Archer Investment Corp

CIK

1803804

Location

Carmel, IN

Portfolio Value

Small $264,275,605

Diversification

Diversified

Filing Date

Global Rank

#3,997 / 8,700 ▼ 242

Top Industry

Drug Manufacturers - General 10.5%

Period ended 2 months ago

Filed Aug 19, 2026 · 25d

26 quarters · since Mar 2020

Portfolio Concentration

720 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.6%

+2.5 pts

Top 5

25.3%

−7.9 pts

Top 10

35.6%

−11.2 pts

HHI

254

Diversified−54

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	20.5%	$54,198,387	110
Unclassified	18.3%	$48,337,005	48
Healthcare	12.8%	$33,782,316	80
Industrials	10.3%	$27,158,109	109
Financial Services	9.0%	$23,700,047	80
Communication Services	5.8%	$15,387,463	32
Energy	5.0%	$13,294,176	49
Consumer Cyclical	5.0%	$13,230,067	64
Real Estate	4.4%	$11,638,953	44
Consumer Defensive	4.3%	$11,313,113	37
Utilities	3.5%	$9,345,545	27
Basic Materials	1.1%	$2,890,424	40

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CLF	Cleveland-Cliffs Inc.	+34,671	47,670	$447,621
PATH	UiPath, Inc.	+31,742	32,348	$351,622
S	SentinelOne, Inc.	+21,154	21,454	$364,074
ET	Energy Transfer LP	+16,702	17,502	$334,638
U	Unity Software Inc.	+12,410	12,459	$356,078
DOW	Dow Inc.	+10,981	12,081	$330,536
MDT	Medtronic plc	+7,724	13,303	$1,040,693
HPE	Hewlett Packard Enterprise Co	+6,288	6,807	$307,063
PAYX	Paychex Inc	+6,004	6,675	$656,352
DOC	Healthpeak Properties, Inc.	+5,000	29,516	$631,642
P	Everpure, Inc.	+4,244	6,844	$539,238
LUMN	Lumen Technologies, Inc.	+4,000	26,095	$200,409
GALT	Galectin Therapeutics Inc	+3,900	17,401	$80,740
CB	Chubb Ltd	+3,500	3,627	$1,235,863
LNC	Lincoln National Corp	+2,800	7,000	$247,450
PBF	PBF Energy Inc.	+2,760	7,618	$346,771
DLTR	Dollar Tree, Inc.	+2,642	2,672	$323,178
SMTC	Semtech Corp	+2,103	4,786	$774,614
BX	Blackstone Inc.	+2,000	4,263	$501,627
MSFT	Microsoft Corp	+1,957	19,471	$7,263,072
IOT	Samsara Inc.	+1,682	9,123	$295,858
EXR	Extra Space Storage Inc.	+1,500	10,209	$1,483,367
DDOG	Datadog, Inc.	+1,424	1,609	$418,919
AGNC	AGNC Investment Corp.	+1,399	6,288	$68,539
HWM	Howmet Aerospace Inc.	+1,392	1,642	$441,468
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AIRR	First Trust RBA American Industrial Renaissance ETF	−258,875	1,100	$146,575
BAB	Invesco Taxable Municipal Bond ETF	−67,866	400	$10,736
NIO	NIO Inc.	−44,828	678	$3,430
FNDA	Schwab Fundamental U.S. Small Company ETF	−34,739	255	$9,705
VEU	Vanguard FTSE All-World Ex-US ETF	−24,047	17,595	$1,473,581
BIV	Vanguard Intermediate-Term Bond ETF	−20,691	1,032	$79,154
VB	Vanguard Morningstar Small-Cap ETF	−18,552	1,800	$545,616
DOCS	Doximity, Inc.	−14,100	50	$1,037
VIGI	Vanguard International Dividend Appreciation ETF	−8,302	1,132	$105,706
MFC	Manulife Financial Corp	−6,700	19,000	$769,690
BP	Bp PLC	−6,027	15,296	$565,187
TGT	Target Corp	−5,800	231	$30,170
SHEL	Shell plc	−5,320	491	$38,072
EQT	EQT Corp	−4,457	135	$7,177
OXY	Occidental Petroleum Corp /De/	−3,734	934	$45,364
CCI	Crown Castle Inc.	−3,600	52	$3,937
TUSK	Mammoth Energy Services, Inc.	−3,000	8,200	$26,650
MRK	Merck & Co., Inc.	−2,639	21,453	$2,756,710
VIG	Vanguard Dividend Appreciation ETF	−2,549	15,466	$3,659,564
HON	Honeywell International Inc	−2,431	2,631	$589,080
BAC	Bank Of America Corp /De/	−2,393	29,400	$1,675,212
COP	Conocophillips	−2,135	1,651	$171,637
VEA	Vanguard FTSE Developed Markets ETF	−2,099	41,609	$2,964,641
IRM	Iron Mountain Inc	−2,000	5,800	$732,598
MPC	Marathon Petroleum Corp	−1,215	304	$77,723
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LIN	Linde PLC	1,289	$668,913
HONA	Honeywell Aerospace Inc.	2,631	$581,661
STX	Seagate Technology Holdings plc	580	$559,700
SNDK	Sandisk Corp	200	$454,746
AXON	Axon Enterprise, Inc.	809	$453,533
RXO	RXO, Inc.	16,313	$450,075
SIMO	Silicon Motion Technology CORP	1,186	$395,329
WDC	Western Digital Corp	617	$394,090
FRSH	Freshworks Inc.	36,917	$373,600
BE	Bloom Energy Corp	1,113	$336,905
DK	Delek US Holdings, Inc.	6,569	$333,770
HEI	Heico Corp	936	$333,393
DY	Dycom Industries Inc	658	$332,678
LNG	Cheniere Energy, Inc.	1,363	$325,770
SNPS	Synopsys Inc	710	$316,709
GTLB	Gitlab Inc.	10,364	$316,412
ARCB	Arcbest Corp /Tx/	2,161	$310,189
HRL	Hormel Foods Corp /De/	12,153	$301,637
FDXF	FedEx Freight Holding Company, Inc.	1,831	$276,481
MRVL	Marvell Technology, Inc.	607	$180,819
JBL	Jabil Inc	300	$115,644
MCY	Mercury General Corp	872	$92,972
PBI	Pitney Bowes Inc /De/	5,110	$89,527
CDNS	Cadence Design Systems Inc	161	$60,426
ROST	Ross Stores, Inc.	250	$53,212
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	1,653,387	$44,626,090
AAXJ	iShares MSCI All Country Asia ex Japan ETF	425,931	$28,115,578
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	313,847	$27,496,928
AFGR	First Trust Active Factor Large Cap Growth ETF	526,450	$20,560,417
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	254,555	$19,451,726
ABI	VictoryShares Pioneer Asset-Based Income ETF	82,296	$14,913,502
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	155,393	$11,881,920
BAPR	Innovator U.S. Equity Buffer ETF - April	86,546	$3,679,599
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	78,430	$3,454,100
CAAA	First Trust AAA CMBS ETF	144,647	$3,373,673
FCA	First Trust China AlphaDEX Fund	51,063	$2,627,675
BNDW	Vanguard Total World Bond ETF	15,436	$1,365,673
—		19,819	$1,050,506
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	8,361	$970,258
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	7,066	$966,531
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	14,240	$737,393
IVZ	Invesco Ltd.	4,578	$650,873
BDX	Becton Dickinson & Co	3,930	$617,913
BILZ	PIMCO Ultra Short Government Active ETF	5,506	$553,738
EDV	Vanguard World Funds Extended Duration ETF	2,516	$509,958
FSLY	Fastly, Inc.	16,535	$480,507
FBCG	Fidelity Blue Chip Growth ETF	5,118	$462,441
PTEN	Patterson Uti Energy Inc	38,082	$412,428
DCOR	Dimensional US Core Equity 1 ETF	10,248	$388,496
CLX	Clorox Co /De/	3,600	$373,068
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

720 tracked positions · $264,275,605 total · filing declares 1,254 positions · $522,349,945 · as of Jun 30, 2026

