Archon Partners LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $845 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $85.9M, Alphabet Inc. with a value of $55.7M, Amazon Com Inc with a value of $54.8M, Apple Inc. with a value of $52.3M, and Microsoft Corp with a value of $50.7M.

Examining the 13F form we can see an increase of $46.5M in the current position value, from $799M to 845M.

Archon Partners LLC is based out at Princeton Junction, NJ

Below you can find more details about Archon Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $845 Million
Technology: $215 Million
Financial Services: $213 Million
Consumer Cyclical: $135 Million
Communication Services: $132 Million
Industrials: $91 Million
ETFs: $40.2 Million
Healthcare: $17.4 Million
Consumer Defensive: $1.27 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $845 Million
  • Prior Value $799 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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