Stock Taper

ARCHON PARTNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NVR, Inc.NVR3.77K$25.66M
GE Vernova Inc.GEV11K$12.92M
Equinix, Inc.EQIX12K$12.51M
Eli Lilly and CompanyLLY12K$14.39M
TransDigm Group IncorporatedTDG17.3K$23.04M
Deere & CompanyDE23K$14.59M
Lockheed Martin CorporationLMT25K$12.74M
HCA Healthcare, Inc.HCA31K$12.09M
Cloudflare, Inc.NET40K$9.81M
GE AerospaceGE47K$17.57M
Capital One Financial CorporationCOF47K$9.43M
Meta Platforms, Inc.META50K$28.16M
Hilton Worldwide Holdings Inc.HLT50.8K$16.79M
ServiceNow, Inc.NOW60K$5.96M
Mastercard IncorporatedMA66.5K$34.15M
NVIDIA CorporationNVDA72K$14.41M
Union Pacific CorporationUNP75K$20.4M
JPMorgan Chase & Co.JPM80K$26.19M
United Airlines Holdings, Inc.UAL80K$10.88M
Hyatt Hotels CorporationH82K$15.89M