Fund Holdings

1620 INVESTMENT ADVISORS, INC.

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
AVANTIS EMERGING MARKETS VALUE ETF052,320+52,32003,432,1922.13%+3,432,192
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF48,48672,427+23,9412,548,4393,795,9212.35%+1,247,482
FREEDOM 100 EMERGING MARKETS ETF62,24059,857-2,3833,401,4214,363,6072.70%+962,186
CORNING INC COM(GLW)7,0726,623-449961,6511,691,8471.05%+730,196
FEDERATED HERMES MDT LARGE CAP CORE ETF1,30021,716+20,41640,106762,9790.47%+722,873
SIMON PPTY GROUP INC NEW COM(SPG)01,758+1,7580393,1770.24%+393,177
LAMAR ADVERTISING CO CL A(LAMR)02,433+2,4330379,4990.24%+379,499
OAKMARK U.S. LARGE CAP ETF013,356+13,3560376,2390.23%+376,239
NETAPP INC COM(NTAP)7,2017,193-8737,3931,113,3140.69%+375,921
BLACKSTONE INC COM(BX)5,2448,070+2,826603,076949,6670.59%+346,591
DELL TECHNOLOGIES INC CL C(DELL)1,0961,080-16179,886465,9770.29%+286,091
APPLIED MATLS INC COM6836830233,443493,8090.31%+260,366
APPLE INC COM(AAPL)9,4159,114-3012,389,4552,637,3811.63%+247,926
TEXAS INSTRS INC COM(TXN)2,2342,284+50433,709680,7920.42%+247,083
GMO INTERNATIONAL VALUE ETF06,549+6,5490245,4620.15%+245,462
JPMORGAN CHASE & CO COM(JPM)8,8808,618-2622,612,3332,821,0951.75%+208,762
ALPHABET INC CAP STK CL A(GOOG)2,7312,722-9785,411972,8660.60%+187,455
MORNINGSTAR INC COM(MORN)01,190+1,1900185,6640.11%+185,664
TRI CONTL CORP COM(TY)92,65090,360-2,2902,926,8413,110,2231.93%+183,382
DIAMONDROCK HOSPITALITY CO COM(DRH)69,06868,135-933647,167829,8840.51%+182,717
OKTA INC CL A(OKTA)1,5492,224+675121,922303,4650.19%+181,543
DUPONT DE NEMOURS INC COMMON STOCK(DD)6,9683,667-3,301319,134497,3920.31%+178,258
INVITATION HOMES INC COM(INVH)21,93923,763+1,824545,199717,8980.44%+172,699
MKS INC. COM(MKSI)888832-56204,222370,3650.23%+166,143
ABBVIE INC COM(ABBV)7,5337,146-3871,638,4511,798,3341.11%+159,883
BEST BUY INC COM(BBY)3,6845,223+1,539236,513396,3210.25%+159,808
PALO ALTO NETWORKS INC COM(PANW)3,5022,087-1,415561,573711,9900.44%+150,417
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)7,0375,284-1,7532,378,1542,523,4801.56%+145,326
STATE STREET MSCI EAFE STRATEGICFACTORS ETF43,50343,724+2214,057,6014,198,2052.60%+140,604
TRIMBLE INC COM(TRMB)02,692+2,6920137,7770.09%+137,777
HENRY JACK & ASSOC INC COM(JKHY)0990+9900136,3630.08%+136,363
VULCAN MATLS CO COM(VMC)0455+4550134,2300.08%+134,230
EPR PPTYS COM SH BEN INT(EPR)21,97121,172-7991,097,6791,228,2230.76%+130,544
VEEVA SYS INC CL A COM(VEEV)0733+7330130,0860.08%+130,086
COMPASS INC CL A(COMP)22,96523,749+784167,874292,8250.18%+124,951
CISCO SYS INC COM(CSCO)3,0373,0370235,641356,7260.22%+121,085
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF144,987148,865+3,8784,862,8794,981,0473.09%+118,168
JOHNSON CTLS INTL PLC SHS7,8947,867-271,033,7491,149,4810.71%+115,732
SHIFT4 PMTS INC CL A(FOUR)3,3315,330+1,999145,690259,2800.16%+113,590
MICROSOFT CORP COM(MSFT)4,1794,447+2681,547,2911,658,8541.03%+111,563
AMKOR TECHNOLOGY INC COM3,0672,884-183138,107248,6870.15%+110,580
BNY MELLON MUNICIPAL INTERMEDIATE ETF04,104+4,1040108,5180.07%+108,518
AMAZON COM INC COM(AMZN)3,3363,350+14694,800798,4510.49%+103,651
RALPH LAUREN CORP CL A(RL)1,7161,727+11590,287693,2350.43%+102,948
ALEXANDRIA REAL ESTATE EQ INC COM01,939+1,9390102,4760.06%+102,476
COUSINS PPTYS INC COM NEW(CUZ)14,46114,215-246326,385426,1820.26%+99,797
STANLEY BLACK & DECKER INC COM(SWK)3,7283,872+144264,912364,4330.23%+99,521
CVS HEALTH CORP COM(CVS)2,7302,857+127196,069295,5570.18%+99,488
TRAVELERS COMPANIES INC COM(TRV)2,3462,374+28684,480783,9290.49%+99,449
TOAST INC CL A(TOST)5,2908,498+3,208140,238236,4140.15%+96,176
NEWTEKONE INC COM NEW24,63724,6370269,775364,8740.23%+95,099
ADVANCED MICRO DEVICES INC COM(AMD)497333-164101,128193,6870.12%+92,559
MANHATTAN ASSOCIATES INC COM(MANH)0654+654091,0700.06%+91,070
UNITEDHEALTH GROUP INC COM(UNH)578593+15156,401246,4690.15%+90,068
MAGNA INTL INC COM(MGA)8,3028,417+115463,335552,6600.34%+89,325
RPM INTL INC COM(RPM)6,5126,608+96647,367734,5620.45%+87,195
CARDINAL HEALTH INC COM(CAH)2,3852,485+100503,974590,3370.37%+86,363
ISHARES RUSSELL MIDCAP ETF0762+762084,0640.05%+84,064
BANK NOVA SCOTIA B C COM4,6744,692+18323,955407,4530.25%+83,498
CITIZENS FINL GROUP INC COM(CFG)8,0108,045+35480,360563,7130.35%+83,353
LEAR CORP COM NEW(LEA)5,8525,898+46708,560790,7740.49%+82,214
POWER INTEGRATIONS INC COM(POWI)2,6572,563-94136,038214,6770.13%+78,639
GENERAC HLDGS INC COM(GNRC)738759+21144,154222,2430.14%+78,089
TWILIO INC CL A(TWLO)1,0711,024-47134,753211,2820.13%+76,529
ISHARES RUSSELL 2500 ETF4,6114,677+66352,050428,5540.27%+76,504
NVIDIA CORPORATION COM(NVDA)9861,238+252172,070247,8390.15%+75,769
TG THERAPEUTICS INC COM(TGTX)3,9163,735-181130,090205,2010.13%+75,111
HOME DEPOT INC COM(HD)2,1832,245+62717,969791,7690.49%+73,800
KLA CORP COM NEW(KLAC)45458+41367,511138,3370.09%+70,826
GORMAN RUPP CO COM(GRC)2,3042,331+27143,148213,8460.13%+70,698
COGNEX CORP COM(CGNX)3,5053,318-187171,710240,2900.15%+68,580
EQUITY RESIDENTIAL SH BEN INT(EQR)1,6062,361+75594,995160,3830.10%+65,388
SCOTTS MIRACLE-GRO CO CL A(SMG)7,7857,909+124473,406538,6820.33%+65,276
NEUROCRINE BIOSCIENCES INC COM(NBIX)787997+210103,679168,0290.10%+64,350
JOHN HANCOCK PREFERRED INCOME ETF64,97067,434+2,4641,467,0401,530,7470.95%+63,707
WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND01,168+1,168062,8270.04%+62,827
GXO LOGISTICS INCORPORATED COMMON STOCK(GXO)4,0365,343+1,307209,267270,8900.17%+61,623
CLOROX CO DEL COM(CLX)2,2113,044+833229,126290,5190.18%+61,393
MARATHON PETE CORP COM(MPC)5,5695,557-121,359,9941,420,9210.88%+60,927
MAGNITE INC COM(MGNI)9,5539,097-456113,490172,6610.11%+59,171
DOMINION ENERGY INC COM(D)9,3969,372-24580,861640,0140.40%+59,153
TRUIST FINL CORP COM(TFC)14,33214,382+50658,876716,5480.44%+57,672
SANDISK CORP COM(SNDK)3535022,23779,5810.05%+57,344
GLOBAL X U.S. PREFERRED ETF24,73827,336+2,598455,190510,9270.32%+55,737
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF8652,317+1,45230,73386,3310.05%+55,598
RUBRIK INC. CL A(RBRK)1,8951,823-7292,798146,3500.09%+53,552
PDF SOLUTIONS INC COM(PDFS)3,8272,521-1,306125,181178,4620.11%+53,281
SERVICENOW INC COM(NOW)5021,061+55952,487105,3390.07%+52,852
REGAL REXNORD CORPORATION COM(RRX)1,1161,097-19208,982261,2940.16%+52,312
TANGER INC COM(SKT)10,66210,498-164362,302414,3640.26%+52,062
SHIFT4 PMTS INC 6 SER A CNV PREF(FOUR)4,7204,879+159253,181303,8150.19%+50,634
ANALOG DEVICES INC COM(ADI)666660-6211,971262,2440.16%+50,273
SYSCO CORP COM(SYY)3,6733,736+63262,041312,3080.19%+50,267
NOVARTIS AG SPONSORED ADR(NVS)9,0949,183+891,389,1101,439,1610.89%+50,051
BNY MELLON MUNICIPAL SHORT DURATION ETF01,956+1,956049,9560.03%+49,956
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS3,4551,454-2,0011,353,5311,403,1100.87%+49,579
MICRON TECHNOLOGY INC COM(MU)518194-324175,020223,9980.14%+48,978
INNOVATIVE INDL PPTYS INC COM(IIPR)4,3364,270-66217,534264,7040.16%+47,170
FIDELITY HIGH DIVIDEND ETF0672+672044,8400.03%+44,840
ELI LILLY & CO COM(LLY)153154+1141,415185,6120.11%+44,197
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