Argyle Capital Management Inc. Portfolio Holdings

Argyle Capital Management Inc.

  • $271 Million
  • Q2 2025

Argyle Capital Management Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $271 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.8M, Eli Lilly & CO with a value of $8.67M, Jpmorgan Chase & CO with a value of $8.63M, Mckesson Corp with a value of $7.84M, and International Business Machines Corp with a value of $6.94M.

Examining the 13F form we can see an increase of $6.7M in the current position value, from $265M to 271M.

Below you can find more details about Argyle Capital Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $271 Million
Technology: $54.6 Million
Healthcare: $48.8 Million
Industrials: $41.8 Million
Financial Services: $38.3 Million
Energy: $20.6 Million
Consumer Cyclical: $16.1 Million
Utilities: $15.3 Million
Consumer Defensive: $14.2 Million
Other: $21.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$13.8 Million 5.09% of portfolio
27,801
Q2 2025 Reduced 1.92%
$718B
$8.67 Million 3.19% of portfolio
11,127
Q2 2025 Reduced 3.39%
$900B
$8.63 Million 3.18% of portfolio
29,779
Q2 2025 Added 1.02%
$102B
$7.84 Million 2.89% of portfolio
10,704
Q2 2025 Reduced 13.22%
$227B
$6.94 Million 2.56% of portfolio
23,535
Q2 2025 Reduced 1.67%
$81.6B
$6.25 Million 2.3% of portfolio
33,551
Q2 2025 Added 1.21%
$229B
$6.16 Million 2.27% of portfolio
42,214
Q2 2025 Reduced 1.89%
$788B
$5.55 Million 2.04% of portfolio
25,371
Q2 2025 Added 1.81%
$142B
$5.52 Million 2.03% of portfolio
10,853
Q2 2025 Reduced 2.69%
$273B
$5.39 Million 1.99% of portfolio
77,694
Q2 2025 Reduced 1.04%
$148B
$5.41 Million 1.99% of portfolio
19,371
Q2 2025 Reduced 1.02%
$210B
$4.69 Million 1.73% of portfolio
59,301
Q2 2025 Reduced 0.5%
$48.7B
$4.68 Million 1.72% of portfolio
32,140
Q2 2025 Reduced 1.92%
$228B
$4.49 Million 1.65% of portfolio
11,569
Q2 2025 Reduced 1.7%
$79.9B
$4.49 Million 1.65% of portfolio
33,649
Q4 2024 Added 1.66%
$211B
$4.4 Million 1.62% of portfolio
151,924
Q2 2025 Reduced 1.25%
$31.2B
$4.34 Million 1.6% of portfolio
41,191
Q2 2025 Reduced 2.37%
$466B
$3.96 Million 1.46% of portfolio
25,904
Q2 2025 Reduced 0.38%
$308B
$3.77 Million 1.39% of portfolio
26,318
Q2 2025 Reduced 1.13%
$290B
$3.7 Million 1.36% of portfolio
52,270
Q2 2025 Reduced 2.69%
$93.9B
$3.59 Million 1.32% of portfolio
30,393
Q2 2025 Reduced 1.56%
$185B
$3.58 Million 1.32% of portfolio
82,764
Q2 2025 Reduced 0.62%
$99.4B
$3.57 Million 1.31% of portfolio
78,666
Q2 2025 Reduced 1.71%
$19.9B
$3.46 Million 1.27% of portfolio
28,511
Q2 2025 Reduced 1.04%
$309B
$3.36 Million 1.24% of portfolio
41,936
Q2 2025 Reduced 2.01%
$118B
$3.37 Million 1.24% of portfolio
37,597
Q2 2025 Reduced 1.21%
$134B
$3.35 Million 1.23% of portfolio
138,206
Q2 2025 Reduced 0.36%
$125B
$3.23 Million 1.19% of portfolio
37,060
Q2 2025 Added 0.41%
$98.2B
$3.19 Million 1.17% of portfolio
68,852
Q2 2025 Added 0.15%
$54.2B
$3.18 Million 1.17% of portfolio
15,790
Q2 2025 Reduced 1.53%
$31.8B
$3.08 Million 1.13% of portfolio
150,693
Q2 2025 Added 1.96%
$87.3B
$3.05 Million 1.12% of portfolio
20,048
Q2 2025 Reduced 1.96%
$64.5B
$3.03 Million 1.12% of portfolio
37,653
Q2 2025 Added 1.21%
$115B
$2.9 Million 1.07% of portfolio
9,998
Q2 2025 Reduced 2.4%
$61.5B
$2.77 Million 1.02% of portfolio
27,405
Q1 2025 Added 3.7%
$83.1B
$2.77 Million 1.02% of portfolio
56,319
Q2 2025 Reduced 1.23%
$17.7B
$2.64 Million 0.97% of portfolio
7,550
Q2 2025 Reduced 2.58%
$98.9B
$2.64 Million 0.97% of portfolio
118,075
Q2 2025 Reduced 0.17%
$89.5B
$2.6 Million 0.96% of portfolio
11,377
Q2 2025 Reduced 1.73%
$62.9B
$2.49 Million 0.92% of portfolio
20,867
Q2 2025 Added 2.2%
$32.4B
$2.44 Million 0.9% of portfolio
19,896
Q2 2025 Added 2.37%
$100B
$2.41 Million 0.89% of portfolio
26,271
Q4 2024 Added 3.24%
$26.6B
$2.4 Million 0.88% of portfolio
70,816
Q2 2025 Reduced 1.53%
$104B
$2.29 Million 0.84% of portfolio
7,082
Q1 2025 Reduced 0.49%
$27.2B
$2.24 Million 0.83% of portfolio
13,511
Q1 2025 Added 8.32%
$146B
$2.18 Million 0.8% of portfolio
61,186
Q2 2025 Added 0.49%
$30.3B
$2.15 Million 0.79% of portfolio
7,434
Q2 2025 Reduced 1.33%
$60B
$2.12 Million 0.78% of portfolio
49,366
Q2 2025 Added 5.11%
$98.4B
$2.1 Million 0.77% of portfolio
30,417
Q2 2025 Added 0.66%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $271 Million
  • Prior Value $265 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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