Archon Partners LLC
37 holdingsFiling period: 2026-06-30Current AUM: $965.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 280.0K | $100.1M | $96.6M | 10.00% | -- | 2026-06-30 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 176.8K | $88.5M | $88.5M | 9.16% | -- | 2026-06-30 |
| 3 | AAPL | APPLE INC | 252.0K | $72.9M | $83.5M | 8.65% | -- | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 240.0K | $57.2M | $59.6M | 6.17% | -- | 2026-06-30 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 70.0K | $52.3M | $53.0M | 5.49% | -- | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 102.0K | $38.0M | $50.7M | 5.25% | -- | 2026-06-30 |
| 7 | MA | MASTERCARD INCORPORATED | 66.5K | $34.2M | $38.1M | 3.95% | -- | 2026-06-30 |
| 8 | V | VISA INC | 99.0K | $34.0M | $37.2M | 3.85% | -- | 2026-06-30 |
| 9 | META | META PLATFORMS INC | 50.0K | $28.2M | $33.5M | 3.47% | +2.0K | 2026-06-30 |
| 10 | LOW | LOWES COS INC | 120.0K | $26.5M | $23.4M | 2.42% | -- | 2026-06-30 |
| 11 | JPM | JPMORGAN CHASE & CO | 80.0K | $26.2M | $28.2M | 2.92% | -- | 2026-06-30 |
| 12 | NVR | NVR INC | 3.8K | $25.7M | $23.6M | 2.44% | -- | 2026-06-30 |
| 13 | TDG | TRANSDIGM GROUP INC | 17.3K | $23.0M | $18.8M | 1.94% | -- | 2026-06-30 |
| 14 | BX | BLACKSTONE INC | 190.0K | $22.4M | $24.1M | 2.49% | -- | 2026-06-30 |
| 15 | UNP | UNION PAC CORP | 75.0K | $20.4M | $21.3M | 2.21% | -- | 2026-06-30 |
| 16 | RTX | RTX CORPORATION | 101.0K | $19.2M | $19.7M | 2.04% | -- | 2026-06-30 |
| 17 | GE | GE AEROSPACE | 47.0K | $17.6M | $14.4M | 1.49% | -- | 2026-06-30 |
| 18 | HLT | HILTON WORLDWIDE HLDGS INC | 50.8K | $16.8M | $15.6M | 1.62% | -- | 2026-06-30 |
| 19 | H | HYATT HOTELS CORP | 82.0K | $15.9M | $13.1M | 1.36% | -- | 2026-06-30 |
| 20 | LYV | LIVE NATION ENTERTAINMENT IN | 86.0K | $15.7M | $14.6M | 1.52% | -- | 2026-06-30 |
| 21 | NFLX | NETFLIX INC. | 205.5K | $14.7M | $16.0M | 1.66% | -5,000 | 2026-06-30 |
| 22 | DE | DEERE & CO | 23.0K | $14.6M | $15.7M | 1.63% | -- | 2026-06-30 |
| 23 | NVDA | NVIDIA CORPORATION | 72.0K | $14.4M | $15.3M | 1.58% | -- | 2026-06-30 |
| 24 | LLY | ELI LILLY & CO | 12.0K | $14.4M | $13.6M | 1.41% | +3.0K | 2026-06-30 |
| 25 | UBER | UBER TECHNOLOGIES INC | 179.6K | $13.0M | $12.8M | 1.33% | -- | 2026-06-30 |
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