Institutional
Argyle Capital Management, LLC
CIK 0001321194
$347.2M
Reported AUM
138
Positions
Q2 2026
Period
2026-07-28
Filed
Editorial summary
Summary for Argyle Capital Management, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | INTC | Intel Corp | $90.20 | -1.02% | 367.12% | 81.15% | $14.4M | 4.14% | — | HELD |
| 2 | LLY | Lilly Eli & Co | $1148.35 | -0.57% | 50.85% | 361.96% | $12.9M | 3.72% | — | HELD |
| 3 | CAT | Caterpillar Inc Del | $815.28 | 0.76% | 90.45% | 318.17% | $10.7M | 3.09% | — | HELD |
| 4 | MSFT | Microsoft Corp | $465.00 | 3.08% | -10.62% | 60.10% | $10.0M | 2.88% | — | HELD |
| 5 | JPM | JP Morgan Chase & Co | $351.86 | 0.29% | 23.57% | 148.58% | $9.6M | 2.78% | — | HELD |
| 6 | CSCO | Cisco Sys Inc | $115.99 | 2.14% | 73.60% | 122.41% | $9.1M | 2.61% | — | HELD |
| 7 | PNC | PNC Finl Svcs Group Inc | $249.87 | 0.47% | 38.20% | 56.36% | $8.5M | 2.45% | — | HELD |
| 8 | MRK | Merck & Co Inc | $130.22 | 0.33% | 68.33% | 97.86% | $8.0M | 2.31% | — | HELD |
| 9 | MCK | McKesson Corp | $857.27 | -0.95% | 22.66% | 328.65% | $7.9M | 2.27% | — | HELD |
| 10 | RTX | RTX Corporation | $215.15 | 0.36% | 38.00% | 178.86% | $7.8M | 2.23% | — | HELD |
| 11 | DELL | Dell Technologies Inc | $405.06 | 0.06% | 222.44% | 803.38% | $7.6M | 2.18% | — | HELD |
| 12 | HPE | Hewlett Packard Enterprises | $47.90 | 1.61% | 142.92% | 251.20% | $7.1M | 2.04% | — | HELD |
| 13 | AMGN | Amgen Inc | $385.16 | -0.64% | 34.50% | 99.65% | $7.1M | 2.03% | — | HELD |
| 14 | IBM | International Business Mach | $223.79 | 0.92% | -9.05% | 98.69% | $6.8M | 1.97% | — | HELD |
| 15 | DE | Deere & Company | $592.75 | -1.12% | 19.78% | 67.43% | $6.8M | 1.96% | — | HELD |
| 16 | JNJ | Johnson & Johnson | $256.32 | 0.20% | 58.23% | 70.72% | $6.5M | 1.88% | — | HELD |
| 17 | PHM | Pulte Group Inc | $126.47 | -1.76% | 10.23% | 148.62% | $5.5M | 1.58% | — | HELD |
| 18 | BAC | Bank of America Corp | $61.97 | 0.39% | 38.49% | 67.53% | $5.4M | 1.56% | — | HELD |
| 19 | EMR | Emerson Elec Co | $149.82 | 0.79% | 6.54% | 55.01% | $4.8M | 1.38% | — | HELD |
| 20 | CVX | Chevron Corporation | $196.85 | 2.36% | 32.36% | 140.77% | $4.4M | 1.26% | — | HELD |
| 21 | GM | General Mtrs Corp | $88.86 | 0.52% | 69.82% | 87.79% | $4.2M | 1.22% | — | HELD |
| 22 | BMY | Bristol Myers Squibb Co | $65.31 | 0.69% | 51.55% | 17.37% | $4.2M | 1.20% | — | HELD |
| 23 | KO | Coca Cola Co | $87.58 | -1.02% | 30.88% | 80.45% | $4.1M | 1.19% | — | HELD |
| 24 | ENB | Enbridge Inc | $54.46 | -1.75% | 24.90% | 88.28% | $4.1M | 1.19% | — | HELD |
| 25 | ORCL | Oracle Corp | $129.88 | 1.82% | -47.22% | 53.10% | $3.9M | 1.13% | — | HELD |
| 26 | DUK | Duke Energy Corp | $125.35 | -0.73% | 6.25% | 44.90% | $3.9M | 1.13% | — | HELD |
| 27 | COP | ConocoPhillips | $120.48 | 1.22% | 32.57% | 154.25% | $3.9M | 1.11% | — | HELD |
| 28 | PFE | Pfizer Inc | $25.01 | 0.40% | 13.48% | -29.55% | $3.7M | 1.08% | — | HELD |
| 29 | VZ | Verizon Communications | $46.82 | 1.54% | 14.85% | 14.98% | $3.7M | 1.08% | — | HELD |
