Archer Investment Corp

CIK 0001803804 · Q1 2026

13F Equity AUM

$469.2M

+5.8% QoQ

Positions

1,172

+58 QoQ

AUM Rank

#4,481

Top 36%

Skill Alpha (FF)

-2.5%/yr

Underperformer

Rank #5,795 · Top 71%

vs S&P -8.0%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 20.9%Top 10: 30.2%Top 20: 41.9%

NDQ5.6%

FTCS5.6%

SPYM4.0%

RSP3.0%

GDEC2.7%

ARWG2.3%

BALT2.2%

JIVE1.8%

AAPL1.6%

ZAUG1.5%

Others (1162)69.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services58.2%

Technology8.6%

Healthcare6.5%

Industrials4.8%

Fund4.0%

Energy3.5%

Communication Services3.1%

Consumer Defensive2.6%

Other8.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1172Median: 0.01%Avg: 0.09%

0–0.5%

1130(43.7%)

0.5–1%

25(17.3%)

1–3%

13(20.8%)

3–5%

2(7.0%)

5%+

2(11.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 1,027Unique: 145vs 20 funds

13.8%Low

1,172

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

18.4%

BANK OF AMERICA CORP /DE/

20.1%

18.7%

24.9%

18.4%

16.2%

GEODE CAPITAL MANAGEMENT, LLC

15%

VANGUARD CAPITAL MANAGEMENT LLC

15%

VANGUARD PORTFOLIO MANAGEMENT LLC

16.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New138Increased248Decreased194Exited74

New Positions

INNOVATOR ETFS TRUST…0.5%

+136K

RTX0.2%

+5K

INNOVATOR ETFS TRUST…0.2%

+45K

APOC0.2%

+34K

LIN0.1%

+1K

NET0.1%

+3K

CIEN0.1%

+1K

SAFT0.1%

+7K

FSLY0.1%

+17K

MDT0.1%

+6K

Increased

ARWG2.3%

+374K(+371%)

ZJAN0.7%

+107K(+997%)

FTHI1.1%

+90K(+62%)

BALT2.2%

+80K(+35%)

NIO0.1%

+45K(+6622%)

JIVE1.8%

+40K(+70%)

LUMN0.0%

+22K(+23158%)

UJAN0.2%

+19K(+1807%)

HRB0.1%

+16K(+1938%)

JBND0.5%

+11K(+36%)

Decreased

ZAUG1.5%

-54,922(-18%)

NFTY0.6%

-40,625(-44%)

JEPI0.7%

-24,712(-30%)

FTCS5.6%

-20,085(-7%)

ZMAR0.1%

-18,318(-42%)

UFEB0.0%

-18,246(-76%)

FPE0.4%

-17,343(-13%)

UAUG0.6%

-15,248(-18%)

VEA0.6%

-12,026(-22%)

RKT0.0%

-9,839(-99%)

Exited

-5,095

-1,809

-5,278

-2,723

-3,000

-307

-3,808

-7,498

-568

TSA

-3,525

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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