Institutional Fund
Argyle Capital Management, LLC
Center Valley, PACIK 13211945 filings on record
Portfolio Value
$307.72M
Q1 2026
Holdings
137
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+2.7%
from $299.50M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp3.2%
- Eli Lilly & Co3.2%
- Mckesson Corp2.9%
- Jpmorgan Chase & Co.2.8%
- Rtx Corporation2.6%
- Merck & Co Inc2.5%
- Other82.8%
Portfolio Holdings
137 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 26.8K | $9.90M | 3.2% | −300 | Reduced |
| 2 | Eli Lilly & Co | 10.8K | $9.90M | 3.2% | −310 | Reduced |
| 3 | Mckesson Corp | 10.5K | $9.06M | 2.9% | −200 | Reduced |
| 4 | Jpmorgan Chase & Co. | 29.4K | $8.66M | 2.8% | −125 | Reduced |
| 5 | Rtx Corporation | 41.3K | $7.97M | 2.6% | −198 | Reduced |
| 6 | Merck & Co Inc | 62.8K | $7.56M | 2.5% | −700 | Reduced |
| 7 | Caterpillar Inc | 10.4K | $7.34M | 2.4% | −845 | Reduced |
| 8 | Pnc Finl Svcs Group Inc | 34.5K | $7.17M | 2.3% | +25 | Added |
| 9 | Amgen Inc | 19.4K | $6.82M | 2.2% | 0 | Held |
| 10 | Johnson & Johnson | 25.6K | $6.27M | 2.0% | −255 | Reduced |
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