StockDriftsStockDriftsTop 37 Archon Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 10.68% | 280.0K | $100.1M | +0.00%(+0) | $55.57(+520.33%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9.44% | 176.8K | $88.5M | +0.00%(+0) | $147.39(+240.14%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.78% | 252.0K | $72.9M | +0.00%(+0) | $35.62(+757.29%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.11% | 240.0K | $57.2M | +0.00%(+0) | $36.82(+613.03%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.58% | 70.0K | $52.3M | +0.00%(+0) | $432.46(+79.29%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.06% | 102.0K | $38.0M | +0.00%(+0) | $91.80(+429.50%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 3.65% | 66.5K | $34.2M | +0.00%(+0) | $27.28(+1977.86%) | 2026-06-30 | |
| V | VISA INC | 3.63% | 99.0K | $34.0M | +0.00%(+0) | $28.56(+1167.33%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.01% | 50.0K | $28.2M | +4.17%(+2.00K) | $70.41(+724.16%) | 2026-06-30 | |
| LOW | LOWES COS INC | 2.82% | 120.0K | $26.5M | +0.00%(+0) | $29.86(+620.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.51% | +42.41% | +6.47% | +36.84% |
| Top 20 Holdings Unweighted | +10.77% | +35.93% | +5.26% | +29.19% |
Archon Partners LLC reports $936.83M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (10.7%), BRK.B (9.4%) and AAPL (7.8%). The top 20 holdings account for 78.42% of reported assets. Its disclosed equity book has returned +42.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Archon Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1454424). View Archon Partners LLC’s 13F filings on SEC