Argyle Capital Management Inc. Top Holdings and 13F Report (2025)

About Argyle Capital Management Inc.

Investment Activity

Argyle Capital Management Inc. has $275.81 million in total holdings as of June 30, 2025.
Argyle Capital Management Inc. owns shares of 132 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 0.68% of the portfolio was purchased this quarter.
About 1.39% of the portfolio was sold this quarter.
This quarter, Argyle Capital Management Inc. has purchased 130 new stocks and bought additional shares in 33 stocks.
Argyle Capital Management Inc. sold shares of 45 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Microsoft: $13,828,495
Eli Lilly and Company: $8,673,830
JPMorgan Chase & Co.: $8,633,230
McKesson: $7,843,677
International Business Machines: $6,937,647

Largest New Holdings this Quarter

69608A108 - Palantir Technologies Inc: $272,640 Holding
50540R409 - Labcorp: $203,708 Holding

Largest Purchases this Quarter

Palantir Technologies Inc: 2,000 shares (about $272.64K)
Labcorp: 776 shares (about $203.71K)
GE HealthCare Technologies: 1,400 shares (about $103.70K)
Truist Financial: 2,400 shares (about $103.18K)
Oracle: 450 shares (about $98.38K)

Largest Sales this Quarter

McKesson: 1,630 shares (about $1.19M)
Eli Lilly and Company: 390 shares (about $304.02K)
Microsoft: 545 shares (about $271.09K)
Deere & Company: 300 shares (about $152.55K)
RTX: 815 shares (about $119.01K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$13,828,495	$271,088 ▼	-1.9%	27,801	5.0%	Computer and Technology
LLY Eli Lilly and Company	$8,673,830	$304,017 ▼	-3.4%	11,127	3.1%	Medical
JPM JPMorgan Chase & Co.	$8,633,230	$86,973 ▲	1.0%	29,779	3.1%	Finance
MCK McKesson	$7,843,677	$1,194,431 ▼	-13.2%	10,704	2.8%	Medical
IBM International Business Machines	$6,937,647	$117,912 ▼	-1.7%	23,535	2.5%	Computer and Technology
PNC The PNC Financial Services Group	$6,254,577	$74,568 ▲	1.2%	33,551	2.3%	Finance
RTX RTX	$6,164,088	$119,006 ▼	-1.9%	42,214	2.2%	Aerospace
ORCL Oracle	$5,546,862	$98,384 ▲	1.8%	25,371	2.0%	Computer and Technology
DE Deere & Company	$5,518,642	$152,547 ▼	-2.7%	10,853	2.0%	Industrials
AMGN Amgen	$5,408,577	$55,842 ▼	-1.0%	19,371	2.0%	Medical
CSCO Cisco Systems	$5,390,410	$56,545 ▼	-1.0%	77,694	2.0%	Computer and Technology
MRK Merck & Co., Inc.	$4,694,267	$23,748 ▼	-0.5%	59,301	1.7%	Medical
PAYX Paychex	$4,675,084	$91,640 ▼	-1.9%	32,140	1.7%	Computer and Technology
CAT Caterpillar	$4,491,201	$77,642 ▼	-1.7%	11,569	1.6%	Industrials
EMR Emerson Electric	$4,486,421		0.0%	33,649	1.6%	Industrials
T AT&T	$4,396,693	$55,565 ▼	-1.2%	151,924	1.6%	Computer and Technology
BAC Bank of America	$4,379,087	$61,516 ▼	-1.4%	92,542	1.6%	Finance
PHM PulteGroup	$4,344,003	$105,460 ▼	-2.4%	41,191	1.6%	Construction
JNJ Johnson & Johnson	$3,956,836	$15,275 ▼	-0.4%	25,904	1.4%	Medical
CVX Chevron	$3,768,474	$42,957 ▼	-1.1%	26,318	1.4%	Energy
