Institutions / Argyle Capital Partners, LLC

Argyle Capital Partners, LLC

CIK 2079995 · Institution · as of Jun 30, 2026
Portfolio value
$158.73M
Positions
177
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$158.73M+16.0%
$158.73M$147.81M$136.88MQ4 '25Q2 '26

Positions

177+12.7%
177167157Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 177 →
CompanyClassValueShares% of portfolio
Apple Inc.$9.00M31,0995.7%
iShares Tr$4.43M18,2662.8%
Microsoft Corp$4.27M11,4562.7%
iShares Tr$3.99M32,1032.5%
Amazon.com Inc$3.45M14,4642.2%
iShares MSCI UAE ETF$3.03M27,7371.9%
SPDR Series Trust$2.97M18,7911.9%
iShares Tr$2.96M19,9531.9%
NVIDIA Corp$2.72M13,5861.7%
Warren E. Buffett$2.65M5,2971.7%
JPMorgan Chase Finl Co LLC$2.58M74,7021.6%
iShares Tr$2.50M60,4231.6%
iShares Tr$2.41M26,5761.5%
AbbVie Inc.$2.34M9,3061.5%
Alphabet Inc.$2.30M6,4311.4%
JPMORGAN CHASE & CO$2.28M6,9571.4%
iShares Tr$2.27M27,6751.4%
Vanguard Intl Equity Index F$2.09M35,0921.3%
iShares MSCI UAE ETF$1.94M22,4581.2%
Enterprise Products Partners L.P.EPDMLP$1.92M52,2091.2%
Mplx LPMPLXMLP$1.90M33,6771.2%
State Str SPDR S&P 500 ETF T$1.84M2,4601.2%
Dimensional ETF Trust$1.82M43,5441.1%
Williams Cos Inc/The$1.80M24,2401.1%
Amgen Inc$1.76M4,8511.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add464287614$3.05M+25K
+326.56%
32,103
2.51% of portfolio
low
Q2 2026
as of
New464287515$2.41M+27K
26,576
1.52% of portfolio
low
Q2 2026
as of
AddNetflix Inc$1.00M+14K
+153.97%
23,111
1.04% of portfolio
low
Q2 2026
as of
ExitSalesforce Inc$-852.3K-3K
-100.00%
low
Q2 2026
as of
AddMicrosoft Corp$773.3K+2K
+22.09%
11,456
2.69% of portfolio
low
Q2 2026
as of
New72201R585$707.1K+27K
26,663
0.45% of portfolio
low
Q2 2026
as of
ExitUnitedhealth Group Inc$-613.7K-2K
-100.00%
low
Q2 2026
as of
New25434V807$550.7K+10K
10,194
0.35% of portfolio
low
Q2 2026
as of
Add464287226$549.6K+6K
+257.20%
7,712
0.48% of portfolio
low
Q2 2026
as of
Add81369Y886$535.3K+12K
+106.73%
22,868
0.65% of portfolio
low