Archer Investment Corp

CIK

1803804

Location

Carmel, IN

Portfolio Value

Micro $2,020,067

Diversification

Diversified

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 SPY

Hypothetical 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, 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	10.3%	$22,692,238	102
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

43 positions · $2,020,067 total · Basic Materials 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
SOLS	Solstice Advanced Materials Inc. Basic Materials	Added	4,970	+3,705	$378,515	+515.9%	18.74%
WLK	Westlake Corp Basic Materials	NEW	2,493	NEW	$291,232	NEW	14.42%
RGLD	Royal Gold Inc Basic Materials	Added	871	+814	$221,660	+1649.5%	10.97%
EMN	Eastman Chemical Co Basic Materials	Added	2,840	+2,820	$216,748	+16886.5%	10.73%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	450	0	$130,720	+17.6%	6.47%
CF	CF Industries Holdings, Inc. Basic Materials	Held	1,000	0	$129,840	+67.9%	6.43%
CLF	Cleveland-Cliffs Inc. Basic Materials	Held	12,999	0	$109,841	−36.4%	5.44%
SHW	Sherwin Williams Co Basic Materials	Held	194	0	$62,186	−1.1%	3.08%
MP	MP Materials Corp. / DE Basic Materials	Added	1,101	+1,000	$53,134	+941.4%	2.63%
PAAS	Pan American Silver Corp Basic Materials	Held	970	0	$52,991	+5.4%	2.62%
BHP	BHP Group Ltd Basic Materials	Held	690	0	$50,190	+20.5%	2.48%
DOW	Dow Inc. Basic Materials	Held	1,100	0	$45,815	+78.1%	2.27%
KGC	Kinross Gold Corp Basic Materials	NEW	1,500	NEW	$45,780	NEW	2.27%
FCX	Freeport-Mcmoran Inc Basic Materials	Held	718	0	$42,204	+15.7%	2.09%
ALB	Albemarle Corp Basic Materials	Held	140	0	$25,134	+26.9%	1.24%
LYB	LyondellBasell Industries N.V. Basic Materials	Held	306	0	$24,651	+86.1%	1.22%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	194	0	$21,000	+8.4%	1.04%
MLM	Martin Marietta Materials Inc Basic Materials	Held	24	0	$14,128	−5.5%	0.70%
RPM	Rpm International Inc/De/ Basic Materials	Reduced	138	-1,111	$13,717	−89.4%	0.68%
USAS	Americas Gold & Silver Corp Basic Materials	NEW	2,000	NEW	$10,440	NEW	0.52%
CTVA	Corteva, Inc. Basic Materials	Held	113	0	$9,459	+24.9%	0.47%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	44	0	$8,931	+19.7%	0.44%
AGI	Alamos Gold Inc Basic Materials	Held	184	0	$8,175	+15.2%	0.40%
B	Barrick Mining Corp Basic Materials	Held	200	0	$8,158	−6.3%	0.40%
RIO	Rio Tinto PLC Basic Materials	Held	68	0	$6,343	+16.6%	0.31%
NUE	Nucor Corp Basic Materials	Held	35	0	$5,918	+3.7%	0.29%
KNF	Knife River Corp Basic Materials	Held	67	0	$5,470	+16.1%	0.27%
WLKP	Westlake Chemical Partners LP Basic Materials	Held	235	0	$5,191	+16.3%	0.26%
CDE	Coeur Mining, Inc. Basic Materials	NEW	217	NEW	$4,073	NEW	0.20%
HL	Hecla Mining Co/De/ Basic Materials	NEW	210	NEW	$3,912	NEW	0.19%
ECL	Ecolab Inc. Basic Materials	Held	10	0	$2,660	+1.3%	0.13%
NTR	Nutrien Ltd. Basic Materials	Held	34	0	$2,565	+22.3%	0.13%
UAN	Cvr Partners, LP Basic Materials	Held	15	0	$1,900	+23.6%	0.09%
RYAM	Rayonier Advanced Materials Inc. Basic Materials	Held	133	0	$1,472	+88.0%	0.07%
FMC	Fmc Corp Basic Materials	Held	72	0	$1,239	+24.1%	0.06%
MOS	Mosaic Co Basic Materials	Held	40	0	$1,020	+5.9%	0.05%
DD	DuPont de Nemours, Inc. Basic Materials	Held	20	0	$916	+13.9%	0.05%
FRD	Friedman Industries Inc Basic Materials	Held	50	0	$886	−13.5%	0.04%
TMC	TMC the metals Co Inc. Basic Materials	Held	180	0	$840	−24.3%	0.04%
SMG	Scotts Miracle-Gro Co Basic Materials	Held	8	0	$486	+4.3%	0.02%
CMT	Core Molding Technologies Inc Basic Materials	Held	10	0	$224	+12.0%	0.01%
MUX	McEwen Inc. Basic Materials	Held	10	0	$204	+10.3%	0.01%
AVD	American Vanguard Corp Basic Materials	Held	40	0	$99	−34.9%	0.00%