KO CocaCola	$3,698,103	$102,234 ▼	-2.7%	52,270	1.3%	Consumer Staples
DUK Duke Energy	$3,586,374	$56,758 ▼	-1.6%	30,393	1.3%	Utilities
VZ Verizon Communications	$3,581,198	$22,500 ▼	-0.6%	82,764	1.3%	Computer and Technology
ENB Enbridge	$3,565,143	$61,998 ▼	-1.7%	78,666	1.3%	Energy
GPC Genuine Parts	$3,458,637	$36,393 ▼	-1.0%	28,511	1.3%	Retail/Wholesale
COP ConocoPhillips	$3,373,955	$41,280 ▼	-1.2%	37,597	1.2%	Energy
WFC Wells Fargo & Company	$3,359,912	$68,903 ▼	-2.0%	41,936	1.2%	Finance
PFE Pfizer	$3,350,113	$12,120 ▼	-0.4%	138,206	1.2%	Medical
MDT Medtronic	$3,230,520	$13,075 ▲	0.4%	37,060	1.2%	Medical
BMY Bristol Myers Squibb	$3,187,181	$4,860 ▲	0.2%	68,852	1.2%	Medical
ALL Allstate	$3,178,685	$49,321 ▼	-1.5%	15,790	1.2%	Finance
HPE Hewlett Packard Enterprise	$3,081,672	$59,305 ▲	2.0%	150,693	1.1%	Computer and Technology
MMM 3M	$3,052,108	$60,896 ▼	-2.0%	20,048	1.1%	Multi-Sector Conglomerates
MET MetLife	$3,028,054	$36,189 ▲	1.2%	37,653	1.1%	Finance
CB Chubb	$2,896,621	$71,271 ▼	-2.4%	9,998	1.1%	Finance
GM General Motors	$2,771,458	$34,447 ▼	-1.2%	56,319	1.0%	Auto/Tires/Trucks
UPS United Parcel Service	$2,766,261		0.0%	27,405	1.0%	Transportation
FI Fiserv	$2,740,285	$18,793 ▼	-0.7%	15,894	1.0%	Business Services
INTC Intel	$2,644,880	$4,480 ▼	-0.2%	118,075	1.0%	Computer and Technology
WAT Waters	$2,635,252	$69,808 ▼	-2.6%	7,550	1.0%	Medical
WM Waste Management	$2,603,285	$45,764 ▼	-1.7%	11,377	0.9%	Business Services
PSX Phillips 66	$2,489,433	$53,685 ▲	2.2%	20,867	0.9%	Energy
DELL Dell Technologies	$2,439,250	$56,519 ▲	2.4%	19,896	0.9%	Computer and Technology
SO Southern	$2,412,466		0.0%	26,271	0.9%	Utilities
PPL PPL	$2,399,954	$37,279 ▼	-1.5%	70,816	0.9%	Utilities
CEG Constellation Energy	$2,285,786		0.0%	7,082	0.8%	Energy
HSY Hershey	$2,242,150		0.0%	13,511	0.8%	Consumer Staples
CMCSA Comcast	$2,183,728	$10,707 ▲	0.5%	61,186	0.8%	Consumer Discretionary
VRSN VeriSign	$2,146,939	$28,880 ▼	-1.3%	7,434	0.8%	Computer and Technology
TFC Truist Financial	$2,122,244	$103,176 ▲	5.1%	49,366	0.8%	Finance
CVS CVS Health	$2,098,165	$13,796 ▲	0.7%	30,417	0.8%	Medical
DD DuPont de Nemours	$2,002,554	$27,230 ▲	1.4%	29,196	0.7%	Basic Materials
PG Procter & Gamble	$1,934,463		0.0%	12,142	0.7%	Consumer Staples
CTVA Corteva	$1,932,339	$31,824 ▼	-1.6%	25,927	0.7%	Consumer Staples
WY Weyerhaeuser	$1,877,939	$14,130 ▼	-0.7%	73,100	0.7%	Construction
BAX Baxter International	$1,764,688	$3,028 ▲	0.2%	58,279	0.6%	Medical
GE GE Aerospace	$1,614,350		0.0%	6,272	0.6%	Aerospace
DOW DOW	$1,580,273	$7,944 ▲	0.5%	59,678	0.6%	Basic Materials
SLB Schlumberger	$1,575,621	$37,180 ▲	2.4%	46,616	0.6%	Energy
FITB Fifth Third Bancorp	$1,575,279	$69,921 ▲	4.6%	38,300	0.6%	Finance
FCX Freeport-McMoRan	$1,546,295	$21,675 ▲	1.4%	35,670	0.6%	Basic Materials
AVGO Broadcom	$1,476,933		0.0%	5,358	0.5%	Computer and Technology
