ARINX
Archer Income Fund
ARCHER INVESTMENT SERIES TRUST

Portfolio concentration

As of February 28, 2026 · N-PORT
Holdings
135
Top-10 weight
28.07%
Effective holdings ?
41
Crowding ?
37.0

Holdings

As of February 28, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 MONEY MARKET FUND TOIXX 4,332,061 $4.33M 12.40%
2 US TREASURY N/B 1,000,000 $1.01M 2.88%
3 US TREASURY N/B 750,000 $755.62K 2.16%
4 Anheuser-Busch Cos. LLC 500,000 $565.92K 1.62%
5 iShares 10+ Year Investment Grade Corporate Bond ETF IGLB 10,000 $513.90K 1.47%
6 US TREASURY N/B 500,000 $505.43K 1.45%
7 State Street Corporation 7.350%, Due 06/15/2026 500,000 $504.45K 1.44%
8 Federal Home Loan Bank, 4.000%, 9/12/2030 500,000 $499.10K 1.43%
9 GE Capital Funding LLC 500,000 $495.98K 1.42%
10 SOUTHWEST AIR 500,000 $494.49K 1.42%
11 Goldman Sachs Group, Inc., 1.500%, 9/15/2027 500,000 $482.05K 1.38%
12 WACHOVIA CORP 400,000 $473.20K 1.35%
13 AT&T Inc., 7,125%, 12/15/2031 400,000 $450.27K 1.29%
14 MASCO CORPORATION 7.75%, DUE 08/01/2029 400,000 $442.58K 1.27%
15 Kentucky Power Co., 5.625%, 12/01/2032 400,000 $414.32K 1.19%
16 Renasant Corp., 5.500%, 9/1/31 400,000 $402.20K 1.15%
17 Pacific Bell Telephone Co 400,000 $400.35K 1.15%
18 UPS OF AMER INC 350,000 $398.45K 1.14%
19 Wells Fargo & Company, 4.050%, 10/2/2029 400,000 $396.82K 1.14%
20 Town of Speedway IN Revenue Bond, 6.512%, 02/01/2035 350,000 $387.81K 1.11%
21 STANLEY BLACK 400,000 $371.05K 1.06%
22 FACTSET RESEARCH 400,000 $366.60K 1.05%
23 FIRST-CITIZENS 350,000 $362.34K 1.04%
24 PRIME HEALTHCARE FOUNDATION INC 7% 12/01/2027 350,000 $362.03K 1.04%
25 SIMMONS FRST NTL SFNC 350,000 $355.42K 1.02%
26 Empire District Electric Co., 6.700%, 11/15/2033 325,000 $352.85K 1.01%
27 Wells Fargo & Company, 5.200%, 8/16/2034 350,000 $350.52K 1.00%
28 Ford Motor Credit Co. LLC., 5.700%, 09/20/2034 350,000 $346.91K 0.99%
29 SOUTHERN NATURAL GAS SR UNSECURED 02/31 7.35 300,000 $338.34K 0.97%
30 MS 10 05/29/30 379,000 $325.94K 0.93%
31 Georgia Pacific LLC 7.25%, Due 06/01/2028 300,000 $321.48K 0.92%
32 Unum Group 6.75 12/15/2028 300,000 $318.29K 0.91%
33 EOG Resources, Inc., 6.650%, 4/1/2028 300,000 $315.55K 0.90%
34 Citigroup, Inc., 1.393%, 3/12/2034 394,000 $314.49K 0.90%
35 CVS HEALTH CORP 300,000 $311.08K 0.89%
36 Ross Stores, Inc. 4.800%, 4/15/2030 300,000 $304.27K 0.87%
37 Royal Bank of Canada, 5.000%, 07/21/2032 300,000 $300.57K 0.86%
38 Goldman Sachs Group, Inc. Series MTN, 4.800%, 2/11/2033 300,000 $298.33K 0.85%
39 JPMorgan Chase & Co., 2.500%, 8/15/2027 300,000 $292.14K 0.84%
40 City of Grand Island NE, 1.920%, 08/15/2028 300,000 $288.25K 0.82%
41 Plainfield Redevelopment Commission, 2.000%, due 2/01/2029 300,000 $283.61K 0.81%
42 iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB 5,000 $272.55K 0.78%
43 M&T BANK CORP 250,000 $271.24K 0.78%
44 Verizon Communications, Inc., 6.800%, 5/1/2029 250,000 $267.50K 0.77%
45 Kraft Heinz Foods Co 250,000 $261.78K 0.75%
46 HCA Inc 250,000 $261.77K 0.75%
47 Northern Illinois Gas Co., 5.900%, due 12/1/2032 250,000 $261.20K 0.75%
48 NATL BANK CANADA 250,000 $261.19K 0.75%
49 JOHNSON CONTROLS 250,000 $257.22K 0.74%
50 Indiana State Financial Authority University Housing Revenue, 5.388 %, 7/1/2035 250,000 $256.14K 0.73%
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