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Argyle Capital Management, LLC

Q3 2024 · 13F-HR

Argyle Capital Management, LLCholdings as filed

Filed 2024-10-25 · accession 0001321194-24-000008

$251.2M
Reported value
124
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$12.2M4.85%28,327CommonSOLE
532457108LLYLilly Eli & Co$10.2M4.07%11,527CommonSOLE
46625H100JPMJP Morgan Chase & Co$6.2M2.48%29,556CommonSOLE
58155Q103MCKMcKesson Corp$6.2M2.45%12,459CommonSOLE
031162100AMGNAmgen Inc$6.1M2.44%19,001CommonSOLE
58933Y105MRKMerck & Co Inc$6.1M2.43%53,648CommonSOLE
693475105PNCPNC Finl Svcs Group Inc$6.0M2.39%32,518CommonSOLE
745867101PHMPulte Group Inc$6.0M2.38%41,600CommonSOLE
459200101IBMInternational Business Mach$5.2M2.07%23,557CommonSOLE
75513E101RTXRTX Corporation$5.2M2.06%42,634CommonSOLE
244199105DEDeere & Company$4.7M1.86%11,173CommonSOLE
149123101CATCaterpillar Inc Del$4.5M1.79%11,519CommonSOLE
704326107PAYXPaychex Inc$4.4M1.74%32,625CommonSOLE
17275R102CSCOCisco Sys Inc$4.1M1.64%77,183CommonSOLE
68389X105ORCLOracle Corp$4.0M1.59%23,371CommonSOLE
478160104JNJJohnson & Johnson$3.9M1.56%24,122CommonSOLE
20825C104COPConocoPhillips$3.9M1.55%36,906CommonSOLE
191216100KOCoca Cola Co$3.8M1.52%53,238CommonSOLE
372460105GPCGenuine Parts Co$3.8M1.50%26,998CommonSOLE
717081103PFEPfizer Inc$3.7M1.47%127,486CommonSOLE
291011104EMREmerson Elec Co$3.6M1.44%33,099CommonSOLE
060505104BACBank of America Corp$3.6M1.43%90,759CommonSOLE
166764100CVXChevron Corporation$3.5M1.40%23,840CommonSOLE
26441C204DUKDuke Energy Corp$3.5M1.39%30,208CommonSOLE
92343V104VZVerizon Communications$3.5M1.38%77,459CommonSOLE
110122108BMYBristol Myers Squibb Co$3.4M1.34%64,817CommonSOLE
00206R102TAT&T Inc$3.3M1.30%147,980CommonSOLE
911312106UPSUnited Parcel Service Inc$3.2M1.29%23,733CommonSOLE
29250N105ENBEnbridge Inc$3.2M1.26%78,208CommonSOLE
G5960L103MDTMedtronic Inc$3.1M1.22%34,050CommonSOLE
260557103DOWDow Inc$3.0M1.20%54,960CommonSOLE
020002101ALLAllstate Corp$2.9M1.16%15,335CommonSOLE
42824C109HPEHewlett Packard Enterprises Co$2.9M1.15%141,700CommonSOLE
59156R108METMetLife Inc$2.8M1.12%34,000CommonSOLE
941848103WATWaters Corp$2.8M1.11%7,750CommonSOLE
337738108FISVFiserv Inc$2.8M1.11%15,523CommonSOLE
88579Y101MMM3M Co$2.8M1.10%20,265CommonSOLE
458140100INTCIntel Corp$2.5M0.99%105,740CommonSOLE
718546104PSXPhillips 66$2.5M0.98%18,786CommonSOLE
26614N102DDDuPont De Nemours Inc$2.4M0.97%27,337CommonSOLE
94106L109WMWaste Management Inc Del$2.4M0.96%11,633CommonSOLE
427866108HSYHershey Foods Corp$2.4M0.95%12,473CommonSOLE
949746101WMT2Wells Fargo & Co New$2.4M0.95%42,093CommonSOLE
69351T106PPLPPL Corp$2.4M0.94%71,263CommonSOLE
37045V100GMGeneral Mtrs Corp$2.4M0.94%52,517CommonSOLE
H1467J104CBChubb Corp$2.4M0.94%8,165CommonSOLE
842587107SOSouthern Co$2.3M0.91%25,446CommonSOLE
962166104WYWeyerhaeuser Co$2.2M0.88%65,121CommonSOLE
126650100CVSCVS Health Corp$2.2M0.86%34,402CommonSOLE
20030N101CMCSAComcast Corp New$2.1M0.83%50,036CommonSOLE
742718109PGProcter & Gamble Co$2.1M0.82%11,849CommonSOLE
071813109BAXBaxter Intl Inc$2.0M0.80%53,079CommonSOLE
89832Q109TFCTruist Finl Corp$1.9M0.75%43,825CommonSOLE
21037T109CEGConstellation Energy Corp$1.9M0.74%7,133CommonSOLE
835495102SONSonoco Products Co$1.6M0.64%29,558CommonSOLE
406216101HALHalliburton Co$1.6M0.62%53,825CommonSOLE
009158106APDAir Products & Chem$1.6M0.62%5,215CommonSOLE
22052L104CTVACorteva Inc$1.5M0.60%25,832CommonSOLE
24703L202DELLDell Technologies Inc$1.5M0.60%12,660CommonSOLE
806857108SLBSchlumberger Ltd$1.5M0.59%35,225CommonSOLE
343498101FLOFlowers Foods Inc$1.5M0.58%63,018CommonSOLE
093671105HRBBlock H&R Inc$1.4M0.56%21,950CommonNONE
