Argyle Capital Partners, LLC Top Holdings and 13F Report (2025) About Argyle Capital Partners, LLCInvestment ActivityArgyle Capital Partners, LLC has $121.36 million in total holdings as of June 30, 2025.Argyle Capital Partners, LLC owns shares of 150 different stocks, but just 72 companies or ETFs make up 80% of its holdings.Approximately 5.73% of the portfolio was purchased this quarter.About 6.52% of the portfolio was sold this quarter.This quarter, Argyle Capital Partners, LLC has purchased 138 new stocks and bought additional shares in 36 stocks.Argyle Capital Partners, LLC sold shares of 58 stocks and completely divested from 0 stocks this quarter.Largest Holdings Apple $6,924,472Microsoft $4,649,127iShares Russell 1000 Value ETF $3,823,015iShares Russell 1000 Growth ETF $3,524,660iShares iBoxx $ Investment Grade Corporate Bond ETF $3,024,418 Largest New Holdings this Quarter 464287515 - iShares Expanded Tech-Software Sector ETF $501,293 Holding464288752 - iShares U.S. Home Construction ETF $379,864 Holding654106103 - NIKE $363,326 Holding11135F101 - Broadcom $358,971 Holding883556102 - Thermo Fisher Scientific $326,395 Holding Largest Purchases this Quarter iShares Expanded Tech-Software Sector ETF 4,578 shares (about $501.29K)iShares International Select Dividend ETF 11,154 shares (about $384.92K)iShares U.S. Home Construction ETF 4,077 shares (about $379.86K)NIKE 5,114 shares (about $363.33K)Broadcom 1,302 shares (about $358.97K) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 6,747 shares (about $737.38K)NVIDIA 3,221 shares (about $508.91K)VanEck Gold Miners ETF 9,506 shares (about $494.88K)Walt Disney 3,639 shares (about $451.23K)Adobe 1,077 shares (about $416.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArgyle Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$6,924,472$151,005 ▼-2.1%33,7505.7%Computer and TechnologyMSFTMicrosoft$4,649,127$402,390 ▼-8.0%9,3473.8%Computer and TechnologyIWDiShares Russell 1000 Value ETF$3,823,015$178,108 ▲4.9%19,6833.2%ETFIWFiShares Russell 1000 Growth ETF$3,524,660$190,648 ▼-5.1%8,3012.9%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$3,024,418$156,965 ▲5.5%27,5922.5%FinanceAMZNAmazon.com$2,829,692$211,711 ▼-7.0%12,8982.3%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$2,793,818$173,058 ▲6.6%31,6582.3%ETFIJRiShares Core S&P Small-Cap ETF$2,543,518$737,383 ▼-22.5%23,2732.1%ETFXBISPDR S&P Biotech ETF$2,146,552$89,647 ▼-4.0%25,8841.8%ETFSPYSPDR S&P 500 ETF Trust$2,119,615$156,299 ▼-6.9%3,4311.7%FinanceJPMJPMorgan Chase & Co.