Archer Investment Corp

CIK

1803804

Location

Carmel, IN

Portfolio Value

Small $221,401,444

Diversification

Diversified

Filing Date

Global Rank

#3,978 / 8,622 ▲ 276 · as of Mar 2026

Top Industry

Drug Manufacturers - General 10.4%

3Y Alpha vs SPY

-0.9%

Period ended 4 months ago

Filed May 4, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+64.3%

SPY

+67.9%

Annualised alpha

-0.9%

Max drawdown

−16.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

11.9%

−1.6 pts

Top 5

24.3%

−3.5 pts

Top 10

35.1%

−4.3 pts

HHI

242

Diversified−56

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	18.5%	$40,951,093	114
Unclassified	13.9%	$30,728,866	23
Healthcare	13.5%	$29,953,258	83
Industrials	10.4%	$22,928,692	103
Financial Services	9.1%	$20,204,666	82
Energy	7.4%	$16,474,681	50
Communication Services	6.2%	$13,674,847	32
Consumer Cyclical	5.4%	$12,009,651	69
Consumer Defensive	5.4%	$11,963,116	37
Real Estate	5.0%	$11,127,210	45
Utilities	4.2%	$9,365,298	28
Basic Materials	0.9%	$2,020,066	43

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
NIO	NIO Inc.	+44,829	45,506	$274,401
LUMN	Lumen Technologies, Inc.	+22,000	22,095	$153,560
HRB	H&R Block Inc	+15,500	16,300	$517,362
MAIN	Main Street Capital CORP	+8,803	9,349	$495,123
GOOGL	Alphabet Inc.	+4,658	20,910	$6,012,879
NVDA	Nvidia Corp	+4,558	26,444	$4,611,833
EQT	EQT Corp	+4,457	4,592	$292,234
AMZN	Amazon Com Inc	+4,210	17,497	$3,644,100
XYZ	Block, Inc.	+4,181	4,275	$257,269
LNC	Lincoln National Corp	+4,042	4,200	$149,100
MSFT	Microsoft Corp	+3,972	17,514	$6,483,157
PLTR	Palantir Technologies Inc.	+3,835	6,576	$961,937
OXY	Occidental Petroleum Corp /De/	+3,734	4,668	$303,420
SOLS	Solstice Advanced Materials Inc.	+3,705	4,970	$378,515
SNOW	Snowflake Inc.	+3,641	3,713	$559,994
BP	Bp PLC	+3,621	21,323	$1,002,181
EMN	Eastman Chemical Co	+2,820	2,840	$216,748
SHEL	Shell plc	+2,737	5,811	$540,423
EXR	Extra Space Storage Inc.	+2,600	8,709	$1,142,011
V	Visa Inc.	+2,376	6,610	$1,997,806
IBRX	ImmunityBio, Inc.	+2,358	5,872	$45,038
BX	Blackstone Inc.	+2,227	2,263	$260,222
DT	Dynatrace, Inc.	+1,932	4,105	$151,802
COP	Conocophillips	+1,825	3,786	$499,752
KHC	Kraft Heinz Co	+1,607	26,015	$585,077
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RKT	Rocket Companies, Inc.	−9,839	100	$1,425
MARA	MARA Holdings, Inc.	−8,160	100	$816
KMI	Kinder Morgan, Inc.	−7,873	37,241	$1,248,690
CMG	Chipotle Mexican Grill Inc	−6,946	1,094	$35,018
SLB	Slb Limited/Nv	−5,577	2,183	$112,184
ACN	Accenture plc	−3,913	342	$67,815
NKE	NIKE, Inc.	−3,448	1,450	$76,589
KO	Coca Cola Co	−3,010	10,921	$830,542
PSKY	Paramount Skydance Corp	−3,000	210	$1,894
CVX	Chevron Corp	−2,751	8,256	$1,708,166
MRK	Merck & Co., Inc.	−2,739	24,092	$2,898,026
OKLO	Oklo Inc.	−2,735	50	$2,479
NFLX	Netflix Inc	−2,663	4,520	$434,598