92343E102VRSNVerisign Inc$1.4M0.55%7,296CommonSOLE
316773100FITBFifth Third Bancorp$1.2M0.49%28,600CommonSOLE
345370860FFord Mtr Co Del$1.2M0.49%115,580CommonSOLE
35671D857FCXFreeport-McMoRan Inc$1.2M0.48%24,200CommonSOLE
369604301GEGE Aerospace$1.2M0.47%6,272CommonSOLE
G8994E103TTTrane Technolgies PLC$1.2M0.46%3,000CommonNONE
40434L105HPQHP Inc$1.1M0.45%31,675CommonNONE
36266G107GEHCGE HealthCare Technologies Inc$1.1M0.45%11,944CommonSOLE
037833100AAPLApple Inc$1.1M0.44%4,745CommonSOLE
084670702BRK/BBerkshire Hathaway Inc. Cl B$1.0M0.40%2,190CommonSOLE
87807B107TRPTC Energy Corp$984,2850.39%20,700CommonSOLE
30231G102XOMExxon Mobil Corp$918,8880.37%7,839CommonNONE
11135F101AVGOBroadcom Inc$891,4800.35%5,168CommonSOLE
30161N101EXCExelon Corporation$869,4730.35%21,442CommonSOLE
579780206MKCMcCormick & Co Inc$868,2650.35%10,550CommonSOLE
205887102CAGConAgra Brands Inc$856,7390.34%26,345CommonSOLE
620076307MSIMotorola Solutions Inc$781,9070.31%1,739CommonSOLE
039483102ADMArcher Daniels Midland Co$743,6440.30%12,448CommonNONE
91913Y100VLOValero Energy Corp New$742,6650.30%5,500CommonNONE
G0250X107AMCRAmcor PLC$724,7120.29%63,964CommonNONE
053015103ADPAutomatic Data Processing Inc$704,8310.28%2,547CommonSOLE
055622104BPBP PLC$703,3560.28%22,407CommonSOLE
23355L106DXCDXC Technology Co$694,0460.28%33,448CommonSOLE
00287Y109ABBVAbbVie Inc$691,1800.28%3,500CommonNONE
384802104GWWGrainger W W Inc$690,8090.28%665CommonSOLE
615369105MCOMoodys Corp$664,4260.26%1,400CommonNONE
655844108NSCNorfolk Southern Corp$611,8070.24%2,462CommonNONE
219350105GLWCorning Inc$603,6100.24%13,369CommonSOLE
452308109ITWIllinois Tool Wks Inc$580,4850.23%2,215CommonNONE
65339F101NEENextEra Energy Inc$546,7400.22%6,468CommonNONE
500754106KHCKraft Heinz Company$526,6500.21%15,000CommonNONE
513272104LWLamb Weston Holdings Inc$514,1000.20%7,941CommonSOLE
816300107SIGISelective Insurance Group Inc$510,7240.20%5,474CommonNONE
494368103KMBKimberly Clark Corp$506,2320.20%3,558CommonSOLE
902681105UGIUGI Corp New$444,7050.18%17,774CommonNONE
36828A101GEVGE Vernova Inc$441,8800.18%1,733CommonSOLE
025537101AEPAmerican Elec Power$441,1800.18%4,300CommonNONE
89151E109TTENTotalEnergies SE$439,4160.17%6,800CommonNONE
002824100ABTAbbott Labs$438,9390.17%3,850CommonNONE
67066G104NVDANVIDIA Corporation$425,0400.17%3,500CommonSOLE
16119P108CHTRCharter Communications Inc$411,5820.16%1,270CommonSOLE
713448108PEPPepsiCo Inc.$407,7800.16%2,398CommonSOLE
744573106PEGPublic Svc Enter Grp$359,0700.14%4,025CommonSOLE
559222401MGAMagna Intl Inc$357,0480.14%8,700CommonNONE
709631105Pentair Inc$332,4860.13%3,400CommonNONE
78468R663BILSPDR Bloomberg Barclays 1-3 Mt$323,6300.13%3,525CommonSOLE
023135106AMZNAmazon Com Inc$316,5750.13%1,699CommonSOLE
83444M101SOLVSolventum Corp$307,6050.12%4,412CommonSOLE
881624209TEVATeva Pharm Inds Ltd$291,9240.12%16,200CommonSOLE
25179M103DVNDevon Energy Corp New$286,8670.11%7,333CommonSOLE
277432100EMNEastman Chem Co$275,9570.11%2,465CommonNONE
66987V109NVSNovartis AG$273,1730.11%2,375CommonNONE
45687V106IRIngersoll Rand Inc$259,8300.10%2,647CommonNONE
15189T107CNPCenterPoint Energy Inc$253,0120.10%8,600CommonSOLE
G6700G107NVTnVent Electric Plc$250,5470.10%3,566CommonNONE
224408104CRCrane Company$240,5860.10%1,520CommonNONE
001055102AFLAflac Inc$237,0160.09%2,120CommonNONE
854502101SWKStanley Black & Decker Inc$220,2600.09%2,000CommonNONE
92556V106VTRSViatris Inc$118,6190.05%10,217CommonSOLE
651229106NWLNewell Brands$103,6800.04%13,500CommonSOLE
934423104WBDWarner Brothers Discovery Inc$94,3550.04%11,437CommonSOLE
68554V108OSUROrasure Technologies Inc$42,8070.02%10,025CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.