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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36B
$2 Million 0.74% of portfolio
29,196
Q2 2025 Added 1.38%
$79.5B
$1.99 Million 0.73% of portfolio
15,894
Q2 2025 Reduced 0.68%
$368B
$1.93 Million 0.71% of portfolio
12,142
Q4 2024 Added 2.47%
$51B
$1.93 Million 0.71% of portfolio
25,927
Q2 2025 Reduced 1.62%
$19B
$1.88 Million 0.69% of portfolio
73,100
Q2 2025 Reduced 0.75%
$12.1B
$1.76 Million 0.65% of portfolio
58,279
Q2 2025 Added 0.17%
$306B
$1.61 Million 0.59% of portfolio
6,272
Q3 2024 Added 0.85%
$29B
$1.58 Million 0.58% of portfolio
38,300
Q2 2025 Added 4.64%
$46.7B
$1.58 Million 0.58% of portfolio
46,616
Q2 2025 Added 2.42%
$15.3B
$1.58 Million 0.58% of portfolio
59,678
Q2 2025 Added 0.51%
$60.2B
$1.55 Million 0.57% of portfolio
35,670
Q2 2025 Added 1.42%
$22.8B
$1.46 Million 0.54% of portfolio
18,205
Q2 2025 Reduced 0.55%
$127B
$1.48 Million 0.54% of portfolio
5,358
Q4 2024 Added 3.68%
$64.2B
$1.47 Million 0.54% of portfolio
5,199
Q1 2025 Reduced 0.31%
$4.43B
$1.42 Million 0.52% of portfolio
32,558
Q2 2025 Reduced 2.1%
$44.3B
$1.4 Million 0.52% of portfolio
32,342
Q2 2025 Added 1.25%
$7.38B
$1.33 Million 0.49% of portfolio
36,474
Q2 2025 Added 1.53%
$44.4B
$1.33 Million 0.49% of portfolio
122,810
Q2 2025 Reduced 3.15%
$102B
$1.31 Million 0.48% of portfolio
3,000
Q1 2020 New
$8.16B
$1.28 Million 0.47% of portfolio
23,233
Q4 2024 Added 5.85%
$442B
$1.25 Million 0.46% of portfolio
11,564
Q1 2025 Added 44.75%
$19B
$1.22 Million 0.45% of portfolio
59,985
Q1 2025 Added 5.82%
$57.8B
$1.16 Million 0.43% of portfolio
5,299
Q2 2025 Added 8.28%
$3.47B
$1.13 Million 0.42% of portfolio
71,018
Q1 2025 Added 5.81%
$32.2B
$1.09 Million 0.4% of portfolio
20,575
Q2 2025 Added 0.98%
$621B
$1.08 Million 0.4% of portfolio
2,226
Q4 2024 Added 1.64%
$27.5B
$1.01 Million 0.37% of portfolio
41,375
Q2 2025 Added 4.02%
$50.7B
$997,000 0.37% of portfolio
20,435
Q2 2025 Reduced 0.8%
$3.69T
$973,000 0.36% of portfolio
4,745
Q3 2024 Added 4.61%
$202B
$897,000 0.33% of portfolio
6,800
Q2 2025 Added 3.03%
$17.3B
$799,000 0.29% of portfolio
10,550
Q2 2024 Reduced 3.21%
$124B
$766,000 0.28% of portfolio
2,487
Q1 2025 Reduced 2.2%
$104B
$760,000 0.28% of portfolio
25,407
Q4 2024 Added 13.39%
$177B
$720,000 0.27% of portfolio
3,700
Q1 2025 Added 9.79%
$9.35B
$721,000 0.27% of portfolio
35,245
Q2 2025 Added 0.57%
$51.4B
$739,000 0.27% of portfolio
5,500
Q3 2024 Added 49.66%
$55.6B
$697,000 0.26% of portfolio
13,269
Q1 2025 Reduced 0.75%
$94.5B
$702,000 0.26% of portfolio
1,400
Q1 2019 New
$78.6B
$714,000 0.26% of portfolio
1,699
Q1 2025 Reduced 2.3%
$57.5B
$684,000 0.25% of portfolio
6,600
Q1 2025 Added 28.65%
$173B
$670,000 0.25% of portfolio
4,209
Q2 2025 Added 4.99%
$173B
$672,000 0.25% of portfolio
9,800
Q1 2025 Added 36.76%
$48.5B
$691,000 0.25% of portfolio
665
Q3 2024 Reduced 2.21%
$351B
$649,000 0.24% of portfolio
3,500
Q2 2024 Reduced 32.04%
$33.5B
$659,000 0.24% of portfolio
25,540
Q2 2025 Added 3.23%
$14.5B
$621,000 0.23% of portfolio
67,630
Q4 2024 Added 5.73%
$64.4B
$630,000 0.23% of portfolio
2,462
Q2 2024 Reduced 33.85%
$80B
$615,000 0.23% of portfolio
2,490
Q4 2024 Added 12.42%
$3.05B
$612,000 0.23% of portfolio
40,067
Q2 2025 Reduced 9.08%

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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