FTNT	Fortinet, Inc.	−2,631	580	$47,397
BAX	Baxter International Inc	−2,250	399	$6,703
IBM	International Business Machines Corp	−2,048	2,127	$515,563
DG	Dollar General Corp	−2,000	3,951	$469,102
WMT	Walmart Inc.	−1,896	18,861	$2,344,045
XOM	ExxonMobil Holdings Corp	−1,627	18,824	$3,193,679
MMM	3M Co	−1,514	450	$65,353
PG	PROCTER & GAMBLE Co	−1,465	5,622	$812,041
DHI	Horton D R Inc /De/	−1,439	301	$41,303
DELL	Dell Technologies Inc.	−1,385	1,968	$323,007
ANET	Arista Networks, Inc.	−1,346	265	$32,536
ABT	Abbott Laboratories	−1,312	3,778	$387,887
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
RTX	RTX Corp	5,087	$981,282
NET	Cloudflare, Inc.	2,900	$598,386
CIEN	Ciena Corp	1,360	$527,992
MDT	Medtronic plc	5,579	$483,420
FSLY	Fastly, Inc.	16,535	$480,507
SAFT	Safety Insurance Group Inc	6,500	$472,160
PTEN	Patterson Uti Energy Inc	38,082	$412,428
LRCX	Lam Research Corp	1,624	$346,983
DOCS	Doximity, Inc.	14,150	$329,695
E	Eni Spa	5,782	$327,319
ORKA	Oruka Therapeutics, Inc.	6,546	$321,081
HUBS	Hubspot Inc	1,301	$317,574
FORM	Formfactor Inc	3,171	$307,555
TER	Teradyne, Inc	1,036	$307,132
WLK	Westlake Corp	2,493	$291,232
BTSG	BrightSpring Health Services, Inc.	6,580	$280,373
IPGP	Ipg Photonics Corp	2,339	$268,026
PFIS	Peoples Financial Services Corp.	5,000	$266,650
FTI	TechnipFMC plc	3,805	$263,039
LQDA	Liquidia Corp	6,859	$258,858
TTAN	ServiceTitan, Inc.	4,001	$253,903
TTMI	Ttm Technologies Inc	2,600	$253,292
EQNR	Equinor ASA	5,938	$250,583
FIVE	Five Below, Inc	1,083	$247,443
SARO	StandardAero, Inc.	9,381	$242,311
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
LIN	Linde PLC	1,809	$771,339
GNRC	Generac Holdings Inc.	3,000	$409,110
IBKR	Interactive Brokers Group, Inc.	3,808	$244,892
EXE	EXPAND ENERGY Corp	1,790	$197,544
DY	Dycom Industries Inc	568	$191,927
TRNO	Terreno Realty Corp	3,166	$185,875
CLSK	Cleanspark, Inc.	16,923	$171,260
ACIW	Aci Worldwide, Inc.	3,525	$168,530
BMI	Badger Meter Inc	930	$162,201
MMSI	Merit Medical Systems Inc	1,756	$154,773
AVTR	Avantor, Inc.	13,047	$149,518
ETSY	Etsy Inc	2,524	$139,930
MAC	Macerich Co	7,179	$132,524
RS	Reliance, Inc.	455	$131,435
CSL	Carlisle Companies Inc	410	$131,142
ACM	Aecom	1,369	$130,506
GPI	Group 1 Automotive Inc	322	$126,642
MANH	Manhattan Associates Inc	706	$122,356
EPRT	Essential Properties Realty Trust, Inc.	3,960	$117,453
BCPC	Balchem Corp	760	$116,553
DOCU	Docusign, Inc.	1,532	$104,788
MTH	Meritage Homes CORP	1,559	$102,582
CSW	Csw Industrials, Inc.	329	$96,571
OC	Owens Corning	748	$83,708
SHAK	Shake Shack Inc.	998	$81,007
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

709 tracked positions · $221,401,444 total · filing declares 1,248 positions · $469,163,008 · 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 709 positions by value · page 1 of 15

