Argus Investors' Counsel, Inc. Top Holdings and 13F Report (2026) About Argus Investors' Counsel, Inc.Investment ActivityArgus Investors' Counsel, Inc. has $128.64 million in total holdings as of September 30, 2026.Argus Investors' Counsel, Inc. owns shares of 106 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 6.19% of the portfolio was purchased this quarter.About 6.80% of the portfolio was sold this quarter.This quarter, Argus Investors' Counsel, Inc. has purchased 106 new stocks and bought additional shares in 26 stocks.Argus Investors' Counsel, Inc. sold shares of 44 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $6,347,760Applied Materials $5,319,894Alphabet $5,297,605Apple $5,268,149Analog Devices $4,724,308 Largest New Holdings this Quarter 09857L108 - Booking $1,090,205 Holding36828A101 - GE Vernova Inc $558,888 Holding92046L338 - Regan Floating Rate MBS ETF $477,886 Holding91324P102 - UnitedHealth Group $418,838 Holding35671D857 - Freeport-McMoRan $258,510 Holding Largest Purchases this Quarter Robinhood Markets 19,067 shares (about $2.15M)Taiwan Semiconductor Manufacturing 3,231 shares (about $1.47M)Booking 6,692 shares (about $1.09M)GE Vernova Inc 588 shares (about $558.89K)Regan Floating Rate MBS ETF 18,807 shares (about $477.89K) Largest Sales this Quarter Constellation Energy 3,246 shares (about $824.55K)Walmart Inc 4,278 shares (about $444.57K)International Business Machines 708 shares (about $155.71K)S&P Global 319 shares (about $125.84K)Quanta Services 190 shares (about $122.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArgus Investors' Counsel, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$6,347,760$914 ▼0.0%27,7954.9%TechnologyAMATApplied Materials$5,319,894$63,923 ▼-1.2%10,4034.1%TechnologyGOOGLAlphabet$5,297,605$13,764 ▲0.3%15,3964.1%Communication ServicesAAPLApple$5,268,149$1,998 ▲0.0%15,8194.1%TechnologyADIAnalog Devices$4,724,308$9,124 ▼-0.2%11,9093.7%TechnologyPWRQuanta Services$4,660,000$122,074 ▼-2.6%7,2533.6%IndustrialsLLYEli Lilly and Company$4,640,742$27,768 ▲0.6%4,0113.6%HealthcareJPMJPMorgan Chase & Co.$4,453,172$4,962 ▼-0.1%13,4613.5%FinanceMETAMeta Platforms$4,177,585$39,158 ▼-0.9%5,7613.2%Communication ServicesCOSTCostco Wholesale$3,870,384$7,282 ▲0.2%4,2523.0%Consumer StaplesTTTrane Technologies$3,451,875$8,588 ▲0.2%7,6372.7%IndustrialsURIUnited Rentals$3,179,113$19,013 ▼-0.6%3,1772.5%IndustrialsAMZNAmazon.com$2,938,818$6,478 ▲0.2%11,7952.3%Consumer DiscretionaryVVisa$2,786,585$19,763 ▼-0.7%7,7552.2%FinanceArista Networks Inc$2,651,963$16,694 ▼-0.6%13,0262.1%COMHOODRobinhood Markets$2,519,325$2,145,038 ▲573.1%22,3942.0%FinanceBlackRock Inc$2,512,731$19,052 ▼-0.8%2,3742.0%COMPANWPalo Alto Networks$2,448,224$9,138 ▼-0.4%6,1621.9%TechnologyWFCWells Fargo & Company$2,333,549$14,169 ▼-0.6%29,1511.8%FinanceTRGPTarga Resources$2,239,108$13,516 ▼-0.6%8,2831.7%EnergySNOWSnowflake$2,179,975$9,508 ▼-0.4%6,4201.7%TechnologyTSMTaiwan Semiconductor Manufacturing$2,085,244$1,473,950 ▲241.1%4,5711.6%TechnologyMSFTMicrosoft$1,965,133$35,907 ▲1.9%3,8311.5%TechnologyDELLDell Technologies$1,919,415$122,115 ▲6.8%3,5681.5%TechnologyGDGeneral Dynamics$1,694,3620.0%5,1061.3%IndustrialsDXCMDexCom$1,539,931$2,589 ▼-0.2%17,8461.2%HealthcareSPGIS&P Global$1,500,987$125,838 ▼-7.7%3,8051.2%FinanceAVGOBroadcom$1,317,336$37,227 ▲2.9%3,7511.0%TechnologyKLACKLA$1,293,750$23,392 ▲1.8%6,6371.0%TechnologyExxonMobil Holdings Corp$1,281,392$3,255 ▼-0.3%7,8731.0%COMNYTNew York Times$1,252,501$3,631 ▼-0.3%19,6621.0%Communication ServicesBKNGBooking$1,090,205$1,090,205 ▲New Holding6,6920.8%Consumer DiscretionaryAXPAmerican Express$1,037,893$16,117 ▼-1.5%3,4130.8%FinanceGEGE Aerospace$1,004,325$46,531 ▲4.9%3,2160.8%IndustrialsLam Research Corp$1,003,927$15,768 ▼-1.5%3,0560.8%COMDoorDash