Institutional Fund
Archon Partners LLC
Princeton Junction, NJCIK 14544245 filings on record
Portfolio Value
$845.03M
Q1 2026
Holdings
39
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-11.7%
from $956.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del10.0%
- Alphabet Inc9.5%
- Apple Inc7.6%
- Amazon Com Inc5.9%
- Spdr S&P 500 ETF Tr5.4%
- Microsoft Corp4.5%
- Other57.1%
Portfolio Holdings
39 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 176.8K | $84.72M | 10.0% | 0 | Held |
| 2 | Alphabet Inc | 280.0K | $80.52M | 9.5% | −30.0K | Reduced |
| 3 | Apple Inc | 252.0K | $63.96M | 7.6% | 0 | Held |
| 4 | Amazon Com Inc | 240.0K | $49.98M | 5.9% | −9.7K | Reduced |
| 5 | Spdr S&P 500 ETF Tr | 70.0K | $45.52M | 5.4% | 0 | Held |
| 6 | Microsoft Corp | 102.0K | $37.76M | 4.5% | 0 | Held |
| 7 | Mastercard Incorporated | 66.5K | $33.23M | 3.9% | 0 | Held |
| 8 | Visa Inc | 99.0K | $29.92M | 3.5% | 0 | Held |
| 9 | Lowes Cos Inc | 120.0K | $28.35M | 3.4% | 0 | Held |
| 10 | Meta Platforms Inc | 48.0K | $27.46M | 3.2% | 0 | Held |
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