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	45,754	+257	$26,408,293	−5.5%	11.93%
AAPL	Apple Inc. Technology	Reduced	29,476	-518	$7,480,714	−8.3%	3.38%
LLY	ELI LILLY & Co Healthcare	Reduced	7,467	-265	$6,867,922	−17.3%	3.10%
PLD	Prologis, Inc. Real Estate	Reduced	49,268	-100	$6,512,244	+3.3%	2.94%
MSFT	Microsoft Corp Technology	Added	17,514	+3,972	$6,483,157	−1.0%	2.93%
GOOGL	Alphabet Inc. Communication Services	Added	20,910	+4,658	$6,012,879	+18.2%	2.72%
AVGO	Broadcom Inc. Technology	Reduced	15,747	-66	$4,873,853	−10.9%	2.20%
NVDA	Nvidia Corp Technology	Added	26,444	+4,558	$4,611,833	+13.0%	2.08%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,018	+173	$4,417,694	−7.6%	2.00%
META	Meta Platforms, Inc. Communication Services	Held	7,048	0	$4,032,372	−13.3%	1.82%
JNJ	Johnson & Johnson Healthcare	Reduced	15,540	-948	$3,798,597	+11.3%	1.72%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,497	+4,210	$3,644,100	+18.8%	1.65%
LMT	Lockheed Martin Corp Industrials	Reduced	5,807	-457	$3,509,692	+15.8%	1.59%
XOM	ExxonMobil Holdings Corp Energy	Reduced	18,824	-1,627	$3,193,679	+29.8%	1.44%
NEE	Nextera Energy Inc Utilities	Added	31,684	+7	$2,942,809	+15.7%	1.33%
MRK	Merck & Co., Inc. Healthcare	Reduced	24,092	-2,739	$2,898,026	+2.6%	1.31%
PWR	Quanta Services, Inc. Industrials	Held	5,100	0	$2,800,002	+30.1%	1.26%
WMT	Walmart Inc. Consumer Defensive	Reduced	18,861	-1,896	$2,344,045	+1.4%	1.06%
MA	Mastercard Inc Financial Services	Added	4,289	+183	$2,143,041	−8.6%	0.97%
PFE	Pfizer Inc Healthcare	Added	73,546	+100	$2,065,171	+12.9%	0.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,170	+149	$1,998,263	−1.1%	0.90%
V	Visa Inc. Financial Services	Added	6,610	+2,376	$1,997,806	+34.5%	0.90%
HII	Huntington Ingalls Industries, Inc. Industrials	Held	5,200	0	$1,975,480	+11.7%	0.89%
AEP	American Electric Power Co Inc Utilities	Held	14,699	0	$1,926,744	+13.7%	0.87%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,571	-51	$1,832,246	−5.3%	0.83%
CVS	CVS HEALTH Corp Healthcare	Held	24,422	0	$1,753,988	−9.5%	0.79%
TPL	Texas Pacific Land Corp Energy	Added	3,694	+75	$1,753,024	+68.6%	0.79%
CVX	Chevron Corp Energy	Reduced	8,256	-2,751	$1,708,166	+1.8%	0.77%
PEP	Pepsico Inc Consumer Defensive	Added	9,995	+1	$1,552,123	+8.2%	0.70%
BAC	Bank Of America Corp /De/ Financial Services	Added	31,793	+449	$1,549,908	−10.1%	0.70%
DIS	Walt Disney Co Communication Services	Added	15,912	+857	$1,533,598	−10.5%	0.69%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	24,272	-46	$1,472,096	+12.2%	0.66%
ABBV	AbbVie Inc. Healthcare	Reduced	6,474	-158	$1,408,030	−7.1%	0.64%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,063	-721	$1,369,997	−28.2%	0.62%
OKE	Oneok Inc /New/ Energy	Held	14,850	0	$1,342,291	+23.0%	0.61%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,035	-11	$1,323,441	−5.1%	0.60%
GLD	Spdr Gold Trust	Added	3,075	+285	$1,323,141	+19.7%	0.60%
FDX	Fedex Corp Industrials	Held	3,662	0	$1,304,331	+23.3%	0.59%
KMI	Kinder Morgan, Inc. Energy	Reduced	37,241	-7,873	$1,248,690	+0.7%	0.56%
F	Ford Motor Co Consumer Cyclical	Added	107,092	+3	$1,235,841	−12.0%	0.56%
MKSI	Mks Inc Technology	Added	5,066	+1,096	$1,164,217	+83.5%	0.53%
HON	Honeywell International Inc Industrials	Held	5,062	0	$1,144,164	+15.9%	0.52%
EXR	Extra Space Storage Inc. Real Estate	Added	8,709	+2,600	$1,142,011	+43.6%	0.52%
UNP	Union Pacific Corp Industrials	Held	4,674	0	$1,134,005	+4.9%	0.51%
LH	Labcorp Holdings Inc. Healthcare	Held	4,127	0	$1,101,124	+6.3%	0.50%
VZ	Verizon Communications Inc Communication Services	Added	21,085	+153	$1,058,467	+24.2%	0.48%
GILD	Gilead Sciences, Inc. Healthcare	Added	7,278	+1	$1,014,334	+13.6%	0.46%
BP	Bp PLC Energy	Added	21,323	+3,621	$1,002,181	+63.0%	0.45%
RTX	RTX Corp Industrials	NEW	5,087	NEW	$981,282	NEW	0.44%
PLTR	Palantir Technologies Inc. Technology	Added	6,576	+3,835	$961,937	+97.4%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.