Long-term investor

1620 Investment Advisors, Inc. @1620investmentadvisorsin

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001907281).

Record

  • Tracked since 2025-06-30 (441 days), 74 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.3% · 6 months n/a · 1 year +14.1% · all +14.1%
  • Max drawdown n/a · win rate 28% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SPIB · 3.1% · long · since 2025-06-30
  • FRDM · 2.7% · long · since 2025-06-30
  • QEFA · 2.6% · long · since 2025-06-30
  • IGSB · 2.4% · long · since 2025-06-30
  • IEF · 2.2% · long · since 2025-06-30
  • AVES · 2.1% · long · since 2025-06-30
  • TY · 1.9% · long · since 2025-06-30
  • SPTS · 1.9% · long · since 2025-06-30
  • JPM · 1.7% · long · since 2025-06-30
  • AAPL · 1.6% · long · since 2025-06-30
  • TSM · 1.6% · long · since 2025-06-30
  • SCHP · 1.5% · long · since 2025-06-30

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