Arkolith/Funds/1607 Capital Partners, LLC

1607 Capital Partners, LLC

CIK 1436866
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

1607 Capital Partners, LLC holds a focused book of 139 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Msci Eafe Value ETF and trimmed State Street SPDR Euro Stoxx. Their largest long position is State Street SPDR Euro Stoxx at 11% of the equity book. Cloning the disclosed picks since 2013 would be +53% (+3.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show 1607 Capital Partners, LLC's latest
holdings, largest changes, and filing provenance.
Opened
23
new positions
Added to
51
existing
Trimmed
40
reduced
Sold out
9
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+53.2%
+3.4%/yr · since Nov '13
Their reported book
+57.5%
held from quarter-end
S&P 500
+415.8%
same window
$8K$19K$30K$41K$52KNov '13Jun '16Dec '18Jul '21Jan '24Jul '26
1607 Capital Partners, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +57.5%, a 4.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning 1607 Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
50%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as 1607 Capital Partners, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$13.8B
OSAIC HOLDINGS, INC.79 / 80$1.0B
WELLS FARGO & COMPANY/MN78 / 80$11.7B
UBS Group AG78 / 80$6.1B
ROYAL BANK OF CANADA76 / 80$3.6B
RAYMOND JAMES FINANCIAL INC75 / 80$12.1B
LPL Financial LLC75 / 80$9.5B
BANK OF AMERICA CORP /DE/69 / 80$32.9B

Ranked by how many of 1607 Capital Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

