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Holdings (Monthly) Guide ↗

Archer Balanced Fund

· Archer Investment Series Trust
Monthly Holdings $60M AUM 92 positions Period Feb 2026 Filed Apr 27, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Federated Hermes Money Market Obligations Trust 60934N500 Feb 2026 3,063,675 $3.1M 5.12% STIV
2 Alphabet, Inc. 02079K305 Feb 2026 8,600 $2.7M 4.48% EC
3 Quanta Services, Inc. 74762E102 Feb 2026 4,500 $2.5M 4.24% EC
4 Broadcom, Inc. 11135F101 Feb 2026 7,800 $2.5M 4.17% EC
5 Meta Platforms, Inc. 30303M102 Feb 2026 3,775 $2.4M 4.09% EC
6 HUNTINGTON INGALLS INDustries, Inc. 446413106 Feb 2026 5,200 $2.3M 3.87% EC
7 Microsoft Corp. 594918104 Feb 2026 5,035 $2.0M 3.31% EC
8 JPMorgan Chase & Co. 46625H100 Feb 2026 5,700 $1.7M 2.86% EC
9 NextEra Energy, Inc. 65339F101 Feb 2026 17,900 $1.7M 2.81% EC
10 Lockheed Martin Corp. 539830109 Feb 2026 2,550 $1.7M 2.81% EC
11 Apple, Inc. 037833100 Feb 2026 6,200 $1.6M 2.74% EC
12 MasterCard, Inc. 57636Q104 Feb 2026 3,150 $1.6M 2.72% EC
13 Eli Lilly & Co. 532457108 Feb 2026 1,450 $1.5M 2.55% EC
14 WalMart, Inc. 931142103 Feb 2026 11,800 $1.5M 2.52% EC
15 Prologis, Inc. 74340W103 Feb 2026 9,452 $1.3M 2.25% EC
16 FedEx Corp. 31428X106 Feb 2026 3,250 $1.3M 2.10% EC
17 Johnson & Johnson 478160104 Feb 2026 5,000 $1.2M 2.08% EC
18 Union Pacific Corp. 907818108 Feb 2026 4,600 $1.2M 2.04% EC
19 Honeywell International, Inc. 438516106 Feb 2026 5,000 $1.2M 2.04% EC
20 Chevron Corp. 166764100 Feb 2026 6,300 $1.2M 1.97% EC
21 Merck & Co., Inc. 58933Y105 Feb 2026 9,080 $1.1M 1.88% EC
22 CVS Health Corp. 126650100 Feb 2026 10,694 $854K 1.43% EC
23 Home Depot, Inc. 437076102 Feb 2026 2,200 $838K 1.40% EC
24 Extra Space Storage, Inc. 30225T102 Feb 2026 5,100 $770K 1.29% EC
25 Exxon Mobil Corp. 30231G102 Feb 2026 5,000 $762K 1.28% EC
26 Pfizer, Inc. 717081103 Feb 2026 27,500 $760K 1.27% EC
27 United States Department Of The Treasury 91282CHT1 Feb 2026 750,000 $756K 1.26% DBT
28 Walt Disney Co. 254687106 Feb 2026 7,000 $742K 1.24% EC
29 Becton, Dickinson And Company 075887109 Feb 2026 3,920 $692K 1.16% EC
30 PepsiCo, Inc. 713448108 Feb 2026 4,000 $679K 1.14% EC
31 Laboratory Corp. of America Holdings 504922105 Feb 2026 2,150 $622K 1.04% EC
32 Adobe, Inc. 00724F101 Feb 2026 2,250 $590K 0.99% EC
33 UnitedHealth Group, Inc. 91324P102 Feb 2026 2,000 $587K 0.98% EC
34 Masco Corp. 574599AT3 Feb 2026 500,000 $553K 0.93% DBT
35 Empire District Electric Co 29164RAA9 Feb 2026 500,000 $543K 0.91% DBT
36 Nestle S.A. 641069406 Feb 2026 4,900 $534K 0.89% EC
37 Bristol Myers Squibb Co. 110122108 Feb 2026 8,550 $533K 0.89% EC
38 American Electric Power Co., Inc. 025537101 Feb 2026 3,400 $455K 0.76% EC
39 AT&T Inc. 00206RGT3 Feb 2026 400,000 $450K 0.75% DBT
40 Citigroup, Inc. 172967424 Feb 2026 4,000 $441K 0.74% EC
41 Georgia Pac Corp 373298BP2 Feb 2026 400,000 $429K 0.72% DBT
42 Prime Healthcare Foundation 74166AAA0 Feb 2026 400,000 $414K 0.69% DBT
43 Goldman Sachs Group Inc 38151FUB7 Feb 2026 400,000 $398K 0.67% DBT
44 Ford Motor Credit Co. LLC. 34540TZE5 Feb 2026 350,000 $351K 0.59% DBT
45 Ford Motor Credit Co. LLC. 34540TK68 Feb 2026 350,000 $347K 0.58% DBT
46 Morgan Stanley 61760QGC2 Feb 2026 375,000 $322K 0.54% DBT