| 30 | ALL | Allstate Corp | $264.08 | -0.49% | 35.52% | 119.89% | $3.6M | 1.03% | — | HELD |
| 31 | WMT2 | Wells Fargo & Co New | — | — | — | — | $3.6M | 1.02% | — | HELD |
| 32 | PAYX | Paychex Inc | $116.84 | 0.44% | — | — | $3.5M | 1.01% | — | HELD |
| 33 | GPC | Genuine Parts Co | $124.37 | -0.37% | — | — | $3.5M | 1.00% | — | HELD |
| 34 | CB | Chubb Corp | $350.70 | 0.16% | — | — | $3.5M | 1.00% | — | HELD |
| 35 | PSX | Phillips 66 | $211.68 | 0.51% | — | — | $3.5M | 1.00% | — | HELD |
| 36 | T | AT&T Inc | $23.27 | 0.25% | — | — | $3.4M | 0.98% | — | HELD |
| 37 | MET | MetLife Inc | $96.13 | -0.97% | — | — | $3.4M | 0.97% | — | HELD |
| 38 | MMM | 3M Co | $176.28 | 0.12% | — | — | $3.3M | 0.94% | — | HELD |
| 39 | CVS | CVS Health Corp | $104.43 | -0.75% | — | — | $3.2M | 0.92% | — | HELD |
| 40 | MDT | Medtronic Inc | $85.39 | -0.37% | — | — | $3.1M | 0.88% | — | HELD |
| 41 | UPS | United Parcel Service Inc | $104.22 | -1.00% | — | — | $3.0M | 0.88% | — | HELD |
| 42 | GLW | Corning Inc | $138.26 | 2.25% | — | — | $3.0M | 0.88% | — | HELD |
| 43 | WAT | Waters Corp | $377.31 | -0.79% | — | — | $2.8M | 0.82% | — | HELD |
| 44 | PPL | PPL Corp | $35.21 | -0.98% | — | — | $2.8M | 0.80% | — | HELD |
| 45 | GEV | GE Vernova Inc | $990.11 | 0.83% | — | — | $2.7M | 0.77% | — | HELD |
| 46 | TFC | Truist Finl Corp | $51.84 | -0.33% | — | — | $2.6M | 0.75% | — | HELD |
| 47 | WM | Waste Management Inc Del | $226.54 | 0.09% | — | — | $2.5M | 0.73% | — | HELD |
| 48 | SO | Southern Co | $94.61 | 0.28% | — | — | $2.5M | 0.73% | — | HELD |
| 49 | — | Qnity Electronics Inc | — | — | — | — | $2.4M | 0.69% | — | HELD |
| 50 | FITB | Fifth Third Bancorp | $56.50 | -0.16% | — | — | $2.4M | 0.68% | — | HELD |
| 51 | HSY | Hershey Foods Corp | $175.05 | -1.23% | — | — | $2.4M | 0.68% | — | HELD |
| 52 | GE | GE Aerospace | $360.33 | 1.49% | — | — | $2.3M | 0.68% | — | HELD |
| 53 | HAL | Halliburton Co | $32.25 | 1.93% | — | — | $2.3M | 0.67% | — | HELD |
| 54 | FCX | Freeport-McMoRan Inc | $62.62 | -1.29% | — | — | $2.3M | 0.65% | — | HELD |
| 55 | CTVA | Corteva Inc | $78.71 | -11.90% | — | — | $2.2M | 0.63% | — | HELD |
| 56 | SLB | SLB Limited | $49.59 | 1.39% | — | — | $2.2M | 0.63% | — | HELD |
| 57 | APD | Air Products & Chem | $294.89 | -1.77% | — | — | $2.1M | 0.62% | — | HELD |
| 58 | DOW | Dow Inc | $30.29 | 0.66% | — | — | $2.1M | 0.60% | — | HELD |
| 59 | AVGO | Broadcom Inc | $389.53 | 0.44% | — | — | $2.0M | 0.58% | — | HELD |
| 60 | EXC | Exelon Corporation | $45.82 | 0.53% | — | — | $2.0M | 0.58% | — | HELD |
| 61 | PG | Procter & Gamble Co | $144.52 | 0.39% | — | — | $2.0M | 0.57% | — | HELD |
| 62 | WY | Weyerhaeuser Co | $25.03 | 6.51% | — | — | $1.9M | 0.56% | — | HELD |
| 63 | VRSN | Verisign Inc | $290.02 | 1.20% | — | — | $1.9M | 0.54% | — | HELD |
| 64 | SON | Sonoco Products Co | $56.36 | -0.81% | — | — | $1.8M | 0.53% | — | HELD |
| 65 | CMCSA | Comcast Corp New | $23.96 | 1.23% | — | — | $1.8M | 0.51% | — | HELD |
