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
$39.1B
$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%
$355B
$1.93 Million 0.71% of portfolio
12,142
Q4 2024 Added 2.47%
$43.8B
$1.93 Million 0.71% of portfolio
25,927
Q2 2025 Reduced 1.62%
$17.5B
$1.88 Million 0.69% of portfolio
73,100
Q2 2025 Reduced 0.75%
$11.6B
$1.76 Million 0.65% of portfolio
58,279
Q2 2025 Added 0.17%
$328B
$1.61 Million 0.59% of portfolio
6,272
Q3 2024 Added 0.85%
$27.7B
$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%
$15.4B
$1.58 Million 0.58% of portfolio
59,678
Q2 2025 Added 0.51%
$59.6B
$1.55 Million 0.57% of portfolio
35,670
Q2 2025 Added 1.42%
$23.2B
$1.46 Million 0.54% of portfolio
18,205
Q2 2025 Reduced 0.55%
$143B
$1.48 Million 0.54% of portfolio
5,358
Q4 2024 Added 3.68%
$56.2B
$1.47 Million 0.54% of portfolio
5,199
Q1 2025 Reduced 0.31%
$3.92B
$1.42 Million 0.52% of portfolio
32,558
Q2 2025 Reduced 2.1%
$47.1B
$1.4 Million 0.52% of portfolio
32,342
Q2 2025 Added 1.25%
$6.73B
$1.33 Million 0.49% of portfolio
36,474
Q2 2025 Added 1.53%
$46.4B
$1.33 Million 0.49% of portfolio
122,810
Q2 2025 Reduced 3.15%
$96.4B
$1.31 Million 0.48% of portfolio
3,000
Q1 2020 New
$8.14B
$1.28 Million 0.47% of portfolio
23,233
Q4 2024 Added 5.85%
$461B
$1.25 Million 0.46% of portfolio
11,564
Q1 2025 Added 44.75%
$19.8B
$1.22 Million 0.45% of portfolio
59,985
Q1 2025 Added 5.82%
$57.1B
$1.16 Million 0.43% of portfolio
5,299
Q2 2025 Added 8.28%
$2.67B
$1.13 Million 0.42% of portfolio
71,018
Q1 2025 Added 5.81%
$34.6B
$1.09 Million 0.4% of portfolio
20,575
Q2 2025 Added 0.98%
$646B
$1.08 Million 0.4% of portfolio
2,226
Q4 2024 Added 1.64%
$28.1B
$1.01 Million 0.37% of portfolio
41,375
Q2 2025 Added 4.02%
$52.1B
$997,000 0.37% of portfolio
20,435
Q2 2025 Reduced 0.8%
$3.98T
$973,000 0.36% of portfolio
4,745
Q3 2024 Added 4.61%
$210B
$897,000 0.33% of portfolio
6,800
Q2 2025 Added 3.03%
$16.7B
$799,000 0.29% of portfolio
10,550
Q2 2024 Reduced 3.21%
$116B
$766,000 0.28% of portfolio
2,487
Q1 2025 Reduced 2.2%
$100B
$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%
$8.76B
$721,000 0.27% of portfolio
35,245
Q2 2025 Added 0.57%
$60.3B
$739,000 0.27% of portfolio
5,500
Q3 2024 Added 49.66%
$73.3B
$697,000 0.26% of portfolio
13,269
Q1 2025 Reduced 0.75%
$85.8B
$702,000 0.26% of portfolio
1,400
Q1 2019 New
$73B
$714,000 0.26% of portfolio
1,699
Q1 2025 Reduced 2.3%
$60.4B
$684,000 0.25% of portfolio
6,600
Q1 2025 Added 28.65%
$184B
$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%
$48.2B
$691,000 0.25% of portfolio
665
Q3 2024 Reduced 2.21%
$401B
$649,000 0.24% of portfolio
3,500
Q2 2024 Reduced 32.04%
$30.8B
$659,000 0.24% of portfolio
25,540
Q2 2025 Added 3.23%
$12.1B
$621,000 0.23% of portfolio
67,630
Q4 2024 Added 5.73%
$66.8B
$630,000 0.23% of portfolio
2,462
Q2 2024 Reduced 33.85%
$75.9B
$615,000 0.23% of portfolio
2,490
Q4 2024 Added 12.42%
$2.95B
$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
Track This Portfolio

Track Argyle Capital Management Inc. Portfolio

Follow Argyle Capital Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Argyle Capital Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Argyle Capital Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email