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Argyle Capital Management, LLC

Q1 2026 · 13F-HR

Argyle Capital Management, LLCholdings as filed

Filed 2026-04-28 · accession 0001321194-26-000004

$307.7M
Reported value
137
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$9.9M3.22%26,755CommonSOLE
532457108LLYLilly Eli & Co$9.9M3.22%10,767CommonSOLE
58155Q103MCKMcKesson Corp$9.1M2.95%10,474CommonSOLE
46625H100JPMJP Morgan Chase & Co$8.7M2.81%29,429CommonSOLE
75513E101RTXRTX Corporation$8.0M2.59%41,303CommonSOLE
58933Y105MRKMerck & Co Inc$7.6M2.46%62,816CommonSOLE
149123101CATCaterpillar Inc Del$7.3M2.38%10,359CommonSOLE
693475105PNCPNC Finl Svcs Group Inc$7.2M2.33%34,450CommonSOLE
031162100AMGNAmgen Inc$6.8M2.21%19,371CommonSOLE
478160104JNJJohnson & Johnson$6.3M2.04%25,649CommonSOLE
17275R102CSCOCisco Sys Inc$6.0M1.96%77,756CommonSOLE
244199105DEDeere & Company$6.0M1.96%10,703CommonSOLE
459200101IBMInternational Business Mach$5.9M1.90%24,135CommonSOLE
166764100CVXChevron Corporation$5.5M1.77%26,358CommonSOLE
458140100INTCIntel Corp$5.2M1.68%117,275CommonSOLE
20825C104COPConocoPhillips$4.9M1.59%37,114CommonSOLE
745867101PHMPulte Group Inc$4.7M1.53%39,991CommonSOLE
060505104BACBank of America Corp$4.6M1.49%94,292CommonSOLE
291011104EMREmerson Elec Co$4.4M1.44%33,924CommonSOLE
00206R102TAT&T Inc$4.4M1.44%152,445CommonSOLE
110122108BMYBristol Myers Squibb Co$4.3M1.40%71,227CommonSOLE
717081103PFEPfizer Inc$4.3M1.39%151,876CommonSOLE
92343V104VZVerizon Communications$4.2M1.37%84,148CommonSOLE
29250N105ENBEnbridge Inc$4.2M1.37%77,759CommonSOLE
37045V100GMGeneral Mtrs Corp$4.1M1.33%54,819CommonSOLE
26441C204DUKDuke Energy Corp$4.0M1.31%30,684CommonSOLE
68389X105ORCLOracle Corp$3.9M1.28%26,726CommonSOLE
191216100KOCoca Cola Co$3.9M1.26%51,120CommonSOLE
718546104PSXPhillips 66$3.8M1.24%20,867CommonSOLE
42824C109HPEHewlett Packard Enterprises$3.7M1.21%156,693CommonSOLE
949746101WMT2Wells Fargo & Co New$3.4M1.10%42,690CommonSOLE
H1467J104CBChubb Corp$3.3M1.07%10,137CommonSOLE
G5960L103MDTMedtronic Inc$3.3M1.07%38,060CommonSOLE
24703L202DELLDell Technologies Inc$3.3M1.06%19,896CommonSOLE
020002101ALLAllstate Corp$3.1M1.02%15,070CommonSOLE
260557103DOWDow Inc$3.1M1.01%74,258CommonSOLE
704326107PAYXPaychex Inc$3.1M0.99%33,210CommonSOLE
372460105GPCGenuine Parts Co$3.1M0.99%28,898CommonSOLE
88579Y101MMM3M Co$2.9M0.94%19,848CommonSOLE
427866108HSYHershey Foods Corp$2.8M0.91%13,411CommonSOLE
59156R108METMetLife Inc$2.8M0.90%38,995CommonSOLE
911312106UPSUnited Parcel Service Inc$2.7M0.89%27,930CommonSOLE
69351T106PPLPPL Corp$2.7M0.89%71,516CommonSOLE
406216101HALHalliburton Co$2.7M0.87%68,585CommonSOLE
94106L109WMWaste Management Inc Del$2.6M0.85%11,327CommonSOLE
842587107SOSouthern Co$2.5M0.82%26,221CommonSOLE
806857108SLBSLB Limited$2.4M0.78%46,616CommonSOLE
89832Q109TFCTruist Finl Corp$2.4M0.77%51,616CommonSOLE
941848103WATWaters Corp$2.3M0.74%7,595CommonSOLE
126650100CVSCVS Health Corp$2.2M0.72%30,717CommonSOLE
22052L104CTVACorteva Inc$2.2M0.71%25,927CommonSOLE
009158106APDAir Products & Chem$2.1M0.69%7,299CommonSOLE
35671D857FCXFreeport-McMoRan Inc$2.1M0.68%35,670CommonNONE
36828A101GEVGE Vernova Inc$2.0M0.65%2,281CommonSOLE
30231G102XOMExxon Mobil Corp$2.0M0.64%11,564CommonNONE
21037T109CEGConstellation Energy Corp$2.0M0.64%7,019CommonSOLE
316773100FITBFifth Third Bancorp$1.9M0.63%41,900CommonSOLE
962166104WYWeyerhaeuser Co$1.9M0.61%77,300CommonSOLE
20030N101CMCSAComcast Corp New$1.9M0.61%65,666CommonSOLE
92343E102VRSNVerisign Inc$1.8M0.60%7,434CommonSOLE
30161N101EXCExelon Corporation$1.8M0.60%37,392CommonSOLE
369604301GEGE Aerospace$1.8M0.58%6,272CommonSOLE
835495102SONSonoco Products Co$1.8M0.58%32,758CommonSOLE
742718109PGProcter & Gamble Co$1.8M0.57%12,142CommonSOLE
74743l100Qnity Electronics Inc$1.7M0.55%14,687CommonSOLE
219350105GLWCorning Inc$1.7M0.54%12,319CommonSOLE
11135F101AVGOBroadcom Inc$1.7M0.54%5,358CommonSOLE
36266G107GEHCGE HealthCare Technologies$1.6M0.53%22,902CommonNONE
26614N102DDDuPont De Nemours Inc$1.6M0.51%34,172CommonSOLE
039483102ADMArcher Daniels Midland Co$1.5M0.50%21,175CommonNONE
345370860FFord Mtr Co Del$1.4M0.46%123,530CommonSOLE
91913Y100VLOValero Energy Corp New$1.4M0.44%5,500CommonNONE
902681105UGIUGI Corp New$1.3M0.44%37,024CommonNONE
37940X102GPNGlobal Pmts Inc$1.3M0.41%18,705CommonSOLE
G8994E103TTTrane Technolgies PLC$1.3M0.41%3,000CommonNONE
87807B107TRPTC Energy Corp$1.2M0.40%19,700CommonSOLE
037833100AAPLApple Inc$1.2M0.39%4,745CommonSOLE
055622104BPBP PLC$1.2M0.39%25,407CommonSOLE
N6596X109NXPINXP Semiconductors N V$1.1M0.36%5,649CommonNONE
084670702BRK/BBerkshire Hathaway Inc$1.1M0.35%2,226CommonSOLE
89151E109TTENTotalEnergies SE$1.0M0.34%11,400CommonNONE
071813109BAXBaxter Intl Inc$972,7870.32%57,904CommonSOLE
713448108PEPPepsiCo Inc$892,9180.29%5,750CommonNONE
82452J109FOURShift4 Pmts Inc$887,7190.29%20,300CommonSOLE
40434L105HPQHP Inc$875,4960.28%45,575CommonNONE
337738108FISVFiserv Inc$871,2610.28%15,614CommonSOLE
025537101AEPAmerican Elec Power$865,1280.28%6,600CommonNONE
G0250X107AMCRAmcor PLC$781,9620.25%19,672CommonNONE
00287Y109ABBVAbbVie Inc$750,3410.24%3,450CommonNONE
093671105HRBBlock H&R Inc$737,4150.24%23,233CommonNONE
620076307MSIMotorola Solutions Inc$737,3150.24%1,699CommonSOLE
384802104GWWGrainger W W Inc$725,3890.24%665CommonSOLE
