Asset Manager
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Arch Global Advisors, LLC
First-quarter filer. This entity has filed one 13F so far (1 quarter). Position-level "NEW" / "SOLD" annotations and turnover comparisons require ≥2 quarters of history and will appear after the next filing. If this is a known corporate restructure (e.g. Vanguard Group → subsidiaries), prior history may live under a different CIK.
215 LEXINGTON AVENUE SUITE 17B, NEW YORK, NY 10016 • 212-991-8807
Q1 2026 · Filed 2026-04-15
Market Value
$192M
Holdings
52
New Purchases
52
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
59.7%
Turnover
100.0%
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 74.2% |
| Technology | 17.8% |
| Communication Services | 3.4% |
| Consumer Cyclical | 2.9% |
| Consumer Defensive | 0.4% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 25 | $80M | 41.7% |
| Large Cap | 17 | $57M | 29.5% |
| Mid Cap | 8 | $48M | 25.3% |
| Small Cap | 2 | $7M | 3.4% |
Portfolio Analytics
Avg Market Cap
$785.2B
Median Market Cap
$168.3B
Avg P/E
46.9
Median P/E
28.7
Avg Dividend Yield
0.01%
Avg Beta
1.12
# Stocks
29
# ETFs / Funds
23
Top Holdings (52 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | 11.59% | 87,481 | $22M | $253.79 | — | — | — | |
| 2 | IVV | 8.55% | 25,087 | $16M | $653.21 | — | — | — | |
| 3 | UCON | 8.08% | 624,974 | $15M | $24.77 | — | — | — | |
| 4 | QQQ | 6.08% | 20,193 | $12M | $577.19 | — | — | — | |
| 5 | GLD | 5.90% | 26,261 | $11M | $430.29 | — | — | — | |
| 6 | IVW | 5.52% | 93,456 | $11M | $113.11 | — | — | — | |
| 7 | AIQ | 4.48% | 184,112 | $9M | $46.67 | — | — | — | |
| 8 | HYDB | 3.31% | 136,339 | $6M | $46.52 | — | — | — | |
| 9 | DYNF | 3.22% | 106,122 | $6M | $58.18 | — | — | — | |
| 10 | NVDA | 3.00% | 33,000 | $6M | $174.40 | — | — | — | |
| 11 | XLI | 2.87% | 34,012 | $6M | $161.73 | — | — | — | |
| 12 | PFF | 2.86% | 180,811 | $5M | $30.32 | — | — | — | |
| 13 | VOT | 2.83% | 21,064 | $5M | $257.35 | — | — | — | |
| 14 | FEZ | 2.77% | 85,407 | $5M | $62.08 | — | — | — | |
| 15 | VWO | 2.64% | 93,488 | $5M | $54.05 | — | — | — | |
| 16 | XLF | 2.32% | 90,111 | $4M | $49.37 | — | — | — | |
| 17 | RSPT | 2.24% | 94,770 | $4M | $45.26 | — | — | — | |
| 18 | MSFT | 2.23% | 11,563 | $4M | $370.17 | — | — | — | |
| 19 | GRID | 2.01% | 23,558 | $4M | $163.58 | — | — | — | |
| 20 | XLRE | 2.00% | 94,079 | $4M | $40.83 | — | — | — | |
| 21 | IGLB | 1.98% | 76,439 | $4M | $49.63 | — | — | — | |
| 22 | TSLA | 1.97% | 10,176 | $4M | $371.75 | — | — | — | |
| 23 | GOOGL | 1.75% | 11,646 | $3M | $287.57 | — | — | — | |
| 24 | XME | 1.73% | 30,779 | $3M | $108.01 | — | — | — | |
| 25 | SPY | 1.47% | 4,318 | $3M | $650.31 | — | — | — | |
| 26 | META | 1.08% | 3,613 | $2M | $572.13 | — | — | — | |
| 27 | AMZN | 0.75% | 6,927 | $1M | $208.27 | — | — | — | |
| 28 | JPM | 0.40% | 2,590 | $762K | $294.16 | — | — | — | |
| 29 | NFLX | 0.36% | 7,137 | $686K | $96.15 | — | — | — | |
| 30 | AVGO | 0.35% | 2,169 | $671K | $309.51 | — | — | — | |
| 31 | V | 0.28% | 1,802 | $545K | $302.25 | — | — | — | |
| 32 | GOOG | 0.23% | 1,542 | $442K | $286.88 | — | — | — | |
| 33 | PEP | 0.23% | 2,843 | $441K | $155.29 | — | — | — | |
| 34 | LLY | 0.23% | 471 | $433K | $919.81 | — | — | — | |
| 35 | ORCL | 0.22% | 2,928 | $431K | $147.11 | — | — | — | |
| 36 | WMT | 0.20% | 3,093 | $384K | $124.28 | — | — | — | |
| 37 | TJX | 0.20% | 2,392 | $382K | $159.70 | — | — | — | |
| 38 | CSX | 0.19% | 8,894 | $365K | $41.05 | — | — | — | |
| 39 | STLD | 0.19% | 2,020 | $364K | $180.00 | — | — | — | |
| 40 | IVE | 0.18% | 1,675 | $354K | $211.15 | — | — | — | |
| 41 | AMAT | 0.15% | 841 | $287K | $341.79 | — | — | — | |
| 42 | XYL | 0.14% | 2,319 | $277K | $119.50 | — | — | — | |
| 43 | EQR | 0.13% | 4,309 | $255K | $59.15 | — | — | — | |
| 44 | COP | 0.13% | 1,902 | $251K | $132.00 | — | — | — | |
| 45 | VTI | 0.13% | 771 | $247K | $320.81 | — | — | — | |
| 46 | PKST | 0.13% | 11,833 | $247K | $20.89 | — | — | — | |
| 47 | CSCO | 0.12% | 2,912 | $226K | $77.59 | — | — | — | |
| 48 | RSP | 0.12% | 1,164 | $223K | $191.92 | — | — | — | |
| 49 | AXP | 0.12% | 732 | $221K | $302.48 | — | — | — | |
| 50 | AMD | 0.11% | 1,077 | $219K | $203.43 | — | — | — | |
| 51 | MA | 0.11% | 411 | $205K | $499.66 | — | — | — | |
| 52 | CEG | 0.11% | 724 | $202K | $279.25 | — | — | — |