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Argyle Capital Management, LLC

Q4 2024 · 13F-HR

Argyle Capital Management, LLCholdings as filed

Filed 2025-02-05 · accession 0001321194-25-000003

$253.8M
Reported value
127
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$11.9M4.71%28,346CommonSOLE
532457108LLYLilly Eli & Co$8.9M3.51%11,527CommonSOLE
58155Q103MCKMcKesson Corp$7.1M2.79%12,427CommonSOLE
46625H100JPMJP Morgan Chase & Co$7.1M2.78%29,476CommonSOLE
693475105PNCPNC Finl Svcs Group Inc$6.3M2.50%32,903CommonSOLE
58933Y105MRKMerck & Co Inc$5.8M2.28%58,115CommonSOLE
459200101IBMInternational Business Mach$5.2M2.06%23,740CommonSOLE
031162100AMGNAmgen Inc$5.1M1.99%19,386CommonSOLE
75513E101RTXRTX Corporation$5.0M1.96%43,029CommonSOLE
244199105DEDeere & Company$4.7M1.86%11,163CommonSOLE
704326107PAYXPaychex Inc$4.7M1.83%33,215CommonSOLE
17275R102CSCOCisco Sys Inc$4.6M1.82%77,974CommonSOLE
745867101PHMPulte Group Inc$4.6M1.81%42,241CommonSOLE
149123101CATCaterpillar Inc Del$4.2M1.65%11,559CommonSOLE
291011104EMREmerson Elec Co$4.2M1.64%33,649CommonSOLE
060505104BACBank of America Corp$4.1M1.61%92,892CommonSOLE
68389X105ORCLOracle Corp$3.9M1.54%23,440CommonSOLE
166764100CVXChevron Corporation$3.8M1.50%26,355CommonSOLE
110122108BMYBristol Myers Squibb Co$3.8M1.50%67,367CommonSOLE
478160104JNJJohnson & Johnson$3.7M1.47%25,804CommonSOLE
20825C104COPConocoPhillips$3.7M1.47%37,587CommonSOLE
717081103PFEPfizer Inc$3.6M1.41%134,806CommonSOLE
00206R102TAT&T Inc$3.4M1.35%150,513CommonSOLE
29250N105ENBEnbridge Inc$3.4M1.33%79,341CommonSOLE
191216100KOCoca Cola Co$3.3M1.32%53,749CommonSOLE
911312106UPSUnited Parcel Service Inc$3.3M1.31%26,428CommonSOLE
26441C204DUKDuke Energy Corp$3.3M1.31%30,814CommonSOLE
372460105GPCGenuine Parts Co$3.3M1.30%28,261CommonSOLE
337738108FISVFiserv Inc$3.3M1.30%16,003CommonSOLE
92343V104VZVerizon Communications$3.3M1.28%81,554CommonSOLE
42824C109HPEHewlett Packard Enterprises Co$3.1M1.21%144,173CommonSOLE
949746101WMT2Wells Fargo & Co New$3.0M1.18%42,796CommonSOLE
020002101ALLAllstate Corp$3.0M1.18%15,518CommonSOLE
37045V100GMGeneral Mtrs Corp$3.0M1.17%55,769CommonSOLE
G5960L103MDTMedtronic Inc$2.9M1.15%36,660CommonSOLE
59156R108METMetLife Inc$2.9M1.14%35,483CommonSOLE
941848103WATWaters Corp$2.9M1.13%7,750CommonSOLE
H1467J104CBChubb Corp$2.8M1.11%10,219CommonSOLE
88579Y101MMM3M Co$2.6M1.04%20,448CommonSOLE
94106L109WMWaste Management Inc Del$2.4M0.93%11,677CommonSOLE
69351T106PPLPPL Corp$2.3M0.92%71,816CommonSOLE
260557103DOWDow Inc$2.3M0.91%57,851CommonSOLE
458140100INTCIntel Corp$2.3M0.90%113,500CommonSOLE
718546104PSXPhillips 66$2.3M0.89%19,937CommonSOLE
842587107SOSouthern Co$2.2M0.85%26,271CommonSOLE
26614N102DDDuPont De Nemours Inc$2.1M0.85%28,149CommonSOLE
20030N101CMCSAComcast Corp New$2.1M0.83%56,386CommonSOLE
427866108HSYHershey Foods Corp$2.1M0.83%12,473CommonSOLE
742718109PGProcter & Gamble Co$2.0M0.80%12,142CommonSOLE
24703L202DELLDell Technologies Inc$2.0M0.80%17,576CommonSOLE
962166104WYWeyerhaeuser Co$2.0M0.79%71,567CommonSOLE
89832Q109TFCTruist Finl Corp$2.0M0.79%46,266CommonSOLE
806857108SLBSchlumberger Ltd$1.6M0.64%42,316CommonSOLE
21037T109CEGConstellation Energy Corp$1.6M0.63%7,117CommonSOLE
071813109BAXBaxter Intl Inc$1.6M0.63%54,502CommonSOLE
835495102SONSonoco Products Co$1.6M0.62%32,358CommonSOLE
92343E102VRSNVerisign Inc$1.6M0.61%7,534CommonSOLE
406216101HALHalliburton Co$1.5M0.61%56,686CommonSOLE
009158106APDAir Products & Chem$1.5M0.60%5,215CommonSOLE
22052L104CTVACorteva Inc$1.5M0.59%26,374CommonSOLE
343498101FLOFlowers Foods Inc$1.4M0.55%67,118CommonSOLE
126650100CVSCVS Health Corp$1.3M0.52%29,317CommonSOLE
316773100FITBFifth Third Bancorp$1.3M0.50%30,000CommonSOLE
40434L105HPQHP Inc$1.3M0.50%38,575CommonNONE
