Archon Partners LLC Top Holdings and 13F Report (2026) About Archon Partners LLCInvestment ActivityArchon Partners LLC has $936.83 million in total holdings as of June 30, 2026.Archon Partners LLC owns shares of 37 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.22% of the portfolio was purchased this quarter.About 5.58% of the portfolio was sold this quarter.This quarter, Archon Partners LLC has purchased 39 new stocks and bought additional shares in 4 stocks.Archon Partners LLC sold shares of 3 stocks and completely divested from 7 stocks this quarter.Largest Holdings Alphabet $100,063,600Berkshire Hathaway $88,468,952Apple $72,918,720Amazon.com $57,201,600SPDR S&P 500 ETF Trust $52,273,900 Largest New Holdings this Quarter 369604301 - GE Aerospace $17,565,310 Holding244199105 - Deere & Company $14,589,590 Holding81369Y209 - Health Care Select Sector SPDR Fund $12,692,800 Holding40412C101 - HCA Healthcare $12,086,590 Holding14040H105 - Capital One Financial $9,429,140 Holding Largest Purchases this Quarter GE Aerospace 47,000 shares (about $17.57M)Deere & Company 23,000 shares (about $14.59M)Health Care Select Sector SPDR Fund 80,000 shares (about $12.69M)HCA Healthcare 31,000 shares (about $12.09M)Capital One Financial 47,000 shares (about $9.43M) Largest Sales this Quarter Cloudflare 10,000 shares (about $2.45M)QXO INC 30,000 shares (about $518.40K)Netflix 5,000 shares (about $357K) 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 PortfolioSectorGOOGLAlphabet$100,063,6000.0%280,00010.7%Communication ServicesBRK.BBerkshire Hathaway$88,468,9520.0%176,8009.4%FinanceAAPLApple$72,918,7200.0%252,0007.8%TechnologyAMZNAmazon.com$57,201,6000.0%240,0006.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$52,273,9000.0%70,0005.6%ETFMSFTMicrosoft$38,048,0400.0%102,0004.1%TechnologyMAMastercard$34,154,4000.0%66,5003.6%FinanceVVisa$33,965,9100.0%99,0003.6%FinanceMETAMeta Platforms$28,164,500$1,126,580 â–²4.2%50,0003.0%Communication ServicesLOWLowe's Companies$26,458,8000.0%120,0002.8%Consumer DiscretionaryJPMJPMorgan Chase & Co.$26,186,4000.0%80,0002.8%FinanceNVRNVR$25,659,2640.0%3,7662.7%Consumer DiscretionaryTDGTransdigm Group$23,044,2920.0%17,3002.5%IndustrialsBXBlackstone$22,357,3000.0%190,0002.4%FinanceUNPUnion Pacific$20,400,0000.0%75,0002.2%IndustrialsRTXRTX$19,162,7300.0%101,0002.0%IndustrialsGEGE Aerospace$17,565,310$17,565,310 â–²New Holding47,0001.9%IndustrialsHLTHilton Worldwide$16,787,3680.0%50,8001.8%Consumer DiscretionaryHHyatt Hotels$15,894,8800.0%82,0001.7%Consumer DiscretionaryLYVLive Nation Entertainment$15,747,4600.0%86,0001.7%Communication ServicesNFLXNetflix$14,672,700$357,000 â–¼-2.4%205,5001.6%Communication ServicesDEDeere & Company$14,589,590$14,589,590 â–²New Holding23,0001.6%IndustrialsNVDANVIDIA$14,406,4800.0%72,0001.5%TechnologyLLYEli Lilly and Company$14,393,160$3,598,290 â–²33.3%12,0001.5%HealthcareUBERUber Technologies$12,959,9360.0%179,6001.4%IndustrialsGE VERNOVA INC$12,923,4600.0%11,0001.4%COMLMTLockheed Martin$12,736,5000.0%25,0001.4%IndustrialsXLVHealth Care Select Sector SPDR Fund$12,692,800$12,692,800 â–²New Holding80,0001.4%ETFEQIXEquinix$12,508,6800.0%12,0001.3%Real EstateNINiSource$12,125,250$2,139,750 â–²21.4%255,0001.3%UtilitiesHCAHCA Healthcare$12,086,590$12,086,590 â–²New Holding31,0001.3%HealthcarePALANTIR TECHNOLOGIES INC$11,667,0000.0%100,0001.2%CL AUALUnited Airlines$10,879,200$3,807,720 â–²53.8%80,0001.2%IndustrialsNETCloudflare$9,811,200$2,452,800 â–¼-20.0%40,0001.0%TechnologyCOFCapital One Financial$9,429,140$9,429,140 â–²New Holding47,0001.0%FinanceQXO INC$8,467,200$518,400 â–¼-5.8%490,0000.9%COM NEWNOWServiceNow$5,956,8000.0%60,0000.6%TechnologyBABoeing$0$11,941,800 â–¼-100.0%00.0%IndustrialsBDXBecton, Dickinson and Company$0$11,163,330 â–¼-100.0%00.0%HealthcareWMSAdvanced Drainage Systems$0$8,090,670 â–¼-100.0%00.0%IndustrialsBNBrookfield$0$5,463,450 â–¼-100.0%00.0%FinanceBKNGBooking$0$4,210,320 â–¼-100.0%00.0%Consumer DiscretionaryCPNGCoupang$0$4,153,600 â–¼-100.0%00.0%Consumer DiscretionaryCMPOCompoSecure$0$3,933,000 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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