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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$13.8 Million 5.09% of portfolio
27,801
Q2 2025 Reduced 1.92%
$608B
$8.67 Million 3.19% of portfolio
11,127
Q2 2025 Reduced 3.39%
$859B
$8.63 Million 3.18% of portfolio
29,779
Q2 2025 Added 1.02%
$210B
$6.94 Million 2.56% of portfolio
23,535
Q2 2025 Reduced 1.67%
$229B
$6.16 Million 2.27% of portfolio
42,214
Q2 2025 Reduced 1.89%
$684B
$5.55 Million 2.04% of portfolio
25,371
Q2 2025 Added 1.81%
$293B
$5.39 Million 1.99% of portfolio
77,694
Q2 2025 Reduced 1.04%
$203B
$4.69 Million 1.73% of portfolio
59,301
Q2 2025 Reduced 0.5%
$218B
$4.49 Million 1.65% of portfolio
11,569
Q2 2025 Reduced 1.7%
$203B
$4.4 Million 1.62% of portfolio
151,924
Q2 2025 Reduced 1.25%
$381B
$4.38 Million 1.61% of portfolio
92,542
Q2 2025 Reduced 1.39%
$452B
$3.96 Million 1.46% of portfolio
25,904
Q2 2025 Reduced 0.38%
$302B
$3.77 Million 1.39% of portfolio
26,318
Q2 2025 Reduced 1.13%
$306B
$3.7 Million 1.36% of portfolio
52,270
Q2 2025 Reduced 2.69%
$302B
$3.36 Million 1.24% of portfolio
41,936
Q2 2025 Reduced 2.01%
$368B
$1.93 Million 0.71% of portfolio
12,142
Q4 2024 Added 2.47%
$442B
$1.25 Million 0.46% of portfolio
11,564
Q1 2025 Added 44.75%
$621B
$1.08 Million 0.4% of portfolio
2,226
Q4 2024 Added 1.64%
$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%
$351B
$649,000 0.24% of portfolio
3,500
Q2 2024 Reduced 32.04%
$229B
$531,000 0.2% of portfolio
3,905
Q4 2024 Added 1.43%
$456B
$552,000 0.2% of portfolio
3,500
Q2 2024 Added 900.0%
$2.26T
$381,000 0.14% of portfolio
1,739
Q4 2024 Added 2.35%
$257B
$287,000 0.11% of portfolio
2,375
Q4 2023 Reduced 40.25%
$367B
$272,000 0.1% of portfolio
2,000
Q2 2025 New
$548B
$215,000 0.08% of portfolio
383
Q4 2024 New
$259B
$221,000 0.08% of portfolio
3,650
Q1 2025 New

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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