Inc$945,099$7,158 ▼-0.8%5,1490.7%COMUBERUber Technologies$941,464$26,856 ▲2.9%13,7420.7%IndustrialsIWFiShares Russell 1000 Growth ETF$909,638$16,033 ▼-1.7%7,2620.7%ETFJNJJohnson & Johnson$881,120$55,070 ▲6.7%3,3280.7%HealthcareMAMastercard$880,232$40,813 ▲4.9%1,5960.7%FinanceBank of New York Mellon Corp$873,854$10,124 ▼-1.1%6,0420.7%COMTJXTJX Companies$838,184$2,514 ▼-0.3%6,3350.7%Consumer DiscretionaryAMGNAmgen$660,5060.0%1,5670.5%HealthcarePHParker-Hannifin$642,998$9,554 ▼-1.5%6730.5%IndustrialsNDAQNasdaq$635,994$38,829 ▲6.5%6,9120.5%FinanceTMOThermo Fisher Scientific$619,021$7,426 ▼-1.2%9170.5%HealthcareIEIiShares 3-7 Year Treasury Bond ETF$614,051$8,508 ▲1.4%5,4130.5%ETFSPHQInvesco S&P 500 Quality ETF$596,295$30,773 ▲5.4%7,0920.5%ETFSTTState Street$592,035$8,206 ▼-1.4%3,3910.5%FinanceTXNTexas Instruments$569,423$14,005 ▼-2.4%2,0330.4%TechnologyGE Vernova Inc$558,888$558,888 ▲New Holding5880.4%COMHWMHowmet Aerospace$543,737$7,238 ▼-1.3%2,4040.4%IndustrialsMCKMcKesson$531,070$2,561 ▼-0.5%6220.4%HealthcareMRVLMarvell Technology$509,925$115,724 ▼-18.5%1,9300.4%TechnologyCEGConstellation Energy$508,548$824,549 ▼-61.9%2,0020.4%UtilitiesDUKDuke Energy$507,1160.0%4,4480.4%UtilitiesEFAiShares MSCI EAFE ETF$489,634$7,065 ▲1.5%4,7130.4%ETFFLOTiShares Floating Rate Bond ETF$480,5850.0%9,4140.4%ETFRegan Floating Rate MBS ETF$477,886$477,886 ▲New Holding18,8070.4%COMDMBSDoubleLine Mortgage ETF$464,952$16,949 ▲3.8%10,0400.4%ETFDHRDanaher$459,273$5,539 ▼-1.2%2,0730.4%HealthcareBondbloxx 1-5 Year Corporate B$454,5240.0%9,1160.4%COMVCITVanguard Intermediate-Term Corporate Bond ETF$445,662$12,216 ▲2.8%5,6910.3%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$431,949$12,663 ▲3.0%8,5960.3%ETFSOSouthern$431,774$1,741 ▼-0.4%5,2090.3%UtilitiesRJFRaymond James Financial$429,340$948 ▼-0.2%2,7170.3%FinanceATOAtmos Energy$428,802$2,659 ▼-0.6%2,7410.3%UtilitiesUNHUnitedHealth Group$418,838$418,838 ▲New Holding1,1410.3%HealthcareIWMiShares Russell 2000 ETF$400,7170.0%1,4420.3%ETFACNAccenture$378,659$9,168 ▼-2.4%2,0650.3%TechnologyPGXInvesco Preferred ETF$370,9180.0%36,8340.3%ETFVZVerizon Communications$369,3450.0%8,0520.3%Communication ServicesNFLXNetflix$365,782$2,853 ▼-0.8%5,2570.3%Communication ServicesWalmart Inc$363,200$444,569 ▼-55.0%3,4950.3%COMCSCOCisco Systems$362,2830.0%3,3660.3%TechnologyGLWCorning$355,493$33,520 ▲10.4%2,3120.3%TechnologyIVViShares Core S&P 500 ETF$351,525$3,829 ▼-1.1%4590.3%ETFNUENucor$343,6120.0%1,4700.3%MaterialsNSCNorfolk Southern$309,0000.0%1,0000.2%IndustrialsPSXPhillips 66$302,798$4,340 ▼-1.4%1,1860.2%EnergyRTXRTX$302,6090.0%1,6300.2%IndustrialsUSBU.S. Bancorp$302,2580.0%5,2330.2%FinanceSCHDSchwab US Dividend Equity ETF$295,2750.0%9,0770.2%ETFNTAPNetApp$294,3220.0%1,4010.2%TechnologyEMREmerson Electric$283,833$27,918 ▼-9.0%1,8300.2%IndustrialsBDXBecton, Dickinson and Company$282,8200.0%1,5800.2%HealthcareIPInternational Paper$274,8130.0%8,2850.2%MaterialsMSMorgan Stanley$274,5970.0%1,4600.2%FinanceCATCaterpillar$267,5610.0%3300.2%IndustrialsPGProcter & Gamble$262,6660.0%1,8080.2%Consumer StaplesMARMarriott International$259,6390.0%7300.2%Consumer DiscretionaryABTAbbott Laboratories$259,2730.0%2,6230.2%HealthcareAPDAir Products and Chemicals$258,754$9,738 ▲3.9%9300.2%MaterialsFCXFreeport-McMoRan$258,510$258,510 ▲New Holding3,6930.2%MaterialsMSIMotorola Solutions$254,649$254,649 ▲New Holding5710.2%TechnologyDISWalt Disney$251,2350.0%2,3950.2%Communication ServicesITWIllinois Tool Works$243,6440.0%9470.2%IndustrialsIBMInternational Business Machines$238,624$155,710 ▼-39.5%1,0850.2%TechnologyAMTAmerican Tower$234,8950.0%1,4350.2%Real EstateAMPAmeriprise Financial$234,359$3,446 ▼-1.4%4760.2%FinanceShowing largest 100 holdings. 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