Fund Holdings

1620 INVESTMENT ADVISORS, INC.

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
TRI CONTL CORP COM(TY)091,759+91,75903,119,8102.12%+3,119,810
ARES CAPITAL CORP COM(ARCC)041,968+41,9680856,5630.58%+856,563
TORTOISE ENERGY INFRA CORP COM(TYG)018,477+18,4770796,1530.54%+796,153
MONRO INC COM20,70050,431+29,731308,637906,2450.62%+597,608
HERCULES CAPITAL INC COM(HCXY)031,063+31,0630587,4010.40%+587,401
TRUIST FINL CORP COM(TFC)6,36816,679+10,311273,792762,5520.52%+488,760
SHIFT4 PMTS INC 6 SER A CNV PREF(FOUR)04,916+4,9160466,3810.32%+466,381
VIATRIS INC COM(VTRS)53046,205+45,6754,733457,4300.31%+452,697
APPLE INC COM(AAPL)9,8259,657-1682,015,8872,459,0751.67%+443,188
VAIL RESORTS INC COM(MTN)102,531+2,5211,571378,5620.26%+376,991
CORNING INC COM(GLW)12,06312,027-36634,421986,5360.67%+352,115
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)7,2217,061-1601,635,4841,972,0671.34%+336,583
TOTALENERGIES SE SPONSORED ADS(TTE)05,572+5,5720332,5930.23%+332,593
ABBVIE INC COM(ABBV)7,6537,530-1231,420,6341,743,6021.18%+322,968
TJX COS INC NEW COM(TJX)16,87616,600-2762,084,0392,399,3901.63%+315,351
FREEDOM 100 EMERGING MARKETS ETF62,57463,700+1,1262,527,9942,822,5691.92%+294,575
POWELL INDS INC COM(POWL)3,3023,221-81694,906981,7930.67%+286,887
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS9,8897,218-2,6711,427,2791,703,8811.16%+276,602
MICROCHIP TECHNOLOGY INC. COM(MCHP)1,5635,710+4,147109,988366,6960.25%+256,708
GENERAL DYNAMICS CORP COM(GD)1,2581,753+495366,908597,7730.41%+230,865
RTX CORPORATION COM(RTX)12,20012,014-1861,781,5322,010,2371.36%+228,705
SCHWAB US DIVIDEND EQUITY ETF7,87815,880+8,002208,776433,5370.29%+224,761
JANUS HENDERSON SECURITIZED INCOME ETF37,44041,945+4,5051,970,1082,192,4901.49%+222,382
SPDR MSCI EAFE STRATEGICFACTORS ETF41,19742,421+1,2243,515,7743,729,2522.53%+213,478
SCHWAB HIGH YIELD BOND ETF07,500+7,5000200,4750.14%+200,475
BERKSHIRE HATHAWAY INC DEL CL B NEW1,6001,939+339777,516974,6040.66%+197,088
ALPHABET INC CAP STK CL A(GOOG)2,8262,813-13498,078683,9120.46%+185,834
ISHARES 7-10 YEAR TREASURY BOND ETF33,87935,447+1,5683,244,6843,419,2232.32%+174,539
BRISTOL-MYERS SQUIBB CO COM(BMY)14,10918,310+4,201653,114825,7890.56%+172,675
LINCOLN NATL CORP IND COM(LNC)19,64520,226+581679,717815,7150.55%+135,998
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF132,523135,304+2,7814,450,1454,585,4503.11%+135,305
MARATHON PETE CORP COM(MPC)5,7245,593-131950,9201,077,9250.73%+127,005
FEDERATED HERMES INC CL B(FHI)17,73017,569-161785,827912,3450.62%+126,518
DELL TECHNOLOGIES INC CL C(DELL)0882+8820125,0410.08%+125,041
UNITEDHEALTH GROUP INC COM(UNH)240578+33874,873199,5830.14%+124,710
UMB FINL CORP COM(UMBF)11978+96775115,7460.08%+115,671
MEDTRONIC PLC SHS(MDT)12,30312,434+1311,072,4531,184,2140.80%+111,761
MARVELL TECHNOLOGY INC COM(MRVL)2,1953,315+1,120169,893278,6920.19%+108,799
SPDR GOLD SHARES(GLD)9091,084+175277,090385,3290.26%+108,239
GORMAN RUPP CO COM(GRC)02,318+2,3180107,5780.07%+107,578
POWER INTEGRATIONS INC COM(POWI)02,668+2,6680107,2800.07%+107,280
GLOBALFOUNDRIES INC ORDINARY SHARES(GFS)02,984+2,9840106,9470.07%+106,947
BLACKSTONE INC COM(BX)5,2395,202-37783,739888,6930.60%+104,954
JPMORGAN CHASE & CO. COM(JPM)10,4079,897-5103,017,1313,121,7952.12%+104,664
PFIZER INC COM(PFE)38,23640,465+2,229926,8651,031,0480.70%+104,183
PALO ALTO NETWORKS INC COM(PANW)2,4402,954+514499,490601,4580.41%+101,968
WELLS FARGO CO NEW COM(WFC)01,170+1,170098,0690.07%+98,069
EQUITY RESIDENTIAL SH BEN INT(EQR)01,510+1,510097,7420.07%+97,742
