Archon Partners LLC Top Holdings and 13F Report (2025) About Archon Partners LLCInvestment ActivityArchon Partners LLC has $866.80 million in total holdings as of June 30, 2025.Archon Partners LLC owns shares of 35 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 3.63% of the portfolio was purchased this quarter.About 6.13% of the portfolio was sold this quarter.This quarter, Archon Partners LLC has purchased 38 new stocks and bought additional shares in 5 stocks.Archon Partners LLC sold shares of 3 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $85,884,136Alphabet $55,730,975Amazon.com $54,772,907Apple $52,318,350Microsoft $50,735,820 Largest New Holdings this Quarter 097023105 - Boeing $9,847,910 Holding Largest Purchases this Quarter Boeing 47,000 shares (about $9.85M)SPDR S&P 500 ETF Trust 15,900 shares (about $9.82M)Ingersoll Rand 63,500 shares (about $5.28M)Novo Nordisk A/S 50,000 shares (about $3.45M)QXO INC 90,000 shares (about $1.94M) Largest Sales this Quarter Elevance Health 30,000 shares (about $11.67M)Union Pacific 10,000 shares (about $2.30M)PALANTIR TECHNOLOGIES INC 10,000 shares (about $1.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArchon Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$85,884,1360.0%176,8009.9%FinanceGOOGLAlphabet$55,730,9750.0%316,2406.4%Computer and TechnologyAMZNAmazon.com$54,772,9070.0%249,6606.3%Retail/WholesaleAAPLApple$52,318,3500.0%255,0006.0%Computer and TechnologyMSFTMicrosoft$50,735,8200.0%102,0005.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$40,160,250$9,823,815 ▲32.4%65,0004.6%FinanceFIFiserv$38,447,4300.0%223,0004.4%Business ServicesMAMastercard$37,369,0100.0%66,5004.3%Business ServicesMETAMeta Platforms$35,428,3200.0%48,0004.1%Computer and TechnologyVVisa$35,149,9500.0%99,0004.1%Business ServicesBXBlackstone$28,420,2000.0%190,0003.3%FinanceNFLXNetflix$28,188,6870.0%21,0503.3%Consumer DiscretionaryNVRNVR$27,814,3960.0%3,7663.2%ConstructionLOWLowe's Companies$27,733,7500.0%125,0003.2%Retail/WholesaleTDGTransdigm Group$26,307,0720.0%17,3003.0%AerospaceJPMJPMorgan Chase & Co.$23,192,8000.0%80,0002.7%FinancePALANTIR TECHNOLOGIES INC$20,448,000$1,363,200 ▼-6.3%150,0002.4%CL ANOWServiceNow$18,505,4400.0%18,0002.1%Computer and TechnologyUNPUnion Pacific$17,256,000$2,300,800 ▼-11.8%75,0002.0%TransportationUBERUber Technologies$16,756,6800.0%179,6001.9%Computer and TechnologyLMTLockheed Martin$16,209,9000.0%35,0001.9%AerospaceRTXRTX$14,748,0200.0%101,0001.7%AerospaceHLTHilton Worldwide$13,530,0720.0%50,8001.6%Consumer DiscretionaryLYVLive Nation Entertainment$13,010,0800.0%86,0001.5%Consumer DiscretionaryHHyatt Hotels$11,451,3000.0%82,0001.3%Consumer DiscretionaryNVDANVIDIA$11,375,280$1,105,930 ▲10.8%72,0001.3%Computer and TechnologyQXO INC$11,200,800$1,938,600 ▲20.9%520,0001.3%COM NEWNETCloudflare$10,770,6500.0%55,0001.2%Computer and TechnologyBABoeing$9,847,910$9,847,910 ▲New Holding47,0001.1%AerospaceNVONovo Nordisk A/S$9,662,800$3,451,000 ▲55.6%140,0001.1%MedicalELVElevance Health$7,779,200$11,668,800 ▼-60.0%20,0000.9%MedicalIRIngersoll Rand$6,654,400$5,281,930 ▲384.8%80,0000.8%IndustrialsPANWPalo Alto Networks$6,145,3390.0%30,0300.7%Computer and TechnologyFNFFidelity National Financial$2,522,7000.0%45,0000.3%FinanceSTZConstellation Brands$1,272,9710.0%7,8250.1%Consumer StaplesEQIXEquinix$0$13,697,880 ▼-100.0%00.0%FinanceBABAAlibaba Group$0$12,032,930 ▼-100.0%00.0%Retail/WholesaleAPOApollo Global Management$0$11,502,960 ▼-100.0%00.0%FinanceAURAurora Innovation$0$605,250 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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