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

About Argyle Capital Management Inc.

Investment Activity

Argyle Capital Management Inc. has $269.22 million in total holdings as of March 31, 2025.
Argyle Capital Management Inc. owns shares of 130 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 3.39% of the portfolio was purchased this quarter.
About 0.10% of the portfolio was sold this quarter.
This quarter, Argyle Capital Management Inc. has purchased 127 new stocks and bought additional shares in 66 stocks.
Argyle Capital Management Inc. sold shares of 17 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Microsoft: $10,640,805
Eli Lilly and Company: $9,512,005
McKesson: $8,300,659
JPMorgan Chase & Co.: $7,231,199
Amgen: $6,097,345

Largest New Holdings this Quarter

82452J109 - Shift4 Payments: $1,029,546 Holding
69370C100 - PTC: $322,916 Holding
404280406 - HSBC: $209,620 Holding

Largest Purchases this Quarter

Shift4 Payments: 12,600 shares (about $1.03M)
Global Payments: 9,768 shares (about $956.48K)
PepsiCo: 4,202 shares (about $630.05K)
Exxon Mobil: 3,575 shares (about $425.17K)
PTC: 2,084 shares (about $322.92K)

Largest Sales this Quarter

Paychex: 445 shares (about $68.65K)
McKesson: 93 shares (about $62.59K)
Waste Management: 100 shares (about $23.15K)
Motorola Solutions: 40 shares (about $17.51K)
Automatic Data Processing: 56 shares (about $17.11K)