139 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Index SHS FDS
STATE STREET SPD
$145.9M2.35M
10.5%
−13%
Reduced · −338K sh
2Ishares TR
MSCI EURO FL ETF
$107.1M3.07M
7.7%
−19%
Reduced · −732K sh
3J P Morgan Exchange Traded F
BETABULDRS JAPAN
$103.9M1.51M
7.5%
−11%
Reduced · −187K sh
4Ishares TR
US TREAS BD ETF
$78.0M3.41M
5.6%
+6.0%
Added · +194K sh
5Ishares Inc
MSCI SWITZERLAND
$76.7M1.30M
5.5%
−13%
Reduced · −190K sh
6Ishares TR
BROAD USD HIGH
$52.6M1.43M
3.8%
−7.0%
Reduced · −108K sh
7Invesco Exch Traded FD TR II
SR LN ETF
$41.6M2.04M
3.0%
−30%
Reduced · −868K sh
8Japan Smaller Capitalization
COM
$39.1M3.58M
2.8%
−10%
Reduced · −406K sh
9Pgim Short Dur Hig Yld Opp F
COM
$27.5M1.72M
2.0%
Held
10Ishares TR
CORE US AGGBD ET
$26.9M271.1K
1.9%
−25%
Reduced · −89K sh
11Ishares TR
EAFE VALUE ETF
$20.7M279.0K
1.5%
New
New position
12Eaton Vance Tax Advt Div Inc
COM
$20.7M841.6K
1.5%
+6.5%
Added · +51K sh
13Eaton Vance Tax-Managed Glob
COM
$18.4M2.09M
1.3%
+44%
Added · +642K sh
14Eaton Vance SR FLTNG Rte TR
COM
$16.7M1.59M
1.2%
+11%
Added · +154K sh
15Nuveen Floating Rate Income
COM
$16.3M2.16M
1.2%
+341%
Added · +1.7M sh
16General Amern Invs Co Inc
COM
$16.2M276.3K
1.2%
−0.4%
Reduced · −1K sh
17MFS Inter Income TR
SH BEN INT
$15.9M6.33M
1.1%
+1.9%
Added · +116K sh
18Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$15.7M334.9K
1.1%
−9.5%
Reduced · −35K sh
19Nuveen Amt-Free Mun Value FD
COM
$15.6M1.09M
1.1%
−0.5%
Reduced · −5K sh
20SRH Total Return Fund Inc
COM
$15.1M885.9K
1.1%
+2.3%
Added · +20K sh
21Ishares Inc
MSCI EURZONE ETF
$14.0M223.8K
1.0%
−54%
Reduced · −267K sh
22European Equity FD Inc
COM
$14.0M1.42M
1.0%
−11%
Reduced · −180K sh
23Western Asset Managed Muns F
COM
$13.7M1.33M
1.0%
−4.3%
Reduced · −60K sh
24BlackRock Science & Technolo
SHS
$13.6M374.8K
1.0%
~0%
Added · +107 sh
25Hancock John Income Secs TR
COM
$12.7M1.16M
0.9%
Held
26TCW Strategic Income FD Inc
COM
$11.7M2.61M
0.8%
+33%
Added · +652K sh
27New Germany FD Inc
COM
$10.9M1.07M
0.8%
−15%
Reduced · −187K sh
28Ishares TR
7-10 YR TRSY BD
$10.7M112.6K
0.8%
−33%
Reduced · −56K sh
29DWS Mun Income TR
COM
$10.4M1.14M
0.7%
Held
30Morgan Stanley China A SH FD
COM
$10.3M591.1K
0.7%
−8.9%
Reduced · −58K sh
31Neuberger Mun FD Inc
COM
$10.2M1.01M
0.7%
Held
32Western Ast Infl LKD Opp & I
COM
$10.1M1.19M
0.7%
Held
33Central Secs Corp
COM
$9.4M188.4K
0.7%
−0.1%
Reduced · −270 sh
34Abrdn Emerging Markets Ex CH
COM
$9.1M1.25M
0.7%
−18%
Reduced · −272K sh
35BlackRock Health Sciences TR
COM
$9.0M233.3K
0.6%
+1.7%
Added · +4K sh
36Nuveen Nasdaq 100 Dynamic Ov
COM SHS
$9.0M336.0K
0.6%
−35%
Reduced · −178K sh
37Eaton Vance Natl Mun Opport
COM SHS
$8.9M521.2K
0.6%
−1.1%
Reduced · −6K sh
38Eaton Vance Floating Rate In
COM
$8.8M823.1K
0.6%
+2.9%
Added · +23K sh
39BlackRock Mun Target Term TR
COM SHS BEN IN
$8.8M385.5K
0.6%
+33%
Added · +95K sh
40Western Asset Investment Gra
COM
$8.7M720.0K
0.6%
+1.0%
Added · +7K sh
41Liberty All-Star Growth FD I
COM
$8.2M1.48M
0.6%
+14%
Added · +185K sh
42Templeton Emerging MKTS FD
COM
$7.7M437.9K
0.6%
−28%
Reduced · −172K sh
43Taiwan FD Inc
COM
$7.5M114.5K
0.5%
−4.6%
Reduced · −6K sh
44Nuveen Select Mat Mun FD
SH BEN INT
$7.5M794.4K
0.5%
−1.0%
Reduced · −8K sh
45Calamos Strategic Total Retu
COM SH BEN INT
$7.4M432.6K
0.5%
+186%
Added · +281K sh
46BlackRock Health Sciences Te
COM SHS
$7.4M514.5K
0.5%
New
New position
47Adams Diversified Equity FD
COM
$6.9M315.9K
0.5%
−38%
Reduced · −193K sh
48BlackRock Corpor Hi Yld FD I
COM
$6.7M790.0K
0.5%
New
New position
49MFS Govt MKTS Income TR
SH BEN INT
$6.7M2.28M
0.5%
+1.1%
Added · +25K sh
50Hancock John Invt TR II
COM
$6.6M514.9K
0.5%
+6.3%
Added · +30K sh
Showing 50 of 139 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026139$1.4B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026126$1.5B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025121$1.3B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025120$1.2B13F-HR
Q1 2025Mar 31, 2025May 15, 2025121$1.2B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025131$1.2B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024136$1.1B13F-HR
Q2 2024Jun 30, 2024Aug 8, 2024134$1.1B13F-HR
Q1 2024Mar 31, 2024May 13, 2024138$1.2B13F-HR
Q4 2023Dec 31, 2023Feb 13, 2024139$1.4B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023143$1.3B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023145$1.4B13F-HR
Q1 2023Mar 31, 2023May 15, 2023146$1.4B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023143$1.5B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022134$1.3B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022132$1.5B13F-HR
Q1 2022Mar 31, 2022May 16, 2022122$1.7B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022112$1.9B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021109$2.0B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021116$2.1B13F-HR
Q1 2021Mar 31, 2021May 17, 2021129$2.1B13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021130$2.0B13F-HR
Q3 2020Sep 30, 2020Nov 16, 2020125$1.9B13F-HR
Q2 2020Jun 30, 2020Aug 14, 2020124$1.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.