Argyle Capital Management Inc. Top Holdings and 13F Report (2026)

About Argyle Capital Management Inc.

Investment Activity

Argyle Capital Management Inc. has $307.72 million in total holdings as of March 31, 2026.
Argyle Capital Management Inc. owns shares of 137 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 1.48% of the portfolio was purchased this quarter.
About 1.71% of the portfolio was sold this quarter.
This quarter, Argyle Capital Management Inc. has purchased 136 new stocks and bought additional shares in 27 stocks.
Argyle Capital Management Inc. sold shares of 39 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Microsoft: $9,903,898
Eli Lilly and Company: $9,903,164
McKesson: $9,063,781
JPMorgan Chase & Co.: $8,656,835
RTX: $7,967,349

Largest New Holdings this Quarter

74743l100 - Qnity Electronics Inc: $1,694,586 Holding
453038408 - Imperial Oil: $287,804 Holding
901109108 - Tutor Perini: $208,413 Holding
50540R409 - Labcorp: $207,045 Holding

Largest Purchases this Quarter

Qnity Electronics Inc: 14,687 shares (about $1.69M)
Imperial Oil: 2,200 shares (about $287.80K)
Oracle: 1,955 shares (about $287.60K)
Eastman Chemical: 3,335 shares (about $254.53K)
DuPont de Nemours: 4,976 shares (about $227.90K)

Largest Sales this Quarter

Amcor: 47,958 shares (about $1.91M)
Caterpillar: 845 shares (about $598.65K)
Eli Lilly and Company: 310 shares (about $285.13K)
McKesson: 200 shares (about $173.07K)
Allstate: 720 shares (about $149.28K)

