Archford Capital Strategies, LLC

CIK

1606609

Location

SWANSEA, IL

Portfolio Value

Small $397,998,431

Diversification

Diversified

Filing Date

Global Rank

#2,656 / 8,232 ▲ 130

Top Industry

Semiconductors 15.4%

3Y Alpha vs SPY

-4.1%

Period ended 2 months ago

Filed Apr 15, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.2%

SPY

+76.5%

Annualised alpha

-4.1%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

191 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.1%

−0.5 pts

Top 5

28.1%

−2.3 pts

Top 10

41.3%

−3.5 pts

HHI

249

Diversified−28

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.0%	$155,132,024	43
Financial Services	15.2%	$60,500,476	25
Healthcare	10.0%	$39,991,223	24
Consumer Defensive	6.7%	$26,661,318	13
Consumer Cyclical	6.1%	$24,198,102	13
Industrials	5.9%	$23,417,835	28
Communication Services	5.6%	$22,285,234	7
Energy	5.1%	$20,159,352	14
Unclassified	3.1%	$12,491,442	5
Utilities	2.0%	$7,828,879	10
Basic Materials	1.3%	$5,050,342	8
Real Estate	0.1%	$282,204	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABEV	Ambev S.A.	+98,387	1,041,440	$3,041,004
SHEL	Shell plc	+25,669	79,162	$7,362,066
MRK	Merck & Co., Inc.	+22,076	34,345	$4,131,360
ASAN	Asana, Inc.	+20,133	50,133	$320,851
MU	Micron Technology Inc	+10,400	13,054	$4,410,163
FHI	Federated Hermes, Inc.	+8,746	33,104	$1,877,327
NVDA	Nvidia Corp	+8,163	163,066	$28,438,710
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+7,106	22,547	$7,619,758
GD	General Dynamics Corp	+6,368	8,138	$2,793,124
LRCX	Lam Research Corp	+3,950	17,711	$3,784,132
NVS	Novartis AG	+3,928	50,600	$7,729,150
USB	US Bancorp De	+3,686	17,006	$884,482
PFE	Pfizer Inc	+3,603	18,565	$521,305
SYF	Synchrony Financial	+3,485	41,885	$2,849,017
ASTS	AST SpaceMobile, Inc.	+3,138	8,145	$674,976
MSFT	Microsoft Corp	+2,808	66,523	$24,624,818
AAPL	Apple Inc.	+2,679	104,586	$26,542,880
TEL	TE Connectivity plc	+2,576	16,724	$3,495,650
JNJ	Johnson & Johnson	+1,953	26,976	$6,594,013
T	At&T Inc.	+1,503	15,212	$440,995
PLTR	Palantir Technologies Inc.	+1,340	18,721	$2,738,507
VZ	Verizon Communications Inc	+1,281	20,497	$1,028,949
AVGO	Broadcom Inc.	+1,203	40,972	$12,681,243
SAN	Banco Santander, S.A.	+1,164	92,395	$1,042,215
AVAV	AeroVironment Inc	+1,039	3,044	$557,204
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CUK	CARNIVAL PLC	−115,861	22,337	$575,624
ADT	ADT Inc.	−96,394	10,210	$67,079
PBR	Petrobras - Petroleo Brasileiro SA	−78,255	10,679	$221,589
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	−69,776	71,215	$1,542,516
MO	Altria Group, Inc.	−37,402	79,239	$5,228,981
IAU	Ishares Gold Trust	−22,376	3,230	$284,756
WMT	Walmart Inc.	−14,669	59,321	$7,372,413
NFLX	Netflix Inc	−14,169	18,948	$1,821,850
ALV	Autoliv Inc	−12,621	1,924	$202,327
GLDM	World Gold Trust	−7,024	83,382	$7,728,677
