Archer Investment Management, LLC
Long book
$237.7M
Q1 2026
Positions
108
Top-10 weight
40%
concentration
Last quarter
+11.7%
SPY +14.8%
Turnover
43%
of book per quarter
Strategy in plain words
auto-generated from filingsArcher Investment Management, LLC is a wealth-management firm allocating client money, specialised in financials (74% of the long book), running a $237.7M US long book across 108 positions.
The portfolio is moderately concentrated (top 10 ≈ 40% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES S&P 500 VALUE ETF, ISHARES CORE S&P 500 ETF, ISH INTL CTRY ROT ACT ETF, ISHARES S&P 500 GROWTH ETF, ISHRS US E F R A ETF-USD INC.
Over the last 6 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
+0.2%
Q1 2025
+6.8%
Q2 2025
+5.0%
Q3 2025
+0.7%
Q4 2025
-2.0%
Q1 2026
+11.7%
Sector allocation
Technology 100%
Long book by quarter
What does Archer Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 3.4K | $873K | 0.4% | -6.1% |
| NVDA NVIDIA CORP | Technology | 2.2K | $378K | 0.2% | +42.6% |
| NXPI NXP SEMICONDUCTORS NV | Technology | 1.7K | $328K | 0.1% | -0.1% |
| GOOG ALPHABET INC-CL C | Technology | 942 | $270K | 0.1% | +16.7% |
| CSCO CISCO SYSTEMS INC | Technology | 3.4K | $262K | 0.1% | +0.7% |
| MSFT MICROSOFT CORP | Technology | 584 | $216K | 0.1% | -22.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 8, 2026 | 108 | $237.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 12, 2026 | 117 | $185.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 9, 2025 | 59 | $162.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 9, 2025 | 53 | $137.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 9, 2025 | 57 | $144.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 24, 2025 | 58 | $162.4M | canonical | SEC ↗ |