Archon Partners as of June 30, 2026
Portfolio Holdings for Archon Partners
Archon Partners holds 37 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 10.7 | $100M | 280k | 357.37 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.4 | $89M | 177k | 500.39 | |
| Apple (AAPL) | 7.8 | $73M | 252k | 289.36 | |
| Amazon (AMZN) | 6.1 | $57M | 240k | 238.34 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.6 | $52M | 70k | 746.77 | |
| Microsoft Corporation (MSFT) | 4.1 | $38M | 102k | 373.02 | |
| Mastercard Incorporated Cl A (MA) | 3.6 | $34M | 67k | 513.60 | |
| Visa Com Cl A (V) | 3.6 | $34M | 99k | 343.09 | |
| Meta Platforms Cl A (META) | 3.0 | $28M | 50k | 563.29 | |
| Lowe's Companies (LOW) | 2.8 | $27M | 120k | 220.49 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $26M | 80k | 327.33 | |
| NVR (NVR) | 2.7 | $26M | 3.8k | 6813.40 | |
| TransDigm Group Incorporated (TDG) | 2.5 | $23M | 17k | 1332.04 | |
| Blackstone Group Inc Com Cl A (BX) | 2.4 | $22M | 190k | 117.67 | |
| Union Pacific Corporation (UNP) | 2.2 | $20M | 75k | 272.00 | |
| Raytheon Technologies Corp (RTX) | 2.0 | $19M | 101k | 189.73 | |
| Ge Aerospace Com New (GE) | 1.9 | $18M | 47k | 373.73 | |
| Hilton Worldwide Holdings (HLT) | 1.8 | $17M | 51k | 330.46 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.7 | $16M | 82k | 193.84 | |
| Live Nation Entertainment (LYV) | 1.7 | $16M | 86k | 183.11 | |
| Netflix (NFLX) | 1.6 | $15M | 206k | 71.40 | |
| Deere & Company (DE) | 1.6 | $15M | 23k | 634.33 | |
| NVIDIA Corporation (NVDA) | 1.5 | $14M | 72k | 200.09 | |
| Eli Lilly & Co. (LLY) | 1.5 | $14M | 12k | 1199.43 | |
| Uber Technologies (UBER) | 1.4 | $13M | 180k | 72.16 | |
| Ge Vernova (GEV) | 1.4 | $13M | 11k | 1174.86 | |
| Lockheed Martin Corporation (LMT) | 1.4 | $13M | 25k | 509.46 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 1.4 | $13M | 80k | 158.66 | |
| Equinix (EQIX) | 1.3 | $13M | 12k | 1042.39 | |
| NiSource (NI) | 1.3 | $12M | 255k | 47.55 | |
| Hca Holdings (HCA) | 1.3 | $12M | 31k | 389.89 | |
| Palantir Technologies Cl A (PLTR) | 1.2 | $12M | 100k | 116.67 | |
| Hldgs (UAL) | 1.2 | $11M | 80k | 135.99 | |
| Cloudflare Cl A Com (NET) | 1.0 | $9.8M | 40k | 245.28 | |
| Capital One Financial (COF) | 1.0 | $9.4M | 47k | 200.62 | |
| Qxo Com New (QXO) | 0.9 | $8.5M | 490k | 17.28 | |
| Servicenow (NOW) | 0.6 | $6.0M | 60k | 99.28 |