| 66 | F | Ford Mtr Co Del | $14.68 | -1.21% | — | — | $1.7M | 0.50% | — | HELD |
| 67 | CEG | Constellation Energy Corp | $262.75 | -0.31% | — | — | $1.7M | 0.50% | — | HELD |
| 68 | ADM | Archer Daniels Midland Co | $79.27 | -1.66% | — | — | $1.6M | 0.47% | — | HELD |
| 69 | XOM | ExxonMobil Hldgs Corp | $155.44 | -0.97% | — | — | $1.6M | 0.46% | — | HELD |
| 70 | NXPI | NXP Semiconductors N V | $229.16 | -6.53% | — | — | $1.6M | 0.46% | — | HELD |
| 71 | GEHC | GE HealthCare Technologie | $68.02 | -2.75% | — | — | $1.6M | 0.45% | — | HELD |
| 72 | DD | DuPont De Nemours Inc | $137.00 | -1.33% | — | — | $1.5M | 0.44% | — | HELD |
| 73 | TT | Trane Technolgies PLC | $455.07 | 3.36% | — | — | $1.5M | 0.42% | — | HELD |
| 74 | VLO | Valero Energy Corp New | $312.98 | 0.41% | — | — | $1.4M | 0.41% | — | HELD |
| 75 | AAPL | Apple Inc | $310.42 | -6.90% | — | — | $1.4M | 0.40% | — | HELD |
| 76 | GPN | Global Pmts Inc | $84.08 | -3.18% | — | — | $1.4M | 0.39% | — | HELD |
| 77 | UGI | UGI Corp New | $36.12 | -0.17% | — | — | $1.3M | 0.38% | — | HELD |
| 78 | TRP | TC Energy Corp | $67.43 | -0.97% | — | — | $1.3M | 0.37% | — | HELD |
| 79 | BAX | Baxter Intl Inc | $26.16 | -2.21% | — | — | $1.2M | 0.36% | — | HELD |
| 80 | HPQ | HP Inc | $27.27 | 1.53% | — | — | $1.2M | 0.34% | — | HELD |
| 81 | KMB | Kimberly Clark Corp | $109.31 | -0.80% | — | — | $1.1M | 0.32% | — | HELD |
| 82 | BRK/B | Berkshire Hathaway Inc Cl | — | — | — | — | $1.1M | 0.32% | — | HELD |
| 83 | TXN | Texas Instrs Inc | $275.74 | -1.08% | — | — | $1.1M | 0.32% | — | HELD |
| 84 | PEP | PepsiCo Inc | $139.56 | -0.46% | — | — | $1.0M | 0.30% | — | HELD |
| 85 | AMCR | Amcor PLC | $44.88 | -0.60% | — | — | $1.0M | 0.29% | — | HELD |
| 86 | FOUR | Shift4 Pmts Inc | $53.00 | -1.36% | — | — | $997K | 0.29% | — | HELD |
| 87 | BP | BP PLC | $45.22 | 2.26% | — | — | $939K | 0.27% | — | HELD |
| 88 | GWW | Grainger W W Inc | $1383.20 | 2.04% | — | — | $905K | 0.26% | — | HELD |
| 89 | AEP | American Elec Power | $127.85 | 0.05% | — | — | $903K | 0.26% | — | HELD |
| 90 | TTEN | TotalEnergies SE | — | — | — | — | $886K | 0.26% | — | HELD |
| 91 | HRB | Block H&R Inc | $44.03 | -0.59% | — | — | $885K | 0.25% | — | HELD |
| 92 | ABBV | AbbVie Inc | $250.88 | -2.54% | — | — | $868K | 0.25% | — | HELD |
| 93 | MGA | Magna Intl Inc | $68.60 | -1.79% | — | — | $827K | 0.24% | — | HELD |
| 94 | QCOM | Qualcomm Inc | $147.61 | -2.63% | — | — | $778K | 0.22% | — | HELD |
| 95 | ABT | Abbott Labs | $105.74 | 0.12% | — | — | $777K | 0.22% | — | HELD |
| 96 | NSC | Norfolk Southern Corp | $335.48 | 0.46% | — | — | $775K | 0.22% | — | HELD |
| 97 | FISV | Fiserv Inc | $53.94 | -0.24% | — | — | $766K | 0.22% | — | HELD |
| 98 | EMN | Eastman Chem Co | $69.92 | -0.21% | — | — | $717K | 0.21% | — | HELD |
| 99 | MSI | Motorola Solutions Inc | $435.75 | 1.14% | — | — | $691K | 0.20% | — | HELD |
| 100 | ITW | Illinois Tool Wks Inc | $287.01 | 1.16% | — | — | $673K | 0.19% | — | HELD |
| 101 | NVT | nVent Electric Plc | $153.83 | 6.24% | — | — | $667K | 0.19% | — | HELD |
