Institutional
ARGUS INVESTORS' COUNSEL, INC.
CIK 0000007195
$112.5M
Reported AUM
102
Positions
Q1 2026
Period
2026-04-28
Filed
Editorial summary
Summary for ARGUS INVESTORS' COUNSEL, INC. · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp | $195.05 | 2.66% | 9.52% | 751.61% | $5.0M | 4.42% | — | HELD |
| 2 | GOOGL | Alphabet Inc | $333.62 | -0.92% | 76.18% | 131.67% | $4.6M | 4.07% | — | HELD |
| 3 | COST | Costco Wholesale Corp | $954.15 | -2.04% | 0.49% | 120.47% | $4.3M | 3.85% | — | HELD |
| 4 | QURE | Quanta Services Inc | $42.19 | 5.29% | 201.90% | 42.57% | $4.3M | 3.79% | — | HELD |
| 5 | AAPL | Apple Inc | $333.60 | -1.36% | 65.41% | 124.96% | $4.2M | 3.70% | — | HELD |
| 6 | JPM | JPMorgan Chase & Co | $350.93 | 1.80% | 21.40% | 144.23% | $4.1M | 3.62% | — | HELD |
| 7 | ADI | Analog Devices Inc | $366.67 | 3.76% | 65.33% | 140.57% | $3.9M | 3.48% | — | HELD |
| 8 | LLY | Eli Lilly and Company | $1155.56 | -4.50% | 54.61% | 373.33% | $3.7M | 3.32% | — | HELD |
| 9 | AMAT | Applied Materials Inc | $501.77 | 14.97% | 179.14% | 284.62% | $3.7M | 3.29% | — | HELD |
| 10 | META | Meta Platforms Inc | $539.74 | -7.83% | -21.66% | 55.72% | $3.4M | 3.04% | — | HELD |
| 11 | TT | Trane Technologies plc | $440.28 | -1.46% | 2.43% | 139.29% | $3.3M | 2.90% | — | HELD |
| 12 | SCHW | Schwab Charles Corp | $104.33 | -0.13% | 9.66% | 51.38% | $2.6M | 2.33% | — | HELD |
| 13 | AMZN | Amazon.com Inc | $235.66 | 3.98% | 5.54% | 30.60% | $2.5M | 2.24% | — | HELD |
| 14 | V | Visa Inc | $366.40 | -0.63% | 8.37% | 65.12% | $2.4M | 2.16% | — | HELD |
| 15 | WMT2 | Wells Fargo & Company | — | — | — | — | $2.4M | 2.15% | — | HELD |
| 16 | URI | United Rentals Inc | $1068.63 | 1.28% | 23.77% | 210.26% | $2.4M | 2.13% | — | HELD |
| 17 | BLK | BlackRock Inc | $1098.37 | 1.78% | 2.59% | 31.21% | $2.4M | 2.09% | — | HELD |
| 18 | ORCL | Oracle Corp | $127.51 | 8.30% | -51.28% | 41.31% | $2.2M | 1.96% | — | HELD |
| 19 | TRGP | Targa Resources Corp | $268.34 | 1.39% | 67.46% | 575.79% | $2.1M | 1.87% | — | HELD |
| 20 | SPGI | S&P Global Inc | $415.00 | -1.11% | -18.03% | 4.03% | $1.8M | 1.60% | — | HELD |
| 21 | GD | General Dynamics Corp | $382.28 | 0.35% | 23.64% | 109.33% | $1.8M | 1.58% | — | HELD |
| 22 | ANET | Arista Networks Inc | $171.02 | 8.26% | 34.36% | 583.98% | $1.7M | 1.47% | — | HELD |
| 23 | BSX | Boston Scientific Corp | $46.00 | -0.09% | -57.36% | -0.45% | $1.6M | 1.43% | — | HELD |
| 24 | NYT | New York Times Co | $75.83 | -2.39% | 46.73% | 57.46% | $1.5M | 1.36% | — | HELD |
| 25 | — | Constellation Energy Corp | — | — | — | — | $1.4M | 1.25% | — | HELD |
| 26 | MSFT | Microsoft Corp | $451.14 | 15.52% | -13.24% | 55.41% | $1.4M | 1.24% | — | HELD |
| 27 | XOM | Exxon Mobil Corp | $157.13 | 0.25% | 47.45% | 240.22% | $1.4M | 1.20% | — | HELD |
| 28 | DXCM | DexCom Inc | $74.54 | -0.80% | -6.80% | -44.18% | $1.2M | 1.02% | — | HELD |
| 29 | AVGO | Broadcom Inc | $388.15 | 4.81% | 34.78% | 753.17% | $1.1M | 1.01% | — | HELD |
| 30 | AXP | American Express Co | $337.52 | 1.82% | 15.92% | 116.12% | $1.0M | 0.93% | — | HELD |
| 31 | PANW | Palo Alto Networks | $325.77 | 3.70% | — | — | $1.0M | 0.91% | — | HELD |
