Archer Investment Corp

CIK

1803804

Location

Carmel, IN

Portfolio Value

Micro $11,963,116

Diversification

Diversified

Filing Date

Global Rank

#3,972 / 8,586 ▲ 284

Top Industry

Drug Manufacturers - General 10.4%

3Y Alpha vs SPY

-3.1%

Period ended 3 months ago

Filed May 4, 2026 · 43d

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

+65.2%

SPY

+78.1%

Annualised alpha

-3.0%

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

709 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−57

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%	$22,928,691	103
Financial Services	9.1%	$20,205,287	82
Energy	7.4%	$16,474,681	50
Communication Services	6.2%	$13,674,847	32
Consumer Cyclical	5.4%	$12,009,652	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%	$2,020,067	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	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
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

37 positions · $11,963,116 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COTY	Coty Inc. Consumer Defensive	NEW	1	NEW	$2	NEW	0.00%
DEO	Diageo PLC Consumer Defensive	Held	5	0	$372	−13.7%	0.00%
MICC	Magnum Ice Cream Co N.V. Consumer Defensive	Held	30	0	$448	−5.7%	0.00%
EL	Estee Lauder Companies Inc Consumer Defensive	Held	15	0	$1,076	−31.5%	0.01%
HSY	Hershey Co Consumer Defensive	Held	10	0	$2,078	+14.2%	0.02%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Held	25	0	$2,333	+11.3%	0.02%
CAG	Conagra Brands Inc. Consumer Defensive	NEW	157	NEW	$2,468	NEW	0.02%
DLTR	Dollar Tree, Inc. Consumer Defensive	Held	30	0	$3,285	−11.0%	0.03%
HNST	Honest Company, Inc. Consumer Defensive	NEW	1,259	NEW	$3,701	NEW	0.03%
UL	Unilever PLC Consumer Defensive	Held	133	0	$7,577	−12.9%	0.06%
TAP	Molson Coors Beverage Co Consumer Defensive	Held	200	0	$8,612	−7.8%	0.07%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	221	+141	$12,921	+185.3%	0.11%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Held	171	0	$13,189	−3.2%	0.11%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Held	299	0	$20,741	+8.3%	0.17%
SJM	J M SMUCKER Co Consumer Defensive	Added	223	+2	$21,506	−0.5%	0.18%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Held	464	0	$33,728	+26.4%	0.28%
TSN	Tyson Foods, Inc. Consumer Defensive	Held	550	0	$35,238	+9.3%	0.29%
GIS	General Mills Inc Consumer Defensive	Added	1,346	+100	$50,098	−13.5%	0.42%
STZ	Constellation Brands, Inc. Consumer Defensive	Held	572	0	$85,800	+8.7%	0.72%
SYY	Sysco Corp Consumer Defensive	Added	1,896	+2	$135,241	−3.1%	1.13%
USFD	US Foods Holding Corp. Consumer Defensive	Held	1,835	0	$169,205	+22.4%	1.41%
KMB	Kimberly Clark Corp Consumer Defensive	Held	2,289	0	$220,819	−4.4%	1.85%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,472	+11	$243,380	+3.9%	2.03%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	5,086	+9	$293,157	+7.3%	2.45%
MO	Altria Group, Inc. Consumer Defensive	Reduced	4,938	-349	$325,858	+6.9%	2.72%
CL	Colgate Palmolive Co Consumer Defensive	Held	4,212	0	$358,988	+7.9%	3.00%
CLX	Clorox Co /De/ Consumer Defensive	Held	3,600	0	$373,068	+2.8%	3.12%
DG	Dollar General Corp Consumer Defensive	Reduced	3,951	-2,000	$469,102	−40.6%	3.92%
KR	Kroger Co Consumer Defensive	Reduced	7,061	-73	$510,933	+14.6%	4.27%
KHC	Kraft Heinz Co Consumer Defensive	Added	26,015	+1,607	$585,077	−1.2%	4.89%
TGT	Target Corp Consumer Defensive	Reduced	6,031	-100	$730,957	+22.0%	6.11%
KOF	Coca Cola Femsa Sab De CV Consumer Defensive	Held	7,850	0	$765,767	+3.0%	6.40%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,622	-1,465	$812,041	−20.0%	6.79%
KO	Coca Cola Co Consumer Defensive	Reduced	10,921	-3,010	$830,542	−14.7%	6.94%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	941	-188	$937,640	−3.7%	7.84%
PEP	Pepsico Inc Consumer Defensive	Added	9,995	+1	$1,552,123	+8.2%	12.97%
WMT	Walmart Inc. Consumer Defensive	Reduced	18,861	-1,896	$2,344,045	+1.4%	19.59%