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	$9,903,898	$111,051 â–¼	-1.1%	26,755	3.2%	Computer and Technology
LLY Eli Lilly and Company	$9,903,164	$285,129 â–¼	-2.8%	10,767	3.2%	Medical
MCK McKesson	$9,063,781	$173,072 â–¼	-1.9%	10,474	2.9%	Medical
JPM JPMorgan Chase & Co.	$8,656,835	$36,770 â–¼	-0.4%	29,429	2.8%	Finance
RTX RTX	$7,967,349	$38,194 â–¼	-0.5%	41,303	2.6%	Aerospace
MRK Merck & Co., Inc.	$7,556,137	$84,203 â–¼	-1.1%	62,816	2.5%	Medical
CAT Caterpillar	$7,338,937	$598,649 â–¼	-7.5%	10,359	2.4%	Industrials
PNC The PNC Financial Services Group	$7,168,701	$5,202 â–²	0.1%	34,450	2.3%	Finance
AMGN Amgen	$6,815,686		0.0%	19,371	2.2%	Medical
JNJ Johnson & Johnson	$6,269,642	$62,332 â–¼	-1.0%	25,649	2.0%	Medical
CSCO Cisco Systems	$6,033,088		0.0%	77,756	2.0%	Computer and Technology
DE Deere & Company	$6,029,000	$84,495 â–¼	-1.4%	10,703	2.0%	Industrials
IBM International Business Machines	$5,850,083	$145,434 â–²	2.5%	24,135	1.9%	Computer and Technology
CVX Chevron	$5,453,470	$82,760 â–¼	-1.5%	26,358	1.8%	Energy
INTC Intel	$5,175,346	$27,802 â–¼	-0.5%	117,275	1.7%	Computer and Technology
COP ConocoPhillips	$4,899,048	$61,116 â–¼	-1.2%	37,114	1.6%	Energy
PHM PulteGroup	$4,703,342		0.0%	39,991	1.5%	Construction
BAC Bank of America	$4,596,735	$104,813 â–²	2.3%	94,292	1.5%	Finance
EMR Emerson Electric	$4,444,722	$13,102 â–²	0.3%	33,924	1.4%	Industrials
T AT&T	$4,419,393	$37,803 â–¼	-0.8%	152,445	1.4%	Computer and Technology
BMY Bristol Myers Squibb	$4,319,946	$44,578 â–¼	-1.0%	71,227	1.4%	Medical
PFE Pfizer	$4,264,678	$167,076 â–²	4.1%	151,876	1.4%	Medical
VZ Verizon Communications	$4,224,230	$22,891 â–¼	-0.5%	84,148	1.4%	Computer and Technology
ENB Enbridge	$4,209,872	$49,105 â–¼	-1.2%	77,759	1.4%	Energy
GM General Motors	$4,084,016	$44,700 â–¼	-1.1%	54,819	1.3%	Auto/Tires/Trucks
DUK Duke Energy	$4,017,763	$45,829 â–¼	-1.1%	30,684	1.3%	Utilities
ORCL Oracle	$3,931,662	$287,600 â–²	7.9%	26,726	1.3%	Computer and Technology
KO CocaCola	$3,887,676	$68,445 â–¼	-1.7%	51,120	1.3%	Consumer Staples
PSX Phillips 66	$3,801,550		0.0%	20,867	1.2%	Energy
HPE Hewlett Packard Enterprise	$3,730,860		0.0%	156,693	1.2%	Computer and Technology
WFC Wells Fargo & Company	$3,398,551	$65,041 â–²	2.0%	42,690	1.1%	Finance
CB Chubb	$3,303,952	$117,661 â–¼	-3.4%	10,137	1.1%	Finance
MDT Medtronic	$3,297,899	$69,320 â–²	2.1%	38,060	1.1%	Medical
DELL Dell Technologies	$3,265,530		0.0%	19,896	1.1%	Computer and Technology
ALL Allstate	$3,124,614	$149,285 â–¼	-4.6%	15,070	1.0%	Finance
DOW DOW	$3,092,846	$4,165 â–²	0.1%	74,258	1.0%	Basic Materials
PAYX Paychex	$3,059,305	$32,242 â–¼	-1.0%	33,210	1.0%	Computer and Technology
GPC Genuine Parts	$3,055,935	$40,925 â–²	1.4%	28,898	1.0%	Retail/Wholesale
MMM 3M	$2,882,525	$29,046 â–¼	-1.0%	19,848	0.9%	Multi-Sector Conglomerates
HSY Hershey	$2,788,013	$20,789 â–¼	-0.7%	13,411	0.9%	Consumer Staples
MET MetLife	$2,757,726	$28,288 â–¼	-1.0%	38,995	0.9%	Finance
UPS United Parcel Service	$2,747,753	$41,811 â–²	1.5%	27,930	0.9%	Transportation
PPL PPL	$2,731,911		0.0%	71,516	0.9%	Utilities
HAL Halliburton	$2,674,129		0.0%	68,585	0.9%	Energy
WM Waste Management	$2,602,831		0.0%	11,327	0.8%	Business Services
SO Southern	$2,530,851	$4,826 â–¼	-0.2%	26,221	0.8%	Utilities
SLB SLB	$2,395,596		0.0%	46,616	0.8%	Energy
TFC Truist Financial	$2,372,788	$91,940 â–²	4.0%	51,616	0.8%	Finance
WAT Waters	$2,261,791	$13,401 â–²	0.6%	7,595	0.7%	Medical
CVS CVS Health	$2,206,095	$21,546 â–²	1.0%	30,717	0.7%	Medical
CTVA Corteva	$2,170,349		0.0%	25,927	0.7%	Consumer Staples
