Argyle Capital Management Inc. Portfolio Holdings

Argyle Capital Management Inc.

  • $285 Million
  • Q3 2025

Argyle Capital Management Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $285 Million distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.1M, Jpmorgan Chase & CO with a value of $9.37M, Eli Lilly & CO with a value of $8.47M, Mckesson Corp with a value of $8.26M, and Raytheon Technologies Corp with a value of $6.99M.

Examining the 13F form we can see an increase of $13.6M in the current position value, from $271M to 285M.

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

Portfolio value $285 Million
Technology: $59.4 Million
Healthcare: $50.2 Million
Industrials: $42.4 Million
Financial Services: $40.8 Million
Energy: $22.7 Million
Consumer Cyclical: $18.4 Million
Utilities: $15.9 Million
Consumer Defensive: $14.1 Million
Other: $21.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.1B
$576,000 0.2% of portfolio
4,633
Q1 2025 Added 20.87%
$2.97B
$546,000 0.19% of portfolio
40,067
Q2 2025 Reduced 9.08%
$12.6B
$553,000 0.19% of portfolio
67,630
Q4 2024 Added 5.73%
$228B
$523,000 0.18% of portfolio
3,905
Q4 2024 Added 1.43%
$168B
$488,000 0.17% of portfolio
6,468
Q1 2022 Reduced 17.79%
$9.71B
$496,000 0.17% of portfolio
6,675
Q2 2025 Added 1.52%
$4.73B
$443,000 0.16% of portfolio
5,474
Q3 2017 New
$41.3B
$438,000 0.15% of portfolio
5,250
Q3 2025 Reduced 2.33%
$8.2B
$441,000 0.15% of portfolio
7,608
Q2 2025 Reduced 4.19%
$17.7B
$387,000 0.14% of portfolio
3,932
Q4 2024 Added 10.26%
$2.39T
$381,000 0.13% of portfolio
1,739
Q4 2024 Added 2.35%
$342B
$328,000 0.12% of portfolio
1,800
Q3 2025 Reduced 10.0%
$25B
$333,000 0.12% of portfolio
8,600
Q1 2024 Reduced 6.52%
$32.4B
$318,000 0.11% of portfolio
1,157
Q2 2025 Reduced 3.98%
$283B
$304,000 0.11% of portfolio
2,375
Q4 2023 Reduced 40.25%
$20.5B
$314,000 0.11% of portfolio
1,551
Q3 2025 Reduced 25.58%
$7.23B
$281,000 0.1% of portfolio
4,465
Q2 2025 Added 28.86%
$284B
$259,000 0.09% of portfolio
3,650
Q1 2025 New
$30.4B
$218,000 0.08% of portfolio
2,647
Q4 2023 New
$72.3B
$236,000 0.08% of portfolio
2,120
Q3 2024 New
$0
$234,000 0.08% of portfolio
2,552
Q3 2025 Reduced 14.56%
$23.9B
$222,000 0.08% of portfolio
776
Q2 2025 New
$512B
$217,000 0.08% of portfolio
383
Q4 2024 New
$23.5B
$239,000 0.08% of portfolio
6,833
Q4 2024 Reduced 6.82%
$1.46T
$210,000 0.07% of portfolio
753
Q3 2025 New
$55.9B
$196,000 0.07% of portfolio
10,070
Q1 2025 Reduced 1.61%
$1.74T
$206,000 0.07% of portfolio
846
Q3 2025 New
$1.41B
$60,000 0.02% of portfolio
11,600
Q4 2024 Reduced 14.07%
Ge Health Care Technologie
-
$0 0.0% of portfolio
-
Q3 2025 Added 8.37%
Crane Company
-
$0 0.0% of portfolio
-
Q4 2024 Added 19.28%
Pentair Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 10.76%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 32.08%
Solventum Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 9.74%
Ameriserv Finl Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $285 Million
  • Prior Value $271 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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