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Portfolio (Quarterly) Guide ↗

Archford Capital Strategies, LLC

· CIK 0001606609
13F Portfolio $987M AUM 359 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 128 Added 132 Reduced 18 Exited
Page 1 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 156,732.0 $31.4M 3.18% -6K -3.9% $200.09 +12.5%
2 GOOGL ALPHABET INC Communication Services 56,589.0 $20.2M 2.05% -2K -4.1% $357.37 -3.7%
3 MU MICRON TECHNOLOGY INC Technology 10,837.0 $12.5M 1.27% -2K -17.0% $1154.29 -12.3%
4 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 21,690.0 $10.4M 1.05% -857.0 -3.8% $477.58 -9.8%
5 CSCO CISCO SYS INC Technology 72,260.0 $8.5M 0.86% -5K -6.2% $117.46 -3.9%
6 NVS NOVARTIS AG Healthcare 49,908.0 $7.8M 0.79% -692.0 -1.4% $156.72 -3.0%
7 JPM JPMORGAN CHASE & CO Financial Services 22,153.0 $7.3M 0.73% -6K -21.1% $327.33 +10.3%
8 MBB ISHARES TR 68,826.0 $6.5M 0.66% -3K -3.6% $94.52 -1.6%
9 WMT WALMART INC Consumer Defensive 53,544.0 $6.1M 0.61% -6K -9.7% $113.26 +0.9%
10 MA MASTERCARD INCORPORATED Financial Services 10,692.0 $5.5M 0.56% -3K -23.8% $513.62 +9.5%
11 AMD ADVANCED MICRO DEVICES INC Technology 9,358.0 $5.4M 0.55% -887.0 -8.7% $580.88 -12.9%
12 XLF SELECT SECTOR SPDR TR 100,927.0 $5.4M 0.55% -2K -1.7% $53.61 +7.4%
13 SHEL SHELL PLC Energy 57,122.0 $4.4M 0.45% -22K -27.8% $77.54 +18.2%
14 ANET ARISTA NETWORKS INC Technology 24,449.0 $4.2M 0.42% -367.0 -1.5% $169.88 +18.8%
15 VTV VANGUARD INDEX FDS 17,598.0 $3.8M 0.39% -780.0 -4.2% $217.93 +4.0%
16 MRK MERCK & CO INC Healthcare 27,354.0 $3.5M 0.36% -7K -20.4% $128.50 +5.8%
17 XLC SELECT SECTOR SPDR TR 30,311.0 $3.2M 0.33% -5K -14.3% $107.13 +3.5%
18 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,314.0 $3.2M 0.33% -38.0 -0.9% $746.76 +3.5%
19 TEL TE CONNECTIVITY PLC Technology 15,770.0 $3.2M 0.32% -954.0 -5.7% $201.61 +7.8%
20 VIG VANGUARD SPECIALIZED FUNDS 13,163.0 $3.1M 0.32% -621.0 -4.5% $236.61 +3.3%
Page 1 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.2%
Financial Services 13.8%
Healthcare 9.1%
Communication Services 7.5%
Consumer Cyclical 6.1%
Industrials 5.7%
Consumer Defensive 5.7%
Energy 2.4%
Utilities 2.1%
Basic Materials 1.3%