Archer Investment Corp
Filing Date
Global Rank
#3,648
/ 8,232
▲ 382
Top Industry
Drug Manufacturers - General
10.4%
3Y Alpha vs SPY
-2.5%
Period ended 2 months ago
Filed May 4, 2026 · 41d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+65.4%
SPY
+76.3%
Annualised alpha
-2.5%
Max drawdown
−16.8%
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
708 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.9%
−1.6 pts
Top 5
24.3%
−3.5 pts
Top 10
35.1%
−4.3 pts
HHI
242
Diversified−57
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 18.5% | $40,951,093 |
| Unclassified | 13.9% | $30,728,866 |
| Healthcare | 13.5% | $29,953,258 |
| Industrials | 10.3% | $22,692,238 |
| Financial Services | 9.1% | $20,205,287 |
| Energy | 7.4% | $16,474,681 |
| Communication Services | 6.2% | $13,674,847 |
| Consumer Cyclical | 5.4% | $12,009,652 |
| Consumer Defensive | 5.4% | $11,963,116 |
| Real Estate | 5.0% | $11,127,210 |
| Utilities | 4.2% | $9,365,298 |
| Basic Materials | 0.9% | $2,020,067 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Exxon Mobil 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
708 positions ·
$221,165,613 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 708 positions by value
· page 1 of 15
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 45,754 | $26,408,293 | 11.94% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 29,476 | $7,480,714 | 3.38% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 7,467 | $6,867,922 | 3.11% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 49,268 | $6,512,244 | 2.94% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,514 | $6,483,157 | 2.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 20,910 | $6,012,879 | 2.72% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 15,747 | $4,873,853 | 2.20% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 26,444 | $4,611,833 | 2.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 15,018 | $4,417,694 | 2.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 7,048 | $4,032,372 | 1.82% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 15,540 | $3,798,597 | 1.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 17,497 | $3,644,100 | 1.65% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 5,807 | $3,509,692 | 1.59% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 18,824 | $3,193,679 | 1.44% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 31,684 | $2,942,809 | 1.33% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 24,092 | $2,898,026 | 1.31% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Held | 5,100 | $2,800,002 | 1.27% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 18,861 | $2,344,045 | 1.06% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 4,289 | $2,143,041 | 0.97% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 73,546 | $2,065,171 | 0.93% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,170 | $1,998,263 | 0.90% | |
| V |
Visa Inc.
Financial Services
|
Added | 6,610 | $1,997,806 | 0.90% | |
| HII |
Huntington Ingalls Industries, Inc.
Industrials
|
Held | 5,200 | $1,975,480 | 0.89% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 14,699 | $1,926,744 | 0.87% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 5,571 | $1,832,246 | 0.83% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Held | 24,422 | $1,753,988 | 0.79% | |
| TPL |
Texas Pacific Land Corp
Energy
|
Added | 3,694 | $1,753,024 | 0.79% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 8,256 | $1,708,166 | 0.77% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 9,995 | $1,552,123 | 0.70% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 31,793 | $1,549,908 | 0.70% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 15,912 | $1,533,598 | 0.69% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 24,272 | $1,472,096 | 0.67% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 6,474 | $1,408,030 | 0.64% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 5,063 | $1,369,997 | 0.62% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 14,850 | $1,342,291 | 0.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,035 | $1,323,441 | 0.60% | |
| GLD |
Spdr Gold Trust
|
Added | 3,075 | $1,323,141 | 0.60% | |
| FDX |
Fedex Corp
Industrials
|
Held | 3,662 | $1,304,331 | 0.59% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 37,241 | $1,248,690 | 0.56% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 107,092 | $1,235,841 | 0.56% | |
| MKSI |
Mks Inc
Technology
|
Added | 5,066 | $1,164,217 | 0.53% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 5,062 | $1,144,163 | 0.52% | |
| EXR |
Extra Space Storage Inc.
Real Estate
|
Added | 8,709 | $1,142,011 | 0.52% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 4,674 | $1,134,005 | 0.51% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Held | 4,127 | $1,101,124 | 0.50% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 21,085 | $1,058,467 | 0.48% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 7,278 | $1,014,334 | 0.46% | |
| BP |
Bp PLC
Energy
|
Added | 21,323 | $1,002,181 | 0.45% | |
| RTX |
RTX Corp
Industrials
|
NEW | 5,087 | $981,282 | 0.44% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 6,576 | $961,937 | 0.43% |