APD Air Products and Chemicals	$1,466,430		0.0%	5,199	0.5%	Basic Materials
GPN Global Payments	$1,457,128	$8,004 ▼	-0.5%	18,205	0.5%	Business Services
SON Sonoco Products	$1,418,226	$30,492 ▼	-2.1%	32,558	0.5%	Industrials
EXC Exelon	$1,404,290	$17,368 ▲	1.3%	32,342	0.5%	Utilities
FOUR Shift4 Payments	$1,337,985	$89,199 ▲	7.1%	13,500	0.5%	Business Services
F Ford Motor	$1,332,489	$43,400 ▼	-3.2%	122,810	0.5%	Auto/Tires/Trucks
UGI UGI	$1,328,383	$20,031 ▲	1.5%	36,474	0.5%	Utilities
GEHC GE HealthCare Technologies	$1,327,483	$103,698 ▲	8.5%	17,922	0.5%	Medical
TT Trane Technologies	$1,312,230		0.0%	3,000	0.5%	Construction
HRB H&R Block	$1,275,259		0.0%	23,233	0.5%	Consumer Discretionary
XOM Exxon Mobil	$1,246,599		0.0%	11,564	0.5%	Energy
HAL Halliburton	$1,222,494		0.0%	59,985	0.4%	Energy
GE Vernova Inc	$1,206,991		0.0%	2,281	0.4%	COM
NXPI NXP Semiconductors	$1,157,779	$88,488 ▲	8.3%	5,299	0.4%	Computer and Technology
FLO Flowers Foods	$1,134,868		0.0%	71,018	0.4%	Consumer Staples
ADM Archer Daniels Midland	$1,085,949	$10,556 ▲	1.0%	20,575	0.4%	Consumer Staples
BRK.B Berkshire Hathaway	$1,081,324		0.0%	2,226	0.4%	Finance
HPQ HP	$1,012,033	$39,136 ▲	4.0%	41,375	0.4%	Computer and Technology
TRP TC Energy	$997,024	$8,050 ▼	-0.8%	20,435	0.4%	Energy
AAPL Apple	$973,532		0.0%	4,745	0.4%	Computer and Technology
PEP PepsiCo	$897,872	$26,408 ▲	3.0%	6,800	0.3%	Consumer Staples
MKC McCormick & Company, Incorporated	$799,901		0.0%	10,550	0.3%	Consumer Staples
TXN Texas Instruments	$768,194		0.0%	3,700	0.3%	Computer and Technology
ADP Automatic Data Processing	$766,991		0.0%	2,487	0.3%	Computer and Technology
BP BP	$760,432		0.0%	25,407	0.3%	Energy
VLO Valero Energy	$739,310		0.0%	5,500	0.3%	Energy
CAG Conagra Brands	$721,465	$4,094 ▲	0.6%	35,245	0.3%	Consumer Staples
MSI Motorola Solutions	$714,362		0.0%	1,699	0.3%	Computer and Technology
MCO Moody's	$702,226		0.0%	1,400	0.3%	Finance
GLW Corning	$697,817		0.0%	13,269	0.3%	Computer and Technology
GWW W.W. Grainger	$691,760		0.0%	665	0.3%	Industrials
AEP American Electric Power	$684,816		0.0%	6,600	0.2%	Utilities
QCOM QUALCOMM	$670,325	$31,852 ▲	5.0%	4,209	0.2%	Computer and Technology
KHC Kraft Heinz	$659,443	$20,656 ▲	3.2%	25,540	0.2%	Consumer Staples
ABBV AbbVie	$649,670		0.0%	3,500	0.2%	Medical
NSC Norfolk Southern	$630,198		0.0%	2,462	0.2%	Transportation
AMCR Amcor	$621,520		0.0%	67,630	0.2%	Industrials
ITW Illinois Tool Works	$615,653		0.0%	2,490	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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Argyle Capital Management Inc. Top Holdings and 13F Report (2025)

About Argyle Capital Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Argyle Capital Management Inc. Top Holdings and 13F Report (2025)

About Argyle Capital Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofArgyle Capital Management Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools