Archon Partners

Archon Partners as of June 30, 2012

Portfolio Holdings for Archon Partners

Archon Partners holds 58 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
MasterCard Incorporated (MA) 4.1 $9.5M 22k 430.09
Visa (V) 3.9 $8.9M 72k 123.64
Pepsi (PEP) 3.8 $8.7M 123k 70.66
Altria (MO) 3.5 $8.1M 234k 34.55
Philip Morris International (PM) 3.4 $7.9M 90k 87.26
Wells Fargo & Company (WFC) 3.4 $7.7M 231k 33.44
Apple (AAPL) 3.0 $7.0M 12k 584.04
Microsoft Corporation (MSFT) 3.0 $6.9M 225k 30.59
Google 3.0 $6.8M 12k 580.09
American Express Company (AXP) 2.9 $6.6M 113k 58.21
Union Pacific Corporation (UNP) 2.6 $6.1M 51k 119.31
Novo Nordisk A/S (NVO) 2.6 $5.9M 41k 145.33
Lockheed Martin Corporation (LMT) 2.5 $5.7M 66k 87.08
Coca-Cola Company (KO) 2.5 $5.7M 73k 78.19
Pfizer (PFE) 2.5 $5.7M 247k 23.00
International Business Machines (IBM) 2.5 $5.7M 29k 195.59
Lowe's Companies (LOW) 2.4 $5.6M 199k 28.24
American International (AIG) 2.4 $5.5M 170k 32.09
Starbucks Corporation (SBUX) 2.2 $5.2M 97k 53.32
Chipotle Mexican Grill (CMG) 2.2 $5.1M 13k 379.91
priceline.com Incorporated 2.2 $5.0M 7.6k 664.50
Capital One Financial (COF) 2.2 $5.0M 91k 54.66
Exxon Mobil Corporation (XOM) 2.1 $4.7M 56k 85.57
Intel Corporation (INTC) 2.0 $4.7M 176k 26.65
Abbott Laboratories (ABT) 2.0 $4.6M 71k 64.46
Qualcomm (QCOM) 1.9 $4.5M 80k 55.68
JPMorgan Chase & Co. (JPM) 1.9 $4.3M 120k 35.73
Procter & Gamble Company (PG) 1.9 $4.3M 70k 61.25
eBay (EBAY) 1.8 $4.2M 100k 42.01
Tractor Supply Company (TSCO) 1.8 $4.2M 50k 83.06
Clorox Company (CLX) 1.8 $4.1M 57k 72.46
Nike (NKE) 1.8 $4.0M 46k 87.78
Walt Disney Company (DIS) 1.8 $4.0M 83k 48.51
DISH Network 1.7 $3.9M 137k 28.55
Masco Corporation (MAS) 1.6 $3.7M 268k 13.87
Fiserv (FI) 1.6 $3.7M 51k 72.22
Amazon (AMZN) 1.6 $3.7M 16k 228.38
PPG Industries (PPG) 1.5 $3.5M 33k 106.12
Comcast Corporation 1.5 $3.5M 110k 31.40
Noble Energy 1.4 $3.2M 38k 84.82
Seagate Technology Com Stk 1.4 $3.2M 130k 24.73
Home Depot (HD) 0.3 $758k 14k 53.01
Allergan 0.3 $759k 8.2k 92.56
Mead Johnson Nutrition 0.3 $660k 8.2k 80.49
Church & Dwight (CHD) 0.3 $666k 12k 55.50
Scripps Networks Interactive 0.3 $643k 11k 56.90
Via 0.3 $611k 13k 47.00
Biogen Idec (BIIB) 0.3 $621k 4.3k 144.42
Liberty Media Corp lcpad 0.3 $615k 7.0k 87.86
Under Armour (UAA) 0.3 $595k 6.3k 94.44
Fresh Market 0.3 $590k 11k 53.64
Monster Beverage 0.3 $598k 8.4k 71.19
Intuitive Surgical (ISRG) 0.2 $555k 1.0k 553.89
Whole Foods Market 0.2 $477k 5.0k 95.40
D.R. Horton (DHI) 0.2 $478k 26k 18.38
Panera Bread Company 0.2 $488k 3.5k 139.43
Eli Lilly & Co. (LLY) 0.2 $395k 9.2k 42.93
Johnson & Johnson (JNJ) 0.1 $304k 4.5k 67.56