Argyle Capital Management, LLC
Q2 2026 13F filing
Updated 47 days ago138 disclosed positions worth $347.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I INTC Intel Corp | $14.4M | 102.9K | 4.14% | Trimmed(-12.2%) |
| 2 | L LLY Lilly Eli & Co | $12.9M | 10.8K | 3.72% | Unchanged |
| 3 | C CAT Caterpillar Inc Del | $10.7M | 10.1K | 3.09% | Trimmed(-2.7%) |
| 4 | M MSFT Microsoft Corp | $10M | 26.8K | 2.88% | Added(+0.3%) |
| 5 | J JPM-PM JP Morgan Chase & Co | $9.6M | 29.5K | 2.78% | Added(+0.2%) |
| 6 | C CSCO Cisco Sys Inc | $9.1M | 77.2K | 2.61% | Trimmed(-0.7%) |
| 7 | P PNC PNC Finl Svcs Group Inc | $8.5M | 34.5K | 2.45% | Added(+0.2%) |
| 8 | M MRK Merck & Co Inc | $8M | 62.5K | 2.31% | Trimmed(-0.4%) |
| 9 | M MCK McKesson Corp | $7.9M | 10.4K | 2.27% | Trimmed(-0.5%) |
| 10 | R RTX RTX Corporation | $7.8M | 40.9K | 2.23% | Trimmed(-1.0%) |
| 11 | D DELL Dell Technologies Inc | $7.6M | 17.5K | 2.18% | Trimmed(-11.8%) |
| 12 | H HPE-PC Hewlett Packard Enterprises | $7.1M | 157.2K | 2.04% | Added(+0.3%) |
| 13 | A AMGN Amgen Inc | $7.1M | 19.5K | 2.03% | Added(+0.7%) |
| 14 | I IBM International Business Mach | $6.8M | 24.3K | 1.97% | Added(+0.7%) |
| 15 | D DE Deere & Company | $6.8M | 10.7K | 1.96% | Unchanged |
| 16 | J JNJ Johnson & Johnson | $6.5M | 25.6K | 1.88% | Unchanged |
| 17 | P PHM Pulte Group Inc | $5.5M | 40.0K | 1.58% | Unchanged |
| 18 | B BAC-PS Bank of America Corp | $5.4M | 95.0K | 1.56% | Added(+0.8%) |
| 19 | E EMR Emerson Elec Co | $4.8M | 33.4K | 1.38% | Trimmed(-1.5%) |
| 20 | C CVX Chevron Corporation | $4.4M | 26.3K | 1.26% | Trimmed(-0.1%) |
| 21 | G GM General Mtrs Corp | $4.2M | 54.8K | 1.22% | Unchanged |
| 22 | C CELG-RI Bristol Myers Squibb Co | $4.2M | 72.3K | 1.20% | Added(+1.5%) |
| 23 | K KO Coca Cola Co | $4.1M | 50.9K | 1.19% | Trimmed(-0.5%) |
| 24 | E EBBGF Enbridge Inc | $4.1M | 76.1K | 1.19% | Trimmed(-2.1%) |
| 25 | O ORCL-PD Oracle Corp | $3.9M | 26.8K | 1.13% | Added(+0.3%) |
| 26 | D DUK-PA Duke Energy Corp | $3.9M | 31.0K | 1.13% | Added(+1.1%) |
| 27 | C COP ConocoPhillips | $3.9M | 37.1K | 1.11% | Trimmed(-0.1%) |
| 28 | P PFE Pfizer Inc | $3.7M | 155.6K | 1.08% | Added(+2.5%) |
| 29 | V VZ Verizon Communications | $3.7M | 88.3K | 1.08% | Added(+5.0%) |
| 30 | A ALL-PB Allstate Corp | $3.6M | 15.1K | 1.03% | Unchanged |
| 31 | W WFC-PZ Wells Fargo & Co New | $3.6M | 43.0K | 1.02% | Added(+0.7%) |
| 32 | P PAYX Paychex Inc | $3.5M | 35.6K | 1.01% | Added(+7.2%) |
| 33 | G GPC Genuine Parts Co | $3.5M | 29.5K | 1.00% | Added(+2.1%) |
| 34 | C CB Chubb Corp | $3.5M | 10.2K | 1.00% | Added(+0.6%) |
| 35 | P PSX Phillips 66 | $3.5M | 20.5K | 1.00% | Trimmed(-1.7%) |
| 36 | A APP AT&T Inc | $3.4M | 165.1K | 0.98% | Added(+8.3%) |
| 37 | M MET-PF MetLife Inc | $3.4M | 39.8K | 0.97% | Added(+2.0%) |
| 38 | M MMM 3M Co | $3.3M | 20.1K | 0.94% | Added(+1.5%) |
| 39 | C CVS CVS Health Corp | $3.2M | 30.7K | 0.92% | Unchanged |
| 40 | M MDT Medtronic Inc | $3.1M | 39.2K | 0.88% | Added(+3.0%) |
| 41 | U UPS United Parcel Service Inc | $3M | 28.4K | 0.88% | Added(+1.5%) |
| 42 | G GLW Corning Inc | $3M | 11.9K | 0.88% | Trimmed(-3.3%) |
| 43 | W WAT Waters Corp | $2.8M | 7.6K | 0.82% | Unchanged |
| 44 | P PPLC PPL Corp | $2.8M | 76.5K | 0.80% | Added(+6.9%) |
| 45 | G GEV GE Vernova Inc | $2.7M | 2.3K | 0.77% | Unchanged |
| 46 | T TFC-PR Truist Finl Corp | $2.6M | 52.6K | 0.75% | Added(+1.8%) |
| 47 | W WM Waste Management Inc Del | $2.5M | 11.3K | 0.73% | Unchanged |
| 48 | S SOMN Southern Co | $2.5M | 26.3K | 0.73% | Added(+0.4%) |
| 49 | Q Q Qnity Electronics Inc | $2.4M | 14.7K | 0.69% | Unchanged |
| 50 | F FITB-PK Fifth Third Bancorp | $2.4M | 41.9K | 0.68% | Unchanged |