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

Showing 1–50 of 720 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	Reduced	45,223	-531	$33,302,217	+26.1%	12.60%
LLY	ELI LILLY & Co Healthcare	Added	8,262	+795	$9,909,691	+44.3%	3.75%
AAPL	Apple Inc. Technology	Reduced	28,826	-650	$8,341,091	+11.5%	3.16%
GOOGL	Alphabet Inc. Communication Services	Reduced	22,298	-773	$7,959,424	+20.0%	3.01%
MSFT	Microsoft Corp Technology	Added	19,471	+1,957	$7,263,072	+12.0%	2.75%
PLD	Prologis, Inc. Real Estate	Added	49,540	+272	$6,711,183	+3.1%	2.54%
AVGO	Broadcom Inc. Technology	Added	15,844	+97	$5,985,071	+22.8%	2.26%
NVDA	Nvidia Corp Technology	Added	27,465	+1,021	$5,495,471	+19.2%	2.08%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,401	+383	$5,041,209	+14.1%	1.91%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,498	+1	$4,170,473	+14.4%	1.58%
JNJ	Johnson & Johnson Healthcare	Added	15,648	+108	$3,974,122	+4.6%	1.50%
META	Meta Platforms, Inc. Communication Services	Reduced	6,966	-82	$3,923,878	−2.7%	1.48%
PWR	Quanta Services, Inc. Industrials	Held	5,100	0	$3,672,204	+31.2%	1.39%
VIG	Vanguard Dividend Appreciation ETF	Reduced	15,466	-2,549	$3,659,564	−2.4%	1.38%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	41,609	-2,099	$2,964,641	+5.8%	1.12%
LMT	Lockheed Martin Corp Industrials	Held	5,807	0	$2,958,434	−15.7%	1.12%
NEE	Nextera Energy Inc Utilities	Added	32,185	+501	$2,824,877	−4.0%	1.07%
MRK	Merck & Co., Inc. Healthcare	Reduced	21,453	-2,639	$2,756,710	−4.9%	1.04%
XOM	ExxonMobil Holdings Corp Energy	Added	19,330	+506	$2,642,797	−17.2%	1.00%
CVS	CVS HEALTH Corp Healthcare	Held	24,422	0	$2,526,455	+44.0%	0.96%
V	Visa Inc. Financial Services	Added	6,685	+75	$2,293,556	+14.8%	0.87%
MA	Mastercard Inc Financial Services	Held	4,289	0	$2,202,830	+2.8%	0.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,315	+145	$2,159,182	+8.1%	0.82%
WMT	Walmart Inc. Consumer Defensive	Reduced	18,719	-142	$2,120,113	−9.6%	0.80%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,931	-132	$2,049,471	+49.6%	0.78%
MKSI	Mks Inc Technology	Reduced	4,545	-521	$2,021,616	+73.6%	0.76%
AEP	American Electric Power Co Inc Utilities	Held	14,699	0	$2,010,970	+4.4%	0.76%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,552	-19	$1,958,079	+6.9%	0.74%
PFE	Pfizer Inc Healthcare	Held	73,546	0	$1,770,987	−14.2%	0.67%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	29,400	-2,393	$1,675,212	+8.1%	0.63%
ABBV	AbbVie Inc. Healthcare	Added	6,483	+9	$1,631,382	+15.9%	0.62%
TPL	Texas Pacific Land Corp Energy	Reduced	3,629	-65	$1,588,195	−9.4%	0.60%
DIS	Walt Disney Co Communication Services	Held	15,912	0	$1,531,530	−0.1%	0.58%
MU	Micron Technology Inc Technology	Reduced	1,304	-343	$1,505,194	+170.5%	0.57%
F	Ford Motor Co Consumer Cyclical	Added	107,095	+3	$1,488,620	+20.5%	0.56%
EXR	Extra Space Storage Inc. Real Estate	Added	10,209	+1,500	$1,483,367	+29.9%	0.56%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	17,595	-24,047	$1,473,581	−46.5%	0.56%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,892	-143	$1,412,888	+6.8%	0.53%
BMY	Bristol Myers Squibb Co Healthcare	Held	24,272	0	$1,398,552	−5.0%	0.53%
CVX	Chevron Corp Energy	Added	8,327	+71	$1,380,283	−19.2%	0.52%
PEP	Pepsico Inc Consumer Defensive	Added	9,996	+1	$1,353,458	−12.8%	0.51%
UNP	Union Pacific Corp Industrials	Added	4,812	+138	$1,308,864	+15.4%	0.50%
OKE	Oneok Inc /New/ Energy	Held	14,850	0	$1,291,059	−3.8%	0.49%
CB	Chubb Ltd Financial Services	Added	3,627	+3,500	$1,235,863	+2885.7%	0.47%
KMI	Kinder Morgan, Inc. Energy	Added	37,614	+373	$1,202,519	−3.7%	0.46%
LH	Labcorp Holdings Inc. Healthcare	Held	4,127	0	$1,155,560	+4.9%	0.44%
FDX	Fedex Corp Industrials	Held	3,662	0	$1,146,682	−12.1%	0.43%
LRCX	Lam Research Corp Technology	Added	2,644	+1,020	$1,145,724	+230.2%	0.43%
URI	United Rentals, Inc. Industrials	Held	1,011	0	$1,145,351	+55.5%	0.43%
HII	Huntington Ingalls Industries, Inc. Industrials	Reduced	4,000	-1,200	$1,119,560	−43.3%	0.42%

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.