Archon Partners LLC Top Holdings and 13F Report (2026) About Archon Partners LLCInvestment ActivityArchon Partners LLC has $845.03 million in total holdings as of March 31, 2026.Archon Partners LLC owns shares of 39 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.96% of the portfolio was purchased this quarter.About 10.14% of the portfolio was sold this quarter.This quarter, Archon Partners LLC has purchased 42 new stocks and bought additional shares in 1 stock.Archon Partners LLC sold shares of 6 stocks and completely divested from 9 stocks this quarter.Largest Holdings Berkshire Hathaway $84,722,560Alphabet $80,516,800Apple $63,955,080Amazon.com $49,984,800SPDR S&P 500 ETF Trust $45,523,800 Largest New Holdings this Quarter 075887109 - Becton, Dickinson and Company $11,163,330 Holding65473P105 - NiSource $9,798,600 Holding11271J107 - Brookfield $5,463,450 Holding910047109 - United Airlines $4,787,640 Holding22266T109 - Coupang $4,153,600 Holding Largest Purchases this Quarter Becton, Dickinson and Company 71,000 shares (about $11.16M)NiSource 210,000 shares (about $9.80M)Brookfield 135,000 shares (about $5.46M)United Airlines 52,000 shares (about $4.79M)Coupang 220,000 shares (about $4.15M) Largest Sales this Quarter Alphabet 30,000 shares (about $8.63M)Lockheed Martin 10,000 shares (about $6.04M)Booking 1,000 shares (about $4.21M)PALANTIR TECHNOLOGIES INC 15,000 shares (about $2.19M)Amazon.com 9,660 shares (about $2.01M) 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$84,722,5600.0%176,80010.0%FinanceGOOGLAlphabet$80,516,800$8,626,800 â–¼-9.7%280,0009.5%Computer and TechnologyAAPLApple$63,955,0800.0%252,0007.6%Computer and TechnologyAMZNAmazon.com$49,984,800$2,011,888 â–¼-3.9%240,0005.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$45,523,8000.0%70,0005.4%FinanceMSFTMicrosoft$37,757,3400.0%102,0004.5%Computer and TechnologyMAMastercard$33,227,3900.0%66,5003.9%Business ServicesVVisa$29,921,7600.0%99,0003.5%Business ServicesLOWLowe's Companies$28,353,6000.0%120,0003.4%Retail/WholesaleMETAMeta Platforms$27,462,2400.0%48,0003.2%Computer and TechnologyNVRNVR$24,817,3000.0%3,7662.9%ConstructionJPMJPMorgan Chase & Co.$23,532,8000.0%80,0002.8%FinanceBXBlackstone$21,848,1000.0%190,0002.6%FinanceNFLXNetflix$20,239,5750.0%210,5002.4%Consumer DiscretionaryTDGTransdigm Group$20,050,0080.0%17,3002.4%AerospaceRTXRTX$19,482,9000.0%101,0002.3%AerospaceUNPUnion Pacific$18,196,5000.0%75,0002.2%TransportationHLTHilton Worldwide$15,447,2640.0%50,8001.8%Consumer DiscretionaryLMTLockheed Martin$15,109,750$6,043,900 â–¼-28.6%25,0001.8%AerospacePALANTIR TECHNOLOGIES INC$14,628,000$2,194,200 â–¼-13.0%100,0001.7%CL ALYVLive Nation Entertainment$13,115,8600.0%86,0001.6%Consumer DiscretionaryUBERUber Technologies$12,918,6280.0%179,6001.5%Computer and TechnologyNVDANVIDIA$12,556,8000.0%72,0001.5%Computer and TechnologyBABoeing$11,941,8000.0%60,0001.4%AerospaceHHyatt Hotels$11,790,7800.0%82,0001.4%Consumer DiscretionaryEQIXEquinix$11,762,8800.0%12,0001.4%FinanceBDXBecton, Dickinson and Company$11,163,330$11,163,330 â–²New Holding71,0001.3%MedicalNETCloudflare$10,317,0000.0%50,0001.2%Computer and TechnologyQXO INC$10,098,4000.0%520,0001.2%COM NEWNINiSource$9,798,600$9,798,600 â–²New Holding210,0001.2%UtilitiesGE VERNOVA INC$9,601,9000.0%11,0001.1%COMLLYEli Lilly and Company$8,277,9300.0%9,0001.0%MedicalWMSAdvanced Drainage Systems$8,090,670$2,605,470 â–²47.5%59,0001.0%ConstructionNOWServiceNow$6,273,000$1,045,500 â–¼-14.3%60,0000.7%Computer and TechnologyBNBrookfield$5,463,450$5,463,450 â–²New Holding135,0000.6%FinanceUALUnited Airlines$4,787,640$4,787,640 â–²New Holding52,0000.6%TransportationBKNGBooking$4,210,320$4,210,320 â–¼-50.0%1,0000.5%Retail/WholesaleCPNGCoupang$4,153,600$4,153,600 â–²New Holding220,0000.5%Retail/WholesaleCMPOCompoSecure$3,933,000$3,933,000 â–²New Holding230,0000.5%Business ServicesPANWPalo Alto Networks$0$9,946,800 â–¼-100.0%00.0%Computer and TechnologyDHRDanaher$0$9,156,800 â–¼-100.0%00.0%MedicalAPOApollo Global Management$0$9,119,880 â–¼-100.0%00.0%FinanceABNBAirbnb$0$8,957,520 â–¼-100.0%00.0%Consumer DiscretionaryFISERV INC$0$8,732,100 â–¼-100.0%00.0%COMELVElevance Health$0$7,011,000 â–¼-100.0%00.0%MedicalILMNIllumina$0$5,115,240 â–¼-100.0%00.0%MedicalFNFFidelity National Financial$0$2,456,550 â–¼-100.0%00.0%FinanceSTZConstellation Brands$0$1,079,537 â–¼-100.0%00.0%Consumer StaplesShowing 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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