ARCHX holdings — Archer Balanced Fund
Archer Balanced Fund (ARCHX) held 96 positions with net assets of $61.0M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 38.4% of the fund, led by AVGO, GOOGL, PWR.
ARCHX top holdings
- AVGO Broadcom, Inc. — 5.72% ($3.48M)
- GOOGL Alphabet, Inc. — 5.37% ($3.27M)
- PWR Quanta Services, Inc. — 5.25% ($3.20M)
- META Meta Platforms, Inc. — 3.92% ($2.39M)
- MSFT Microsoft Corp. — 3.72% ($2.27M)
- Federated Hermes Money Market Obligations Trust — 3.22% ($1.96M)
- AAPL Apple, Inc. — 3.17% ($1.93M)
- JPM JPMorgan Chase & Co. — 2.80% ($1.71M)
- LLY Eli Lilly & Co. — 2.63% ($1.60M)
- NEE NextEra Energy, Inc. — 2.56% ($1.56M)
- MA MasterCard, Inc. — 2.55% ($1.56M)
- WMT WalMart, Inc. — 2.24% ($1.37M)
- PLD Prologis, Inc. — 2.22% ($1.36M)
- LMT Lockheed Martin Corp. — 2.22% ($1.35M)
- FDX FedEx Corp. — 2.20% ($1.34M)
- HII HUNTINGTON INGALLS INDustries, Inc. — 2.02% ($1.23M)
- UNP Union Pacific Corp. — 1.98% ($1.21M)
- Honeywell International, Inc. — 1.95% ($1.19M)
- JNJ Johnson & Johnson — 1.85% ($1.13M)
- MRK Merck & Co., Inc. — 1.77% ($1.08M)
- CVS CVS Health Corp. — 1.60% ($973K)
- UNH UnitedHealth Group, Inc. — 1.48% ($903K)
- EXR Extra Space Storage, Inc. — 1.40% ($851K)
- United States Department Of The Treasury — 1.20% ($730K)
- CVX Chevron Corp. — 1.20% ($730K)
What are ARCHX's top 10 holdings?
AVGO (5.7%), GOOGL (5.4%), PWR (5.3%), META (3.9%), MSFT (3.7%), Federated Hermes Money Market Obligations Trust (3.2%), AAPL (3.2%), JPM (2.8%), LLY (2.6%), NEE (2.6%).
How many stocks are in ARCHX?
Archer Balanced Fund reported 96 holdings as of May 31, 2026.