Fund Holdings

1620 INVESTMENT ADVISORS, INC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
MARATHON PETE CORP COM(MPC)5,5245,569+45898,4721,359,9940.92%+461,522
CHEVRON CORP NEW COM(CVX)7,9397,912-271,210,0951,637,1451.11%+427,050
EXXON MOBIL CORP COM5,4525,4520656,094924,9860.63%+268,892
STANLEY BLACK & DECKER INC COM(SWK)03,728+3,7280264,9120.18%+264,912
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)7,0117,037+262,130,5732,378,1541.61%+247,581
CHENIERE ENERGY INC COM NEW(LNG)2,4572,541+84477,616721,0340.49%+243,418
FREEDOM 100 EMERGING MARKETS ETF
FREEDOM 100 EM
62,13162,240+1093,185,4613,401,4212.30%+215,960
SPDR MSCI EAFE STRATEGICFACTORS ETF
ST STR MSCI EAFE
42,63143,503+8723,865,4274,057,6012.74%+192,174
TORTOISE ENERGY INFRA CORP COM(TYG)18,50618,838+332756,916939,0990.64%+182,183
WORKDAY INC CL A(WDAY)161,232+1,2163,436160,0610.11%+156,625
TOTALENERGIES SE SPONSORED ADS(TTE)5,5635,623+60363,931511,5810.35%+147,650
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
139,475144,987+5,5124,715,6594,862,8793.29%+147,220
BOSTON BEER INC CL A(SAM)9901,469+479193,179338,4580.23%+145,279
NOVARTIS AG SPONSORED ADR(NVS)9,0349,094+601,245,5191,389,1100.94%+143,591
GILEAD SCIENCES INC COM(GILD)6,4756,672+197794,760929,8980.63%+135,138
CLEAR SECURE INC COM CL A(YOU)02,751+2,7510133,1760.09%+133,176
BRISTOL-MYERS SQUIBB CO COM(BMY)16,99417,306+312916,6661,049,6200.71%+132,954
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
ORD SHS
4,4333,455-9781,220,8041,353,5310.92%+132,727
PFIZER INC COM(PFE)36,36736,738+371905,5631,031,6310.70%+126,068
VALERO ENERGY CORP COM(VLO)1,3751,371-4223,836338,7470.23%+114,911
SOUTHERN CO COM(SO)11,35911,423+64990,5751,102,6260.75%+112,051
EATON CORP PLC SHS(ETN)2,8022,803+1892,4651,002,5490.68%+110,084
WILLIAMS COS INC COM(WMB)8,2418,2410495,367599,7800.41%+104,413
JOHNSON & JOHNSON COM(JNJ)2,7862,784-2576,679680,6580.46%+103,979
QNITY ELECTRONICS INC COMMON STOCK(Q)3,2073,139-68261,852362,1780.24%+100,326
JOHNSON CTLS INTL PLC SHS
SHS
7,8347,894+60938,1491,033,7490.70%+95,600
TJX COS INC NEW COM(TJX)16,09316,074-192,472,0732,567,0471.74%+94,974
RUBRIK INC. CL A(RBRK)01,895+1,895092,7980.06%+92,798
FEDERATED HERMES INC CL B(FHI)17,04417,234+190887,481977,3400.66%+89,859
CHIPOTLE MEXICAN GRILL INC COM(CMG)82,739+2,73129687,6750.06%+87,379
GUIDEWIRE SOFTWARE INC COM(GWRE)0581+581086,8940.06%+86,894
ENTERPRISE PRODS PARTNERS L P COM(EPD)13,31113,547+236426,776512,6490.35%+85,873
ANTERO RESOURCES CORP COM(AR)01,971+1,971083,6490.06%+83,649
WARNER MUSIC GROUP CORP COM CL A(WMG)03,263+3,263083,3370.06%+83,337
DUPONT DE NEMOURS INC COM(DD)5,8796,968+1,089236,336319,1340.22%+82,798
ISHARES 7-10 YEAR TREASURY BOND ETF36,15537,291+1,1363,476,7123,559,0732.41%+82,361
Hubspot Inc(HUBS)0325+325079,3330.05%+79,333
ASTRAZENECA PLC SPONSORED ADR(AZN)9,9325,029-4,903913,069991,9390.67%+78,870
Freshpet Inc(FRPT)01,330+1,330078,4170.05%+78,417
PINNACLE WEST CAP CORP COM(PNW)5,2405,377+137464,788541,7330.37%+76,945
AIR PRODS & CHEMS INC COM1,2391,315+76306,058381,9940.26%+75,936
PEPSICO INC COM(PEP)5,2035,285+82746,769820,7290.56%+73,960
TAPESTRY INC COM(TPR)5,9815,925-56764,320836,2170.57%+71,897
CLOROX CO DEL COM(CLX)1,5792,211+632159,211229,1260.15%+69,915
TEXAS INSTRS INC COM(TXN)2,1022,234+132364,676433,7090.29%+69,033
HA SUSTAINABLE INFRA CAP INC COM(HASI)11,38511,606+221357,837426,5280.29%+68,691
THE TRADE DESK INC COM CL A(TTD)1,7675,871+4,10467,089133,2210.09%+66,132
REGAL REXNORD CORPORATION COM(RRX)1,0211,116+95143,267208,9820.14%+65,715
SOLSTICE ADVANCED MATLS INC COM SHS(SOLS)2,3542,350-4114,357178,9760.12%+64,619