882508104TXNTexas Instrs Inc$718,3180.23%3,700CommonNONE
655844108NSCNorfolk Southern Corp$706,5940.23%2,462CommonNONE
494368103KMBKimberly Clark Corp$705,0030.23%7,308CommonNONE
559222401MGAMagna Intl Inc$703,2060.23%12,600CommonNONE
23355L106DXCDXC Technology Co$685,9070.22%54,567CommonNONE
163851108CCChemours Co$652,7930.21%29,632CommonNONE
452308109ITWIllinois Tool Wks Inc$648,1220.21%2,490CommonNONE
615369105MCOMoodys Corp$610,7500.20%1,400CommonNONE
65339F101NEENextEra Energy Inc$600,7480.20%6,468CommonNONE
500754106KHCKraft Heinz Company$600,2580.20%26,690CommonNONE
277432100EMNEastman Chem Co$595,2960.19%7,800CommonNONE
205887102CAGConAgra Brands Inc$590,2070.19%37,545CommonSOLE
747525103QCOMQualcomm Inc$542,0350.18%4,209CommonNONE
579780206MKCMcCormick & Co Inc$532,1420.17%10,550CommonSOLE
343498101FLOFlowers Foods Inc$521,0620.17%63,934CommonSOLE
053015103ADPAutomatic Data Processing$505,3090.16%2,487CommonSOLE
881624209TEVATeva Pharm Inds Ltd$487,9440.16%16,200CommonSOLE
25179M103DVNDevon Energy Corp New$474,6690.15%9,433CommonSOLE
854502101SWKStanley Black & Decker Inc$474,3260.15%6,675CommonNONE
G6700G107NVTnVent Electric Plc$465,0770.15%3,932CommonNONE
67066G104NVDANVIDIA Corporation$436,0000.14%2,500CommonSOLE
744573106PEGPublic Svc Enter Grp$424,9880.14%5,250CommonSOLE
816300107SIGISelective Insurance Group$412,6850.13%5,474CommonNONE
002824100ABTAbbott Labs$400,9260.13%3,905CommonNONE
15189T107CNPCenterPoint Energy Inc$371,1760.12%8,600CommonSOLE
66987V109NVSNovartis AG$362,7810.12%2,375CommonNONE
023135106AMZNAmazon Com Inc$362,1820.12%1,739CommonSOLE
03074A102ASRVAmeriserv Finl Inc$343,4110.11%94,865CommonSOLE
709631105Pentair Inc$328,0560.11%3,766CommonNONE
513272104LWLamb Weston Holdings Inc$311,6680.10%7,375CommonSOLE
224408104CRCrane Company$310,0230.10%1,813CommonNONE
404280406HSBCHSBC Hldgs PLC$301,0890.10%3,650CommonSOLE
453038408IMOImperial Oil Ltd$287,8040.09%2,200CommonSOLE
489170100KMTKennametal Inc$270,9750.09%7,500CommonSOLE
934423104WBDWarner Brothers Discovery$254,5820.08%9,271CommonSOLE
874039100TSMTaiwan Semiconductr Mfg L$254,4760.08%753CommonSOLE
16119P108CHTRCharter Communications Inc$249,7730.08%1,157CommonSOLE
02079K107GOOGAlphabet Inc$242,6840.08%846CommonSOLE
001055102AFLAflac Inc$232,5850.08%2,120CommonNONE
83444M101SOLVSolventum Corp$231,0970.08%3,539CommonSOLE
69370C100PTCPTC Inc$221,0020.07%1,551CommonSOLE
45687V106IRIngersoll Rand Inc$212,0780.07%2,647CommonNONE
901109108TPCTutor Perini Corp$208,4130.07%2,700CommonSOLE
50540R409LSILabcorp Holdings Inc$207,0450.07%776CommonSOLE
651229106NWLNewell Brands$36,0150.01%10,500CommonSOLE

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.