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	$10,640,805		0.0%	28,346	4.0%	Computer and Technology
LLY Eli Lilly and Company	$9,512,005	$8,259 ▼	-0.1%	11,517	3.5%	Medical
MCK McKesson	$8,300,659	$62,588 ▼	-0.7%	12,334	3.1%	Medical
JPM JPMorgan Chase & Co.	$7,231,199	$736 ▲	0.0%	29,479	2.7%	Finance
AMGN Amgen	$6,097,345	$57,637 ▲	1.0%	19,571	2.3%	Medical
IBM International Business Machines	$5,951,677	$48,489 ▲	0.8%	23,935	2.2%	Computer and Technology
PNC The PNC Financial Services Group	$5,826,951	$43,591 ▲	0.8%	33,151	2.2%	Finance
RTX RTX	$5,699,621		0.0%	43,029	2.1%	Aerospace
MRK Merck & Co., Inc.	$5,349,786	$133,383 ▲	2.6%	59,601	2.0%	Medical
DE Deere & Company	$5,234,661	$4,694 ▼	-0.1%	11,153	1.9%	Industrials
PAYX Paychex	$5,055,756	$68,655 ▼	-1.3%	32,770	1.9%	Business Services
CSCO Cisco Systems	$4,844,790	$33,015 ▲	0.7%	78,509	1.8%	Computer and Technology
CVX Chevron	$4,452,925	$43,997 ▲	1.0%	26,618	1.7%	Energy
T AT&T	$4,350,721	$94,201 ▲	2.2%	153,844	1.6%	Computer and Technology
PHM PulteGroup	$4,337,235	$5,140 ▼	-0.1%	42,191	1.6%	Construction
JNJ Johnson & Johnson	$4,312,503	$33,168 ▲	0.8%	26,004	1.6%	Medical
BMY Bristol-Myers Squibb	$4,192,908	$84,167 ▲	2.0%	68,747	1.6%	Medical
COP ConocoPhillips	$3,996,746	$49,359 ▲	1.3%	38,057	1.5%	Energy
BAC Bank of America	$3,916,027	$39,644 ▲	1.0%	93,842	1.5%	Finance
CAT Caterpillar	$3,881,416	$69,258 ▲	1.8%	11,769	1.4%	Industrials
KO Coca-Cola	$3,847,068	$2,435 ▼	-0.1%	53,715	1.4%	Consumer Staples
VZ Verizon Communications	$3,777,762	$78,473 ▲	2.1%	83,284	1.4%	Computer and Technology
DUK Duke Energy	$3,765,702	$7,318 ▲	0.2%	30,874	1.4%	Utilities
EMR Emerson Electric	$3,689,276		0.0%	33,649	1.4%	Industrials
ENB Enbridge	$3,546,307	$30,707 ▲	0.9%	80,034	1.3%	Energy
FI Fiserv	$3,533,942		0.0%	16,003	1.3%	Business Services
PFE Pfizer	$3,514,810	$98,826 ▲	2.9%	138,706	1.3%	Medical
ORCL Oracle	$3,484,205	$207,059 ▲	6.3%	24,921	1.3%	Computer and Technology
GPC Genuine Parts	$3,432,510	$65,526 ▲	1.9%	28,811	1.3%	Retail/Wholesale
ALL Allstate	$3,320,367	$107,055 ▲	3.3%	16,035	1.2%	Finance
MDT Medtronic	$3,316,733	$22,465 ▲	0.7%	36,910	1.2%	Medical
CB Chubb	$3,093,586	$7,550 ▲	0.2%	10,244	1.1%	Finance
WFC Wells Fargo & Company	$3,072,325		0.0%	42,796	1.1%	Finance
UPS United Parcel Service	$3,014,276	$107,460 ▲	3.7%	27,405	1.1%	Transportation
MMM 3M	$3,002,993		0.0%	20,448	1.1%	Multi-Sector Conglomerates
MET MetLife	$2,987,029	$138,099 ▲	4.8%	37,203	1.1%	Finance
WAT Waters	$2,856,418		0.0%	7,750	1.1%	Medical
INTC Intel	$2,686,025	$108,440 ▲	4.2%	118,275	1.0%	Computer and Technology
GM General Motors	$2,681,604	$58,788 ▲	2.2%	57,019	1.0%	Auto/Tires/Trucks
WM Waste Management	$2,680,191	$23,151 ▼	-0.9%	11,577	1.0%	Business Services
PPL PPL	$2,596,887	$3,611 ▲	0.1%	71,916	1.0%	Utilities
PSX Phillips 66	$2,521,091	$59,270 ▲	2.4%	20,417	0.9%	Energy
SO Southern	$2,415,618		0.0%	26,271	0.9%	Utilities
HSY Hershey	$2,310,786	$177,529 ▲	8.3%	13,511	0.9%	Consumer Staples
HPE Hewlett Packard Enterprise	$2,280,446	$55,857 ▲	2.5%	147,793	0.8%	Computer and Technology
CMCSA Comcast	$2,246,693	$166,050 ▲	8.0%	60,886	0.8%	Consumer Discretionary
WY Weyerhaeuser	$2,156,472	$60,990 ▲	2.9%	73,650	0.8%	Construction
DD DuPont de Nemours	$2,150,709	$48,542 ▲	2.3%	28,799	0.8%	Basic Materials
DOW DOW	$2,073,480	$53,323 ▲	2.6%	59,378	0.8%	Basic Materials
PG Procter & Gamble	$2,069,240		0.0%	12,142	0.8%	Consumer Staples
