Institutions / Argyle Capital Management, LLC
Argyle Capital Management, LLC
CIK 1321194 · Institution · as of Mar 31, 2026
Portfolio value
$307.72M
Positions
137
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$307.72M+2.7%Positions
137+0.0%Top holdings
Mar 31, 2026View all 137 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $9.90M | 3.2% |
| ELI LILLY & Co | $9.90M | 3.2% |
| McKesson Corp | $9.06M | 2.9% |
| JPMorgan Chase & Co | $8.66M | 2.8% |
| RTX Corp | $7.97M | 2.6% |
| Merck & Co., Inc. | $7.56M | 2.5% |
| Caterpillar Inc | $7.34M | 2.4% |
| The PNC Financial Services Group, Inc. | $7.17M | 2.3% |
| Amgen Inc | $6.82M | 2.2% |
| Johnson & Johnson | $6.27M | 2.0% |
| Cisco Systems, Inc. | $6.03M | 2.0% |
| Deere & Co | $6.03M | 2.0% |
| International Business Machines Corp | $5.85M | 1.9% |
| Chevron Corp | $5.45M | 1.8% |
| Intel Corp | $5.18M | 1.7% |
| ConocoPhillips | $4.90M | 1.6% |
| Pultegroup INC/MI | $4.70M | 1.5% |
| Bank of America Corp /De | $4.60M | 1.5% |
| Emerson Electric Co | $4.44M | 1.4% |
| AT&T Inc. | $4.42M | 1.4% |
| Bristol Myers Squibb Co | $4.32M | 1.4% |
| Pfizer Inc | $4.26M | 1.4% |
| Verizon Communications Inc | $4.22M | 1.4% |
| Enbridge Inc | $4.21M | 1.4% |
| General Motors Co | $4.08M | 1.3% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Amcor PLC Common stock | $-1.91M | -48K -70.91% | 19,672 0.25% of portfolio | low |
| Q1 2026 as of | New | 74743l100 Common stock | $1.69M | +15K | 14,687 0.55% of portfolio | low |
| Q1 2026 as of | Exit | Qnity Electronics, Inc. Common stock | $-1.19M | -15K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-598.6K | -845 -7.54% | 10,359 2.38% of portfolio | low |
| Q1 2026 as of | New | 453038408 Common stock | $287.8K | +2K | 2,200 0.09% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $287.6K | +2K +7.89% | 26,726 1.28% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-285.1K | -310 -2.80% | 10,767 3.22% of portfolio | low |
| Q1 2026 as of | Exit | Palantir Technologies Inc Common stock | $-266.6K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Add | Eastman Chemical Co Common stock | $254.5K | +3K +74.69% | 7,800 0.19% of portfolio | low |
| Q1 2026 as of | Add | DuPont de Nemours, Inc. Common stock | $227.9K | +5K +17.04% | 34,172 0.51% of portfolio | low |