Argyle Capital Management, LLC

CIK 0001321194 · CENTER VALLEY, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Argyle Capital Management, LLC reported 138 positions worth $347.2M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: INTC (4.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$347.2M
2026 Q2
Positions
138
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.5%
Est. Net Flow (Q)
2026 Q2
10 / 138 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1INTCIntel CorpSH$14.4M4.14%102,925
2LLYLilly Eli & CoSH$12.9M3.72%10,767
3CATCaterpillar Inc DelSH$10.7M3.09%10,082
4MSFTMicrosoft CorpSH$10.0M2.88%26,840
5JPMJP Morgan Chase & CoSH$9.6M2.78%29,477
6CSCOCisco Sys IncSH$9.1M2.61%77,244
7PNCPNC Finl Svcs Group IncSH$8.5M2.45%34,505
8MRKMerck & Co IncSH$8.0M2.31%62,540
9MCKMcKesson CorpSH$7.9M2.27%10,424
10RTXRTX CorporationSH$7.8M2.23%40,873

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Argyle Capital Management, LLC hold as of Q2 2026?

Argyle Capital Management, LLC reported 138 positions worth $347.2M in its Q2 2026 13F filing. Largest positions: INTC (4.1%), LLY (3.7%), CAT (3.1%), MSFT (2.9%) and JPM (2.8%).

What did Argyle Capital Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Argyle Capital Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.