q4 2022Feb 14, 2023134$82.1MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares TrTYvs. Q3 2022SEC
Q3 2022Nov 14, 2022119$67.8MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares TrTYvs. Q2 2022SEC
Q2 2022Aug 9, 2022126$72.5MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares TrTYvs. Q1 2022SEC
Q1 2022May 16, 2022124$91.9MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares Tips Bond ETFTYvs. Q4 2021SEC
Q4 2021May 16, 2022118$89.3MState Street SPDR Portfolio Intermediate Term Corporate Bond ETFiShares Tips Bond ETFTY–SEC