Archford Capital Strategies, LLC has disclosed its latest holdings in a recent SEC filing, revealing a total value exceeding $1 billion as of September 30, 2026. This significant update is crucial for the asset management industry, as it sheds light on the investment strategies employed by institutional investors.
According to the filing, Archford's portfolio includes substantial investments in well-known companies such as Amazon, Johnson & Johnson, and Mastercard. This diverse array of holdings indicates a strategic approach to capital allocation, aimed at maximizing returns while managing risk.
Background
Archford Capital Strategies, LLC, incorporated in Delaware, is an asset management firm that focuses on investment strategies for institutional clients. The firm operates under the Central Index Key (CIK) number 0001606609 and has been filing with the SEC regularly, with the most recent submission being a 13F-HR form on October 19, 2026. The firm’s filings reflect its ongoing commitment to transparency and regulatory compliance.
What the Filing Says
The filing, which is publicly available under accession number 0001606609-26-000006, indicates that Archford held a total of 363 positions, with a combined value of $1,009,032,694. This report is a snapshot of the firm’s investment strategy as of the end of the third quarter of 2026.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors within the asset management industry. By showcasing its investment choices, Archford provides insights into market trends and potential future movements in stock prices, influencing how other firms may adjust their strategies.
What's Next
The filing does not specify what actions Archford Capital Strategies will take next, but it is expected that the firm will continue to monitor its investments closely and adjust its portfolio as necessary in response to market conditions.