DOSSIER · 13F-HR · Q1 2026

1607 Capital Partners, LLC

1607's pension fund based in Omaha, NE $1.4B in tracked AUM across 139 positions as of Q1 2026.

1
1607·Omaha, NE·Pension Fund
CIK 0001436866 · last filed Mar 31, 2026
Total AUM
$1.4B
15.5%
vs prior
Holdings
139
positions
Whale Score
66
66
tracked
Activity
no data
changes this Q
Top sector
Financials
21% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview

1607 Capital Partners, LLC manages a portfolio with a total value of approximately $749.93 million as of the report date September 30, 2025. The firm employs a highly diversified approach, holding 72 distinct positions. The portfolio experienced modest growth of 3.5% during the quarter, increasing from $724.35 million. The strategy is characterized by a heavy reliance on exchange-traded funds (ETFs) and closed-end funds (CEFs), which make up the vast majority of the assets...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FEZ
SPDR INDEX SHS FDS
$146M2.4M10.5%
02
EUFN
ISHARES TR
$107M3.1M7.7%
03
BBJP
J P MORGAN EXCHANGE TRADED F
$104M1.5M7.5%
04
GOVT
ISHARES TR
$78M3.4M5.6%
05
EWL
ISHARES INC
$77M1.3M5.5%
06
USHY
ISHARES TR
$53M1.4M3.8%
07
BKLN
INVESCO EXCH TRADED FD TR II
$42M2.0M3.0%
08
JOF
JAPAN SMALLER CAPITALIZATION
$39M3.6M2.8%
09
SDHY
PGIM SHORT DUR HIG YLD OPP F
$28M1.7M2.0%
10
AGG
ISHARES TR
$27M271K1.9%

Filing history

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