APD Air Products and Chemicals	$2,120,287		0.0%	7,299	0.7%	Basic Materials
FCX Freeport-McMoRan	$2,096,683		0.0%	35,670	0.7%	Basic Materials
GE Vernova Inc	$1,991,085		0.0%	2,281	0.6%	COM
XOM ExxonMobil	$1,961,948		0.0%	11,564	0.6%	Energy
CEG Constellation Energy	$1,960,056		0.0%	7,019	0.6%	Energy
FITB Fifth Third Bancorp	$1,946,674		0.0%	41,900	0.6%	Finance
WY Weyerhaeuser	$1,888,439	$92,834 â–²	5.2%	77,300	0.6%	Construction
CMCSA Comcast	$1,885,271	$128,621 â–²	7.3%	65,666	0.6%	Consumer Discretionary
VRSN VeriSign	$1,846,308		0.0%	7,434	0.6%	Computer and Technology
EXC Exelon	$1,832,956	$7,353 â–¼	-0.4%	37,392	0.6%	Utilities
GE GE Aerospace	$1,779,805		0.0%	6,272	0.6%	Aerospace
SON Sonoco Products	$1,771,880	$10,818 â–¼	-0.6%	32,758	0.6%	Industrials
PG Procter & Gamble	$1,753,790		0.0%	12,142	0.6%	Consumer Staples
Qnity Electronics Inc	$1,694,586	$1,694,586 â–²	New Holding	14,687	0.6%	COMMON STOCK
GLW Corning	$1,675,014	$74,783 â–¼	-4.3%	12,319	0.5%	Computer and Technology
AVGO Broadcom	$1,658,355		0.0%	5,358	0.5%	Computer and Technology
GEHC GE HealthCare Technologies	$1,630,164	$37,725 â–²	2.4%	22,902	0.5%	Medical
DD DuPont de Nemours	$1,565,078	$227,901 â–²	17.0%	34,172	0.5%	Basic Materials
ADM Archer Daniels Midland	$1,539,211	$10,904 â–²	0.7%	21,175	0.5%	Consumer Staples
F Ford Motor	$1,425,536	$1,385 â–²	0.1%	123,530	0.5%	Auto/Tires/Trucks
VLO Valero Energy	$1,358,940		0.0%	5,500	0.4%	Energy
UGI UGI	$1,348,414	$5,463 â–²	0.4%	37,024	0.4%	Utilities
GPN Global Payments	$1,258,847	$20,190 â–¼	-1.6%	18,705	0.4%	Business Services
TT Trane Technologies	$1,250,220		0.0%	3,000	0.4%	Construction
TRP TC Energy	$1,233,220	$43,820 â–¼	-3.4%	19,700	0.4%	Energy
AAPL Apple	$1,204,234		0.0%	4,745	0.4%	Computer and Technology
BP BP	$1,194,129		0.0%	25,407	0.4%	Energy
NXPI NXP Semiconductors	$1,112,062		0.0%	5,649	0.4%	Computer and Technology
BRK.B Berkshire Hathaway	$1,066,699		0.0%	2,226	0.3%	Finance
TTE TotalEnergies	$1,037,172		0.0%	11,400	0.3%	Energy
BAX Baxter International	$972,787	$2,100 â–²	0.2%	57,904	0.3%	Medical
PEP PepsiCo	$892,918		0.0%	5,750	0.3%	Consumer Staples
FOUR Shift4 Payments	$887,719	$45,917 â–²	5.5%	20,300	0.3%	Business Services
HPQ HP	$875,496		0.0%	45,575	0.3%	Computer and Technology
Fiserv Inc	$871,261		0.0%	15,614	0.3%	COM
AEP American Electric Power	$865,128		0.0%	6,600	0.3%	Utilities
AMCR Amcor	$781,962	$1,906,331 â–¼	-70.9%	19,672	0.3%	Industrials
ABBV AbbVie	$750,341		0.0%	3,450	0.2%	Medical
HRB H&R Block	$737,415		0.0%	23,233	0.2%	Consumer Discretionary
MSI Motorola Solutions	$737,315		0.0%	1,699	0.2%	Computer and Technology
GWW W.W. Grainger	$725,389		0.0%	665	0.2%	Industrials
TXN Texas Instruments	$718,318		0.0%	3,700	0.2%	Computer and Technology
NSC Norfolk Southern	$706,594		0.0%	2,462	0.2%	Transportation
Kimberly Clark Corp	$705,003	$166,411 â–²	30.9%	7,308	0.2%	COM
MGA Magna International	$703,206		0.0%	12,600	0.2%	Auto/Tires/Trucks
DXC DXC Technology	$685,907	$5,028 â–¼	-0.7%	54,567	0.2%	Computer and Technology
CC Chemours	$652,793	$64,989 â–²	11.1%	29,632	0.2%	Basic Materials
ITW Illinois Tool Works	$648,122		0.0%	2,490	0.2%	Industrials
MCO Moody's	$610,750		0.0%	1,400	0.2%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Argyle Capital Management Inc. Top Holdings and 13F Report (2026)

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

About MarketBeat

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Argyle Capital Management Inc. Top Holdings and 13F Report (2026)

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