GLOBAL X U.S. PREFERRED ETF16,73221,215+4,483315,074412,2050.28%+97,131
CHEVRON CORP NEW COM(CVX)7,8757,876+11,127,7261,223,0230.83%+95,297
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR(PHYS)03,109+3,109092,0890.06%+92,089
SALESFORCE INC COM(CRM)109498+38929,911117,9530.08%+88,042
TAPESTRY INC COM(TPR)6,9856,189-796613,440700,7180.48%+87,278
SERVICENOW INC COM(NOW)295+932,47487,8000.06%+85,326
JOHNSON & JOHNSON COM(JNJ)2,8182,782-36430,535515,7570.35%+85,222
COGNEX CORP COM(CGNX)2,4713,564+1,09378,380161,4490.11%+83,069
VANECK MORNINGSTAR WIDE MOAT ETF8,0948,491+397759,136841,5430.57%+82,407
NETAPP INC COM(NTAP)7,0817,055-26754,567835,7130.57%+81,146
NOVARTIS AG SPONSORED ADR(NVS)8,9589,064+1061,084,0091,162,3690.79%+78,360
JOHN HANCOCK PREFERRED INCOME ETF57,30859,087+1,7791,292,0201,369,0560.93%+77,036
RYDER SYS INC COM(R)2,6962,668-28428,664503,2920.34%+74,628
MICRON TECHNOLOGY INC COM(MU)1,3881,467+79171,078245,4680.17%+74,390
TESLA INC COM(TSLA)575576+1182,877256,0260.17%+73,149
V F CORP COM(VFC)20,73121,903+1,172243,591316,0620.21%+72,471
MAGNA INTL INC COM(MGA)7,9838,017+34308,224379,8450.26%+71,621
ASTRAZENECA PLC SPONSORED ADR(AZN)9,9449,988+44694,902766,2960.52%+71,394
HOME DEPOT INC COM(HD)2,1962,163-33805,144876,4280.60%+71,284
PEPSICO INC COM(PEP)5,0535,214+161667,300732,2880.50%+64,988
CITIZENS FINL GROUP INC COM(CFG)7,9807,914-66357,105420,7080.29%+63,603
ALTRIA GROUP INC COM(MO)7,6007,6000445,588502,0560.34%+56,468
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF47,51648,334+8182,506,9902,563,1521.74%+56,162
MICROSOFT CORP COM(MSFT)4,2974,234-632,137,8422,192,9731.49%+55,131
PRIMO BRANDS CORPORATION CLASS A COM SHS(PRMB)02,460+2,460054,3660.04%+54,366
HA SUSTAINABLE INFRA CAP INC COM(HASI)13,96513,964-1375,105428,7010.29%+53,596
RPM INTL INC COM(RPM)6,3976,416+19702,728756,2880.51%+53,560
DUPONT DE NEMOURS INC COM(DD)5,9485,909-39407,973460,3110.31%+52,338
TERADYNE INC COM(TER)1,0731,079+696,484148,5140.10%+52,030
TELADOC HEALTH INC COM(TDOC)06,721+6,721051,9530.04%+51,953
EPAM SYS INC COM(EPAM)429840+41175,856126,6640.09%+50,808
LAM RESEARCH CORP COM NEW(LRCX)1,4771,452-25143,771194,4230.13%+50,652
THERMO FISHER SCIENTIFIC INC COM(TMO)678671-7274,902325,4480.22%+50,546
GLOBAL X EMERGING MARKETS BOND ETF14,77416,593+1,819344,552394,7490.27%+50,197
GARMIN LTD SHS(GRMN)2,2202,085-135463,464513,2480.35%+49,784
UNITED THERAPEUTICS CORP DEL COM(UTHR)386383-3110,917160,5570.11%+49,640
RALPH LAUREN CORP CL A(RL)1,7891,723-66490,687540,2640.37%+49,577
NUVEEN MASSACHUSETS QLT MUN FD COM04,252+4,252049,5360.03%+49,536
VALERO ENERGY CORP COM(VLO)1,3761,375-1184,962234,1080.16%+49,146
DOMINION ENERGY INC COM(D)9,0029,121+119508,793557,9320.38%+49,139
BANK NOVA SCOTIA HALIFAX COM4,5574,650+93251,865300,6230.20%+48,758
SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF28,36929,005+6361,224,7581,273,4820.86%+48,724
EXPEDIA GROUP INC COM NEW(EXPE)955977+22161,089208,8340.14%+47,745
VANECK FALLEN ANGEL HIGH YIELD BOND ETF51,34452,171+8271,503,3601,551,0571.05%+47,697
OKTA INC CL A(OKTA)7641,351+58776,377123,8870.08%+47,510
ISHARES PREFERRED & INCOME SECURITIES ETF01,400+1,400044,2680.03%+44,268
BEST BUY INC COM(BBY)3,8583,989+131258,988301,6480.20%+42,660
T. ROWE PRICE FLOATING RATE ETF10,41211,230+818535,490577,8450.39%+42,355
SYSCO CORP COM(SYY)4,7784,904+126361,907403,8180.27%+41,911
ANALOG DEVICES INC COM(ADI)493639+146117,411157,0720.11%+39,661
LENNAR CORP CL A(LEN)1,2441,403+159137,624176,8620.12%+39,238
MKS INC. COM(MKSI)1,7001,679-21168,977207,7670.14%+38,790
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