| 102 | KHC | Kraft Heinz Company | — | — | — | — | $635K | 0.18% | — | HELD |
| 103 | MCO | Moodys Corp | — | — | — | — | $634K | 0.18% | — | HELD |
| 104 | SWK | Stanley Black & Decker In | — | — | — | — | $628K | 0.18% | — | HELD |
| 105 | NEE | NextEra Energy Inc | — | — | — | — | $568K | 0.16% | — | HELD |
| 106 | CC | Chemours Co | — | — | — | — | $567K | 0.16% | — | HELD |
| 107 | ADP | Automatic Data Processing | — | — | — | — | $557K | 0.16% | — | HELD |
| 108 | TEVA | Teva Pharm Inds Ltd | — | — | — | — | $549K | 0.16% | — | HELD |
| 109 | MKC | McCormick & Co Inc | — | — | — | — | $532K | 0.15% | — | HELD |
| 110 | SIGI | Selective Insurance Group | — | — | — | — | $531K | 0.15% | — | HELD |
| 111 | CAG | ConAgra Brands Inc | — | — | — | — | $505K | 0.15% | — | HELD |
| 112 | FLO | Flowers Foods Inc | — | — | — | — | $505K | 0.15% | — | HELD |
| 113 | LSI | Labcorp Holdings Inc | — | — | — | — | $489K | 0.14% | — | HELD |
| 114 | DXC | DXC Technology Co | — | — | — | — | $483K | 0.14% | — | HELD |
| 115 | NVDA | NVIDIA Corporation | — | — | — | — | $440K | 0.13% | — | HELD |
| 116 | PEG | Public Svc Enter Grp | — | — | — | — | $426K | 0.12% | — | HELD |
| 117 | AMZN | Amazon Com Inc | — | — | — | — | $414K | 0.12% | — | HELD |
| 118 | CR | Crane Company | — | — | — | — | $404K | 0.12% | — | HELD |
| 119 | CNP | CenterPoint Energy Inc | — | — | — | — | $379K | 0.11% | — | HELD |
| 120 | NVS | Novartis AG | — | — | — | — | $372K | 0.11% | — | HELD |
| 121 | ASRV | Ameriserv Finl Inc | — | — | — | — | $368K | 0.11% | — | HELD |
| 122 | TSM | Taiwan Semiconductr Mfg L | — | — | — | — | $360K | 0.10% | — | HELD |
| 123 | HSBC | HSBC Hldgs PLC | — | — | — | — | $347K | 0.10% | — | HELD |
| 124 | DVN | Devon Energy Corp New | — | — | — | — | $340K | 0.10% | — | HELD |
| 125 | LW | Lamb Weston Holdings Inc | — | — | — | — | $318K | 0.09% | — | HELD |
| 126 | GOOG | Alphabet Inc | — | — | — | — | $299K | 0.09% | — | HELD |
| 127 | — | Pentair Inc | — | — | — | — | $289K | 0.08% | — | HELD |
| 128 | SOLV | Solventum Corp | — | — | — | — | $272K | 0.08% | — | HELD |
| 129 | KMT | Kennametal Inc | — | — | — | — | $263K | 0.08% | — | HELD |
| 130 | AFL | Aflac Inc | — | — | — | — | $249K | 0.07% | — | HELD |
| 131 | WBD | Warner Brothers Discovery | — | — | — | — | $247K | 0.07% | — | HELD |
| 132 | IMO | Imperial Oil Ltd | — | — | — | — | $246K | 0.07% | — | HELD |
| 133 | XLK | Select Sector SPDR TR | — | — | — | — | $240K | 0.07% | — | HELD |
| 134 | VUG | Vanguard Index Fds | — | — | — | — | $234K | 0.07% | — | HELD |
| 135 | TPC | Tutor Perini Corp | — | — | — | — | $224K | 0.06% | — | HELD |
| 136 | IR | Ingersoll Rand Inc | — | — | — | — | $217K | 0.06% | — | HELD |
| 137 | CAH | Cardinal Health Inc | — | — | — | — | $208K | 0.06% | — | HELD |
| 138 | GOOGL | Alphabet Inc | — | — | — | — | $207K | 0.06% | — | HELD |
Source: SEC EDGAR · accession 0001321194-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.