$2,093,371$37,107 ▼-1.7%7,2211.7%FinanceVWOVanguard FTSE Emerging Markets ETF$2,014,022$218,664 ▼-9.8%40,7201.7%ETFBRK.BBerkshire Hathaway$1,979,5130.0%4,0751.6%FinanceIDViShares International Select Dividend ETF$1,847,382$384,923 ▲26.3%53,5321.5%ETFABBVAbbVie$1,770,747$21,160 ▼-1.2%9,5401.5%MedicalNVDANVIDIA$1,761,034$508,908 ▼-22.4%11,1461.5%Computer and TechnologyWMBWilliams Companies$1,652,539$98,612 ▼-5.6%26,3101.4%EnergySHYiShares 1-3 Year Treasury Bond ETF$1,492,618$14,915 ▲1.0%18,0131.2%ManufacturingGDXVanEck Gold Miners ETF$1,473,252$494,884 ▼-25.1%28,2991.2%ETFEPDEnterprise Products Partners$1,461,415$157,438 ▼-9.7%47,1271.2%EnergyAMPAmeriprise Financial$1,433,0650.0%2,6851.2%FinanceFPEFirst Trust Preferred Securities and Income ETF$1,423,016$41,047 ▲3.0%79,9451.2%ETFAMGNAmgen$1,411,079$35,179 ▼-2.4%5,0541.2%MedicalMPLXMPLX$1,375,949$12,878 ▲0.9%26,7121.1%EnergyOKEONEOK$1,329,805$84,077 ▲6.7%16,2911.1%EnergyDUHPDimensional US High Profitability ETF$1,313,402$16,926 ▲1.3%36,9351.1%ETFCMFiShares California Muni Bond ETF$1,273,826$29,709 ▼-2.3%22,8531.0%ETFVVisa$1,212,835$108,999 ▼-8.2%3,4161.0%Business ServicesGOOGLAlphabet$1,185,729$158,967 ▼-11.8%6,7281.0%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$1,139,444$120,913 ▲11.9%25,4910.9%ETFNFLXNetflix$1,120,852$235,687 ▼-17.4%8370.9%Consumer DiscretionaryPHParker-Hannifin$1,110,5670.0%1,5900.9%IndustrialsDHRDanaher$1,105,829$296,310 ▲36.6%5,5980.9%MedicalHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,060,386$103,313 ▲10.8%13,1480.9%ETFVNQVanguard Real Estate ETF$1,043,709$184,001 ▼-15.0%11,7190.9%ETFQCOMQUALCOMM$999,1830.0%6,2740.8%Computer and TechnologyADBEAdobe$989,252$416,670 ▼-29.6%2,5570.8%Computer and TechnologyCVXChevron$987,667$392,604 ▼-28.4%6,8980.8%EnergyCRWDCrowdStrike$965,142$50,931 ▼-5.0%1,8950.8%Computer and TechnologyDVYiShares Select Dividend ETF$935,3910.0%7,0430.8%ETFMLMMartin Marietta Materials$934,3300.0%1,7020.8%ConstructionJEPIJPMorgan Equity Premium Income ETF$927,118$39,852 ▲4.5%16,3080.8%ETFETEnergy Transfer$922,352$121,472 ▲15.2%50,8740.8%EnergyGOOGAlphabet$922,168$102,167 ▼-10.0%5,1990.8%Computer and TechnologyWSMWilliams-Sonoma$902,4560.0%5,5240.7%Retail/WholesaleHESMHess Midstream Partners$828,663$32,734 ▲4.1%21,5180.7%EnergyCOSTCostco Wholesale$828,477$109,870 ▼-11.7%8370.7%Retail/WholesaleCRMSalesforce$808,311$59,178 ▼-6.8%2,9640.7%Computer and TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$779,989$175,359 ▲29.0%28,2400.6%ETFEOGEOG Resources$778,919$183,965 ▼-19.1%6,5120.6%EnergyMETAMeta Platforms$745,289$73,053 ▼-8.9%1,0100.6%Computer and TechnologyDEDeere & Company$722,443$28,471 ▼-3.8%1,4210.6%IndustrialsXOMExxon Mobil$706,882$36,223 ▼-4.9%6,5570.6%EnergyMCHPMicrochip Technology$704,5440.0%10,0120.6%Computer and TechnologyMAMastercard$700,689$20,790 ▼-2.9%1,2470.6%Business ServicesIYWiShares U.S. Technology ETF$674,373$21,659 ▼-3.1%3,8920.6%ManufacturingXLEEnergy Select Sector SPDR Fund$669,386$70,729 ▼-9.6%7,8930.6%ETFNEENextEra Energy$645,537$26,796 ▼-4.0%9,2990.5%UtilitiesRTXRTX$630,487$73,153 ▼-10.4%4,3180.5%AerospaceJCIJohnson Controls International$630,0230.0%5,9650.5%ConstructionOSKOshkosh$602,1030.0%5,3030.5%Auto/Tires/TrucksMOAltria Group$597,720$58,863 ▼-9.0%10,1950.5%Consumer StaplesCTVACorteva$565,4590.0%7,5870.5%Consumer StaplesIEIiShares 3-7 Year Treasury Bond ETF$563,165$124,208 ▲28.3%4,7290.5%ETFSMHVanEck Semiconductor ETF$550,878$41,839 ▼-7.1%1,9750.5%ManufacturingVEUVanguard FTSE All-World ex-US ETF$549,126$44,298 ▼-7.5%8,1690.5%ETFGDGeneral Dynamics$546,989$291,727 ▲114.3%1,8750.5%AerospaceHDHome Depot$542,744$71,143 ▼-11.6%1,4800.4%Retail/WholesalePSXPhillips 66$512,632$53,685 ▲11.7%4,2970.4%EnergySGOViShares 0-3 Month Treasury Bond ETF$510,498$241,656 ▲89.9%5,0700.4%ETFIGViShares Expanded Tech-Software Sector ETF$501,293$501,293 ▲New Holding4,5780.4%ETFLENLennar$495,7540.0%4,4820.4%ConstructionNVSNovartis$491,4220.0%4,0610.4%MedicalANSSANSYS$474,1470.0%1,3500.4%Computer and TechnologyPCEFInvesco CEF Income Composite ETF$456,5330.0%23,3640.4%ETFNOCNorthrop Grumman$455,987$6,000 ▼-1.3%9120.4%AerospaceVEAVanguard FTSE Developed Markets ETF$455,453$64,763 ▲16.6%7,9890.4%ETFLMTLockheed Martin$450,988$25,929 ▼-5.4%9740.4%AerospaceBACBank of America$448,3570.0%9,4750.4%FinanceBMYBristol Myers Squibb$443,697$174,238 ▼-28.2%9,5850.4%MedicalFNDXSchwab Fundamental U.S. Large Company ETF$428,7380.0%17,4710.4%ETFSPGIS&P Global$426,896$20,554 ▼-4.6%8100.4%FinanceEEMiShares MSCI Emerging Markets ETF$424,540$43,848 ▲11.5%8,8010.3%FinanceIGEBiShares Investment Grade Systematic Bond ETF$419,5480.0%9,2330.3%ETFPEPPepsiCo$416,058$174,293 ▲72.1%3,1510.3%Consumer StaplesXLFFinancial Select Sector SPDR Fund$411,165$343,606 ▼-45.5%7,8510.3%ETFIWMiShares Russell 2000 ETF$409,642$28,489 ▼-6.5%1,8980.3%FinanceSGOLabrdn Physical Gold Shares ETF$401,410$48,919 ▲13.9%12,7270.3%ETFSNPSSynopsys$400,403$66,136 ▼-14.2%7810.3%Computer and TechnologyDISWalt Disney$400,145$451,233 ▼-53.0%3,2270.3%Consumer DiscretionaryKOCocaCola$388,771$5,306 ▼-1.3%5,4950.3%Consumer StaplesPTYPimco Corporate & Income Opportunity Fund$386,9340.0%27,8170.3%FinanceWFCWells Fargo & Company$385,152$20,992 ▲5.8%4,8070.3%FinanceITBiShares U.S. Home Construction ETF$379,864$379,864 ▲New Holding4,0770.3%ETFPICKiShares MSCI Global Metals & Mining Producers ETF$369,909$43,428 ▲13.3%9,8380.3%ETFNKENIKE$363,326$363,326 ▲New Holding5,1140.3%Consumer DiscretionaryAVGOBroadcom$358,971$358,971 ▲New Holding1,3020.3%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$357,4220.0%11,6500.3%ETFXTWYBondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF$350,871$5,092 ▲1.5%9,0960.3%ETFCBChubb$344,1870.0%1,1880.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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