47 Citigroup, Inc. 1730T0L64 Feb 2026 400,000 $319K 0.53% DBT
48 Jefferies Financial Group, Inc. 47233WJN0 Feb 2026 300,000 $306K 0.51% DBT
49 Royal Bank of Canada 78014RG53 Feb 2026 300,000 $301K 0.50% DBT
50 US Bancorp 902973BC9 Feb 2026 300,000 $297K 0.50% DBT
51 Northern Illinois Gas Co. 665228CB6 Feb 2026 250,000 $261K 0.44% DBT
52 Johnson Controls International, Plc. 47837RAE0 Feb 2026 250,000 $257K 0.43% DBT
53 New Albany Floyd County School 641667RC6 Feb 2026 250,000 $256K 0.43% DBT
54 Deutsche Bank 25161FL55 Feb 2026 250,000 $251K 0.42% DBT
55 Bank of America Corp. 06055JHQ5 Feb 2026 250,000 $251K 0.42% DBT
56 Bank Of Montreal 06376BNM6 Feb 2026 250,000 $250K 0.42% DBT
57 United Rentals, Inc. 911365BM5 Feb 2026 250,000 $249K 0.42% DBT
58 East Norriton & Plymouth 274029GM3 Feb 2026 250,000 $240K 0.40% DBT
59 Factset Research Systems, Inc. 303075AB1 Feb 2026 250,000 $229K 0.38% DBT
60 State of Michigan 594612BD4 Feb 2026 227,500 $226K 0.38% DBT
61 Association Amern Med Colleges Ill 04609QAM1 Feb 2026 250,000 $219K 0.37% DBT
62 Omnicom Group, Inc. 68217FAA0 Feb 2026 200,000 $200K 0.33% DBT
63 Air Lease Corp. 00912XAY0 Feb 2026 200,000 $199K 0.33% DBT
64 Commonwealth of Pennsylvania Treasury 70914PW57 Feb 2026 200,000 $198K 0.33% DBT
65 Fishers IN Econ Development Revenue 338035KJ6 Feb 2026 190,000 $186K 0.31% DBT
66 Waters Corp. 941848103 Feb 2026 530 $169K 0.28% EC
67 Village of Rosemont 777543SB6 Feb 2026 150,000 $162K 0.27% DBT
68 Lennar Corp. 526057CD4 Feb 2026 150,000 $151K 0.25% DBT
69 Truist Financial Corp. 89832QAC3 Feb 2026 150,000 $150K 0.25% DBT
70 Huntington Bancshares, Inc. 446150AV6 Feb 2026 150,000 $149K 0.25% DBT
71 JPMorgan Chase & Co. 161480AB4 Feb 2026 150,000 $149K 0.25% DBT
72 PNC Capital Trust C 69349AAA0 Feb 2026 150,000 $148K 0.25% DBT
73 General Motors Financial Co. 37045XDS2 Feb 2026 150,000 $139K 0.23% DBT
74 Evansville-Vanderburgh, IN School Bldg. Corp. 299620EE0 Feb 2026 135,000 $135K 0.23% DBT
75 Ford Motor Co. 345370837 Feb 2026 6,000 $126K 0.21% EP
76 Bank of America Corp. 05518UAA5 Feb 2026 150,000 $116K 0.19% DBT
77 Goldman Sachs Group, Inc. 38147QK21 Feb 2026 125,000 $113K 0.19% DBT
78 Greendale, WI 394244GT8 Feb 2026 110,000 $110K 0.18% DBT
79 Georgia Local Govt. 373271AA3 Feb 2026 99,000 $102K 0.17% DBT
80 AbbVie, Inc. 00287YAY5 Feb 2026 100,000 $100K 0.17% DBT
81 Oracle Corp. 68389XCC7 Feb 2026 100,000 $100K 0.17% DBT
82 Royal Bank of Canada 78016EZQ3 Feb 2026 100,000 $100K 0.17% DBT
83 Solstice Advanced Materials, Inc. 83443Q103 Feb 2026 1,250 $98K 0.16% EC
84 B Riley Financial, Inc. 05580M801 Feb 2026 4,000 $93K 0.16% EP
85 Village of Rosemont 777543RF8 Feb 2026 90,000 $93K 0.16% DBT
86 Morgan Stanley 61760QDF8 Feb 2026 95,000 $85K 0.14% DBT
87 Saint Clair County IL School District 788550NE7 Feb 2026 75,000 $78K 0.13% DBT
88 QWest Corp. 74913G881 Feb 2026 3,000 $58K 0.10% EP
89 New York City Transitional Finance Authority 98425BAM8 Feb 2026 60,000 $55K 0.09% DBT
90 N/A 452152Q95 Feb 2026 35,000 $38K 0.06% DBT
91 City of Coldwater MI Water Supply & Wastewater System 193170EG8 Feb 2026 25,000 $25K 0.04% DBT
92 Porterville Unified School District 73639PAU4 Feb 2026 20,000 $20K 0.03% DBT