| 32 | KLAC | KLA Corp | $180.33 | 5.96% | — | — | $1.0M | 0.90% | — | HELD |
| 33 | SNOW | Snowflake Inc | $298.10 | 5.37% | — | — | $997K | 0.89% | — | HELD |
| 34 | WMT | Walmart Inc | $111.12 | -2.71% | — | — | $970K | 0.86% | — | HELD |
| 35 | TJX | TJX Companies | $159.27 | -1.46% | — | — | $942K | 0.84% | — | HELD |
| 36 | IWF | iShares Russell 1000 Grw ETF | $117.43 | 2.96% | — | — | $892K | 0.79% | — | HELD |
| 37 | GE | GE Aerospace | $355.04 | 1.26% | — | — | $876K | 0.78% | — | HELD |
| 38 | DASH | DoorDash Inc | $197.53 | 2.07% | — | — | $803K | 0.71% | — | HELD |
| 39 | UBER | Uber Technologies Inc | $70.37 | -1.17% | — | — | $782K | 0.70% | — | HELD |
| 40 | MA | Mastercard Inc CL A | $577.65 | 2.54% | — | — | $763K | 0.68% | — | HELD |
| 41 | JNJ | Johnson & Johnson | $255.84 | -3.65% | — | — | $737K | 0.66% | — | HELD |
| 42 | BK | Bank of New York Mellon Corp | — | — | — | — | $730K | 0.65% | — | HELD |
| 43 | AMGN | Amgen Inc | $387.64 | 0.00% | — | — | $686K | 0.61% | — | HELD |
| 44 | LRCX | Lam Research Corp | $297.72 | 17.98% | — | — | $668K | 0.59% | — | HELD |
| 45 | IEI | iShares 3-7 Yr Treasury Bond E | $116.64 | 0.06% | — | — | $622K | 0.55% | — | HELD |
| 46 | PH | Parker-Hannifin Corp | $962.79 | 1.23% | — | — | $619K | 0.55% | — | HELD |
| 47 | DUK | Duke Energy Corp | $126.27 | -2.18% | — | — | $582K | 0.52% | — | HELD |
| 48 | HWM | Howmet Aerospace Inc | $277.28 | 1.65% | — | — | $566K | 0.50% | — | HELD |
| 49 | MCK | McKesson Corp | $865.51 | -2.59% | — | — | $544K | 0.48% | — | HELD |
| 50 | NDAQ | Nasdaq Inc | $95.16 | -0.41% | — | — | $531K | 0.47% | — | HELD |
| 51 | ATO | Atmos Energy Corp | $174.26 | -1.92% | — | — | $510K | 0.45% | — | HELD |
| 52 | NFLX | Netflix Inc | $73.19 | -0.60% | — | — | $509K | 0.45% | — | HELD |
| 53 | SO | The Southern Company | $94.34 | -1.78% | — | — | $503K | 0.45% | — | HELD |
| 54 | ECL | Ecolab Inc | $279.34 | -1.54% | — | — | $501K | 0.45% | — | HELD |
| 55 | BSV | Vanguard Short-Term Bd ETF | $77.64 | 0.03% | — | — | $478K | 0.43% | — | HELD |
| 56 | FLOT | IShares Floating Rate Bond ETF | $51.07 | 0.12% | — | — | $469K | 0.42% | — | HELD |
| 57 | DMBS | Doubleline ETF Trust-Mortgage | $48.44 | 0.23% | — | — | $467K | 0.41% | — | HELD |
| 58 | BBBS | Bondbloxx 1-5 Year Corporate B | $50.80 | 0.08% | — | — | $466K | 0.41% | — | HELD |
| 59 | TMO | Thermo Fisher Scientific | $576.78 | 0.06% | — | — | $458K | 0.41% | — | HELD |
| 60 | EFA | iShares MSCI EAFE ETF | $106.24 | 2.78% | — | — | $447K | 0.40% | — | HELD |
| 61 | VCIT | Vanguard Interm-Tm Corp Bd Idx | $81.38 | 0.15% | — | — | $447K | 0.40% | — | HELD |
| 62 | TSM | Taiwan Semiconductor Manufactu | $403.55 | 7.71% | — | — | $446K | 0.40% | — | HELD |
| 63 | STT | State Street Corporation | $182.82 | 3.85% | — | — | $437K | 0.39% | — | HELD |
| 64 | IBM | International Business Machine | $221.64 | -2.12% | — | — | $434K | 0.39% | — | HELD |
| 65 | XHLF | Bondbloxx Bloomberg Six Mth Ta | $50.30 | 0.02% | — | — | $420K | 0.37% | — | HELD |
| 66 | SYK | Stryker Corp | $348.04 | -1.20% | — | — | $417K | 0.37% | — | HELD |
| 67 | TXN | Texas Instruments Inc | $278.44 | 2.63% | — | — | $404K | 0.36% | — | HELD |