11135F101AVGOBroadcom Inc$1.2M0.49%5,358CommonSOLE
36266G107GEHCGE HealthCare Technologies Inc$1.2M0.49%15,782CommonNONE
093671105HRBBlock H&R Inc$1.2M0.48%23,233CommonNONE
345370860FFord Mtr Co Del$1.2M0.48%122,880CommonSOLE
037833100AAPLApple Inc$1.2M0.47%4,745CommonSOLE
30161N101EXCExelon Corporation$1.2M0.47%31,542CommonSOLE
G8994E103TTTrane Technolgies PLC$1.1M0.44%3,000CommonNONE
35671D857FCXFreeport-McMoRan Inc$1.0M0.41%27,566CommonSOLE
369604301GEGE Aerospace$1.0M0.41%6,272CommonSOLE
084670702BRK/BBerkshire Hathaway Inc. Cl B$1.0M0.40%2,226CommonSOLE
902681105UGIUGI Corp New$992,9620.39%35,174CommonNONE
87807B107TRPTC Energy Corp$958,5180.38%20,600CommonSOLE
37940X102GPNGlobal Payments Inc$956,6560.38%8,537CommonNONE
23355L106DXCDXC Technology Co$880,4590.35%44,067CommonSOLE
30231G102XOMExxon Mobil Corp$859,3770.34%7,989CommonNONE
205887102CAGConAgra Brands Inc$853,1740.34%30,745CommonSOLE
N6596X109NXPINXP Semiconductors N V$840,9610.33%4,046CommonNONE
579780206MKCMcCormick & Co Inc$804,3320.32%10,550CommonSOLE
620076307MSIMotorola Solutions Inc$803,8180.32%1,739CommonSOLE
055622104BPBP PLC$751,0310.30%25,407CommonSOLE
053015103ADPAutomatic Data Processing Inc$744,4120.29%2,543CommonSOLE
500754106KHCKraft Heinz Company$735,1970.29%23,940CommonNONE
039483102ADMArcher Daniels Midland Co$733,8030.29%14,525CommonNONE
384802104GWWGrainger W W Inc$700,9430.28%665CommonSOLE
91913Y100VLOValero Energy Corp New$674,2450.27%5,500CommonNONE
615369105MCOMoodys Corp$662,7180.26%1,400CommonNONE
G0250X107AMCRAmcor PLC$636,3980.25%67,630CommonNONE
219350105GLWCorning Inc$635,2950.25%13,369CommonSOLE
882508104TXNTexas Instrs Inc$631,9090.25%3,370CommonNONE
452308109ITWIllinois Tool Wks Inc$631,3640.25%2,490CommonNONE
00287Y109ABBVAbbVie Inc$621,9500.25%3,500CommonNONE
655844108NSCNorfolk Southern Corp$577,8310.23%2,462CommonNONE
36828A101GEVGE Vernova Inc$568,0620.22%1,727CommonSOLE
513272104LWLamb Weston Holdings Inc$530,6970.21%7,941CommonSOLE
816300107SIGISelective Insurance Group Inc$511,9280.20%5,474CommonNONE
494368103KMBKimberly Clark Corp$502,2760.20%3,833CommonSOLE
854502101SWKStanley Black & Decker Inc$477,7260.19%5,950CommonNONE
025537101AEPAmerican Elec Power$473,1400.19%5,130CommonNONE
67066G104NVDANVIDIA Corporation$470,0150.19%3,500CommonSOLE
559222401MGAMagna Intl Inc$468,0480.18%11,200CommonNONE
65339F101NEENextEra Energy Inc$463,6910.18%6,468CommonNONE
002824100ABTAbbott Labs$441,6950.17%3,905CommonNONE
16119P108CHTRCharter Communications Inc$422,9780.17%1,234CommonSOLE
89151E109TTENTotalEnergies SE$390,5470.15%7,166CommonNONE
023135106AMZNAmazon Com Inc$381,5190.15%1,739CommonSOLE
709631105Pentair Inc$379,0100.15%3,766CommonNONE
713448108PEPPepsiCo Inc.$364,6400.14%2,398CommonSOLE
881624209TEVATeva Pharm Inds Ltd$357,0480.14%16,200CommonSOLE
747525103QCOMQualcomm Inc$354,7090.14%2,309CommonNONE
744573106PEGPublic Svc Enter Grp$340,0720.13%4,025CommonSOLE
78468R663BILSPDR Bloomberg Barclays 1-3 Mt$294,0390.12%3,216CommonSOLE
83444M101SOLVSolventum Corp$275,3380.11%4,168CommonSOLE
224408104CRCrane Company$275,1230.11%1,813CommonNONE
15189T107CNPCenterPoint Energy Inc$272,8780.11%8,600CommonSOLE
G6700G107NVTnVent Electric Plc$268,0050.11%3,932CommonNONE
277432100EMNEastman Chem Co$253,5040.10%2,776CommonNONE
45687V106IRIngersoll Rand Inc$239,4480.09%2,647CommonNONE
66987V109NVSNovartis AG$231,1110.09%2,375CommonNONE
25179M103DVNDevon Energy Corp New$223,6440.09%6,833CommonSOLE
001055102AFLAflac Inc$219,2930.09%2,120CommonNONE
57636Q104MAMastercard Incorporated$201,6760.08%383CommonSOLE
651229106NWLNewell Brands$115,5360.05%11,600CommonSOLE
934423104WBDWarner Brothers Discovery Inc$108,1840.04%10,235CommonSOLE

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.