ET	Energy Transfer LP	−6,276	35,213	$679,610
VRSN	Verisign Inc/Ca	−5,956	3,976	$987,479
EPD	Enterprise Products Partners L.P.	−4,648	8,995	$340,370
FTI	TechnipFMC plc	−3,515	34,441	$2,380,906
SU	Suncor Energy Inc	−3,215	21,571	$1,426,058
JBL	Jabil Inc	−2,916	13,113	$3,483,206
SSNC	SS&C Technologies Holdings Inc	−2,705	10,939	$739,148
CVSA	Covista Inc.	−2,229	5,619	$647,589
WFC	Wells Fargo & Company/Mn	−2,186	12,446	$990,826
GEV	GE Vernova Inc.	−1,931	1,234	$1,077,158
MT	ArcelorMittal	−1,505	5,122	$266,241
CRM	Salesforce, Inc.	−1,452	2,752	$513,715
XOM	Exxon Mobil Corp	−1,352	20,850	$3,537,411
KEYS	Keysight Technologies, Inc.	−945	2,418	$682,770
JPM	Jpmorgan Chase & Co	−939	28,094	$8,264,131
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CTSH	Cognizant Technology Solutions Corp	40,976	$2,513,877
APH	Amphenol Corp /De/	17,951	$2,268,108
GGG	Graco Inc	24,934	$2,110,663
GSK	GSK plc	30,759	$1,697,589
IDXX	Idexx Laboratories Inc /De	2,961	$1,663,756
HLN	Haleon plc	150,995	$1,511,459
HCA	HCA Healthcare, Inc.	2,726	$1,290,052
LAUR	Laureate Education, Inc.	32,432	$1,129,930
PH	Parker-Hannifin Corp	1,167	$1,044,745
MNST	Monster Beverage Corp	11,795	$854,665
REGN	Regeneron Pharmaceuticals, Inc.	1,038	$802,000
CAH	Cardinal Health Inc	2,891	$610,897
NYT	New York Times Co	7,188	$601,851
VST	Vistra Corp.	3,256	$489,474
SOLS	Solstice Advanced Materials Inc.	4,616	$351,554
COP	Conocophillips	2,302	$303,864
INOD	Innodata Inc	7,000	$270,340
SHOP	Shopify Inc.	2,200	$260,964
CEG	Constellation Energy Corp	830	$231,777
AEP	American Electric Power Co Inc	1,692	$221,787
ETN	Eaton Corp plc	615	$219,967
PNC	Pnc Financial Services Group, Inc.	1,047	$217,870
CBSH	Commerce Bancshares Inc /Mo/	4,267	$209,936
ROST	Ross Stores, Inc.	938	$203,198
AEM	Agnico Eagle Mines Ltd	1,000	$202,980
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
KR	Kroger Co	30,621	$1,913,200
SONY	Sony Group Corp	72,040	$1,844,224
FOXA	Fox Corp	22,274	$1,627,561
NEU	Newmarket Corp	2,045	$1,405,446
DOX	Amdocs Ltd	15,951	$1,284,215
GTLS	Chart Industries Inc	3,667	$756,245
SMTC	Semtech Corp	10,071	$742,131
TIMB	Tim S.A.	34,766	$676,198
APA	APA Corp	26,464	$647,309
EXAS	EXACT SCIENCES CORP	6,041	$613,523
SFM	Sprouts Farmers Market, Inc.	5,237	$417,231
CHWY	Chewy, Inc.	12,592	$416,165
GSAT	Globalstar, Inc.	5,001	$305,261
NOW	ServiceNow, Inc.	1,973	$302,243
TIGO	Millicom International Cellular SA	5,076	$281,413
CHRD	Chord Energy Corp	3,000	$278,100
NVO	Novo Nordisk A S	5,223	$265,746
ADBE	Adobe Inc.	745	$260,742
ZS	Zscaler, Inc.	1,149	$258,433
BX	Blackstone Inc.	1,542	$237,683
DKNG	DraftKings Inc.	6,546	$225,575
CALM	Cal-Maine Foods Inc	2,818	$224,228
ACN	Accenture plc	804	$215,713
QBTS	D-Wave Quantum Inc.	7,668	$200,518
F	Ford Motor Co	12,420	$162,950
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

