Archer Investment Management, LLC

CIK

2052868

Location

AUSTIN, TX

Portfolio Value

Micro $13,837,794

Diversification

Diversified

Filing Date

Global Rank

#7,964 / 8,517 ▲ 107

Top Industry

Rental & Leasing Services 41.6%

3Y Alpha vs SPY

-6.0%

Period ended 46 days ago

Filed Jul 7, 2026 · 39d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 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

+18.6%

SPY

+27.3%

Annualised alpha

-5.4%

Max drawdown

−18.9%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

17.8%

−11.8 pts

Top 5

65.7%

−10.9 pts

Top 10

87.0%

−2.0 pts

HHI

1,082

Diversified−418

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	57.1%	$7,898,916	8
Technology	23.1%	$3,202,357	6
Industrials	17.8%	$2,469,104	1
Consumer Cyclical	1.9%	$267,417	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
NCIQ	Hashdex Nasdaq CME Crypto Index ETF	+144,040	157,232	$2,297,159
HODL	VanEck Bitcoin ETF	+26,449	37,593	$624,419
IAU	Ishares Gold Trust	+7,892	28,109	$2,122,510
IAUM	iShares Gold Trust Micro	+7,077	12,238	$489,642
NVDA	Nvidia Corp	+1,821	3,987	$797,758
NXPI	NXP Semiconductors N.V.	+1	1,669	$469,039
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−67,730	16,904	$562,734
BITW	Bitwise 10 Crypto Index ETF	−2,018	9,526	$357,987
CSCO	Cisco Systems, Inc.	−1,008	2,366	$277,910
AAPL	Apple Inc.	−33	3,406	$985,560
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SUNB	Sunbelt Rentals Holdings, Inc.	33,005	$2,469,104
SPY	Spdr S&P 500 ETF Trust	1,628	$1,215,741
IOT	Samsara Inc.	14,007	$454,247
AMZN	Amazon Com Inc	1,122	$267,417
ETHW	Bitwise Ethereum ETF	20,277	$228,724
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	201,469	$6,638,403
VEU	Vanguard FTSE All-World Ex-US ETF	37,241	$2,796,799
BNDX	Vanguard Total International Bond ETF	55,854	$2,683,784
VEA	Vanguard FTSE Developed Markets ETF	10,575	$677,646
GLDM	World Gold Trust	3,500	$324,415
VIG	Vanguard Dividend Appreciation ETF	1,382	$297,212
GOOGL	Alphabet Inc.	942	$270,222
FGDL	Franklin Templeton Holdings Trust	3,396	$211,129
VXUS	Vanguard Total International Stock ETF	2,643	$203,801
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

16 tracked positions · $13,837,794 total · as of Jun 30, 2026

All sectors Consumer Cyclical Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	33,005	NEW	$2,469,104	NEW	17.84%
NCIQ	Hashdex Nasdaq CME Crypto Index ETF	Added	157,232	+144,040	$2,297,159	+910.6%	16.60%
IAU	Ishares Gold Trust	Added	28,109	+7,892	$2,122,510	+19.1%	15.34%
SPY	Spdr S&P 500 ETF Trust	NEW	1,628	NEW	$1,215,741	NEW	8.79%
AAPL	Apple Inc. Technology	Reduced	3,406	-33	$985,560	+12.9%	7.12%
NVDA	Nvidia Corp Technology	Added	3,987	+1,821	$797,758	+111.2%	5.77%
HODL	VanEck Bitcoin ETF	Added	37,593	+26,449	$624,419	+192.4%	4.51%
IBIT	iShares Bitcoin Trust ETF	Reduced	16,904	-67,730	$562,734	−82.7%	4.07%
IAUM	iShares Gold Trust Micro	Added	12,238	+7,077	$489,642	+103.2%	3.54%
NXPI	NXP Semiconductors N.V. Technology	Added	1,669	+1	$469,039	+42.8%	3.39%
IOT	Samsara Inc. Technology	NEW	14,007	NEW	$454,247	NEW	3.28%
BITW	Bitwise 10 Crypto Index ETF	Reduced	9,526	-2,018	$357,987	−30.5%	2.59%
CSCO	Cisco Systems, Inc. Technology	Reduced	2,366	-1,008	$277,910	+6.2%	2.01%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	1,122	NEW	$267,417	NEW	1.93%
ETHW	Bitwise Ethereum ETF	NEW	20,277	NEW	$228,724	NEW	1.65%
MSFT	Microsoft Corp Technology	Held	584	0	$217,843	+0.8%	1.57%

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.