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Argus Investors' Counsel, Inc. Top Holdings and 13F Report (2026)

About Argus Investors' Counsel, Inc.

Investment Activity

  • Argus Investors' Counsel, Inc. has $112.48 million in total holdings as of March 31, 2026.
  • Argus Investors' Counsel, Inc. owns shares of 102 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
  • Approximately 9.15% of the portfolio was purchased this quarter.
  • About 17.06% of the portfolio was sold this quarter.
  • This quarter, Argus Investors' Counsel, Inc. has purchased 105 new stocks and bought additional shares in 8 stocks.
  • Argus Investors' Counsel, Inc. sold shares of 64 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

NVIDIA
$4,965,940
Alphabet
$4,572,387
Costco Wholesale
$4,327,378
Quanta Services
$4,258,092
Apple
$4,157,726

Largest New Holdings this Quarter

650111107 - New York Times
$1,534,520 Holding
252131107 - DexCom
$1,152,254 Holding
833445109 - Snowflake
$996,920 Holding
512807306 - Lam Research Corp
$668,115 Holding
049560105 - Atmos Energy
$509,642 Holding

Largest Purchases this Quarter

New York Times
18,327 shares (about $1.53M)
General Dynamics
4,342 shares (about $1.49M)
DexCom
18,348 shares (about $1.15M)
Snowflake
6,610 shares (about $996.92K)
Constellation Energy
2,853 shares (about $796.71K)