191 positions · $397,998,431 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 191 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	163,066	+8,163	$28,438,710	−1.6%	7.15%
AAPL	Apple Inc. Technology	Added	104,586	+2,679	$26,542,880	−4.2%	6.67%
MSFT	Microsoft Corp Technology	Added	66,523	+2,808	$24,624,818	−20.1%	6.19%
GOOGL	Alphabet Inc. Communication Services	Reduced	59,015	-100	$16,970,353	−8.3%	4.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	31,456	-269	$15,073,715	−5.5%	3.79%
V	Visa Inc. Financial Services	Reduced	46,885	-506	$14,170,522	−14.7%	3.56%
AVGO	Broadcom Inc. Technology	Added	40,972	+1,203	$12,681,243	−7.9%	3.19%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	48,376	-938	$10,075,269	−11.5%	2.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	28,094	-939	$8,264,131	−11.7%	2.08%
NVS	Novartis AG Healthcare	Added	50,600	+3,928	$7,729,150	+20.1%	1.94%
GLDM	World Gold Trust	Reduced	83,382	-7,024	$7,728,677	+0.1%	1.94%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	22,547	+7,106	$7,619,758	+62.4%	1.91%
WMT	Walmart Inc. Consumer Defensive	Reduced	59,321	-14,669	$7,372,413	−10.6%	1.85%
SHEL	Shell plc Energy	Added	79,162	+25,669	$7,362,066	+87.3%	1.85%
MA	Mastercard Inc Financial Services	Added	14,037	+206	$7,013,727	−11.2%	1.76%
JNJ	Johnson & Johnson Healthcare	Added	26,976	+1,953	$6,594,013	+27.3%	1.66%
CSCO	Cisco Systems, Inc. Technology	Added	77,002	+205	$5,974,585	+1.0%	1.50%
MO	Altria Group, Inc. Consumer Defensive	Reduced	79,239	-37,402	$5,228,981	−22.3%	1.31%
MU	Micron Technology Inc Technology	Added	13,054	+10,400	$4,410,163	+482.2%	1.11%
MRK	Merck & Co., Inc. Healthcare	Added	34,345	+22,076	$4,131,360	+219.9%	1.04%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,024	+58	$4,009,634	+17.2%	1.01%
LRCX	Lam Research Corp Technology	Added	17,711	+3,950	$3,784,132	+60.6%	0.95%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	23,068	-102	$3,683,959	+3.5%	0.93%
XOM	Exxon Mobil Corp Energy	Reduced	20,850	-1,352	$3,537,411	+32.4%	0.89%
TEL	TE Connectivity plc Technology	Added	16,724	+2,576	$3,495,650	+8.6%	0.88%
JBL	Jabil Inc Technology	Reduced	13,113	-2,916	$3,483,206	−4.7%	0.88%
COR	Cencora, Inc. Healthcare	Reduced	10,698	-28	$3,360,669	−7.2%	0.84%
ANET	Arista Networks, Inc. Technology	Reduced	24,816	-150	$3,046,908	−6.9%	0.77%
ABEV	Ambev S.A. Consumer Defensive	Added	1,041,440	+98,387	$3,041,004	+30.6%	0.76%
SYF	Synchrony Financial Financial Services	Added	41,885	+3,485	$2,849,017	−11.1%	0.72%
SPY	Spdr S&P 500 ETF Trust	Added	4,352	+155	$2,830,279	−1.1%	0.71%
GD	General Dynamics Corp Industrials	Added	8,138	+6,368	$2,793,124	+368.7%	0.70%
PLTR	Palantir Technologies Inc. Technology	Added	18,721	+1,340	$2,738,507	−11.4%	0.69%
AMAT	Applied Materials Inc /De Technology	Added	7,724	+608	$2,639,985	+44.4%	0.66%
CTSH	Cognizant Technology Solutions Corp Technology	NEW	40,976	NEW	$2,513,877	NEW	0.63%
FTI	TechnipFMC plc Energy	Reduced	34,441	-3,515	$2,380,906	+40.8%	0.60%
LLY	ELI LILLY & Co Healthcare	Added	2,491	+200	$2,291,147	−6.9%	0.58%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,110	+622	$2,271,392	−8.0%	0.57%
APH	Amphenol Corp /De/ Technology	NEW	17,951	NEW	$2,268,108	NEW	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	15,163	+13	$2,190,143	+0.9%	0.55%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	17,939	-104	$2,128,103	+1.6%	0.53%
GGG	Graco Inc Industrials	NEW	24,934	NEW	$2,110,663	NEW	0.53%
AMD	Advanced Micro Devices Inc Technology	Added	10,245	+111	$2,084,140	−4.0%	0.52%
FHI	Federated Hermes, Inc. Financial Services	Added	33,104	+8,746	$1,877,327	+48.0%	0.47%
NEE	Nextera Energy Inc Utilities	Added	20,188	+173	$1,875,061	+16.7%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,599	-236	$1,841,455	−8.3%	0.46%
NFLX	Netflix Inc Communication Services	Reduced	18,948	-14,169	$1,821,850	−41.3%	0.46%
PCTY	Paylocity Holding Corp Technology	Reduced	16,270	-29	$1,757,810	−29.3%	0.44%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	15,985	-165	$1,730,376	+7.3%	0.43%
MLI	Mueller Industries Inc Industrials	Added	15,578	+636	$1,726,042	+0.6%	0.43%