CVS CVS Health	$2,047,202	$60,975 ▲	3.1%	30,217	0.8%	Medical
BAX Baxter International	$1,991,467	$125,864 ▲	6.7%	58,179	0.7%	Medical
TFC Truist Financial	$1,932,651	$28,805 ▲	1.5%	46,966	0.7%	Finance
VRSN VeriSign	$1,912,657		0.0%	7,534	0.7%	Computer and Technology
SLB Schlumberger	$1,902,569	$133,760 ▲	7.6%	45,516	0.7%	Energy
GPN Global Payments	$1,792,426	$956,483 ▲	114.4%	18,305	0.7%	Business Services
DELL Dell Technologies	$1,771,500	$169,448 ▲	10.6%	19,435	0.7%	Computer and Technology
CTVA Corteva	$1,658,457	$1,259 ▼	-0.1%	26,354	0.6%	Consumer Staples
SON Sonoco Products	$1,571,108	$42,516 ▲	2.8%	33,258	0.6%	Industrials
APD Air Products and Chemicals	$1,533,289	$4,719 ▼	-0.3%	5,199	0.6%	Basic Materials
HAL Halliburton	$1,521,819	$83,696 ▲	5.8%	59,985	0.6%	Energy
EXC Exelon	$1,471,887	$18,432 ▲	1.3%	31,942	0.5%	Utilities
FITB Fifth Third Bancorp	$1,434,720	$258,720 ▲	22.0%	36,600	0.5%	Finance
CEG Constellation Energy	$1,427,944	$7,057 ▼	-0.5%	7,082	0.5%	Energy
XOM Exxon Mobil	$1,375,307	$425,175 ▲	44.7%	11,564	0.5%	Energy
FLO Flowers Foods	$1,350,052	$74,139 ▲	5.8%	71,018	0.5%	Consumer Staples
GEHC GE HealthCare Technologies	$1,333,491	$59,725 ▲	4.7%	16,522	0.5%	Medical
FCX Freeport-McMoRan	$1,331,536	$287,887 ▲	27.6%	35,170	0.5%	Basic Materials
HRB H&R Block	$1,275,724		0.0%	23,233	0.5%	Consumer Discretionary
F Ford Motor	$1,271,904	$39,418 ▲	3.2%	126,810	0.5%	Auto/Tires/Trucks
GE GE Aerospace	$1,255,341		0.0%	6,272	0.5%	Industrials
UGI UGI	$1,188,007	$24,803 ▲	2.1%	35,924	0.4%	Utilities
BRK.B Berkshire Hathaway	$1,185,523		0.0%	2,226	0.4%	Finance
HPQ HP	$1,101,370	$33,228 ▲	3.1%	39,775	0.4%	Computer and Technology
AAPL Apple	$1,054,007		0.0%	4,745	0.4%	Computer and Technology
FOUR Shift4 Payments	$1,029,546	$1,029,546 ▲	New Holding	12,600	0.4%	Business Services
TT Trane Technologies	$1,010,760		0.0%	3,000	0.4%	Construction
PEP PepsiCo	$989,604	$630,048 ▲	175.2%	6,600	0.4%	Consumer Staples
ADM Archer-Daniels-Midland	$978,204	$280,859 ▲	40.3%	20,375	0.4%	Consumer Staples
TRP TC Energy	$972,526		0.0%	20,600	0.4%	Energy
CAG Conagra Brands	$934,650	$114,681 ▲	14.0%	35,045	0.3%	Consumer Staples
NXPI NXP Semiconductors	$930,154	$161,171 ▲	21.0%	4,894	0.3%	Computer and Technology
AVGO Broadcom	$897,090		0.0%	5,358	0.3%	Computer and Technology
MKC McCormick & Company, Incorporated	$868,371		0.0%	10,550	0.3%	Consumer Staples
BP BP	$858,503		0.0%	25,407	0.3%	Energy
ADP Automatic Data Processing	$759,853	$17,110 ▼	-2.2%	2,487	0.3%	Business Services
KHC Kraft Heinz	$752,838	$24,344 ▲	3.3%	24,740	0.3%	Consumer Staples
DXC DXC Technology	$751,342		0.0%	44,067	0.3%	Computer and Technology
MSI Motorola Solutions	$743,839	$17,512 ▼	-2.3%	1,699	0.3%	Computer and Technology
ABBV AbbVie	$733,320		0.0%	3,500	0.3%	Medical
VLO Valero Energy	$726,385		0.0%	5,500	0.3%	Energy
AEP American Electric Power	$721,182	$160,627 ▲	28.7%	6,600	0.3%	Utilities
GE Vernova Inc	$696,344	$169,125 ▲	32.1%	2,281	0.3%	COM
TXN Texas Instruments	$664,890	$59,301 ▲	9.8%	3,700	0.2%	Computer and Technology
KMB Kimberly-Clark	$658,905	$113,776 ▲	20.9%	4,633	0.2%	Consumer Staples
GWW W.W. Grainger	$656,907		0.0%	665	0.2%	Industrials
AMCR Amcor	$656,011		0.0%	67,630	0.2%	Industrials
MCO Moody's	$651,966		0.0%	1,400	0.2%	Finance
TTE TotalEnergies	$633,962	$170,393 ▲	36.8%	9,800	0.2%	Energy
ITW Illinois Tool Works	$617,545		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