Largest Sales this Quarter

Adobe
2,753 shares (about $669.20K)
Alphabet
2,057 shares (about $591.50K)
Targa Resources
2,032 shares (about $509.47K)
Stryker
1,535 shares (about $504.39K)
NVIDIA
1,946 shares (about $339.39K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofArgus Investors' Counsel, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,965,940$339,387 -6.4%28,4744.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,572,387$591,497 -11.5%15,9014.1%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,327,378$250,097 -5.5%4,3433.8%Retail/Wholesale
Quanta Services, Inc. stock logo
PWR
Quanta Services
$4,258,092$328,855 -7.2%7,7563.8%Construction
Apple Inc. stock logo
AAPL
Apple
$4,157,726$307,839 -6.9%16,3833.7%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,066,292$68,541 1.7%13,8233.6%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$3,909,855$144,432 -3.6%12,2903.5%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,737,320$7,359 -0.2%4,0633.3%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$3,704,452$178,763 -4.6%10,8383.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,413,760$191,656 -5.3%5,9673.0%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$3,256,919$267,555 -7.6%7,8152.9%Construction
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$2,622,738$77,911 -2.9%27,9072.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,518,271$100,598 -3.8%12,0912.2%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$2,434,073$74,355 -3.0%8,0532.2%Business Services
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$2,416,576$84,467 -3.4%30,3552.1%Finance
United Rentals, Inc. stock logo
URI
United Rentals
$2,397,425$48,080 -2.0%3,2912.1%Construction
BlackRock Inc
$2,355,442$62,517 -2.6%2,4492.1%COM
Oracle Corporation stock logo
ORCL
Oracle
$2,205,233$146,966 -6.2%14,9902.0%Computer and Technology
Targa Resources, Inc. stock logo
TRGP
Targa Resources
$2,099,817$509,472 -19.5%8,3751.9%Energy
S&P Global Inc. stock logo
SPGI
S&P Global
$1,797,039$233,083 14.9%4,2251.6%Finance
General Dynamics Corporation stock logo
GD
General Dynamics
$1,782,341$1,490,261 510.2%5,1931.6%Aerospace
Arista Networks Inc
$1,652,373$105,468 -6.0%13,4581.5%COM
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$1,613,431$66,515 -4.0%25,7121.4%Medical
The New York Times Company stock logo
NYT
New York Times
$1,534,520$1,534,520 New Holding18,3271.4%Consumer Staples
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$1,411,060$796,706 129.7%5,0531.3%Energy
Microsoft Corporation stock logo
MSFT
Microsoft
$1,398,656$125,872 -8.3%3,7781.2%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,352,254$26,638 -1.9%7,9701.2%Energy
DexCom, Inc. stock logo
DXCM
DexCom
$1,152,254$1,152,254 New Holding18,3481.0%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$1,138,068$95,329 -7.7%3,6771.0%Computer and Technology
American Express Company stock logo
AXP
American Express
$1,049,908$121,899 -10.4%3,4710.9%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,028,613$5,291 -0.5%6,4160.9%Computer and Technology
KLA Corporation stock logo
KLAC
KLA
$1,007,128$117,793 -10.5%6840.9%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$996,920$996,920 New Holding6,6100.9%Computer and Technology
Walmart Inc
$969,508$220,597 -18.5%7,8010.9%COM
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$942,230$106,360 -10.1%5,9000.8%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$891,602$228,124 -20.4%2,0910.8%ETF
GE Aerospace stock logo
GE
GE Aerospace
$875,714$51,646 -5.6%3,0860.8%Aerospace
DoorDash Inc
$803,002$152,552 -16.0%5,3480.7%COM
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$782,383$15,681 -2.0%10,8770.7%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$763,059$96,944 -11.3%1,5270.7%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$737,475$239,551 48.1%3,0170.7%Medical
BNY stock logo
BK
BNY
$729,693$88,972 -10.9%6,1510.6%Finance
Amgen Inc. stock logo
AMGN
Amgen
$686,459$217,091 46.3%1,9510.6%Medical
Lam Research Corp
$668,115$668,115 New Holding3,1270.6%COM
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$622,176$101,996 -14.1%5,2460.6%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$618,611$68,933 -10.0%6910.5%Industrials
Duke Energy Corporation stock logo
DUK
Duke Energy
$582,4210.0%4,4480.5%Utilities
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$565,549$60,150 -9.6%2,4540.5%Aerospace
McKesson Corporation stock logo
MCK
McKesson
$544,311$50,191 -8.4%6290.5%Medical
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$530,663$55,689 -9.5%6,2510.5%Finance
Atmos Energy Corporation stock logo
ATO
Atmos Energy
$509,642$509,642 New Holding2,7590.5%Utilities
Netflix, Inc. stock logo
NFLX
Netflix
$508,633$247,105 -32.7%5,2900.5%Consumer Discretionary
Southern Company (The) stock logo
SO
Southern
$503,062$222,672 79.4%5,2120.4%Utilities
Ecolab Inc. stock logo
ECL
Ecolab
$501,448$54,800 -9.9%1,8850.4%Basic Materials
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$478,379$116,439 -19.6%6,1010.4%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$469,453$115,911 -19.8%9,2140.4%ETF
DMBS
DoubleLine Mortgage ETF
$466,740$207,890 80.3%9,4520.4%ETF
Bondbloxx 1-5 Year Corporate B
$466,238$466,238 New Holding9,1160.4%COM
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$457,614$38,339 -7.7%9310.4%Medical
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$447,478$155,020 -25.7%4,6070.4%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$447,346$116,264 -20.6%5,4060.4%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$446,432$244,676 -35.4%1,3210.4%Computer and Technology
State Street Corporation stock logo
STT
State Street
$436,759$436,759 New Holding3,4510.4%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$433,636$50,175 -10.4%1,7890.4%Computer and Technology
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock logo
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
$420,205$118,124 -21.9%8,3490.4%ETF
Stryker Corporation stock logo
SYK
Stryker
$416,981$504,386 -54.7%1,2690.4%Medical
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$403,617$34,945 -8.0%2,0790.4%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$403,4070.0%8,0360.4%Computer and Technology
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$400,972$102,544 -20.4%36,8540.4%ETF
Danaher Corporation stock logo
DHR
Danaher
$399,298$399,298 New Holding2,1060.4%Medical
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
$394,408$41,555 -9.5%2,7240.4%Finance
Nucor Corporation stock logo
NUE
Nucor
$387,2390.0%2,2900.3%Basic Materials
Corning Incorporated stock logo
GLW
Corning
$382,076$172,274 -31.1%2,8100.3%Computer and Technology
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$378,206$131,357 -25.8%5,0300.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$357,616$147,808 -29.2%1,4420.3%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$353,8250.0%2,1500.3%Finance
Marriott International, Inc. stock logo
MAR
Marriott International
$345,0590.0%1,0550.3%Consumer Discretionary
Caterpillar Inc. stock logo
CAT
Caterpillar
$329,434$92,100 -21.8%4650.3%Industrials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$322,4640.0%4,1560.3%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$309,622$7,185 -2.3%4740.3%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$287,0000.0%1,0000.3%Transportation
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$278,482$154,934 -35.7%9,0770.2%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$272,1680.0%5,2330.2%Finance
Emerson Electric Co. stock logo
EMR
Emerson Electric
$263,3500.0%2,0100.2%Industrials
Waste Management, Inc. stock logo
WM
Waste Management
$262,2020.0%1,1410.2%Business Services
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$260,281$129,418 -33.2%1,8020.2%Consumer Staples
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$259,9890.0%8950.2%Basic Materials
Union Pacific Corporation stock logo
UNP
Union Pacific
$254,7510.0%1,0500.2%Transportation
American Tower Corporation stock logo
AMT
American Tower
$247,6520.0%1,4350.2%Finance
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$245,7140.0%9440.2%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$236,8010.0%7200.2%Retail/Wholesale
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$234,154$60,024 -20.4%2,3640.2%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$230,8300.0%2,3950.2%Consumer Discretionary
Zoetis Inc. stock logo
ZTS
Zoetis
$227,318$227,318 New Holding1,9230.2%Medical
International Paper Company stock logo
IP
International Paper
$220,9830.0%6,1900.2%Basic Materials
Phillips 66 stock logo
PSX
Phillips 66
$217,887$217,887 New Holding1,1960.2%Energy
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$217,1910.0%2,1150.2%Medical
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$214,201$54,217 -20.2%4820.2%Finance
Adobe Inc. stock logo
ADBE
Adobe
$211,480$669,201 -76.0%8700.2%Computer and Technology
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$205,809$48,174 -19.0%2,2130.2%Energy

Showing largest 100 holdings. View all holdings.
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