NEXTPOWER INC CLASS A COM1,9751,957-18172,042235,9160.16%+63,874
ONEOK INC NEW COM(OKE)4,1974,103-94308,480370,8700.25%+62,390
MKS INC. COM(MKSI)893888-5142,806204,2220.14%+61,416
ENTEGRIS INC COM(ENTG)1,9381,888-50163,277221,3490.15%+58,072
APPLIED MATLS INC COM6836830175,524233,4430.16%+57,919
GARMIN LTD SHS(GRMN)2,0092,006-3407,629465,5300.31%+57,901
SCHWAB US TIPS ETF89,48291,203+1,7212,370,3972,426,9301.64%+56,533
MONDELEZ INTL INC CL A(MDLZ)12,36012,455+95665,351717,9190.49%+52,568
TOAST INC CL A(TOST)2,5185,290+2,77289,414140,2380.09%+50,824
HASBRO INC COM(HAS)4,3694,3690358,258408,9380.28%+50,680
JANUS HENDERSON SECURITIZED INCOME ETF
HEND SECU IN ETF
43,56544,929+1,3642,268,0342,316,1371.57%+48,103
CONSTELLATION BRANDS INC CL A(STZ)2,6162,721+105360,966408,2180.28%+47,252
ALTRIA GROUP INC COM(MO)5,6535,6530325,952373,0410.25%+47,089
VANGUARD S&P 500 ETF114198+8471,493118,3150.08%+46,822
LEAR CORP COM NEW(LEA)5,7755,852+77661,815708,5600.48%+46,745
DOMINION ENERGY INC COM(D)9,1219,396+275534,399580,8610.39%+46,462
COGNEX CORP COM(CGNX)3,5253,505-20126,830171,7100.12%+44,880
MARVELL TECHNOLOGY INC COM(MRVL)3,3153,279-36281,709324,7850.22%+43,076
DELL TECHNOLOGIES INC CL C(DELL)1,0881,096+8136,957179,8860.12%+42,929
FEDEX CORP COM(FDX)663658-5191,606234,4800.16%+42,874
WAYSTAR HOLDING CORP(WAY)2,3664,991+2,62577,487120,3330.08%+42,846
DIAMONDBACK ENERGY INC COM(FANG)952940-12143,191186,0240.13%+42,833
GENERAC HLDGS INC COM(GNRC)747738-9101,868144,1540.10%+42,286
OUTFRONT MEDIA INC COM NEW(OUT)23,04022,540-500555,264597,3100.40%+42,046
JOHN HANCOCK PREFERRED INCOME ETF
PFD INCOME ETF
62,45664,970+2,5141,426,3091,467,0400.99%+40,731
POWER INTEGRATIONS INC COM(POWI)2,6922,657-3595,674136,0380.09%+40,364
FEDERATED HERMES MDT LARGE CAP CORE ETF
MDT LARGE CAP
01,300+1,300040,1060.03%+40,106
FLEX LNG LTD SHS(FLNG)7,3977,554+157184,555224,4290.15%+39,874
UNITED THERAPEUTICS CORP DEL COM(UTHR)384381-3187,104225,9250.15%+38,821
MILLER INDS INC TENN COM NEW4,0614,156+95151,770189,3190.13%+37,549
DIAMONDROCK HOSPITALITY CO COM(DRH)68,04869,068+1,020609,710647,1670.44%+37,457
VERIZON COMMUNICATIONS INC COM(VZ)24,40320,535-3,868993,9671,030,8970.70%+36,930
SCOTTS MIRACLE-GRO CO CL A(SMG)7,5227,785+263438,909473,4060.32%+34,497
SPDR GOLD SHARES(GLD)1,1051,096-9437,923471,5980.32%+33,675
AGREE RLTY CORP COM9,4839,508+25683,121716,7760.48%+33,655
GORMAN RUPP CO COM(GRC)2,3022,304+2109,921143,1480.10%+33,227
DARDEN RESTAURANTS INC COM(DRI)2,1902,218+28403,004434,8170.29%+31,813
ANALOG DEVICES INC COM(ADI)671666-5182,052211,9710.14%+29,919
T. ROWE PRICE FLOATING RATE ETF
FLOATING RATE
12,13512,977+842623,798653,5330.44%+29,735
TECHNIPFMC PLC COM(FTI)1,1961,196053,29482,6790.06%+29,385
GLOBALFOUNDRIES INC ORDINARY SHARES(GFS)3,0143,019+5105,249134,2850.09%+29,036
GLOBAL X U.S. PREFERRED ETF
US PFD ETF
22,56924,738+2,169426,784455,1900.31%+28,406
SLB LIMITED COM STK(SLB)2,2562,235-2186,585114,8570.08%+28,272
Q2 HLDGS INC COM(QTWO)1,3792,669+1,29099,509126,2440.09%+26,735
ENBRIDGE INC COM(ENB)3,8023,852+50181,850208,5470.14%+26,697
LOCKHEED MARTIN CORP COM(LMT)241237-4116,564143,2400.10%+26,676
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
INVSCO BLSH 28
01,300+1,300026,5500.02%+26,550
DIMENSIONAL CORE FIXED INCOME ETF
CORE FIXE IN ETF
1,4002,025+62559,58485,4960.06%+25,912
RYDER SYS INC COM(R)2,6632,615-48509,672535,3170.36%+25,645
VANGUARD FTSE DEVELOPED MARKETS ETF0391+391025,0550.02%+25,055
PERMIAN RESOURCES CORP CLASS A COM(PR)3,4283,428048,09573,0850.05%+24,990
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