| 68 | VZ | Verizon Communications Inc | $46.11 | -2.35% | — | — | $403K | 0.36% | — | HELD |
| 69 | PGX | Invesco Preferred ETF | $10.74 | 0.56% | — | — | $401K | 0.36% | — | HELD |
| 70 | DHR | Danaher Corp | $196.28 | -0.11% | — | — | $399K | 0.36% | — | HELD |
| 71 | RJF | Raymond James Financial Inc | $174.97 | 0.47% | — | — | $394K | 0.35% | — | HELD |
| 72 | NUE | Nucor Corp | $257.04 | 0.40% | — | — | $387K | 0.34% | — | HELD |
| 73 | GLW | Corning Inc | $135.22 | 9.00% | — | — | $382K | 0.34% | — | HELD |
| 74 | SPHQ | Invesco S&P 500 Quality ETF | $85.07 | 2.22% | — | — | $378K | 0.34% | — | HELD |
| 75 | IWM | iShares Russell 2000 Index ETF | $292.54 | 1.38% | — | — | $358K | 0.32% | — | HELD |
| 76 | MS | Morgan Stanley | $210.06 | 3.41% | — | — | $354K | 0.31% | — | HELD |
| 77 | MAR | Marriott International | $375.48 | -1.48% | — | — | $345K | 0.31% | — | HELD |
| 78 | CAT | Caterpillar Inc | $808.91 | 3.35% | — | — | $329K | 0.29% | — | HELD |
| 79 | CSCO | Cisco Systems Inc | $113.56 | 0.96% | — | — | $322K | 0.29% | — | HELD |
| 80 | IVV | iShares Core S&P 500 | $745.23 | 1.65% | — | — | $310K | 0.28% | — | HELD |
| 81 | NSC | Norfolk Southern Corp | $333.93 | -0.54% | — | — | $287K | 0.26% | — | HELD |
| 82 | SCHD | Schwab US Dividend Equity ETF | $33.41 | -1.24% | — | — | $278K | 0.25% | — | HELD |
| 83 | USB | US Bancorp | $62.91 | 0.14% | — | — | $272K | 0.24% | — | HELD |
| 84 | EMR | Emerson Elec Co | $148.64 | 2.00% | — | — | $263K | 0.23% | — | HELD |
| 85 | WM | Waste Management Inc | $226.33 | -4.34% | — | — | $262K | 0.23% | — | HELD |
| 86 | PG | The Procter & Gamble Co | $143.95 | -1.47% | — | — | $260K | 0.23% | — | HELD |
| 87 | APD | Air Prods & Chems Inc | $300.20 | 2.02% | — | — | $260K | 0.23% | — | HELD |
| 88 | UNP | Union Pacific Corp | $289.39 | -0.96% | — | — | $255K | 0.23% | — | HELD |
| 89 | AMT | American Twr Corp-REIT | $174.46 | -2.68% | — | — | $248K | 0.22% | — | HELD |
| 90 | ITW | Illinois Tool Wks Inc | $283.70 | -2.99% | — | — | $246K | 0.22% | — | HELD |
| 91 | HD | Home Depot Inc | $333.33 | -1.46% | — | — | $237K | 0.21% | — | HELD |
| 92 | MRVL | Marvell Technology Inc | $183.30 | 12.18% | — | — | $234K | 0.21% | — | HELD |
| 93 | DIS | The Walt Disney Co | $96.16 | -2.36% | — | — | $231K | 0.21% | — | HELD |
| 94 | ZTS | Zoetis Inc | $76.03 | -2.44% | — | — | $227K | 0.20% | — | HELD |
| 95 | IP | International Paper Co | $43.15 | 1.20% | — | — | $221K | 0.20% | — | HELD |
| 96 | PSX | Phillips 66 | $210.60 | 1.83% | — | — | $218K | 0.19% | — | HELD |
| 97 | ABT | Abbott Labs | $105.63 | -2.19% | — | — | $217K | 0.19% | — | HELD |
| 98 | AMP | Ameriprise Financial Inc | $544.46 | 0.77% | — | — | $214K | 0.19% | — | HELD |
| 99 | ADBE | Adobe Inc | $247.90 | -5.90% | — | — | $211K | 0.19% | — | HELD |
| 100 | SHEL | Shell PLC | $90.49 | 2.43% | — | — | $206K | 0.18% | — | HELD |
| 101 | ENB | Enbridge Inc | $55.44 | 0.54% | — | — | $202K | 0.18% | — | HELD |
| 102 | BDX | Becton Dickinson & Co | — | — | — | — | $201K | 0.18% | — | HELD |
Source: SEC EDGAR · accession 0000007195-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.