Archon Partners as of June 30, 2025
Portfolio Holdings for Archon Partners
Archon Partners holds 35 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.9 | $86M | 177k | 485.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $56M | 316k | 176.23 | |
| Amazon (AMZN) | 6.3 | $55M | 250k | 219.39 | |
| Apple (AAPL) | 6.0 | $52M | 255k | 205.17 | |
| Microsoft Corporation (MSFT) | 5.9 | $51M | 102k | 497.41 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.6 | $40M | 65k | 617.85 | |
| Fiserv (FI) | 4.4 | $38M | 223k | 172.41 | |
| Mastercard Incorporated Cl A (MA) | 4.3 | $37M | 67k | 561.94 | |
| Meta Platforms Cl A (META) | 4.1 | $35M | 48k | 738.09 | |
| Visa Com Cl A (V) | 4.1 | $35M | 99k | 355.05 | |
| Blackstone Group Inc Com Cl A (BX) | 3.3 | $28M | 190k | 149.58 | |
| Netflix (NFLX) | 3.3 | $28M | 21k | 1339.13 | |
| NVR (NVR) | 3.2 | $28M | 3.8k | 7385.66 | |
| Lowe's Companies (LOW) | 3.2 | $28M | 125k | 221.87 | |
| TransDigm Group Incorporated (TDG) | 3.0 | $26M | 17k | 1520.64 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $23M | 80k | 289.91 | |
| Palantir Technologies Cl A (PLTR) | 2.4 | $20M | 150k | 136.32 | |
| Servicenow (NOW) | 2.1 | $19M | 18k | 1028.08 | |
| Union Pacific Corporation (UNP) | 2.0 | $17M | 75k | 230.08 | |
| Uber Technologies (UBER) | 1.9 | $17M | 180k | 93.30 | |
| Lockheed Martin Corporation (LMT) | 1.9 | $16M | 35k | 463.14 | |
| Raytheon Technologies Corp (RTX) | 1.7 | $15M | 101k | 146.02 | |
| Hilton Worldwide Holdings (HLT) | 1.6 | $14M | 51k | 266.34 | |
| Live Nation Entertainment (LYV) | 1.5 | $13M | 86k | 151.28 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.3 | $12M | 82k | 139.65 | |
| NVIDIA Corporation (NVDA) | 1.3 | $11M | 72k | 157.99 | |
| Qxo Com New (QXO) | 1.3 | $11M | 520k | 21.54 | |
| Cloudflare Cl A Com (NET) | 1.2 | $11M | 55k | 195.83 | |
| Boeing Company (BA) | 1.1 | $9.8M | 47k | 209.53 | |
| Novo-nordisk A S Adr (NVO) | 1.1 | $9.7M | 140k | 69.02 | |
| Anthem (ELV) | 0.9 | $7.8M | 20k | 388.96 | |
| Ingersoll Rand (IR) | 0.8 | $6.7M | 80k | 83.18 | |
| Palo Alto Networks (PANW) | 0.7 | $6.1M | 30k | 204.64 | |
| Fidelity National Financial Com Shs (FNF) | 0.3 | $2.5M | 45k | 56.06 | |
| Constellation Brands Cl A (STZ) | 0.1 | $1.3M | 7.8k | 162.68 |
